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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Digi CMD 2026 – Continuation of the plan to disrupt in Spain and PortugalMarch 6, 2026 — Russell Waller
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NOS Q4 25: Better SR trends; extraordinary dividendMarch 3, 2026 — Russell Waller
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Bouygues Post Q4 25 model update – Still a key BuyMarch 2, 2026 — Russell Waller
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Proximus Q4 25 and CMD Quick Take: Dividend cut; long-term FCF looks betterFebruary 27, 2026 — Russell Waller
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European Tariff Tracker Feb 26: A slowdown in German and UK mobile trendsFebruary 27, 2026 — Russell Waller
Upcoming Events
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Mar
12CommunicationsMarch 12, 2026 — VirtualHosted by Russell Waller and 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
