Technology, media & telecoms research | TMT - Page 2

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 | Outlook

11.12.25

discoverIE Group — Back in growth mode

TMT | Flash

05.12.25

1Spatial — Extended agreement with NUAR

TMT | Flash

03.12.25

Filtronic — Ka-band development contract

TMT | Flash

01.12.25

CI Games — 9M25 results show management focus

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

▾ −0.70 (−7.00)

As at 10/12/2025

Market capitalisation: GBP48m

View equity

Initiation

TMT

10.11.25

Corero Network Security — Market share gains in an expanding market

Datatec (DTCJ)

Latest price

ZAR80.99

▾ 0.10 (0.12)

As at 10/12/2025

Market capitalisation: ZAR19,449m

View equity

Update

TMT

13.11.25

Datatec — Strong H1 and positive outlook drive upgrades

Flash

TMT

30.10.25

Datatec — Underlying EPS up 43% y-o-y

Flash

TMT

08.10.25

Datatec — Excellent progress made in H126

Dentsu Group (4324)

Latest price

JPY3,247.00

▾ −103.00 (−3.07)

As at 10/12/2025

Market capitalisation: JPY8,905m

View equity

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

Outlook

TMT

23.05.25

Dentsu Group — New medium-term plan actioned

Dialight (DIA)

Latest price

GBP3.26

▾ 4.00 (1.24)

As at 10/12/2025

Market capitalisation: GBP132m

View equity

Spotlight — flash

TMT

12.11.25

discoverIE Group (DSCV)

Latest price

GBP5.94

▾ 2.00 (0.34)

As at 10/12/2025

Market capitalisation: GBP568m

View equity

Outlook

TMT

11.12.25

discoverIE Group — Back in growth mode

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

dotDigital (DOTD)

Latest price

GBP0.64

▾ −2.40 (−3.60)

As at 10/12/2025

Market capitalisation: GBP198m

View equity

Quickview

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD2.02

▾ 0.05 (2.28)

As at 10/12/2025

Market capitalisation: AUD268m

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

SEK1.76

▾ −0.03 (−1.84)

As at 10/12/2025

Market capitalisation: SEK2,395m

View equity

Quickview

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP3.00

▾ 16.00 (5.63)

As at 10/12/2025

Market capitalisation: GBP90m

View equity

Quickview

TMT

18.03.25

Eagle Eye Solutions — Partner stimulus

Esker (ALESK)

Latest price

EUR277.40

— 0.00 (0.00)

As at 10/12/2025

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

GBP3.35

▾ −18.00 (−5.10)

As at 10/12/2025

Market capitalisation: GBP489m

View equity

Quickview

TMT

02.09.25

everplay group — H125 shows resilience while markets recover

Filtronic (FTC)

Latest price

GBP1.39

▾ 8.00 (6.11)

As at 10/12/2025

Market capitalisation: GBP306m

View equity

Flash

TMT

03.12.25

Filtronic — Ka-band development contract

Flash

TMT

06.11.25

Filtronic — European LEO satellite contract

Flash

TMT

30.10.25

Filtronic — AGM update confirms trading in line

Freelancer (FLN)

Latest price

AUD0.23

▾ −0.01 (−4.17)

As at 10/12/2025

Market capitalisation: AUD102m

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

GBP5.10

▾ −24.00 (−4.49)

As at 10/12/2025

Market capitalisation: GBP189m

View equity

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

SEK86.10

▾ −1.00 (−1.15)

As at 10/12/2025

Market capitalisation: SEK722m

View equity

Quickview

TMT

07.08.25

G5 Entertainment — Markets fears ignore core strengths

Gamma Communications (GAMA)

Latest price

GBP9.18

▾ −27.00 (−2.86)

As at 10/12/2025

Market capitalisation: GBP847m

View equity

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

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

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

Equities

Equities by Sector

Sectors

Thematics

Latest

Edison explains: AI slop – when fake news costs real money

Digital assets – Part 5: Digital asset treasury companies

Edison explains: UK Budget – Why the market rallied despite the tax grab

Audiovisual

Latest

Topps Tiles – executive interview

BlackRock Greater Europe Investment Trust – equity proposition

Ovanti – executive interview

About Edison

About Edison

Careers

TMT

Filtronic

6.11%

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

discoverIE Group — Back in growth mode

1Spatial — Extended agreement with NUAR

Filtronic — Ka-band development contract

CI Games — 9M25 results show management focus

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

Corero Network Security — Market share gains in an expanding market

See morecontent on

Datatec (DTCJ)

ZAR80.99

Datatec — Strong H1 and positive outlook drive upgrades

Datatec — Underlying EPS up 43% y-o-y

Datatec — Excellent progress made in H126

See morecontent on

Dentsu Group (4324)

JPY3,247.00

Dentsu Group — Strength in Japan feeds FY25 profit upgrade

Dentsu Group — Japan performs well, international tougher

Dentsu Group — New medium-term plan actioned

See morecontent on

Dialight (DIA)

GBP3.26

Dialight — Focusing on growth

Dialight — Back to the future

See morecontent on

discoverIE Group (DSCV)

GBP5.94

discoverIE Group — Back in growth mode

discoverIE Group — Organic revenue and order growth resumes

discoverIE Group — Trading in line for Q126

See morecontent on

dotDigital (DOTD)

GBP0.64

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD2.02

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)

SEK1.76

Dustin Group — Turning the tanker

See morecontent on

Eagle Eye Solutions (EYE)

GBP3.00

Eagle Eye Solutions — Partner stimulus

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