Technology, media & telecoms research | TMT - Page 2

TMT Insights

Market cap

Date (published)

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

insight

TMT

01.12.24

Urbanisation: Reshaping global investment opportunities

TMT

thematic

08.11.24

MediaWatch – One step forward, two steps back

Latest

TMT | Update

12.06.25

Filtronic — Largest contract yet from SpaceX

TMT | Non client QV

11.06.25

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

TMT | Non client QV

10.06.25

GB Group — FY25 focuses on fundamentals over growth

TMT | Outlook

10.06.25

DUG Technology — Sorting signal from the noise

insight

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Datatec (DTCJ)

Latest price

ZAR63.76

▾ 0.42 (0.66)

As at 11/06/2025

Market capitalisation: ZAR14,960m

View equity

Flash

TMT

27.05.25

Datatec — Strong performance drives increased dividend payout policy

Flash

TMT

07.05.25

Datatec — FY25 underlying EPS beat

Flash

TMT

27.03.25

Datatec — Gross profit growth in FY25

Dentsu Group (4324)

Latest price

JPY3,133.00

▾ 34.00 (1.10)

As at 11/06/2025

Market capitalisation: JPY8,238m

View equity

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

Update

TMT

18.11.24

Dentsu Group — Still fighting market headwinds

Dialight (DIA)

Latest price

GBP1.25

▾ −1.00 (−0.80)

As at 11/06/2025

Market capitalisation: GBP43m

View equity

discoverIE Group (DSCV)

Latest price

GBP6.71

▾ −5.00 (−0.74)

As at 11/06/2025

Market capitalisation: GBP607m

View equity

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

Update

TMT

03.02.25

discoverIE Group — Order book returns to growth

dotDigital (DOTD)

Latest price

GBP0.79

▾ −1.40 (−1.74)

As at 11/06/2025

Market capitalisation: GBP243m

View equity

Non client QV

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD1.32

▾ −0.01 (−0.75)

As at 11/06/2025

Market capitalisation: AUD178m

View equity

Outlook

TMT

10.06.25

DUG Technology — Sorting signal from the noise

Dustin Group (DUST)

Latest price

SEK2.07

▾ 0.06 (3.18)

As at 11/06/2025

Market capitalisation: SEK2,729m

View equity

Non client QV

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP2.36

▾ 6.00 (2.61)

As at 11/06/2025

Market capitalisation: GBP71m

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 11/06/2025

Market capitalisation: EUR1,688m

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

Filtronic (FTC)

Latest price

GBP1.39

▾ 3.50 (2.58)

As at 11/06/2025

Market capitalisation: GBP305m

View equity

Update

TMT

12.06.25

Filtronic — Largest contract yet from SpaceX

Flash

TMT

03.06.25

Filtronic — New contract with Leonardo

Flash

TMT

19.05.25

Filtronic — Expanding presence in European space market

Freelancer (FLN)

Latest price

AUD0.20

▾ 0.01 (5.26)

As at 11/06/2025

Market capitalisation: AUD91m

View equity

Update

TMT

15.04.25

Freelancer — Positive start to the year

Update

TMT

05.03.25

Freelancer — Q424 results point to stronger FY25

Update

TMT

28.10.24

Freelancer — Escrow drives strong volume growth in Q324

Frontier Developments (FDEV)

Latest price

GBP2.98

▾ 28.00 (10.37)

As at 11/06/2025

Market capitalisation: GBP99m

View equity

Non client QV

TMT

11.06.25

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

Gamma Communications (GAMA)

Latest price

GBP11.98

▾ 2.00 (0.17)

As at 11/06/2025

Market capitalisation: GBP1,116m

View equity

Non client QV

TMT

26.03.25

Gamma Communications — FY24 results herald next phase of growth

GB Group (GBG)

Latest price

GBP2.48

▾ 1.50 (0.61)

As at 11/06/2025

Market capitalisation: GBP688m

View equity

Non client QV

TMT

10.06.25

GB Group — FY25 focuses on fundamentals over growth

Update

TMT

01.12.22

GB Group — H123 performance masks strategic progress

research

20.10.22

GB Group — FY23 outlook maintained

GlobalData (DATA)

Latest price

GBP1.55

▾ −17.50 (−10.14)

As at 11/06/2025

Market capitalisation: GBP1,251m

View equity

Non client QV

TMT

10.03.25

GlobalData — Connected intelligence platform

QuickView

TMT

25.01.24

GlobalData — New three-year growth plan

Informa (INF)

Latest price

GBP8.06

▾ 5.60 (0.70)

As at 11/06/2025

Market capitalisation: GBP10,300m

View equity

Non client QV

TMT

10.03.25

Informa — FY25–28 plan for leveraging B2B platform

QuickView

TMT

11.03.24

Informa — FY24 off to a good start

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

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

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

TMT

21.04.22

Seven things every investor needs to know about SenSen

thematic

Consumer

24.03.22

Circular economy business models

Equities

Equities by Sector

Sectors

Thematics

Latest

Inside the mind of the investor: Rockwood Strategic

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

Inside the mind of the investor: Baillie Gifford’s Investment Trust Conference

Audiovisual

Latest

Regional REIT – executive interview

Avino Silver & Gold Mines – equity proposition

JPMorgan European Discovery Trust — Sharesoc webinar – JPMorgan European Discovery Trust

About Edison

About Edison

Careers

TMT

CLIQ Digital

13.30%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

Filtronic — Largest contract yet from SpaceX

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

GB Group — FY25 focuses on fundamentals over growth

DUG Technology — Sorting signal from the noise

cBrain: EKF 2023 QuickView

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Equities

Datatec (DTCJ)

ZAR63.76

Datatec — Strong performance drives increased dividend payout policy

Datatec — FY25 underlying EPS beat

Datatec — Gross profit growth in FY25

See morecontent on

Dentsu Group (4324)

JPY3,133.00

Dentsu Group — New medium-term plan actioned

Dentsu Group — Mid-term management plan in place

Dentsu Group — Still fighting market headwinds

See morecontent on

Dialight (DIA)

GBP1.25

discoverIE Group (DSCV)

GBP6.71

discoverIE Group — Raising medium-term margin target again

discoverIE Group — Delivering record profits in challenging times

discoverIE Group — Order book returns to growth

See morecontent on

dotDigital (DOTD)

GBP0.79

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD1.32

DUG Technology — Sorting signal from the noise

See morecontent on

Dustin Group (DUST)

SEK2.07

Dustin Group — Turning the tanker

See morecontent on

Eagle Eye Solutions (EYE)

GBP2.36

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

See morecontent on

Filtronic (FTC)

GBP1.39

Filtronic — Largest contract yet from SpaceX

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