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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Telefonica: Surprise CEO change – What comes next? Our TakeJanuary 20, 2025 — James Ratzer
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Revealing the spectrum sale details from Vod-Three to O2 (potentially)January 17, 2025 — James Ratzer
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BT: Morgan Stanley exit derivative - what does this mean for the Mittal holding?January 15, 2025 — James Ratzer
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Cellnex new buyback announced: Our takeJanuary 14, 2025 — James Ratzer
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EU Telecoms: 2025 The Year Ahead - CALL SLIDESJanuary 10, 2025 — James Ratzer, Russell Waller and Ben Rickett
Upcoming Events
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Mar
26CommunicationsMarch 26, 2025 – March 27, 2025 — March 26th NYC, March 27th LondonEvent Details