COMPANY
TalkTalk
Primary coverage by James Ratzer
Research
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VMO2 update: Impact from One Touch SwitchingAugust 19, 2025 — James Ratzer
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TalkTalk: New capital injection a mixed blessing– Our TakeJuly 28, 2025 — James Ratzer
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EU Telecoms: Half-Time 2025 reportJuly 22, 2025 — James Ratzer, Russell Waller and Ben Rickett
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TalkTalk: Deeper dive on customer trends and estimate changesJuly 21, 2025 — James Ratzer
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TalkTalk Q1: Rising customer churn an additional headwindJuly 16, 2025 — James Ratzer
Events
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Oct
19CommunicationsOctober 19, 2023 — VirtualHosted by James RatzerWatch Replay