
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 target/ model update: The UK ups and the German downsMay 31, 2025 — James Ratzer
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TeleColumbus: Updated model post-Q1 resultsMay 28, 2025 — James Ratzer
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TeleColumbus Q1 25: Pricing power leads to KPI wobbleMay 27, 2025 — James Ratzer
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Zegona/ MasOrange: Selling down a smaller FTTH stake?May 27, 2025 — James Ratzer and Russell Waller
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BT: Dig a bit deeper and it is better than the headlinesMay 22, 2025 — James Ratzer