COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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Starlink call: Presentation slidesJune 12, 2025 — James Ratzer
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Starlink: What impact might it have on the telcos?June 9, 2025 — James Ratzer
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Liberty Global/ VMO2 Review: The tough fundamentals vs. potential optionalityMay 19, 2025 — James Ratzer
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Telefonica: Q1 25 – The three things that stand out to usMay 14, 2025 — James Ratzer
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VMO2 merging with Daisy: What does this mean?May 12, 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