COMPANY
Virgin Media-O2
Primary coverage by James Ratzer
Research
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UK Telecoms Access Review: What now happens beyond 2031?March 20, 2025 — James Ratzer
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VMO2: Deeper-dive post-results: Path back to 5x leverage unclearFebruary 19, 2025 — James Ratzer
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Liberty Global: Q4 24 - A tough FCF outlook for 2025February 18, 2025 — James Ratzer
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Sky UK: How they are building their next leg of growthFebruary 18, 2025 — James Ratzer
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The next big spectrum band: Clearer progress emergingFebruary 13, 2025 — James Ratzer