
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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Liberty Global: Q2 25 – FCF upside would be better than more spinsAugust 1, 2025 — James Ratzer
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Cellnex: Q2 25 – Growth levers still appear limitedJuly 31, 2025 — James Ratzer
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VMO2: Q2 25 – Customer losses and ARPU growth slippingJuly 30, 2025 — James Ratzer
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Telefonica: Q2 25 – Solid quarter ahead of strategic reviewJuly 30, 2025 — James Ratzer
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Zegona: Significant target price upgradeJuly 28, 2025 — James Ratzer