Research

• FWA deep-dive: It has the potential to be disruptive

  November 24, 2025  —  James Ratzer
• Salt Q3 25/Swiss market update: Price problems remain (but Salt outperforming)

  November 21, 2025  —  Russell Waller
• Sunrise Q3 25: OK numbers, but negative comments on fixed revenue outlook a concern

  November 11, 2025  —  Russell Waller
• Why you should be reading the Tariff Tracker – a leading SR indicator

  September 15, 2025  —  Russell Waller and James Ratzer
• Sunrise Q2 25: Good EBITDAaL beat and better SR trends

  August 21, 2025  —  Russell Waller

Events