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Russell Waller
Communications Services
Russell Waller is a founding partner of New Street, having worked at UBS before as a member of the number 1 ranked Telecoms Team. When not neck-deep modelling in Excel, Russell can either be found cooking (BBQ) or listening to music (bass house, techno, DnB) – unless it’s the ski season, when he’ll be doing both, but in the mountains; or you might catch him watching his beloved Liverpool play football (soccer).
Lead Analyst
Research
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Swisscom Q4 24: Mixed results, Italy guidance disappointingFebruary 13, 2025 — Russell Waller
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Mas Orange Q4 24: Good results, new leverage target seems to imply c€4.3bn of deleveringFebruary 13, 2025 — Russell Waller
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Orange Q4 24: EBITDA beat, some good EBITDA/FCF guidance; growth undervaluedFebruary 13, 2025 — Russell Waller
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Telecom Italia and Iliad merger on? Our TakeFebruary 7, 2025 — James Ratzer and Russell Waller
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Orange Belgium H2 24 results: Guidance suggests minimal impact from DigiFebruary 7, 2025 — Russell Waller