COMPANY
TalkTalk
Primary coverage by James Ratzer
Research
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Vodafone for TalkTalk? Our takeJune 9, 2026 — James Ratzer
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BT (Neutral): Increased competition likely with new Openreach offersJune 3, 2026 — James Ratzer
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TalkTalk: New outlook but no M&A updateMay 6, 2026 — James Ratzer
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UK Telecoms 5-year view: Our take on Ofcom’s takeMarch 17, 2026 — James Ratzer
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TalkTalk: Post-Q3 model update: The customer growth vs. SAC trade-offFebruary 4, 2026 — James Ratzer
Events
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Nov
11CommunicationsNovember 11, 2025 — VirtualHosted by James RatzerWatch Replay -
Oct
19CommunicationsOctober 19, 2023 — VirtualHosted by James RatzerWatch Replay