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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DT: TMUS stake to rise faster than expectedFebruary 11, 2026 — James Ratzer
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BT: Q3 26 – Line loss analysis – what is driving the improvement? Is it sustainable?February 5, 2026 — James Ratzer
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Vodafone (Buy): Q3 26 – The pricing vs. volume dynamic in GermanyFebruary 5, 2026 — James Ratzer
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TalkTalk: Post-Q3 model update: The customer growth vs. SAC trade-offFebruary 4, 2026 — James Ratzer
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TalkTalk Q3: Financial guidance intact, but customer volumes weaker – Quick TakeFebruary 3, 2026 — James Ratzer
Upcoming Events
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Mar
19CommunicationsMarch 19, 2026 — VirtualHosted by 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 -
Apr
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