Technology, media & telecoms research | TMT - Page 3

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 | Flash

08.10.25

Datatec — Excellent progress made in H126

TMT | Flash

06.10.25

Altron — Company provides H126 EPS ranges

TMT | Flash

06.10.25

1Spatial — Expansion with UK Power Networks

TMT | Outlook

02.10.25

Zalaris — Moving to the next stage of growth

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

insight

TMT

29.04.22

Seven things every investor needs to know about SenSen

Equities

Region

Market cap

GB Group (GBG)

Latest price

GBP2.51

▾ −1.00 (−0.40)

As at 09/10/2025

Market capitalisation: GBP627m

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

GBP1.27

▾ −1.00 (−0.78)

As at 09/10/2025

Market capitalisation: GBP989m

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

GBP9.29

▾ −1.60 (−0.17)

As at 09/10/2025

Market capitalisation: GBP12,119m

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

IntelliAM AI (INT)

Latest price

GBP1.15

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: GBP23m

View equity

Flash

TMT

02.10.25

IntelliAM AI — Growing AI impact

Update

TMT

30.09.25

IntelliAM AI — Partnership with global manufacturer

Update

TMT

21.08.25

IntelliAM AI — Updated model reflects rapid evolution

IP Group (IPO)

Latest price

GBP0.55

▾ 0.80 (1.48)

As at 09/10/2025

Market capitalisation: GBP473m

View equity

Flash

TMT

18.09.25

IP Group — Exit target of over £250m by end-FY27 reiterated

Update

TMT

22.04.25

IP Group — Examining Istesso’s Phase IIb trial results

Kainos Group (KNOS)

Latest price

GBP9.72

▾ 8.00 (0.83)

As at 09/10/2025

Market capitalisation: GBP1,137m

View equity

Non client QV

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK106.00

▾ 0.80 (0.76)

As at 09/10/2025

Market capitalisation: SEK2,884m

View equity

Non client QV

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.44

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: GBP52m

View equity

LBG Media (LBG)

Latest price

GBP1.02

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: GBP215m

View equity

Non client QV

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.44

▾ 1.00 (0.70)

As at 09/10/2025

Market capitalisation: GBP175m

View equity

Non client QV

TMT

28.03.25

M&C Saatchi — Progress in net revenue and margin

QuickView

TMT

11.04.24

M&C Saatchi — Moving into alignment

QuickView

TMT

15.09.23

M&C Saatchi — Margin momentum into H223

Nano Dimension (NNDM)

Latest price

USD1.76

▾ 0.05 (2.92)

As at 09/10/2025

Market capitalisation: USD374m

View equity

Update

TMT

30.09.24

Nano Dimension — Creating a leader in additive manufacturing

Flash note

TMT

05.07.24

Nano Dimension — Agreement to acquire Desktop Metal

Nanoco Group (NANO)

Latest price

GBP0.11

▾ 0.90 (9.00)

As at 09/10/2025

Market capitalisation: GBP20m

View equity

Spotlight — flash

TMT

19.08.25

Nanoco Group — Encouraging commercial progress continues

Spotlight — flash

TMT

28.04.25

Nanoco Group — Litigation against LG and new JDA agreement

Spotlight — flash

TMT

15.04.25

Nanoco Group — Encouraging commercial progress

Next 15 Group (NFG)

Latest price

GBP3.68

▾ 2.00 (0.55)

As at 09/10/2025

Market capitalisation: GBP366m

View equity

Non client QV

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR6.00

▾ 0.10 (1.69)

As at 09/10/2025

Market capitalisation: EUR98m

View equity

Non client QV

TMT

21.08.25

NFON — H125 – a reminder that patience is required

Non client QV

TMT

22.05.25

NFON — Q125 highlights platform strength

Non client QV

TMT

17.04.25

NFON — Benefits of strategic plan seen in FY24 results

Noctiluca (NCL)

Latest price

PLN103.00

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: PLN153m

View equity

Northern Data Group (NB2)

Latest price

EUR17.61

▾ 0.10 (0.57)

As at 09/10/2025

Market capitalisation: EUR1,125m

View equity

Update

TMT

12.08.25

Northern Data Group — Strategic interest confirmed with H125 figures

Update

TMT

01.05.25

Northern Data Group — Technology upgrades and resetting expectations

Update

TMT

04.04.25

Northern Data Group — Strategic alliance with Gcore

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

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

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

thematic

TMT

09.09.21

Micro-LEDs – small is beautiful

thematic

TMT

14.07.21

Five things every investor needs to know about Mynaric

thematic

TMT

16.08.20

Semiconductor winners – European companies with strong positions

Equities

Equities by Sector

Sectors

Thematics

Latest

UK equities: Rethinking UK large caps

Edison explains: Cloud on the horizon – why NEXT is bearish on the UK

2025 climate review: How much progress have we made?

Audiovisual

Latest

Uncovering Trusts – Templeton Emerging Markets Investment Trust (TEMIT): A well-performing ‘one-stop-shop’ for investment in emerging markets

Aamal Company – equity proposition

Meet the healthcare analyst webinar: The CNS renaissance

About Edison

About Edison

Careers

TMT

Nanoco Group

9.00%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Datatec — Excellent progress made in H126

Altron — Company provides H126 EPS ranges

1Spatial — Expansion with UK Power Networks

Zalaris — Moving to the next stage of growth

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

Equities

GB Group (GBG)

GBP2.51

GB Group — FY25 focuses on fundamentals over growth

GB Group — H123 performance masks strategic progress

GB Group — FY23 outlook maintained

See morecontent on

GlobalData (DATA)

GBP1.27

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP9.29

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.15

IntelliAM AI — Growing AI impact

IntelliAM AI — Partnership with global manufacturer

IntelliAM AI — Updated model reflects rapid evolution

See morecontent on

IP Group (IPO)

GBP0.55

IP Group — Exit target of over £250m by end-FY27 reiterated

IP Group — Roadmap to value

IP Group — Examining Istesso’s Phase IIb trial results

See morecontent on

Kainos Group (KNOS)

GBP9.72

Kainos Group — Green shoots of growth

See morecontent on

Knowit (KNOW)

SEK106.00

Knowit — Positive signs amid strong headwinds

See morecontent on

Kooth (KOO)

GBP1.44

LBG Media (LBG)

GBP1.02

LBG Media — Building trust and reach

See morecontent on

M&C Saatchi (SAA)

GBP1.44

M&C Saatchi — Progress in net revenue and margin

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