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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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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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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
Upcoming Events
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Mar
26CommunicationsMarch 26, 2025 – March 27, 2025 — March 26th NYC, March 27th LondonEvent Details