Technology, media & telecoms research | TMT - Page 3

TMT Insights

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

26.06.25

Claranova — PlanetArt disposal agreement signed

TMT | Update

26.06.25

Filtronic — Positive year-end trading update

TMT | Flash

25.06.25

Centaur Media — Conditional sale of MiniMBA

TMT | Non client QV

25.06.25

LBG Media — Building trust and reach

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

IntelliAM AI (INT)

Latest price

—

— 0.00 (0.00)

As at 30/06/2025

Market capitalisation: —

View equity

Flash

TMT

12.05.25

IntelliAM AI — FY25 a year of validation

Initiation

TMT

13.01.25

IntelliAM AI — Next-generation AI-driven productivity

IP Group (IPO)

Latest price

GBP0.52

▾ −0.20 (−0.38)

As at 30/06/2025

Market capitalisation: GBP478m

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

GBP7.45

▾ 11.00 (1.50)

As at 30/06/2025

Market capitalisation: GBP910m

View equity

Non client QV

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK127.80

▾ −1.20 (−0.93)

As at 30/06/2025

Market capitalisation: SEK3,536m

View equity

Non client QV

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

LBG Media (LBG)

Latest price

GBP1.03

▾ 4.60 (4.67)

As at 30/06/2025

Market capitalisation: GBP216m

View equity

Non client QV

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.94

▾ 4.50 (2.38)

As at 30/06/2025

Market capitalisation: GBP237m

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

USD1.64

▾ 0.12 (7.89)

As at 30/06/2025

Market capitalisation: USD357m

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

▾ 0.32 (3.23)

As at 30/06/2025

Market capitalisation: GBP20m

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

GBP2.41

▾ 1.00 (0.42)

As at 30/06/2025

Market capitalisation: GBP244m

View equity

Non client QV

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR6.65

▾ 0.05 (0.76)

As at 30/06/2025

Market capitalisation: EUR111m

View equity

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

EUR24.02

▾ −0.92 (−3.69)

As at 30/06/2025

Market capitalisation: EUR1,602m

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

GBP0.73

▾ 1.50 (2.09)

As at 30/06/2025

Market capitalisation: GBP234m

View equity

Non client QV

TMT

04.03.25

S4 Capital (SFOR)

Latest price

GBP0.25

▾ −0.95 (−3.61)

As at 30/06/2025

Market capitalisation: GBP156m

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 30/06/2025

Market capitalisation: AUD23m

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

GBP17.17

▾ −8.00 (−0.46)

As at 30/06/2025

Market capitalisation: GBP3,433m

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

EUR1.65

▾ 0.06 (3.52)

As at 30/06/2025

Market capitalisation: EUR171m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

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

JPMorgan European Discovery Trust – The power of small

Rockwood Strategic — Inside the mind of the investor with Richard Staveley of Rockwood Strategic

Metlen Energy & Metals — Edison report on Metlen’s capital markets day: Made of metal, full of energy?

Audiovisual

Latest

Uncovering Trusts – Canadian General Investments (CGI) – A one-stop-shop for investment in Canada

Take on Trusts – June 2025

DUG Technology – executive interview

About Edison

About Edison

Careers

TMT

Vection Technologies

27.59%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

Claranova — PlanetArt disposal agreement signed

Filtronic — Positive year-end trading update

Centaur Media — Conditional sale of MiniMBA

LBG Media — Building trust and reach

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

IntelliAM AI (INT)

—

IntelliAM AI — FY25 a year of validation

IntelliAM AI — Next-generation AI-driven productivity

See morecontent on

IP Group (IPO)

GBP0.52

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)

GBP7.45

Kainos Group — Green shoots of growth

See morecontent on

Knowit (KNOW)

SEK127.80

Knowit — Positive signs amid strong headwinds

See morecontent on

LBG Media (LBG)

GBP1.03

LBG Media — Building trust and reach

See morecontent on

M&C Saatchi (SAA)

GBP1.94

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)

USD1.64

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)

GBP0.10

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)

GBP2.41

Next 15 Group — Adapting in a volatile market

See morecontent on

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