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 | Update

17.09.25

Centaur Media — Unbundling to deliver value

TMT | Non client QV

15.09.25

Concurrent Technologies — Platform for sustainable growth

TMT | Flash

11.09.25

Centaur Media — Conditional sale of The Lawyer

TMT | Client QV

11.09.25

Zinc Media — Reflections on shiny floors

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 17/09/2025

Market capitalisation: GBP48m

View equity

Datatec (DTCJ)

Latest price

ZAR59.77

▾ 0.60 (1.01)

As at 17/09/2025

Market capitalisation: ZAR13,926m

View equity

Update

TMT

12.06.25

Datatec — Upgrading on strong performance

Flash

TMT

27.05.25

Datatec — Strong performance drives increased dividend payout policy

Flash

TMT

07.05.25

Datatec — FY25 underlying EPS beat

Dentsu Group (4324)

Latest price

JPY3,229.00

▾ 8.00 (0.25)

As at 17/09/2025

Market capitalisation: JPY8,583m

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

GBP2.10

— 0.00 (0.00)

As at 17/09/2025

Market capitalisation: GBP85m

View equity

discoverIE Group (DSCV)

Latest price

GBP6.06

▾ 11.00 (1.85)

As at 17/09/2025

Market capitalisation: GBP579m

View equity

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

Update

TMT

16.04.25

discoverIE Group — Delivering record profits in challenging times

dotDigital (DOTD)

Latest price

GBP0.73

▾ 4.20 (6.09)

As at 17/09/2025

Market capitalisation: GBP225m

View equity

Non client QV

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD2.53

— 0.00 (0.00)

As at 17/09/2025

Market capitalisation: AUD341m

View equity

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

Outlook

TMT

10.06.25

DUG Technology — Sorting signal from the noise

Dustin Group (DUST)

Latest price

SEK1.56

▾ −0.03 (−1.64)

As at 17/09/2025

Market capitalisation: SEK2,147m

View equity

Non client QV

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP2.94

▾ 9.00 (3.16)

As at 17/09/2025

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 17/09/2025

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

GBP3.93

▾ 1.00 (0.26)

As at 17/09/2025

Market capitalisation: GBP574m

View equity

Non client QV

TMT

02.09.25

everplay group — H125 shows resilience while markets recover

Filtronic (FTC)

Latest price

GBP1.35

▾ −2.00 (−1.46)

As at 17/09/2025

Market capitalisation: GBP297m

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

AUD0.25

▾ 0.01 (2.08)

As at 17/09/2025

Market capitalisation: AUD111m

View equity

Outlook

TMT

30.07.25

Freelancer — Foundations in place for volume growth

Update

TMT

15.04.25

Freelancer — Positive start to the year

Update

TMT

05.03.25

Freelancer — Q424 results point to stronger FY25

Frontier Developments (FDEV)

Latest price

GBP4.06

▾ −2.00 (−0.49)

As at 17/09/2025

Market capitalisation: GBP155m

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

SEK92.20

▾ 0.40 (0.44)

As at 17/09/2025

Market capitalisation: SEK770m

View equity

Non client QV

TMT

07.08.25

G5 Entertainment — Markets fears ignore core strengths

Gamma Communications (GAMA)

Latest price

GBP9.84

▾ −4.00 (−0.40)

As at 17/09/2025

Market capitalisation: GBP907m

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

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

thematic

Consumer

05.10.22

IPO apocalypse

Equities

Equities by Sector

Sectors

Thematics

Latest

Edison explains: PISCES decoded – what is it and why was it created?

Edison explains: Climate accountability – hidden emissions or financial reality?

MediaWatch – A two-tier story

Audiovisual

Latest

Earnz – executive interview

Global Fashion Group – executive interview

OSE Immunotherapeutics – executive interview

About Edison

About Edison

Careers

TMT

Quartix Technologies

7.69%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Centaur Media — Unbundling to deliver value

Concurrent Technologies — Platform for sustainable growth

Centaur Media — Conditional sale of The Lawyer

Zinc Media — Reflections on shiny floors

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)

ZAR59.77

Datatec — Upgrading on strong performance

Datatec — Strong performance drives increased dividend payout policy

Datatec — FY25 underlying EPS beat

See morecontent on

Dentsu Group (4324)

JPY3,229.00

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)

GBP2.10

discoverIE Group (DSCV)

GBP6.06

discoverIE Group — Trading in line for Q126

discoverIE Group — Raising medium-term margin target again

discoverIE Group — Delivering record profits in challenging times

See morecontent on

dotDigital (DOTD)

GBP0.73

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD2.53

DUG Technology — Awarded material software contract

DUG Technology — Significant boost to order intake in H225

DUG Technology — Sorting signal from the noise

See morecontent on

Dustin Group (DUST)

SEK1.56

Dustin Group — Turning the tanker

See morecontent on

Eagle Eye Solutions (EYE)

GBP2.94

Eagle Eye Solutions — Partner stimulus

See morecontent on

Esker (ALESK)

EUR277.40

Esker — Tender offer successful; FY24 outperformance

Esker — On track to meet FY24 guidance

Esker — Proposed bid for the company confirmed

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