Technology, media & telecoms research | TMT - Page 3

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

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

TMT | Update

27.11.25

Dentsu Group — Strength in Japan feeds FY25 profit upgrade

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

GBP2.46

▾ 1.00 (0.41)

As at 09/12/2025

Market capitalisation: GBP587m

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

GBP1.08

▾ 1.00 (0.93)

As at 09/12/2025

Market capitalisation: GBP828m

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

GBP9.43

▾ 1.20 (0.13)

As at 09/12/2025

Market capitalisation: GBP12,142m

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

GBP1.30

— 0.00 (0.00)

As at 09/12/2025

Market capitalisation: GBP26m

View equity

Update

TMT

26.11.25

IntelliAM AI — H126 – AI momentum growing as predicted

Flash

TMT

02.10.25

IntelliAM AI — Growing AI impact

Update

TMT

30.09.25

IntelliAM AI — Partnership with global manufacturer

IP Group (IPO)

Latest price

GBP0.61

▾ −0.30 (−0.49)

As at 09/12/2025

Market capitalisation: GBP537m

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

GBP11.90

▾ 35.00 (3.03)

As at 09/12/2025

Market capitalisation: GBP1,422m

View equity

Quickview

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK114.40

▾ 2.80 (2.51)

As at 09/12/2025

Market capitalisation: SEK3,136m

View equity

Quickview

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.23

— 0.00 (0.00)

As at 09/12/2025

Market capitalisation: GBP45m

View equity

Kyivstar (KYIV)

Latest price

USD14.28

▾ 0.20 (1.42)

As at 09/12/2025

Market capitalisation: USD3,297m

View equity

LBG Media (LBG)

Latest price

GBP0.90

▾ −1.40 (−1.53)

As at 09/12/2025

Market capitalisation: GBP189m

View equity

Quickview

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.22

▾ −1.50 (−1.21)

As at 09/12/2025

Market capitalisation: GBP150m

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

USD1.80

▾ −0.03 (−1.64)

As at 09/12/2025

Market capitalisation: USD391m

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

GBP0.09

▾ −0.02 (−0.23)

As at 09/12/2025

Market capitalisation: GBP17m

View equity

Spotlight — flash

TMT

19.11.25

Nanoco Group — Sensing initiatives progress and expand

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

Next 15 Group (NFG)

Latest price

GBP3.09

▾ 15.50 (5.28)

As at 09/12/2025

Market capitalisation: GBP313m

View equity

Quickview

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR3.96

▾ −0.02 (−0.50)

As at 09/12/2025

Market capitalisation: EUR66m

View equity

Quickview

TMT

20.11.25

NFON — Q325 – No-one said this would be easy

Quickview

TMT

21.08.25

NFON — H125 – a reminder that patience is required

Quickview

TMT

22.05.25

NFON — Q125 highlights platform strength

Noctiluca (NCL)

Latest price

PLN89.00

— 0.00 (0.00)

As at 09/12/2025

Market capitalisation: PLN132m

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

02.02.24

MediaWatch – Rinse and repeat

thematic

Consumer

21.11.23

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

Next 15 Group

5.28%

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

1Spatial — Extended agreement with NUAR

Filtronic — Ka-band development contract

CI Games — 9M25 results show management focus

Dentsu Group — Strength in Japan feeds FY25 profit upgrade

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)

GBP2.46

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)

GBP1.08

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP9.43

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.30

IntelliAM AI — H126 – AI momentum growing as predicted

IntelliAM AI — Growing AI impact

IntelliAM AI — Partnership with global manufacturer

See morecontent on

IP Group (IPO)

GBP0.61

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)

GBP11.90

Kainos Group — Green shoots of growth

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Knowit (KNOW)

SEK114.40

Knowit — Positive signs amid strong headwinds

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Kooth (KOO)

GBP1.23

Kyivstar (KYIV)

USD14.28

LBG Media (LBG)

GBP0.90

LBG Media — Building trust and reach

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M&C Saatchi (SAA)

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