COMPANY
Vodafone
VOD:LN
Primary coverage by James Ratzer
Research
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Vodafone (Buy): Q3 26 – The pricing vs. volume dynamic in GermanyFebruary 5, 2026 — James Ratzer
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TalkTalk: Up for sale again!January 23, 2026 — James Ratzer
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EU Telecoms: 2026 Lookahead Call SlidesJanuary 8, 2026 — James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
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FWA Europe vs. US Call SlidesDecember 19, 2025 — James Ratzer, David Barden and Vikash Harlalka
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EU TELECOMS: 2026 lookaheadDecember 17, 2025 — James Ratzer, Russell Waller, Ben Rickett and Jeremy Ben-Nathan
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
