COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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Be careful what you wish for: Digi as a remedy taker in Spain – also, what would it mean for Portugal/Belgium, Altice, NOS and othersJanuary 23, 2026 — Russell Waller
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Telefonica/ 1&1/ Zegona – is consolidation afoot?January 20, 2026 — James Ratzer and Ben Rickett
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EU Telecoms: 2026 Lookahead Call SlidesJanuary 8, 2026 — James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
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FWA Europe vs. US Call SlidesDecember 19, 2025 — James Ratzer, David Barden and Vikash Harlalka
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Cellnex vs. Telefonica: What we missed from our sector noteDecember 19, 2025 — 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