Russell Waller
Communications Services
Russell Waller is a founding partner of New Street, having worked at UBS before as a member of the number 1 ranked Telecoms Team. When not neck-deep modelling in Excel, Russell can either be found cooking (BBQ), listening to music (electronic music of all types), skiing, or watching sport of some sort (rugby or Liverpool ideally).
Lead Analyst
Research
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Proximus Q3 25: Domestic resilience, but Global weakness hard to ignoreNovember 7, 2025 — Russell Waller
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Swisscom Q3 25: SR miss, but good EBITDA beat; guidance reiteratedNovember 6, 2025 — Russell Waller
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KPN strategy update – not the same as TelefonicaNovember 5, 2025 — Russell Waller
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Bouygues (Buy) Q3 25: Solid results: COPA guide implies upside to consensus; Telco SR betterNovember 5, 2025 — Russell Waller
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Orange: Spain buy-in, target increases to €17, +24%; on EFCF per share, Orange could be worth >€23, +65%November 2, 2025 — Russell Waller