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

03.07.25

The advertising ecosystem – Triangulating perspectives

Latest

TMT | Update

22.08.25

Verve Group — Short-term impacts of platform unification

TMT | Non client QV

21.08.25

NFON — H125 – a reminder that patience is required

TMT | Update

21.08.25

IntelliAM AI — Updated model reflects rapid evolution

TMT | Update

21.08.25

Dentsu Group — Japan performs well, international tougher

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

GlobalData (DATA)

Latest price

GBP1.34

▾ 5.50 (4.28)

As at 22/08/2025

Market capitalisation: GBP1,037m

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

GBP8.91

▾ 3.80 (0.43)

As at 22/08/2025

Market capitalisation: GBP11,535m

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

GBP1.10

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP22m

View equity

Update

TMT

21.08.25

IntelliAM AI — Updated model reflects rapid evolution

Flash

TMT

07.07.25

IntelliAM AI — US initiative accompanies FY25 accounts

Flash

TMT

12.05.25

IntelliAM AI — FY25 a year of validation

IP Group (IPO)

Latest price

GBP0.61

▾ 1.40 (2.34)

As at 22/08/2025

Market capitalisation: GBP542m

View equity

Update

TMT

22.04.25

IP Group — Examining Istesso’s Phase IIb trial results

Update

TMT

11.10.24

IP Group — Record exit underpinning the NAV

Kainos Group (KNOS)

Latest price

GBP7.22

▾ 6.00 (0.84)

As at 22/08/2025

Market capitalisation: GBP867m

View equity

Non client QV

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK114.80

▾ 0.80 (0.70)

As at 22/08/2025

Market capitalisation: SEK3,125m

View equity

Non client QV

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

LBG Media (LBG)

Latest price

GBP0.95

▾ −0.40 (−0.42)

As at 22/08/2025

Market capitalisation: GBP199m

View equity

Non client QV

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.73

▾ 1.00 (0.58)

As at 22/08/2025

Market capitalisation: GBP211m

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

USD1.42

▾ 0.02 (1.43)

As at 22/08/2025

Market capitalisation: USD305m

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

▾ 0.33 (2.57)

As at 22/08/2025

Market capitalisation: GBP25m

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

GBP2.71

▾ 1.00 (0.37)

As at 22/08/2025

Market capitalisation: GBP273m

View equity

Non client QV

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR6.75

▾ −0.05 (−0.74)

As at 22/08/2025

Market capitalisation: EUR113m

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

Northern Data Group (NB2)

Latest price

EUR17.46

▾ 0.15 (0.87)

As at 22/08/2025

Market capitalisation: EUR1,112m

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

Omantel (OTEL)

Latest price

OMR1.00

— 0.00 (0.40)

As at 22/08/2025

Market capitalisation: OMR750m

View equity

PCI-PAL (PCIP)

Latest price

GBP0.48

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP35m

View equity

Client QV

TMT

29.07.25

PCI-PAL — Targeting the next stage of growth

Quartix Technologies (QTX)

Latest price

GBP2.66

— 0.00 (0.00)

As at 22/08/2025

Market capitalisation: GBP129m

View equity

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

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

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

Equities

Equities by Sector

Sectors

Thematics

Latest

ConsumerWatch – Against all odds

Banco Angolano de Investimentos – Growing retail presence

IP Group – capital markets day

Audiovisual

Latest

Mendus – executive interview

Hansa Investment Company Webinar – Moving forward with a bigger, simpler structure

Bitesize briefing: ConsumerWatch Q225

About Edison

About Edison

Careers

TMT

Solutions30

6.90%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

The advertising ecosystem – Triangulating perspectives

Latest

Verve Group — Short-term impacts of platform unification

NFON — H125 – a reminder that patience is required

IntelliAM AI — Updated model reflects rapid evolution

Dentsu Group — Japan performs well, international tougher

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

GlobalData (DATA)

GBP1.34

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP8.91

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.10

IntelliAM AI — Updated model reflects rapid evolution

IntelliAM AI — US initiative accompanies FY25 accounts

IntelliAM AI — FY25 a year of validation

See morecontent on

IP Group (IPO)

GBP0.61

IP Group — Roadmap to value

IP Group — Examining Istesso’s Phase IIb trial results

IP Group — Record exit underpinning the NAV

See morecontent on

Kainos Group (KNOS)

GBP7.22

Kainos Group — Green shoots of growth

See morecontent on

Knowit (KNOW)

SEK114.80

Knowit — Positive signs amid strong headwinds

See morecontent on

LBG Media (LBG)

GBP0.95

LBG Media — Building trust and reach

See morecontent on

M&C Saatchi (SAA)

GBP1.73

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)

USD1.42

Nano Dimension — Scaling up

Nano Dimension — Creating a leader in additive manufacturing

Nano Dimension — Agreement to acquire Desktop Metal

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