Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

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

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

31.03.26

Datatec — FY26 gross profit growth of 10%

TMT | Flash

26.03.26

Filtronic — A new US satellite customer

TMT | Quickview

25.03.26

Quartix Technologies – FY25 sees recurring revenues continue to build

TMT | Flash

25.03.26

Datatec — Polish expansion for Logicalis

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

GBP0.12

— 0.00 (0.00)

As at 31/03/2026

Market capitalisation: GBP62m

View equity

Update

TMT

25.03.26

Corero Network Security — Strong momentum continues into 2026

Flash

TMT

12.01.26

Corero Network Security — Ending 2025 with exceptional orders

Initiation

TMT

10.11.25

Corero Network Security — Market share gains in an expanding market

Datatec (DTCJ)

Latest price

ZAR70.04

▾ 0.83 (1.20)

As at 31/03/2026

Market capitalisation: ZAR16,518m

View equity

Flash

TMT

31.03.26

Datatec — FY26 gross profit growth of 10%

Flash

TMT

25.03.26

Datatec — Polish expansion for Logicalis

Flash

TMT

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

Dentsu Group (4324)

Latest price

JPY2,699.00

▾ 26.50 (0.99)

As at 31/03/2026

Market capitalisation: JPY7,174m

View equity

Update

TMT

19.02.26

Dentsu Group — New CEO to drive transformation

Update

TMT

27.11.25

Dentsu Group — Strength in Japan feeds FY25 profit upgrade

Update

TMT

21.08.25

Dentsu Group — Japan performs well, international tougher

Dialight (DIA)

Latest price

GBP2.80

— 0.00 (0.00)

As at 31/03/2026

Market capitalisation: GBP114m

View equity

Spotlight — flash

TMT

12.11.25

discoverIE Group (DSCV)

Latest price

GBP5.38

▾ 24.00 (4.67)

As at 31/03/2026

Market capitalisation: GBP501m

View equity

Flash

TMT

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

Outlook

TMT

11.12.25

discoverIE Group — Back in growth mode

Update

TMT

15.10.25

discoverIE Group — Organic revenue and order growth resumes

dotDigital (DOTD)

Latest price

GBP0.46

▾ 1.50 (3.34)

As at 31/03/2026

Market capitalisation: GBP137m

View equity

Quickview

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD2.01

▾ 0.06 (2.81)

As at 31/03/2026

Market capitalisation: AUD273m

View equity

Update

TMT

30.10.25

DUG Technology — Strong start to the year

Update

TMT

22.09.25

DUG Technology — Expansion of Petronas contract

Update

TMT

03.09.25

DUG Technology — Awarded material software contract

Dustin Group (DUST)

Latest price

SEK1.37

▾ 0.02 (1.63)

As at 31/03/2026

Market capitalisation: SEK1,833m

View equity

Quickview

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP3.10

— 0.00 (0.00)

As at 31/03/2026

Market capitalisation: GBP93m

View equity

Quickview

TMT

18.03.25

Eagle Eye Solutions — Partner stimulus

Esker (ALESK)

Latest price

EUR277.40

— 0.00 (0.00)

As at 31/03/2026

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

GBP2.24

▾ 10.00 (4.67)

As at 31/03/2026

Market capitalisation: GBP313m

View equity

Quickview

TMT

24.03.26

everplay group — FY25 proves to be another key strategic year

Quickview

TMT

02.09.25

everplay group — H125 shows resilience while markets recover

Filtronic (FTC)

Latest price

GBP1.92

▾ 4.00 (2.13)

As at 31/03/2026

Market capitalisation: GBP414m

View equity

Flash

TMT

26.03.26

Filtronic — A new US satellite customer

Update

TMT

12.02.26

Filtronic — Exploiting the growing addressable market

Flash

TMT

16.12.25

Filtronic — Another defence win

Freelancer (FLN)

Latest price

AUD0.15

▾ −0.01 (−3.23)

As at 31/03/2026

Market capitalisation: AUD70m

View equity

Update

TMT

04.03.26

Freelancer — Operational improvements boost profits

Update

TMT

23.10.25

Freelancer — Stable performance in Q3

Outlook

TMT

30.07.25

Freelancer — Foundations in place for volume growth

Frontier Developments (FDEV)

Latest price

GBP3.49

▾ 10.50 (3.11)

As at 31/03/2026

Market capitalisation: GBP123m

View equity

Quickview

TMT

14.01.26

Frontier Developments — Guidance raised following H126 results

Quickview

TMT

10.09.25

Frontier Developments — FY25 benefits from FY24 strategic reset

Quickview

TMT

11.06.25

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

G5 Entertainment (G5EN)

Latest price

SEK54.50

▾ 2.30 (4.41)

As at 31/03/2026

Market capitalisation: SEK438m

View equity

Quickview

TMT

07.08.25

G5 Entertainment — Markets fears ignore core strengths

Gamma Communications (GAMA)

Latest price

GBP7.10

▾ 7.00 (1.00)

As at 31/03/2026

Market capitalisation: GBP641m

View equity

Quickview

TMT

24.03.26

Gamma Communications — FY25 returns highlight Gamma's attraction

Quickview

TMT

09.09.25

Gamma Communications — H125 lays down strong roots for future growth

Quickview

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

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

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Edison and Aquis: Insights from Aquis class of 2025 celebration

Edison explains: AI for insurance brokers and platforms – threat or opportunity?

Audiovisual

Latest

NewRiver REIT – executive interview

Worldwide Healthcare Trust – equity proposition

In conversation with Keith Smith of IntelliAM AI

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TMT

YXT.com

−16.67%

TMT Insights

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

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

Datatec — FY26 gross profit growth of 10%

Filtronic — A new US satellite customer

Quartix Technologies – FY25 sees recurring revenues continue to build

Datatec — Polish expansion for Logicalis

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)

GBP0.12

Corero Network Security — Strong momentum continues into 2026

Corero Network Security — Ending 2025 with exceptional orders

Corero Network Security — Market share gains in an expanding market

See morecontent on

Datatec (DTCJ)

ZAR70.04

Datatec — FY26 gross profit growth of 10%

Datatec — Polish expansion for Logicalis

Datatec — Logicalis acquires US cybersecurity specialist

See morecontent on

Dentsu Group (4324)

JPY2,699.00

Dentsu Group — New CEO to drive transformation

Dentsu Group — Strength in Japan feeds FY25 profit upgrade

Dentsu Group — Japan performs well, international tougher

See morecontent on

Dialight (DIA)

GBP2.80

Dialight — Focusing on growth

Dialight — Back to the future

See morecontent on

discoverIE Group (DSCV)

GBP5.38

discoverIE Group — Organic growth in Q3 orders and sales

discoverIE Group — Back in growth mode

discoverIE Group — Organic revenue and order growth resumes

See morecontent on

dotDigital (DOTD)

GBP0.46

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD2.01

DUG Technology — Strong start to the year

DUG Technology — Expansion of Petronas contract

DUG Technology — Awarded material software contract

See morecontent on

Dustin Group (DUST)

SEK1.37

Dustin Group — Turning the tanker

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Eagle Eye Solutions (EYE)

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