Technology, media & telecoms research | TMT - Page 3

TMT Insights

Zinc Media (LSE:ZIN) significant new commission >

Fiona Orford-Williams | TMT | Comment | 1 day ago

Kainos (LSE: KNOS) cautiously optimistic for FY26 >

Katherine Thompson | TMT | Comment | 2 days ago

SEE ALL COMMENTARY >

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

21.05.25

4imprint Group — Holding steady against uncertain backdrop

TMT | Update

19.05.25

Tinexta — Confident in rebound

TMT | Update

19.05.25

Claranova — Transition to pure play software business ongoing

TMT | Flash

19.05.25

Filtronic — Expanding presence in European space market

insight

Consumer

16.11.22

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

insight

TMT

17.12.21

From drought to glut? – Where to position yourself in the chip value chain?

insight

TMT

23.09.21

Seven things every investor needs to know about Checkit

Equities

Region

Market cap

Kainos Group (KNOS)

Latest price

GBP7.57

▾ 3.50 (0.46)

As at 20/05/2025

Market capitalisation: GBP930m

View equity

Knowit (KNOW)

Latest price

SEK137.40

▾ −1.00 (−0.72)

As at 20/05/2025

Market capitalisation: SEK3,766m

View equity

Non client QV

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

M&C Saatchi (SAA)

Latest price

GBP1.67

▾ 1.00 (0.60)

As at 20/05/2025

Market capitalisation: GBP204m

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

USD1.60

▾ 0.03 (1.91)

As at 20/05/2025

Market capitalisation: USD340m

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

GBP0.13

▾ 0.40 (3.23)

As at 20/05/2025

Market capitalisation: GBP25m

View equity

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

Flash note

TMT

19.11.24

Nanoco Group — Board states case for voting against resolutions

Next 15 Group (NFG)

Latest price

GBP2.81

▾ −5.50 (−1.92)

As at 20/05/2025

Market capitalisation: GBP284m

View equity

Non client QV

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR6.65

▾ −0.10 (−1.48)

As at 20/05/2025

Market capitalisation: EUR111m

View equity

Non client QV

TMT

17.04.25

NFON — Benefits of strategic plan seen in FY24 results

Northern Data Group (NB2)

Latest price

EUR26.26

▾ −0.42 (−1.57)

As at 20/05/2025

Market capitalisation: EUR1,686m

View equity

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

Flash

TMT

22.01.25

Northern Data Group — Delivering on 2024 expectations

Reach (RCH)

Latest price

GBP0.76

▾ 1.40 (1.89)

As at 20/05/2025

Market capitalisation: GBP241m

View equity

Non client QV

TMT

04.03.25

S4 Capital (SFOR)

Latest price

GBP0.28

▾ 0.95 (3.47)

As at 20/05/2025

Market capitalisation: GBP174m

View equity

Non client QV

TMT

25.03.25

S4 Capital — AI distractions and opportunities

SenSen Networks (SNS)

Latest price

AUD0.03

— 0.00 (0.00)

As at 20/05/2025

Market capitalisation: AUD27m

View equity

Update

TMT

03.03.25

SenSen Networks — More focused, scalable and poised for growth

Non client QV

Real Estate

10.02.25

Safari Investments — Portfolio optimisation to enhance value

Update

TMT

02.05.24

SenSen Networks — Time to scale

Softcat (SCT)

Latest price

GBP18.11

▾ −13.00 (−0.71)

As at 20/05/2025

Market capitalisation: GBP3,621m

View equity

Non client QV

TMT

19.03.25

Softcat — H125 results outperform again

QuickView

TMT

25.10.24

Softcat — FY24 shows the strength of Softcat’s model

Solutions30 (S30)

Latest price

EUR1.51

▾ −0.01 (−0.79)

As at 20/05/2025

Market capitalisation: EUR163m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

STV Group (STVG)

Latest price

GBP1.62

▾ −1.50 (−0.92)

As at 20/05/2025

Market capitalisation: GBP76m

View equity

Non client QV

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.11

▾ 0.01 (5.88)

As at 20/05/2025

Market capitalisation: EUR15m

View equity

Spotlight — flash

TMT

20.01.25

Substrate AI — FY24 headline results are positive

Spotlight — flash

TMT

15.01.25

Substrate AI — Infrastructure investment

Initiation

TMT

17.07.24

Substrate AI — AI venture builder

Team Internet Group (TIG)

Latest price

GBP0.71

▾ 3.10 (4.55)

As at 20/05/2025

Market capitalisation: GBP176m

View equity

Update

TMT

25.03.25

Team Internet Group — Changing platforms

Update

TMT

05.03.25

Team Internet Group — Rebasing for Google Adsense transition

Flash note

TMT

08.01.25

Team Internet Group — Two potential bids at 125p

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

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

thematic

TMT

24.06.20

The small satellite market – Small is beautiful

thematic

TMT

08.04.20

European video games: A safe haven in troubled times

thematic

TMT

27.02.20

Blockchain adoption: Implications for the financial services sector

thematic

Consumer

14.08.19

Illuminator: August Update

Equities

Equities by Sector

Sectors

Thematics

Latest

Hybrid Air Vehicles – Redefining air travel and air freight

The humanoid revolution walking your way: How robots are stepping out of science fiction

From gold to gold miners: Extracting higher returns in the current bull run

Audiovisual

Latest

Vantage: DIVI – capturing opportunities in undervalued UK stocks, an interview with Gervais Williams

Mendus – executive interview

Isofol Medical – executive interview

About Edison

About Edison

Careers

TMT

Tinexta

13.79%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

4imprint Group — Holding steady against uncertain backdrop

Tinexta — Confident in rebound

Claranova — Transition to pure play software business ongoing

Filtronic — Expanding presence in European space market

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

From drought to glut? – Where to position yourself in the chip value chain?

Seven things every investor needs to know about Checkit

Equities

Kainos Group (KNOS)

GBP7.57

Knowit (KNOW)

SEK137.40

Knowit — Positive signs amid strong headwinds

See morecontent on

M&C Saatchi (SAA)

GBP1.67

M&C Saatchi — Progress in net revenue and margin

M&C Saatchi — Moving into alignment

M&C Saatchi — Margin momentum into H223

See morecontent on

Nano Dimension (NNDM)

USD1.60

Nano Dimension — Scaling up

Nano Dimension — Creating a leader in additive manufacturing

Nano Dimension — Agreement to acquire Desktop Metal

See morecontent on

Nanoco Group (NANO)

GBP0.13

Nanoco Group — Litigation against LG and new JDA agreement

Nanoco Group — Encouraging commercial progress

Nanoco Group — Board states case for voting against resolutions

See morecontent on

Next 15 Group (NFG)

GBP2.81

Next 15 Group — Adapting in a volatile market

See morecontent on

NFON (NFN)

EUR6.65

NFON — Benefits of strategic plan seen in FY24 results

See morecontent on

Northern Data Group (NB2)

EUR26.26

Northern Data Group — Technology upgrades and resetting expectations

Northern Data Group — Strategic alliance with Gcore

Northern Data Group — Delivering on 2024 expectations

See morecontent on

Reach (RCH)

GBP0.76

Reach — Reach for the stars

See morecontent on

S4 Capital (SFOR)

GBP0.28

S4 Capital — AI distractions and opportunities

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on

See more
content on