COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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EU TELECOMS: 2026 lookaheadDecember 17, 2025 — James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
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FWA deep-dive: It has the potential to be disruptiveNovember 24, 2025 — James Ratzer
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Telefonica: After a 13% fall post-CMD, is it attractive?November 4, 2025 — James Ratzer
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Telefonica CMD Quick Take: After all the hype, just a profit warningNovember 4, 2025 — James Ratzer
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VMO2: Q3 25 – Core pressures still present on fixed broadbandOctober 30, 2025 — 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