Research

• KPN strategy update – not the same as Telefonica

  November 5, 2025  —  Russell Waller
• KPN Q3 25: Weak SR, but all guidance reiterated (for now)

  October 28, 2025  —  Russell Waller
• Why you should be reading the Tariff Tracker – a leading SR indicator

  September 15, 2025  —  Russell Waller and James Ratzer
• KPN Q2 25: Good results and guidance raise (but some lingering issues remain)

  July 23, 2025  —  Russell Waller
• EU Telecoms: Half-Time 2025 report

  July 22, 2025  —  James Ratzer, Russell Waller and Ben Rickett

Events