Technology, media & telecoms research | TMT - Page 2

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 | 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

TMT | Update

23.10.25

Freelancer — Stable performance in Q3

insight

Consumer

21.11.23

MGI – Media and Games Invest: EKF 2023 QuickView

insight

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Corero Network Security (CNS)

Latest price

GBP0.09

— 0.00 (0.00)

As at 25/10/2025

Market capitalisation: GBP48m

View equity

Datatec (DTCJ)

Latest price

ZAR70.29

▾ 0.11 (0.16)

As at 25/10/2025

Market capitalisation: ZAR16,518m

View equity

Flash

TMT

08.10.25

Datatec — Excellent progress made in H126

Update

TMT

12.06.25

Datatec — Upgrading on strong performance

Flash

TMT

27.05.25

Datatec — Strong performance drives increased dividend payout policy

Dentsu Group (4324)

Latest price

JPY3,135.00

▾ −23.00 (−0.73)

As at 25/10/2025

Market capitalisation: JPY8,394m

View equity

Update

TMT

21.08.25

Dentsu Group — Japan performs well, international tougher

Outlook

TMT

23.05.25

Dentsu Group — New medium-term plan actioned

Update

TMT

18.02.25

Dentsu Group — Mid-term management plan in place

Dialight (DIA)

Latest price

GBP2.59

— 0.00 (0.00)

As at 25/10/2025

Market capitalisation: GBP105m

View equity

Spotlight — initiation

TMT

13.10.25

discoverIE Group (DSCV)

Latest price

GBP5.98

— 0.00 (0.00)

As at 25/10/2025

Market capitalisation: GBP571m

View equity

Update

TMT

15.10.25

discoverIE Group — Organic revenue and order growth resumes

Flash

TMT

25.07.25

discoverIE Group — Trading in line for Q126

Update

TMT

09.06.25

discoverIE Group — Raising medium-term margin target again

dotDigital (DOTD)

Latest price

GBP0.67

— 0.00 (0.00)

As at 25/10/2025

Market capitalisation: GBP205m

View equity

Non client QV

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD2.63

▾ −0.02 (−0.75)

As at 25/10/2025

Market capitalisation: AUD359m

View equity

Update

TMT

22.09.25

DUG Technology — Expansion of Petronas contract

Update

TMT

03.09.25

DUG Technology — Awarded material software contract

Update

TMT

27.08.25

DUG Technology — Significant boost to order intake in H225

Dustin Group (DUST)

Latest price

SEK2.10

▾ 0.02 (0.87)

As at 25/10/2025

Market capitalisation: SEK2,824m

View equity

Non client QV

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP2.90

▾ −4.00 (−1.36)

As at 25/10/2025

Market capitalisation: GBP88m

View equity

Non client QV

TMT

18.03.25

Eagle Eye Solutions — Partner stimulus

Esker (ALESK)

Latest price

EUR277.40

— 0.00 (0.00)

As at 25/10/2025

Market capitalisation: —

View equity

Update

TMT

16.01.25

Esker — Tender offer successful; FY24 outperformance

Update

TMT

17.10.24

Esker — On track to meet FY24 guidance

Update

TMT

25.09.24

Esker — Proposed bid for the company confirmed

everplay group (EVPL)

Latest price

GBP4.02

▾ 2.00 (0.50)

As at 25/10/2025

Market capitalisation: GBP584m

View equity

Non client QV

TMT

02.09.25

everplay group — H125 shows resilience while markets recover

Filtronic (FTC)

Latest price

GBP1.39

▾ −1.50 (−1.07)

As at 25/10/2025

Market capitalisation: GBP309m

View equity

Update

TMT

28.08.25

Filtronic — Record order from SpaceX

Update

TMT

08.08.25

Filtronic — Targeting growth and diversification

Flash

TMT

14.07.25

Filtronic — £13.4m contract with defence prime

Freelancer (FLN)

Latest price

AUD0.22

▾ −0.01 (−4.35)

As at 25/10/2025

Market capitalisation: AUD104m

View equity

Update

TMT

23.10.25

Freelancer — Stable performance in Q3

Outlook

TMT

30.07.25

Freelancer — Foundations in place for volume growth

Update

TMT

15.04.25

Freelancer — Positive start to the year

Frontier Developments (FDEV)

Latest price

GBP4.93

▾ 23.00 (4.89)

As at 25/10/2025

Market capitalisation: GBP174m

View equity

Non client QV

TMT

10.09.25

Frontier Developments — FY25 benefits from FY24 strategic reset

Non client QV

TMT

11.06.25

Frontier Developments — FY25 results strong, all eyes now on October

G5 Entertainment (G5EN)

Latest price

SEK94.40

▾ 0.40 (0.43)

As at 25/10/2025

Market capitalisation: SEK789m

View equity

Non client QV

TMT

07.08.25

G5 Entertainment — Markets fears ignore core strengths

Gamma Communications (GAMA)

Latest price

GBP10.14

▾ −2.00 (−0.20)

As at 25/10/2025

Market capitalisation: GBP937m

View equity

Non client QV

TMT

09.09.25

Gamma Communications — H125 lays down strong roots for future growth

Non client QV

TMT

26.03.25

Gamma Communications — FY24 results herald next phase of growth

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

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

thematic

TMT

07.11.23

MediaWatch – Still waiting…

thematic

TMT

28.07.23

MediaWatch – Targeting the opportunities

thematic

TMT

25.04.23

MediaWatch – Vision On

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

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

Mendus – executive interview

Edison Explains: Seven strategic powers – understanding sustainable competitive advantage

Custodian Property Income REIT – executive interview

About Edison

About Edison

Careers

TMT

Substrate AI

−3.23%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

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

Freelancer — Stable performance in Q3

MGI – Media and Games Invest: EKF 2023 QuickView

CI Games: EKF 2023 QuickView

cBrain: EKF 2023 QuickView

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Equities

Corero Network Security (CNS)

GBP0.09

Datatec (DTCJ)

ZAR70.29

Datatec — Excellent progress made in H126

Datatec — Upgrading on strong performance

Datatec — Strong performance drives increased dividend payout policy

See morecontent on

Dentsu Group (4324)

JPY3,135.00

Dentsu Group — Japan performs well, international tougher

Dentsu Group — New medium-term plan actioned

Dentsu Group — Mid-term management plan in place

See morecontent on

Dialight (DIA)

GBP2.59

Dialight — Back to the future

See morecontent on

discoverIE Group (DSCV)

GBP5.98

discoverIE Group — Organic revenue and order growth resumes

discoverIE Group — Trading in line for Q126

discoverIE Group — Raising medium-term margin target again

See morecontent on

dotDigital (DOTD)

GBP0.67

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD2.63

DUG Technology — Expansion of Petronas contract

DUG Technology — Awarded material software contract

DUG Technology — Significant boost to order intake in H225

See morecontent on

Dustin Group (DUST)

SEK2.10

Dustin Group — Turning the tanker

See morecontent on

Eagle Eye Solutions (EYE)

GBP2.90

Eagle Eye Solutions — Partner stimulus

See morecontent on

Esker (ALESK)

EUR277.40

Esker — Tender offer successful; FY24 outperformance

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