Technology, media & telecoms research | TMT - Page 4

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

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

Reach (RCH)

Latest price

GBP0.73

▾ 3.70 (5.31)

As at 23/08/2025

Market capitalisation: GBP222m

View equity

Non client QV

TMT

25.07.25

Reach — Clarifying the narrative

Non client QV

TMT

04.03.25

S4 Capital (SFOR)

Latest price

GBP0.24

▾ 2.45 (11.64)

As at 23/08/2025

Market capitalisation: GBP131m

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 23/08/2025

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

GBP15.77

▾ 10.00 (0.64)

As at 23/08/2025

Market capitalisation: GBP3,134m

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

EUR2.06

▾ 0.13 (6.90)

As at 23/08/2025

Market capitalisation: EUR207m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

STV Group (STVG)

Latest price

GBP1.29

▾ 1.00 (0.78)

As at 23/08/2025

Market capitalisation: GBP60m

View equity

Non client QV

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.10

— 0.00 (2.06)

As at 23/08/2025

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

GBP0.57

▾ −0.70 (−1.22)

As at 23/08/2025

Market capitalisation: GBP142m

View equity

Flash

TMT

12.06.25

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

Update

TMT

25.03.25

Team Internet Group — Changing platforms

Update

TMT

05.03.25

Team Internet Group — Rebasing for Google Adsense transition

The Pebble Group (PEBB)

Latest price

GBP0.56

— 0.00 (0.00)

As at 23/08/2025

Market capitalisation: GBP90m

View equity

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

Flash

TMT

16.01.25

The Pebble Group — Full year trading in line

Tinexta (TNXT)

Latest price

EUR14.67

▾ 0.03 (0.20)

As at 23/08/2025

Market capitalisation: EUR692m

View equity

Update

TMT

04.08.25

Tinexta — Weighting and waiting

Update

TMT

19.05.25

Tinexta — Confident in rebound

Update

TMT

12.03.25

Tinexta — Strong rebound expected in FY25

Tradedoubler (TRAD)

Latest price

SEK7.46

▾ 0.06 (0.81)

As at 23/08/2025

Market capitalisation: SEK454m

View equity

Vection Technologies (VR1)

Latest price

AUD0.05

— 0.00 (2.27)

As at 23/08/2025

Market capitalisation: AUD82m

View equity

Update

TMT

30.04.24

Vection Technologies — Moving from niche to mainstream markets

Flash note

TMT

21.02.24

Vection Technologies — Contract wins underpin strong start to H224

Flash note

TMT

02.02.24

Vection Technologies — Record half and strong H2 visibility

VEON (VEON)

Latest price

USD58.70

▾ 0.41 (0.70)

As at 23/08/2025

Market capitalisation: USD4,312m

View equity

Update

TMT

12.08.25

VEON — Direct Digital drives earnings higher

Outlook

TMT

08.07.25

VEON — Catalysts from Kyivstar IPO and buyback

Update

TMT

28.03.25

VEON — 2025 - the year of the catalyst

Verve Group (VRV)

Latest price

EUR2.25

▾ 0.07 (3.31)

As at 23/08/2025

Market capitalisation: EUR436m

View equity

Update

TMT

22.08.25

Verve Group — Short-term impacts of platform unification

Update

TMT

25.06.25

Verve Group — Funding accelerating investment programme

Update

Financials

09.06.25

MCB Group — Continued strong momentum

Wilmington (WIL)

Latest price

GBP3.48

▾ 3.00 (0.87)

As at 23/08/2025

Market capitalisation: GBP309m

View equity

Client QV

TMT

18.02.25

Wilmington — Supporting clients in regulated markets

QuickView

TMT

20.02.24

Wilmington — Focus on governance, risk and compliance

XP Power (XPP)

Latest price

GBP9.30

▾ −8.00 (−0.85)

As at 23/08/2025

Market capitalisation: GBP263m

View equity

Flash note

TMT

11.01.24

XP Power — Expecting better market conditions in 2024

Update

TMT

09.11.23

XP Power — Fully funded for medium-term growth

Update

TMT

01.08.23

XP Power — Solid H123, outlook for FY23 maintained

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

14.08.19

Illuminator: August Update

thematic

TMT

05.08.19

European video games

thematic

TMT

10.07.19

Diversification and scale for online success

thematic

TMT

08.05.19

5G – Strategic importance, but lacking a near-term commercial driver

thematic

TMT

26.02.19

UK video games – Heterogeneous not homogeneous

thematic

TMT

24.02.17

Mobile ecosystems

thematic

TMT

08.02.17

Mobile ecosystems

thematic

TMT

13.10.15

Mobile ecosystems

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

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

Reach (RCH)

GBP0.73

Reach — Clarifying the narrative

Reach — Reach for the stars

See morecontent on

S4 Capital (SFOR)

GBP0.24

S4 Capital — AI distractions and opportunities

See morecontent on

SenSen Networks (SNS)

AUD0.03

SenSen Networks — More focused, scalable and poised for growth

Safari Investments — Portfolio optimisation to enhance value

SenSen Networks — Time to scale

See morecontent on

Softcat (SCT)

GBP15.77

Softcat — H125 results outperform again

Softcat — FY24 shows the strength of Softcat’s model

See morecontent on

Solutions30 (S30)

EUR2.06

Solutions 30 — Servicing Europe’s digital goods

See morecontent on

STV Group (STVG)

GBP1.29

STV Group — Broadening content and reach

See morecontent on

Substrate AI (SAI)

EUR0.10

Substrate AI — FY24 headline results are positive

Substrate AI — Infrastructure investment

Substrate AI — AI venture builder

See morecontent on

Team Internet Group (TIG)

GBP0.57

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

Team Internet Group — Changing platforms

Team Internet Group — Rebasing for Google Adsense transition

See morecontent on

The Pebble Group (PEBB)

GBP0.56

The Pebble Group — On track, with further tender offer

The Pebble Group — Well placed for market improvement

The Pebble Group — Full year trading in line

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