Research

• EU Telecoms: The Year Ahead 2025

  December 18, 2024  —  James Ratzer, Russell Waller and Ben Rickett
• European Quarterly Review Q3 24 - Rising ROCE is a key sector support

  December 4, 2024  —  Russell Waller
• Liberty Global review: New target of $14 post-spin

  November 15, 2024  —  James Ratzer
• Liberty Global Q3 24: Record low service revenue trends a headwind to value creation

  October 29, 2024  —  James Ratzer
• European Telecoms Refresh: Can the outperformance continue?

  September 26, 2024  —  James Ratzer, Russell Waller and Ben Rickett

Events