Research

• Sector rally call slides - Orange/Telia/Tele2 and whole sector: Downgrade to Neutral

  March 12, 2026  —  Russell Waller, Jeremy Ben-Nathan, James Ratzer and Ben Rickett
• Telecom Italia (Neutral): Solid quarter but up with events

  February 24, 2026  —  James Ratzer
• EU Telecoms: 2026 Lookahead Call Slides

  January 8, 2026  —  James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
• Telecom Italia: Savings share conversion announced – third time lucky!

  December 21, 2025  —  James Ratzer
• Telecom Italia: €1bn legal victory confirmed….what next?

  December 21, 2025  —  James Ratzer

Events