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
• Salt Q3 25/Swiss market update: Price problems remain (but Salt outperforming)

  November 21, 2025  —  Russell Waller
• Swisscom Q3 25: SR miss, but good EBITDA beat; guidance reiterated

  November 6, 2025  —  Russell Waller
• Why you should be reading the Tariff Tracker – a leading SR indicator

  September 15, 2025  —  Russell Waller and James Ratzer

Events