Research

• Starlink: What impact might it have on the telcos?

  June 9, 2025  —  James Ratzer
• KPN, Odido (Overweight from Equal Weight): NL meeting notes - Change is coming

  May 13, 2025  —  Russell Waller
• KPN Q1 25: Better growth and beat vs consensus – results and call summary

  April 24, 2025  —  Russell Waller
• EU telcos: Recessionary impact analysis

  April 7, 2025  —  James Ratzer, Russell Waller and Ben Rickett
• Bible 4Q24: Telecom Infrastructure – Recovery across the board

  March 10, 2025  —  Pierre Ferragu

Events