COMPANY
Telefonica
TEF:SM
Primary coverage by James Ratzer
Research
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VMO2: Deeper-dive post-results: Path back to 5x leverage unclearFebruary 19, 2025 — James Ratzer
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Telefonica: Peru insolvency could be material for TEF’s FCF guidanceFebruary 17, 2025 — James Ratzer
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The next big spectrum band: Clearer progress emergingFebruary 13, 2025 — James Ratzer
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German market competition call slidesJanuary 29, 2025 — James Ratzer
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VMO2 NetCo: What might it be worth – what are the implications?January 23, 2025 — James Ratzer
Events
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Jan
29CommunicationsJanuary 29, 2025 — VirtualHosted by James RatzerWatch Replay