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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Starlink: Price cut – a warning signal of what is to come?November 27, 2025 — James Ratzer
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Zegona: Payday – but is it payday for Vodafone shareholders as well?November 27, 2025 — James Ratzer
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FiberCop: Q3 25 - Line losses continue to be a dragNovember 26, 2025 — James Ratzer
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Eolo: Q2 26: A clearer deleveraging path, despite KPI pressuresNovember 26, 2025 — James Ratzer
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Tele Columbus: Q3 2025: MSIP implicitly showing their supportNovember 25, 2025 — James Ratzer