COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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UK Telecoms 5-year view: Our take on Ofcom’s takeMarch 17, 2026 — James Ratzer
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Sector rally call slides - Orange/Telia/Tele2 and whole sector: Downgrade to NeutralMarch 12, 2026 — Russell Waller, Jeremy Ben-Nathan, James Ratzer and Ben Rickett
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MWC 2026: What caught our eye – Starlink & glasses!March 4, 2026 — James Ratzer
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Telefonica negotiating acquisition of 1&1? Our take.February 27, 2026 — James Ratzer and Ben Rickett
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Telefonica: Brazil is trying to save the day – but by not quite enoughFebruary 24, 2026 — James Ratzer
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay