Technology, media & telecoms research | TMT - Page 4

TMT Insights

Kainos (LSE: KNOS) reports positive H126 >

Katherine Thompson | TMT | Comment | 3 days ago

Kainos (LSE: KNOS) reports positive H126 >

Katherine Thompson | TMT | Comment | 3 days ago

SEE ALL COMMENTARY >

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 | Spotlight — flash

12.11.25

Team Internet Group — Strategic review and trading update

TMT | Flash

11.11.25

Northern Data Group — Rumble confirms offer for Northern Data

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

insight

TMT

16.08.21

Bitcoin’s investment thesis – Means of payment

insight

TMT

09.08.21

Bitcoin’s investment thesis – Ease of storing and transferring coins

insight

TMT

26.07.21

Bitcoin’s Investment thesis – Scarcity explained

insight

TMT

20.07.21

Northern Data Group (NB2)

Latest price

EUR15.26

▾ 2.53 (19.87)

As at 12/11/2025

Market capitalisation: EUR980m

View equity

Flash

TMT

11.11.25

Northern Data Group — Rumble confirms offer for Northern Data

Flash

TMT

04.11.25

Northern Data Group — Sale of Peak Mining finalised

Update

TMT

23.10.25

Northern Data Group — Q325 update and progress on strategic disposals

Omantel (OTEL)

Latest price

OMR1.06

— 0.00 (0.19)

As at 12/11/2025

Market capitalisation: OMR796m

View equity

PCI-PAL (PCIP)

Latest price

GBP0.51

▾ −0.50 (−0.98)

As at 12/11/2025

Market capitalisation: GBP37m

View equity

Initiation

TMT

09.09.25

PCI-PAL — Securing contact centre payments

Quickview

TMT

29.07.25

PCI-PAL — Targeting the next stage of growth

Quadient (QDT)

Latest price

EUR14.66

— 0.00 (0.00)

As at 12/11/2025

Market capitalisation: EUR506m

View equity

Quickview

TMT

01.10.25

Quadient — Stable H125 profit despite Mail weakness

Quartix Technologies (QTX)

Latest price

GBP2.40

▾ −13.00 (−5.14)

As at 12/11/2025

Market capitalisation: GBP123m

View equity

Reach (RCH)

Latest price

GBP0.55

— 0.00 (0.00)

As at 12/11/2025

Market capitalisation: GBP176m

View equity

Quickview

TMT

25.07.25

Reach — Clarifying the narrative

Quickview

TMT

04.03.25

S4 Capital (SFOR)

Latest price

GBP0.20

▾ −1.15 (−5.35)

As at 12/11/2025

Market capitalisation: GBP142m

View equity

Quickview

TMT

25.03.25

S4 Capital — AI distractions and opportunities

SenSen Networks (SNS)

Latest price

AUD0.10

▾ −0.01 (−4.76)

As at 12/11/2025

Market capitalisation: AUD83m

View equity

Quickview

Healthcare

28.08.25

Alzinova — Innovative new approach to Alzheimer's

Update

TMT

03.03.25

SenSen Networks — More focused, scalable and poised for growth

Quickview

Real Estate

10.02.25

Safari Investments — Portfolio optimisation to enhance value

Softcat (SCT)

Latest price

GBP14.69

▾ −9.00 (−0.61)

As at 12/11/2025

Market capitalisation: GBP2,956m

View equity

Quickview

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

EUR0.94

▾ 0.04 (4.54)

As at 12/11/2025

Market capitalisation: EUR97m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

STV Group (STVG)

Latest price

GBP1.07

▾ −2.00 (−1.83)

As at 12/11/2025

Market capitalisation: GBP51m

View equity

Quickview

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.10

— 0.00 (−3.03)

As at 12/11/2025

Market capitalisation: EUR17m

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

GBP0.49

▾ −0.10 (−0.20)

As at 12/11/2025

Market capitalisation: GBP121m

View equity

Update

TMT

12.11.25

Team Internet Group — Strategic review and trading update

Update

TMT

02.09.25

Team Internet Group — Transitional H1, expecting the benefits in H2

Flash

TMT

12.06.25

Team Internet Group — Ten-year deal to run the .co domain

The Pebble Group (PEBB)

Latest price

GBP0.45

▾ −0.20 (−0.45)

As at 12/11/2025

Market capitalisation: GBP72m

View equity

Update

TMT

09.09.25

The Pebble Group — Pushing more value through platform

Update

TMT

11.07.25

The Pebble Group — On track, with further tender offer

Update

TMT

19.03.25

The Pebble Group — Well placed for market improvement

Tinexta (TNXT)

Latest price

EUR14.76

▾ −0.04 (−0.27)

As at 12/11/2025

Market capitalisation: EUR699m

View equity

Initiation

Financials

27.10.25

LM PAY — Beauty and health without waiting

Update

TMT

04.08.25

Tinexta — Weighting and waiting

Update

TMT

19.05.25

Tinexta — Confident in rebound

Tradedoubler (TRAD)

Latest price

SEK6.40

▾ −0.20 (−3.03)

As at 12/11/2025

Market capitalisation: SEK405m

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

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

Edison Explains: Investing in health stocks – how policy clarity is opening doors

Digital assets: Unlocking investment opportunities in blockchain equities

Molten Ventures – Adding value beyond the provision of capital

Audiovisual

Latest

The Platform Group – executive interview

Worldwide Healthcare Trust Webinar: The rapidly changing political landscape for US healthcare

Vantage: MYI – a large global income fund that is broadly diversified by both geography and sector

About Edison

About Edison

Careers

TMT

Northern Data Group

19.87%

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

Dialight — Focusing on growth

Team Internet Group — Strategic review and trading update

CLIQ Digital — Managing cash

Northern Data Group — Rumble confirms offer for Northern Data

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

Seven things every investor needs to know about Checkit

Bitcoin’s investment thesis – Means of payment

Bitcoin’s investment thesis – Ease of storing and transferring coins

Bitcoin’s Investment thesis – Scarcity explained

Cryptocurrency Series

Equities

Northern Data Group (NB2)

EUR15.26

Northern Data Group — Rumble confirms offer for Northern Data

Northern Data Group — Sale of Peak Mining finalised

Northern Data Group — Q325 update and progress on strategic disposals

See morecontent on

Omantel (OTEL)

OMR1.06

PCI-PAL (PCIP)

GBP0.51

PCI-PAL — Securing contact centre payments

PCI-PAL — Targeting the next stage of growth

See morecontent on

Quadient (QDT)

EUR14.66

Quadient — Stable H125 profit despite Mail weakness

See morecontent on

Quartix Technologies (QTX)

GBP2.40

Reach (RCH)

GBP0.55

Reach — Clarifying the narrative

Reach — Reach for the stars

See morecontent on

S4 Capital (SFOR)

GBP0.20

S4 Capital — AI distractions and opportunities

See morecontent on

SenSen Networks (SNS)

AUD0.10

Alzinova — Innovative new approach to Alzheimer's

SenSen Networks — More focused, scalable and poised for growth

Safari Investments — Portfolio optimisation to enhance value

See morecontent on

Softcat (SCT)

GBP14.69

Softcat — H125 results outperform again

Softcat — FY24 shows the strength of Softcat’s model

See morecontent on

Solutions30 (S30)

EUR0.94

Solutions 30 — Servicing Europe’s digital goods

See morecontent on

STV Group (STVG)

GBP1.07

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