COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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VMO2: Q2 25 – Customer losses and ARPU growth slippingJuly 30, 2025 — James Ratzer
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Telefonica: Q2 25 – Solid quarter ahead of strategic reviewJuly 30, 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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How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in NorwayJuly 8, 2025 — Russell Waller
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Vodafone (Buy) / TeleColumbus (Overweight): German TV refresh: Ongoing pressures, but each business has upside leversJuly 2, 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