COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
-
Telefonica exits Peru in value accretive moveApril 14, 2025 — James Ratzer
-
EU telcos: Recessionary impact analysisApril 7, 2025 — James Ratzer, Russell Waller and Ben Rickett
-
Telefonica Q4: Good for now, but the real answers lie down the roadFebruary 27, 2025 — James Ratzer
-
VMO2: Deeper-dive post-results: Path back to 5x leverage unclearFebruary 19, 2025 — James Ratzer
-
Telefonica: Peru insolvency could be material for TEF’s FCF guidanceFebruary 17, 2025 — James Ratzer
Events
-
Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay