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 | Spotlight — flash

04.11.25

Cordel Group — Platform for growth

TMT | Flash

04.11.25

Northern Data Group — Sale of Peak Mining finalised

TMT | Update

30.10.25

VEON — Q3 preview and changes to FY25 estimates

TMT | Update

30.10.25

DUG Technology — Strong start to the year

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

GBP2.35

▾ −3.00 (−1.26)

As at 04/11/2025

Market capitalisation: GBP570m

View equity

Quickview

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

GBP1.06

▾ −1.00 (−0.94)

As at 04/11/2025

Market capitalisation: GBP809m

View equity

Quickview

TMT

10.03.25

GlobalData — Connected intelligence platform

QuickView

TMT

25.01.24

GlobalData — New three-year growth plan

Informa (INF)

Latest price

GBP9.82

▾ 12.40 (1.28)

As at 04/11/2025

Market capitalisation: GBP12,694m

View equity

Quickview

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 04/11/2025

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

GBP0.60

▾ −0.90 (−1.48)

As at 04/11/2025

Market capitalisation: GBP533m

View equity

Update

TMT

24.10.25

IP Group — Pfizer-Metsera deal offers upside potential

Flash

TMT

18.09.25

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

Update

TMT

22.04.25

Kainos Group (KNOS)

Latest price

GBP9.44

▾ 5.50 (0.59)

As at 04/11/2025

Market capitalisation: GBP1,130m

View equity

Quickview

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK116.60

▾ −3.20 (−2.67)

As at 04/11/2025

Market capitalisation: SEK3,196m

View equity

Quickview

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.27

▾ −5.00 (−3.79)

As at 04/11/2025

Market capitalisation: GBP46m

View equity

Kyivstar (KYIV)

Latest price

USD13.40

▾ −0.47 (−3.39)

As at 04/11/2025

Market capitalisation: USD3,094m

View equity

LBG Media (LBG)

Latest price

GBP0.82

▾ −0.60 (−0.72)

As at 04/11/2025

Market capitalisation: GBP173m

View equity

Quickview

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.36

▾ −0.50 (−0.37)

As at 04/11/2025

Market capitalisation: GBP166m

View equity

Quickview

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

USD1.59

▾ −0.08 (−4.79)

As at 04/11/2025

Market capitalisation: USD348m

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

GBP0.10

— 0.00 (0.00)

As at 04/11/2025

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

GBP3.74

▾ −28.00 (−6.97)

As at 04/11/2025

Market capitalisation: GBP378m

View equity

Quickview

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR5.35

▾ −0.05 (−0.93)

As at 04/11/2025

Market capitalisation: EUR89m

View equity

Quickview

TMT

21.08.25

NFON — H125 – a reminder that patience is required

Quickview

TMT

22.05.25

NFON — Q125 highlights platform strength

Quickview

TMT

17.04.25

NFON — Benefits of strategic plan seen in FY24 results

Noctiluca (NCL)

Latest price

PLN97.60

— 0.00 (0.00)

As at 04/11/2025

Market capitalisation: PLN145m

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

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

thematic

Consumer

05.10.22

IPO apocalypse

Equities

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Sectors

Thematics

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About Edison

About Edison

Careers

TMT

Checkit

6.25%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Cordel Group — Platform for growth

Northern Data Group — Sale of Peak Mining finalised

VEON — Q3 preview and changes to FY25 estimates

DUG Technology — Strong start to the year

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)

GBP2.35

GB Group — FY25 focuses on fundamentals over growth

GB Group — H123 performance masks strategic progress

GB Group — FY23 outlook maintained

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GlobalData (DATA)

GBP1.06

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP9.82

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

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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)

GBP0.60

IP Group — Pfizer-Metsera deal offers upside potential

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

IP Group — Roadmap to value

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Kainos Group (KNOS)

GBP9.44

Kainos Group — Green shoots of growth

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Knowit (KNOW)

SEK116.60

Knowit — Positive signs amid strong headwinds

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Kooth (KOO)

GBP1.27

Kyivstar (KYIV)

USD13.40

LBG Media (LBG)

GBP0.82

LBG Media — Building trust and reach

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M&C Saatchi (SAA)

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