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 call slides - what are the parts worth?March 6, 2026 — James Ratzer
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German FTTH: Implications of new German fibre billMarch 5, 2026 — James Ratzer
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Liberty Global: Equity upside still capped - full model re-workMarch 4, 2026 — James Ratzer
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MWC 2026: What caught our eye – Starlink & glasses!March 4, 2026 — James Ratzer
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Eolo Q3 26: Cash generation intact, but KPI trends a concernMarch 3, 2026 — James Ratzer
Upcoming Events
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Mar
12CommunicationsMarch 12, 2026 — VirtualHosted by Russell Waller and James RatzerEvent Details -
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
14
