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

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

TMT | Update

03.02.26

PCI-PAL — Record H1 new business

TMT | Flash

02.02.26

discoverIE Group — Organic growth in Q3 orders and sales

TMT | Flash

30.01.26

Datatec — Westcon expansion to the Balkans

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

GBP0.13

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP68m

View equity

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

ZAR77.81

▾ −0.36 (−0.46)

As at 06/02/2026

Market capitalisation: ZAR18,427m

View equity

Flash

TMT

04.02.26

Datatec — Logicalis acquires US cybersecurity specialist

Flash

TMT

30.01.26

Datatec — Westcon expansion to the Balkans

Update

TMT

13.11.25

Datatec — Strong H1 and positive outlook drive upgrades

Dentsu Group (4324)

Latest price

JPY2,840.00

▾ 45.50 (1.63)

As at 06/02/2026

Market capitalisation: JPY7,549m

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

GBP3.10

▾ −12.00 (−3.73)

As at 06/02/2026

Market capitalisation: GBP134m

View equity

Spotlight — flash

TMT

12.11.25

discoverIE Group (DSCV)

Latest price

GBP6.15

— 0.00 (0.00)

As at 06/02/2026

Market capitalisation: GBP605m

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

GBP0.66

▾ −0.80 (−1.20)

As at 06/02/2026

Market capitalisation: GBP201m

View equity

Quickview

TMT

28.02.25

dotDigital — Quality evident in H125 results

DUG Technology (DUG)

Latest price

AUD1.61

▾ −0.12 (−6.67)

As at 06/02/2026

Market capitalisation: AUD219m

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

SEK1.67

▾ 0.01 (0.79)

As at 06/02/2026

Market capitalisation: SEK2,208m

View equity

Quickview

TMT

03.04.25

Dustin Group — Turning the tanker

Eagle Eye Solutions (EYE)

Latest price

GBP3.86

▾ 6.00 (1.58)

As at 06/02/2026

Market capitalisation: GBP113m

View equity

Quickview

TMT

18.03.25

Eagle Eye Solutions — Partner stimulus

Esker (ALESK)

Latest price

EUR277.40

— 0.00 (0.00)

As at 06/02/2026

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

GBP2.94

▾ −3.00 (−1.01)

As at 06/02/2026

Market capitalisation: GBP432m

View equity

Quickview

TMT

02.09.25

everplay group — H125 shows resilience while markets recover

Filtronic (FTC)

Latest price

GBP2.00

▾ 0.50 (0.25)

As at 06/02/2026

Market capitalisation: GBP429m

View equity

Flash

TMT

16.12.25

Filtronic — Another defence win

Flash

TMT

12.12.25

Filtronic — H126 trading on track

Flash

TMT

03.12.25

Filtronic — Ka-band development contract

Freelancer (FLN)

Latest price

AUD0.21

▾ −0.01 (−4.65)

As at 06/02/2026

Market capitalisation: AUD93m

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

GBP4.46

▾ −23.00 (−4.90)

As at 06/02/2026

Market capitalisation: GBP175m

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

SEK86.00

▾ −1.90 (−2.16)

As at 06/02/2026

Market capitalisation: SEK721m

View equity

Quickview

TMT

07.08.25

G5 Entertainment — Markets fears ignore core strengths

Gamma Communications (GAMA)

Latest price

GBP9.07

▾ −3.00 (−0.33)

As at 06/02/2026

Market capitalisation: GBP842m

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

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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Latest

Edison explains: Dopamine trap – The gamification of investing apps

Q425 reflections: Bullish on equities

VinaCapital Vietnam Opportunity Fund – Vietnam’s path to an investment-grade rating

Audiovisual

Latest

Uncovering Trusts – JPMorgan European Discovery Trust (JEDT)

Xaar – executive interview

Bull, Bear & Beyond – Xaar: executive interview

About Edison

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TMT

SenSen Networks

6.67%

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 — Logicalis acquires US cybersecurity specialist

PCI-PAL — Record H1 new business

discoverIE Group — Organic growth in Q3 orders and sales

Datatec — Westcon expansion to the Balkans

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)

GBP0.13

Corero Network Security — Ending 2025 with exceptional orders

Corero Network Security — Market share gains in an expanding market

See morecontent on

Datatec (DTCJ)

ZAR77.81

Datatec — Logicalis acquires US cybersecurity specialist

Datatec — Westcon expansion to the Balkans

Datatec — Strong H1 and positive outlook drive upgrades

See morecontent on

Dentsu Group (4324)

JPY2,840.00

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)

GBP3.10

Dialight — Focusing on growth

Dialight — Back to the future

See morecontent on

discoverIE Group (DSCV)

GBP6.15

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)

GBP0.66

dotDigital — Quality evident in H125 results

See morecontent on

DUG Technology (DUG)

AUD1.61

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)

SEK1.67

Dustin Group — Turning the tanker

See morecontent on

Eagle Eye Solutions (EYE)

GBP3.86

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