Research

• KPN Post Q4 25 model update – We see better value elsewhere

  February 2, 2026  —  Russell Waller
• KPN Q4 25: Solid numbers, guidance as expected

  January 28, 2026  —  Russell Waller
• EU Telecoms: 2026 Lookahead Call Slides

  January 8, 2026  —  James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
• EU TELECOMS: 2026 lookahead

  December 17, 2025  —  James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
• FWA deep-dive: It has the potential to be disruptive

  November 24, 2025  —  James Ratzer

Events