James Ratzer
Communications Services: Europe
James Ratzer heads up the European Communication Services research team and was one of the initial founding partners. In the most recent II survey, James was named as the number 1 ranked individual independent research analyst across all sectors. Prior to helping found New Street Research, he led the Telecoms Research team at UBS, where the team was no. 1 ranked, and he was individually ranked as a number 1 analyst. Away from the office, James is a keen cyclist.
Lead Analyst
Research
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Vodafone/ Safaricom: More FCF accretive than one might thinkDecember 4, 2025 — James Ratzer
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Deutsche Glasfaser/ DT: Our take on the refinancing storyDecember 3, 2025 — James Ratzer
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Starlink: Price cut – a warning signal of what is to come?November 27, 2025 — James Ratzer
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Zegona: Payday – but is it payday for Vodafone shareholders as well?November 27, 2025 — James Ratzer
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FiberCop: Q3 25 - Line losses continue to be a dragNovember 26, 2025 — James Ratzer
Upcoming Events
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Dec
19CommunicationsDecember 19, 2025 — VirtualHosted by David Barden and James RatzerEvent Details -
Mar
24CommunicationsMarch 24, 2026 – March 26, 2026 — London (March 24th), New York City (March 26th)Hosted by James Ratzer, David Barden, Chris Hoare and Russell WallerEvent Details
