Technology, media & telecoms research

TMT Insights

Market cap

Date (published)

thematic

TMT

08.11.24

MediaWatch – One step forward, two steps back

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

TMT

thematic

04.09.25

MediaWatch – A two-tier story

Latest

TMT | Update

27.10.25

Zalaris — Debt refinanced, growth on track

TMT | Flash

24.10.25

VEON — OLX acquisition adds to VEON’s digital offering

TMT | Update

24.10.25

IP Group — Pfizer-Metsera deal offers upside potential

TMT | Update

23.10.25

Northern Data Group — Q325 update and progress on strategic disposals

insight

TMT

06.08.25

IP Group – capital markets day

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

TMT

21.11.23

Borussia Dortmund: EKF 2023 QuickView

insight

TMT

21.11.23

CLIQ Digital: EKF 2023 QuickView

Equities

Region

Market cap

1Spatial (SPA)

Latest price

GBP0.50

— 0.00 (0.00)

As at 28/10/2025

Market capitalisation: GBP56m

View equity

Update

TMT

13.10.25

1Spatial — 1Streetworks prospects strengthen

Flash

TMT

06.10.25

1Spatial — Expansion with UK Power Networks

Flash

TMT

30.09.25

1Spatial — Enterprise agreement with Caltrans

4imprint Group (FOUR)

Latest price

GBP34.30

▾ 20.00 (0.59)

As at 28/10/2025

Market capitalisation: GBP967m

View equity

Update

TMT

06.08.25

4imprint Group — Steady hands on the tiller

Update

TMT

21.05.25

4imprint Group — Holding steady against uncertain backdrop

Update

TMT

12.03.25

4imprint Group — Resilience in uncertain markets

Advanced Blockchain (ABX)

Latest price

EUR2.90

▾ 0.11 (3.94)

As at 28/10/2025

Market capitalisation: EUR12m

View equity

Initiation

Financials

03.03.22

Advanced Blockchain — Building the blockchain

Altron (AEL)

Latest price

ZAR18.15

▾ −0.04 (−0.22)

As at 28/10/2025

Market capitalisation: ZAR7,494m

View equity

Flash

TMT

06.10.25

Altron — Company provides H126 EPS ranges

Update

TMT

01.09.25

Altron — Mixed performance in H126

Update

TMT

09.06.25

Altron — Platform businesses drive FY25 upside

Atea (ATEA)

Latest price

NOK155.60

▾ 1.40 (0.91)

As at 28/10/2025

Market capitalisation: NOK17,487m

View equity

Non client QV

TMT

06.05.25

Atea — FY25 guidance, with hopes in Denmark

Non client QV

TMT

12.02.25

Atea — Q4 delivers in challenging markets

AUSTRIACARD (ACAG)

Latest price

EUR4.95

▾ 0.04 (0.71)

As at 28/10/2025

Market capitalisation: EUR180m

View equity

Update

TMT

22.05.25

AUSTRIACARD — Targeting growth in FY25

Update

TMT

07.04.25

AUSTRIACARD — FY24 net income growth of 20%

Update

TMT

19.11.24

AUSTRIACARD — Solid Q324 supports FY24 outlook

Boku (BOKU)

Latest price

GBP2.48

— 0.00 (0.00)

As at 28/10/2025

Market capitalisation: GBP735m

View equity

Outlook

TMT

23.10.25

Boku — Outlining the growth path

Update

TMT

30.09.25

Boku — Strong H125 drives upgrades

Centaur Media (CAU)

Latest price

GBP0.42

▾ −0.50 (−1.18)

As at 28/10/2025

Market capitalisation: GBP64m

View equity

Update

TMT

17.09.25

Centaur Media — Unbundling to deliver value

Flash

TMT

11.09.25

Centaur Media — Conditional sale of The Lawyer

Flash

TMT

25.06.25

Centaur Media — Conditional sale of MiniMBA

Checkit (CKT)

Latest price

GBP0.14

▾ 1.00 (7.84)

As at 28/10/2025

Market capitalisation: GBP15m

View equity

Update

TMT

12.09.24

Checkit — Contract expansions drive order intake

Flash note

TMT

27.06.24

Checkit — No intention to bid for Crimson Tide

Flash note

TMT

05.06.24

Checkit — Potential bid for Crimson Tide

CI Games (CIG)

Latest price

PLN2.94

▾ −0.03 (−1.01)

As at 28/10/2025

Market capitalisation: PLN538m

View equity

Outlook

TMT

03.06.25

CI Games — Operational and product inflection point

Update

TMT

08.10.24

CI Games — Strategic roadmap to 2028

Outlook

TMT

15.01.24

CI Games — Back on track following headline launch

Claranova (CLA)

Latest price

EUR1.76

▾ −0.06 (−3.19)

As at 28/10/2025

Market capitalisation: EUR101m

View equity

Update

TMT

07.08.25

Claranova — Outlining the vision for Avanquest

Update

TMT

26.06.25

Claranova — PlanetArt disposal agreement signed

Update

TMT

19.05.25

Claranova — Transition to pure play software business ongoing

ClickASnap (CLICKNOTICKER)

Latest price

—

— 0.00 (0.00)

As at 28/10/2025

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR2.29

▾ −0.02 (−0.87)

As at 28/10/2025

Market capitalisation: EUR15m

View equity

Update

TMT

01.09.25

CLIQ Digital — Pressing the pause button

Update

TMT

14.05.25

CLIQ Digital — Awaiting developments

Flash

TMT

12.03.25

CLIQ Digital — Potential public tender

Computacenter (CCC)

Latest price

GBP28.02

▾ 96.00 (3.55)

As at 28/10/2025

Market capitalisation: GBP2,977m

View equity

Non client QV

TMT

18.03.25

Computacenter — FY24 results reveal a story of contrasts

Concurrent Technologies (CNC)

Latest price

GBP2.26

▾ 1.00 (0.44)

As at 28/10/2025

Market capitalisation: GBP196m

View equity

Non client QV

TMT

15.09.25

Concurrent Technologies — Platform for sustainable growth

Cordel Group (CRDL)

Latest price

GBP0.06

▾ −0.28 (−4.15)

As at 28/10/2025

Market capitalisation: GBP14m

View equity

Client QV

TMT

25.09.25

Cordel Group — Proof of concept with Transport for London

Client QV

TMT

09.06.25

Cordel Group — Extended decision cycles, strategic progress

Spotlight — flash

TMT

02.06.25

Cordel Group — US Class 1 win for capture, analytics and PTC

Curated by Edison

twitter.com

Economics of the OpenAI deal

TMT

Flow of profit distribution through the investments repayment phases

Read article

www.reuters.com

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

TMT

The forecast represents how some are betting the AI tech will go far beyond splashy and sometimes flawed public demos.

Read article

www.ft.com

India’s high-stakes bid to join the global semiconductor race

TMT

Chipmaking could be fantastically lucrative but precision engineering has not been a traditional national strength

Read article

www.exponentialview.co

🔮 Twitter’s hive mind; Africa’s microgrids; new chips; bitcoin++ #397

TMT

The ‘hive-mind’ notion is appealing but does require stewardship and directionality.

Read article

www.gartner.co.uk

What is New in the 2022 Gartner Hype Cycle for Emerging Technologies

TMT

Gartner unveils our latest Hype Cycle™ for Emerging Technologies featuring 25 ‘must-know’ innovations to drive competitive differentiation and efficiency 💯 They are not only expected to greatly impact business and society over the next 2️⃣ to 🔟 years, but will especially enable CIOs and IT leaders to deliver on digital business transformation. Find out more here. #GartnerIT #EmergingTech #IT #CIO #DigitalBusiness

Read article

Thematics

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

MediaWatch – A two-tier story

thematic

TMT

02.09.25

Edison explains: DDoS attacks – destructive by design

thematic

TMT

28.08.25

Semiconductors: Materials in wafer markets

thematic

TMT

03.07.25

The advertising ecosystem – Triangulating perspectives

thematic

TMT

21.02.25

MediaWatch – What now?

thematic

TMT

08.11.24

MediaWatch – One step forward, two steps back

thematic

TMT

29.07.24

MediaWatch – Encouragements and frustrations

Equities

Equities by Sector

Sectors

Thematics

Latest

Molten Ventures is looking to invest in tech companies that see new ways for the world to work

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

Edison explains: Seven strategic powers – understanding sustainable competitive advantage

Audiovisual

Latest

KEFI Gold and Copper – executive interview

Card Factory – executive interview

SynAct Pharma – executive interview

About Edison

About Edison

Careers

TMT

Substrate AI

8.14%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Zalaris — Debt refinanced, growth on track

VEON — OLX acquisition adds to VEON’s digital offering

IP Group — Pfizer-Metsera deal offers upside potential

Northern Data Group — Q325 update and progress on strategic disposals

IP Group – capital markets day

Urbanisation: Reshaping global investment opportunities

Your online digital footprint: Understanding what’s driving AI responses

EQS Group: EKF 2023 QuickView

Borussia Dortmund: EKF 2023 QuickView

CLIQ Digital: EKF 2023 QuickView

Equities

1Spatial (SPA)

GBP0.50

1Spatial — 1Streetworks prospects strengthen

1Spatial — Expansion with UK Power Networks

1Spatial — Enterprise agreement with Caltrans

See morecontent on

4imprint Group (FOUR)

GBP34.30

4imprint Group — Steady hands on the tiller

4imprint Group — Holding steady against uncertain backdrop

4imprint Group — Resilience in uncertain markets

See morecontent on

Advanced Blockchain (ABX)

EUR2.90

Advanced Blockchain — Building the blockchain

See morecontent on

Altron (AEL)

ZAR18.15

Altron — Company provides H126 EPS ranges

Altron — Mixed performance in H126

Altron — Platform businesses drive FY25 upside

See morecontent on

Atea (ATEA)

NOK155.60

Atea — FY25 guidance, with hopes in Denmark

Atea — Q4 delivers in challenging markets

See morecontent on

AUSTRIACARD (ACAG)

EUR4.95

AUSTRIACARD — Targeting growth in FY25

AUSTRIACARD — FY24 net income growth of 20%

AUSTRIACARD — Solid Q324 supports FY24 outlook

See morecontent on

Boku (BOKU)

GBP2.48

Boku — Outlining the growth path

Boku — Hitting its targets

Boku — Strong H125 drives upgrades

See morecontent on

Centaur Media (CAU)

GBP0.42

Centaur Media — Unbundling to deliver value

Centaur Media — Conditional sale of The Lawyer

Centaur Media — Conditional sale of MiniMBA

See morecontent on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on