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

03.07.25

The advertising ecosystem – Triangulating perspectives

Latest

TMT | Update

22.08.25

Verve Group — Short-term impacts of platform unification

TMT | Non client QV

21.08.25

NFON — H125 – a reminder that patience is required

TMT | Update

21.08.25

IntelliAM AI — Updated model reflects rapid evolution

TMT | Update

21.08.25

Dentsu Group — Japan performs well, international tougher

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

GBP0.47

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP52m

View equity

Update

TMT

08.05.25

1Spatial — Strategic progress, extended decision cycles

Flash

TMT

01.04.25

1Spatial — Kent County Council adopts 1Streetworks

Update

TMT

19.03.25

1Spatial — Transition to software and Saas continues

4imprint Group (FOUR)

Latest price

GBP35.00

▾ 115.00 (3.40)

As at 22/08/2025

Market capitalisation: GBP954m

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

EUR3.08

▾ 0.09 (3.01)

As at 22/08/2025

Market capitalisation: EUR12m

View equity

Initiation

Financials

03.03.22

Advanced Blockchain — Building the blockchain

Altron (AEL)

Latest price

ZAR21.01

▾ −0.03 (−0.14)

As at 22/08/2025

Market capitalisation: ZAR8,687m

View equity

Update

TMT

09.06.25

Altron — Platform businesses drive FY25 upside

Flash

TMT

14.05.25

Altron — Strong results from continuing operations

Flash

TMT

26.02.25

Atea (ATEA)

Latest price

NOK146.20

▾ 1.20 (0.83)

As at 22/08/2025

Market capitalisation: NOK16,296m

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

EUR5.70

▾ 0.04 (0.71)

As at 22/08/2025

Market capitalisation: EUR206m

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

GBP2.27

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP674m

View equity

Update

TMT

24.07.25

Boku — Strong H125 drives upgrades

Update

TMT

19.03.25

Boku — Accelerating growth outlook

Update

TMT

23.01.25

Boku — FY24 ahead of expectations

Centaur Media (CAU)

Latest price

GBP0.33

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP50m

View equity

Flash

TMT

25.06.25

Centaur Media — Conditional sale of MiniMBA

Update

TMT

19.03.25

Centaur Media — Business review underway

Update

TMT

22.01.25

Centaur Media — FY24 closes better than expected

Checkit (CKT)

Latest price

GBP0.13

— 0.00 (0.00)

As at 22/08/2025

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

PLN2.71

▾ −0.12 (−4.24)

As at 22/08/2025

Market capitalisation: PLN518m

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

EUR1.87

▾ −0.03 (−1.37)

As at 22/08/2025

Market capitalisation: EUR109m

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 22/08/2025

Market capitalisation: —

View equity

CLIQ Digital (CLIQ)

Latest price

EUR2.92

▾ −0.10 (−3.15)

As at 22/08/2025

Market capitalisation: EUR20m

View equity

Update

TMT

14.05.25

CLIQ Digital — Awaiting developments

Flash

TMT

12.03.25

CLIQ Digital — Potential public tender

Update

TMT

26.02.25

CLIQ Digital — Management views foundations as fixed

Computacenter (CCC)

Latest price

GBP23.88

▾ 18.00 (0.76)

As at 22/08/2025

Market capitalisation: GBP2,518m

View equity

Non client QV

TMT

18.03.25

Computacenter — FY24 results reveal a story of contrasts

Cordel Group (CRDL)

Latest price

GBP0.06

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP14m

View equity

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

Spotlight — flash

TMT

10.04.25

Cordel Group — PTC milestones crossed

Corero Network Security (CNS)

Latest price

GBP0.10

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP52m

View equity

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

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

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

thematic

TMT

02.02.24

MediaWatch – Rinse and repeat

thematic

Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

TMT

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 technology

Equities

Equities by Sector

Sectors

Thematics

Latest

ConsumerWatch – Against all odds

Banco Angolano de Investimentos – Growing retail presence

IP Group – capital markets day

Audiovisual

Latest

Mendus – executive interview

Hansa Investment Company Webinar – Moving forward with a bigger, simpler structure

Bitesize briefing: ConsumerWatch Q225

About Edison

About Edison

Careers

TMT

Solutions30

6.90%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

The advertising ecosystem – Triangulating perspectives

Latest

Verve Group — Short-term impacts of platform unification

NFON — H125 – a reminder that patience is required

IntelliAM AI — Updated model reflects rapid evolution

Dentsu Group — Japan performs well, international tougher

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)

GBP0.47

1Spatial — Strategic progress, extended decision cycles

1Spatial — Kent County Council adopts 1Streetworks

1Spatial — Transition to software and Saas continues

See morecontent on

4imprint Group (FOUR)

GBP35.00

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)

EUR3.08

Advanced Blockchain — Building the blockchain

See morecontent on

Altron (AEL)

ZAR21.01

Altron — Platform businesses drive FY25 upside

Altron — Strong results from continuing operations

Altron — On track for FY25

See morecontent on

Atea (ATEA)

NOK146.20

Atea — FY25 guidance, with hopes in Denmark

Atea — Q4 delivers in challenging markets

See morecontent on

AUSTRIACARD (ACAG)

EUR5.70

AUSTRIACARD — Targeting growth in FY25

AUSTRIACARD — FY24 net income growth of 20%

AUSTRIACARD — Solid Q324 supports FY24 outlook

See morecontent on

Boku (BOKU)

GBP2.27

Boku — Strong H125 drives upgrades

Boku — Accelerating growth outlook

Boku — FY24 ahead of expectations

See morecontent on

Centaur Media (CAU)

GBP0.33

Centaur Media — Conditional sale of MiniMBA

Centaur Media — Business review underway

Centaur Media — FY24 closes better than expected

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