Research

• 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
• 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

Events