COMPANY
Vodafone
VOD:LN
Primary coverage by James Ratzer
Research
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Sector rally call slides - Orange/Telia/Tele2 and whole sector: Downgrade to NeutralMarch 12, 2026 — Russell Waller, Jeremy Ben-Nathan, James Ratzer and Ben Rickett
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German FTTH: Implications of new German fibre billMarch 5, 2026 — James Ratzer
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MWC 2026: What caught our eye – Starlink & glasses!March 4, 2026 — James Ratzer
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Liberty Global: Why the market reaction today might not be rightFebruary 18, 2026 — James Ratzer
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Vodafone (Buy): Q3 26 – The pricing vs. volume dynamic in GermanyFebruary 5, 2026 — 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 -
Dec
3CommunicationsDecember 3, 2024 — VirtualHosted by James RatzerWatch Replay -
Oct
2CommunicationsOctober 2, 2024 — VirtualHosted by James Ratzer, Russell Waller and Ben RickettWatch Replay -
May
5CommunicationsMay 5, 2023Hosted by James Ratzer and Russell WallerWatch Replay
