COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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Nexfibre/ VMO2: What can we learn from the newly published accountsOctober 15, 2025 — James Ratzer
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United Internet/ 1&1: What’s 1&1 worth to Telefonica?October 10, 2025 — Ben Rickett
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UK consolidation: Should VMO2 consider shutting down its HFC network?October 8, 2025 — James Ratzer
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AMX and Entel working on a joint bid for Telefonica ChileOctober 3, 2025 — Chris Hoare
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Why you should be reading the Tariff Tracker – a leading SR indicatorSeptember 15, 2025 — Russell Waller and James Ratzer
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay