COMPANY
Virgin Media-O2
Primary coverage by James Ratzer
Research
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UK consolidation: Should VMO2 consider shutting down its HFC network?October 8, 2025 — James Ratzer
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UK Fixed Market Review: Fewer lines to go round. BT back to Neutral. Deep-dive on Netomnia and Community FibreSeptember 30, 2025 — James Ratzer
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Why you should be reading the Tariff Tracker – a leading SR indicatorSeptember 15, 2025 — Russell Waller and James Ratzer
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VMO2 update: Impact from One Touch SwitchingAugust 19, 2025 — James Ratzer
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Liberty Global: Q2 25 – FCF upside would be better than more spinsAugust 1, 2025 — James Ratzer