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 | Update

17.09.25

Centaur Media — Unbundling to deliver value

TMT | Non client QV

15.09.25

Concurrent Technologies — Platform for sustainable growth

TMT | Flash

11.09.25

Centaur Media — Conditional sale of The Lawyer

TMT | Client QV

11.09.25

Zinc Media — Reflections on shiny floors

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

GBP2.25

▾ −1.50 (−0.66)

As at 17/09/2025

Market capitalisation: GBP556m

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

GBP1.50

— 0.00 (0.00)

As at 17/09/2025

Market capitalisation: GBP1,150m

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

GBP9.15

▾ 11.80 (1.31)

As at 17/09/2025

Market capitalisation: GBP11,878m

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

GBP1.08

— 0.00 (0.00)

As at 17/09/2025

Market capitalisation: GBP21m

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

GBP0.53

▾ −2.70 (−4.86)

As at 17/09/2025

Market capitalisation: GBP476m

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

GBP8.86

▾ 16.00 (1.84)

As at 17/09/2025

Market capitalisation: GBP1,067m

View equity

Non client QV

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK105.40

▾ −0.80 (−0.75)

As at 17/09/2025

Market capitalisation: SEK2,911m

View equity

Non client QV

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.52

— 0.00 (0.00)

As at 17/09/2025

Market capitalisation: GBP55m

View equity

LBG Media (LBG)

Latest price

GBP0.98

▾ −0.05 (−0.05)

As at 17/09/2025

Market capitalisation: GBP205m

View equity

Non client QV

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.68

▾ 5.50 (3.40)

As at 17/09/2025

Market capitalisation: GBP205m

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

USD1.48

▾ 0.01 (0.68)

As at 17/09/2025

Market capitalisation: USD320m

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

▾ −0.05 (−0.47)

As at 17/09/2025

Market capitalisation: GBP21m

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 17/09/2025

Market capitalisation: GBP274m

View equity

Non client QV

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR6.10

▾ −0.35 (−5.43)

As at 17/09/2025

Market capitalisation: EUR107m

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

EUR17.55

▾ −0.71 (−3.89)

As at 17/09/2025

Market capitalisation: EUR1,173m

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

OMR1.03

▾ −0.01 (−0.58)

As at 17/09/2025

Market capitalisation: OMR773m

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

Equities

Equities by Sector

Sectors

Thematics

Latest

Edison explains: PISCES decoded – what is it and why was it created?

Edison explains: Climate accountability – hidden emissions or financial reality?

MediaWatch – A two-tier story

Audiovisual

Latest

Earnz – executive interview

Global Fashion Group – executive interview

OSE Immunotherapeutics – executive interview

About Edison

About Edison

Careers

TMT

DUG Technology

0.00%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Centaur Media — Unbundling to deliver value

Concurrent Technologies — Platform for sustainable growth

Centaur Media — Conditional sale of The Lawyer

Zinc Media — Reflections on shiny floors

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)

GBP2.25

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)

GBP1.50

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP9.15

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.08

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)

GBP0.53

IP Group — Roadmap to value

IP Group — Examining Istesso’s Phase IIb trial results

IP Group — Record exit underpinning the NAV

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Kainos Group (KNOS)

GBP8.86

Kainos Group — Green shoots of growth

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Knowit (KNOW)

SEK105.40

Knowit — Positive signs amid strong headwinds

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Kooth (KOO)

GBP1.52

LBG Media (LBG)

GBP0.98

LBG Media — Building trust and reach

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M&C Saatchi (SAA)

GBP1.68

M&C Saatchi — Progress in net revenue and margin

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