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

04.09.25

MediaWatch – A two-tier story

Latest

TMT | Flash

08.10.25

Datatec — Excellent progress made in H126

TMT | Flash

06.10.25

Altron — Company provides H126 EPS ranges

TMT | Flash

06.10.25

1Spatial — Expansion with UK Power Networks

TMT | Outlook

02.10.25

Zalaris — Moving to the next stage of growth

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

Omantel (OTEL)

Latest price

OMR1.04

▾ 0.04 (3.49)

As at 09/10/2025

Market capitalisation: OMR753m

View equity

PCI-PAL (PCIP)

Latest price

GBP0.50

▾ −1.00 (−1.96)

As at 09/10/2025

Market capitalisation: GBP37m

View equity

Initiation

TMT

09.09.25

PCI-PAL — Securing contact centre payments

Client QV

TMT

29.07.25

PCI-PAL — Targeting the next stage of growth

Quadient (QDT)

Latest price

EUR13.30

▾ −0.02 (−0.15)

As at 09/10/2025

Market capitalisation: EUR460m

View equity

Non client QV

TMT

01.10.25

Quadient — Stable H125 profit despite Mail weakness

Quartix Technologies (QTX)

Latest price

GBP3.00

▾ −2.00 (−0.66)

As at 09/10/2025

Market capitalisation: GBP149m

View equity

Reach (RCH)

Latest price

GBP0.64

▾ −0.20 (−0.31)

As at 09/10/2025

Market capitalisation: GBP214m

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

GBP0.23

▾ −0.75 (−3.22)

As at 09/10/2025

Market capitalisation: GBP154m

View equity

Non client QV

TMT

25.03.25

S4 Capital — AI distractions and opportunities

SenSen Networks (SNS)

Latest price

AUD0.07

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: AUD57m

View equity

Non client QV

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

Non client QV

Real Estate

10.02.25

Safari Investments — Portfolio optimisation to enhance value

Softcat (SCT)

Latest price

GBP15.96

▾ 16.00 (1.01)

As at 09/10/2025

Market capitalisation: GBP3,146m

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

EUR1.01

— 0.00 (−0.20)

As at 09/10/2025

Market capitalisation: EUR109m

View equity

QuickView

21.11.17

Solutions 30 — Servicing Europe’s digital goods

STV Group (STVG)

Latest price

GBP1.17

▾ −1.50 (−1.27)

As at 09/10/2025

Market capitalisation: GBP56m

View equity

Non client QV

TMT

12.03.25

STV Group — Broadening content and reach

Substrate AI (SAI)

Latest price

EUR0.08

— 0.00 (−1.22)

As at 09/10/2025

Market capitalisation: EUR13m

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

GBP0.62

— 0.00 (0.00)

As at 09/10/2025

Market capitalisation: GBP153m

View equity

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

Update

TMT

25.03.25

Team Internet Group — Changing platforms

The Pebble Group (PEBB)

Latest price

GBP0.51

▾ −0.50 (−0.98)

As at 09/10/2025

Market capitalisation: GBP83m

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

EUR14.90

▾ 0.13 (0.88)

As at 09/10/2025

Market capitalisation: EUR698m

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

SEK7.44

▾ 0.04 (0.54)

As at 09/10/2025

Market capitalisation: SEK454m

View equity

Vection Technologies (VR1)

Latest price

AUD0.06

— 0.00 (−4.55)

As at 09/10/2025

Market capitalisation: AUD135m

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

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

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

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

Equities

Equities by Sector

Sectors

Thematics

Latest

UK equities: Rethinking UK large caps

Edison explains: Cloud on the horizon – why NEXT is bearish on the UK

2025 climate review: How much progress have we made?

Audiovisual

Latest

Uncovering Trusts – Templeton Emerging Markets Investment Trust (TEMIT): A well-performing ‘one-stop-shop’ for investment in emerging markets

Aamal Company – equity proposition

Meet the healthcare analyst webinar: The CNS renaissance

About Edison

About Edison

Careers

TMT

Nanoco Group

9.00%

TMT Insights

MediaWatch – One step forward, two steps back

MediaWatch – Glimpses of positivity

MediaWatch – A two-tier story

Latest

Datatec — Excellent progress made in H126

Altron — Company provides H126 EPS ranges

1Spatial — Expansion with UK Power Networks

Zalaris — Moving to the next stage of growth

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

Omantel (OTEL)

OMR1.04

PCI-PAL (PCIP)

GBP0.50

PCI-PAL — Securing contact centre payments

PCI-PAL — Targeting the next stage of growth

See morecontent on

Quadient (QDT)

EUR13.30

Quadient — Stable H125 profit despite Mail weakness

See morecontent on

Quartix Technologies (QTX)

GBP3.00

Reach (RCH)

GBP0.64

Reach — Clarifying the narrative

Reach — Reach for the stars

See morecontent on

S4 Capital (SFOR)

GBP0.23

S4 Capital — AI distractions and opportunities

See morecontent on

SenSen Networks (SNS)

AUD0.07

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)

GBP15.96

Softcat — H125 results outperform again

Softcat — FY24 shows the strength of Softcat’s model

See morecontent on

Solutions30 (S30)

EUR1.01

Solutions 30 — Servicing Europe’s digital goods

See morecontent on

STV Group (STVG)

GBP1.17

STV Group — Broadening content and reach

See morecontent on

Substrate AI (SAI)

EUR0.08

Substrate AI — FY24 headline results are positive

Substrate AI — Infrastructure investment

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