Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR6.28

    ▲ −1.28 (−16.88%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.14

    ▲ −9.00 (−0.98%)

  • Sectors

    Sectors

  • Megatrends

    Megatrends

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Sparks commentary

TMT

Sparks

Next 15 Group (LSE: NFG) H1 results
Published by Fiona Orford-Williams

The big news from Next 15 was the announcement earlier this month that the substantial contract in subsidiary Mach49 was coming to an abrupt end in December 2024, which shifted the dial on performance expectations for the rest of the current year and future periods. First half trading across the rest of the group has been mixed, with continuing pressure on spend from its tech clients (revenues here were down 13%) and from the UK government, where the calling of the general election had a considerable negative impact. Both impacts should settle with time and other group companies are performing well, with the net effect of flat group revenues year-on-year but at notably lower operating margins. Management is focused on simplifying the group  structure and has taken significant steps to reduce the cost base to move towards the restoration of margins.

Next Sparks Commentary in this sector >

Latest

Industrials | Comment

Oerlikon (SIX: OERL) – materials strength drives FY26 guidance upgrade

TMT | Comment

Devolver Digital (LSE: DEVO): AIM cancellation proposed, with $5.0m tender offer attached

Industrials | Comment

Morgan Advanced Materials (LSE: MGAM) – Phasing lifts H126 margin

TMT | Comment

Pathos Communications (AIM: NEWS) – Record July revenue supports H126 trading update

Industrials | Comment

PVA TePla (FRA: PVE) – Q226 results
Cookie Policy Overview
Edison Group

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping us understand which section of the website you find more interesting and useful. See our Cookie Policy for more information.

Strictly necessary and functional

These cookies are used to deliver our website and content. Strictly necessary cookies relate to our hosting environment, and functional cookies are used to facilitate social logins, social sharing and rich-media content embeds.

Advertising

Advertising Cookies collect information about your browsing habits such as the pages you visit and links you follow. These audience insights are used to make our website more relevant.

Performance

Performance Cookies collect anonymous information designed to help us improve the site and respond to the needs of our audiences. We use this information to make our site faster, more relevant and improve the navigation for all users.