Research

• Swisscom Q1 26: A good EBITDA beat, but appears to be a pull forward of OpEx out

  May 7, 2026  —  Russell Waller
• Telecom Italia now serves Inwit notice…. What next?

  March 29, 2026  —  James Ratzer
• Swisscom-INWIT: Aggressive brinkmanship or a seismic shift in the tower landscape?

  March 25, 2026  —  Russell Waller and Ben Rickett
• INWIT/ CELLNEX – New Italy TowerCo – what’s going on?

  March 19, 2026  —  James Ratzer
• Why a decision in Malta is more relevant than you might think

  March 19, 2026  —  James Ratzer

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