Analyst
New Street Research
Equibles does not estimate personal net worth.
James Ratzer is recorded as Analyst at New Street Research. James Ratzer has spoken on 6 earnings calls across 5 companies, most recently for Viasat Inc on November 5, 2026. Those appearances were for Liberty Global Ltd. (LBTYA), Viasat Inc (VSAT), Deutsche Telekom AG (DTEGY), Telefonica S A (TEFOF) and TELEFONICA SA. The companies whose calls James Ratzer spoke on are classified in the Communication Services and Technology sectors.
“So, Mark, my kind of question really, I mean, I suppose, followed on from that last one there from Justin, which is a little bit more color around equities. Would love to get your kind of latest.”
“The first one was just love to get an updated view on your whole buying potential kind of strategy for fiber, kind of in Germany, you know, some of the other SDU fiber builders in Germany are starting to actually now get some decent traction on wholesale offers with kind of Vodafone, Eins & Eins, Telefonica.”
“So I had a couple of questions, one on Spain, one on Germany, please. So on Spain in particular, your retail revenues, you know, really strongly accelerated in Q2 from the trends we've seen in the past kind of five or six quarters.”
“Sort of question, please, around kind of Virgin Media 02. If I look at kind of your partner, Telefonica, they've seen declining revenues in Germany. And just two days ago, they announced a major cost restructuring program.”
“The first one, if we can, let's just stick with Germany again for a moment. And maybe you can help us to be a bit more kind of specific on the numbers. Because I think in Q1, mobile service revenues were down 8.5%.”
New Street Research
Analyst
Transcript header (unverified)
LBTYA
Telecom Services · Communication Services
VSAT
Communication Equipment · Technology
DTEGY
Telecom Services · Communication Services
TEFOF
Telecom Services · Communication Services
TELEFONICA SA
Telecom Services · Communication Services
Torsten Achtmann - Director of Investor Relations Good morning, and welcome to Telefónica's conference call to discuss January-March 2026 results. I am Torsten Achtmann from Investor Relations.
TELEFONICA SA
