Technology, media & telecoms research | TMT - Page 2

TMT Insights

System1 Group (LSE: SYS1) – Upgraded profit expectations >

Fiona Orford-Williams | TMT | Comment | 23 hours ago

The MISSION Group (LSE: TMG) – Profit and margin improvements >

Fiona Orford-Williams | TMT | Comment | 23 hours ago

Reach (LSE: RCH) – Strong Q4 trading, refinancing completed >

Fiona Orford-Williams | TMT | Comment | 2 days ago

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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

21.01.25

4imprint Group — Growth and cash generation amid uncertainty

TMT | Spotlight — flash

20.01.25

Substrate AI — FY24 headline results are positive

TMT | Update

17.01.25

discoverIE Group — Acquiring German sensor business

TMT | Outlook

16.01.25

Claranova — Unveiling the roadmap for profitable growth

insight

TMT

21.11.23

discoverIE: EKF 2023 QuickView

insight

TMT

21.11.23

PSI Software: EKF 2023 QuickView

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

Equities

Region

Market cap

Esker (ALESK)

Latest price

EUR261.60

▾ −0.20 (−0.08)

As at 21/01/2025

Market capitalisation: EUR1,593m

View equity

Update

TMT

16.01.25

Esker — Tender offer successful; FY24 outperformance

Update

TMT

17.10.24

Esker — On track to meet FY24 guidance

Update

TMT

25.09.24

Esker — Proposed bid for the company confirmed

Filtronic (FTC)

Latest price

GBP0.95

▾ −1.50 (−1.56)

As at 21/01/2025

Market capitalisation: GBP211m

View equity

Update

TMT

13.01.25

Filtronic — Strong order intake drives FY25 upgrade

Update

TMT

17.12.24

Filtronic — Upgrading on stronger H225 expectations

Flash note

TMT

01.11.24

Filtronic — On track to meet FY25 expectations

Freelancer (FLN)

Latest price

AUD0.18

▾ 0.01 (2.94)

As at 21/01/2025

Market capitalisation: AUD75m

View equity

Update

TMT

28.10.24

Freelancer — Escrow drives strong volume growth in Q324

Outlook

TMT

01.08.24

Freelancer — Using AI to enhance revenue and profit growth

Update

TMT

25.04.24

Freelancer — AI to drive return to growth

IntelliAM AI (INT)

Latest price

GBP0.63

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP13m

View equity

Initiation

TMT

13.01.25

IntelliAM AI — Next-generation AI-driven productivity

IP Group (IPO)

Latest price

GBP0.51

▾ −0.30 (−0.58)

As at 21/01/2025

Market capitalisation: GBP501m

View equity

Update

TMT

11.10.24

IP Group — Record exit underpinning the NAV

Flash note

TMT

19.09.24

IP Group — Management sees positive portfolio momentum

Flash note

TMT

01.08.24

IP Group — Novo Holdings invests in Oxford Nanopore

Nano Dimension (NNDM)

Latest price

USD2.33

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: USD516m

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

GBP0.13

▾ −0.04 (−0.31)

As at 21/01/2025

Market capitalisation: GBP26m

View equity

Flash note

TMT

19.11.24

Nanoco Group — Board states case for voting against resolutions

Update

TMT

02.09.24

Nanoco Group — European partnership not moving forward

Update

TMT

04.07.24

Nanoco — Visibility pushed back

Northern Data Group (NB2)

Latest price

EUR48.35

▾ −0.55 (−1.12)

As at 21/01/2025

Market capitalisation: EUR3,140m

View equity

Flash note

TMT

04.12.24

Northern Data Group — Further US HPC expansion

Outlook

TMT

22.10.24

Northern Data Group — Flagship European provider of AI infrastructure

Flash note

TMT

04.07.24

Northern Data Group — First European provider of NVIDIA’s H200 GPUs

SenSen Networks (SNS)

Latest price

AUD0.04

▾ −0.01 (−14.58)

As at 21/01/2025

Market capitalisation: AUD39m

View equity

Update

TMT

02.05.24

SenSen Networks — Time to scale

Update

TMT

01.03.24

SenSen Networks — Clear path to sustainable cash generation

Digital signals flying over highway. Digital transformation. Internet of Things.

Update

TMT

31.01.24

SenSen Networks — Momentum and positive cash flow

Softcat (SCT)

Latest price

GBP14.76

▾ −15.00 (−1.01)

As at 21/01/2025

Market capitalisation: GBP2,980m

View equity

QuickView

TMT

25.10.24

Softcat — FY24 shows the strength of Softcat’s model

Substrate AI (SAI)

Latest price

EUR0.13

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: EUR14m

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

GBP1.08

▾ 2.00 (1.89)

As at 21/01/2025

Market capitalisation: GBP266m

View equity

Flash note

TMT

08.01.25

Team Internet Group — Two potential bids at 125p

Update

TMT

11.11.24

Team Internet Group — Stability amid setbacks

Update

TMT

12.08.24

Team Internet Group — Earnings remain resilient

The Pebble Group (PEBB)

Latest price

GBP0.48

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP78m

View equity

Flash

TMT

16.01.25

The Pebble Group — Full year trading in line

Update

TMT

09.09.24

The Pebble Group — Improved operational readiness

Outlook

TMT

01.05.24

The Pebble Group — Two distinct businesses in one

Tinexta (TNXT)

Latest price

EUR7.71

▾ −0.12 (−1.53)

As at 21/01/2025

Market capitalisation: EUR370m

View equity

Update

TMT

13.11.24

Tinexta — Weak Q324 but valuation appears too pessimistic

Update

TMT

06.08.24

Tinexta — Growth affected by temporary issues

Update

TMT

17.05.24

Tinexta — Typical seasonality in Q124

Vection Technologies (VR1)

Latest price

AUD0.04

— 0.00 (2.33)

As at 21/01/2025

Market capitalisation: AUD59m

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

USD46.00

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: USD3,251m

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

25.04.23

MediaWatch – Vision On

Digital Marketing and Internet Media Technology Platform

thematic

TMT

31.01.23

MediaWatch – Screening well

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

TMT

11.05.22

Direct tech investors

thematic

TMT

21.04.22

Seven things every investor needs to know about SenSen

thematic

Consumer

24.03.22

Circular economy business models

thematic

TMT

29.09.21

Quantum dots – all the colours of the rainbow

Equities

Equities by Sector

Sectors

Thematics

Latest

Why is gold hitting new highs?

Saba Capital campaign – Your vote matters

Market outlook: What lies ahead in 2025

Audiovisual

Latest

Uncovering Trusts – Saba Capital Campaign

Uncovering Trusts – Finsbury Growth & Income Trust (FGT)

Take on Trusts – December 2024

About Edison

About Edison

Careers

TMT

Cordel Group

10.34%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

4imprint Group — Growth and cash generation amid uncertainty

Substrate AI — FY24 headline results are positive

discoverIE Group — Acquiring German sensor business

Claranova — Unveiling the roadmap for profitable growth

CI Games: EKF 2023 QuickView

cBrain: EKF 2023 QuickView

discoverIE: EKF 2023 QuickView

PSI Software: EKF 2023 QuickView

PVA TePla: EKF 2023 QuickView

Team Internet: EKF 2023 QuickView

Equities

Esker (ALESK)

EUR261.60

Esker — Tender offer successful; FY24 outperformance

Esker — On track to meet FY24 guidance

Esker — Proposed bid for the company confirmed

See morecontent on

Filtronic (FTC)

GBP0.95

Filtronic — Strong order intake drives FY25 upgrade

Filtronic — Upgrading on stronger H225 expectations

Filtronic — On track to meet FY25 expectations

See morecontent on

Freelancer (FLN)

AUD0.18

Freelancer — Escrow drives strong volume growth in Q324

Freelancer — Using AI to enhance revenue and profit growth

Freelancer — AI to drive return to growth

See morecontent on

IntelliAM AI (INT)

GBP0.63

IntelliAM AI — Next-generation AI-driven productivity

See morecontent on

IP Group (IPO)

GBP0.51

IP Group — Record exit underpinning the NAV

IP Group — Management sees positive portfolio momentum

IP Group — Novo Holdings invests in Oxford Nanopore

See morecontent on

Nano Dimension (NNDM)

USD2.33

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)

GBP0.13

Nanoco Group — Board states case for voting against resolutions

Nanoco Group — European partnership not moving forward

Nanoco — Visibility pushed back

See morecontent on

Northern Data Group (NB2)

EUR48.35

Northern Data Group — Further US HPC expansion

Northern Data Group — Flagship European provider of AI infrastructure

Northern Data Group — First European provider of NVIDIA’s H200 GPUs

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