Technology, media & telecoms research | TMT - Page 3

TMT Insights

LBG Media (LSE: LBG) is reaching the audiences others cannot >

Fiona Orford-Williams | TMT | Comment | 48 mins ago

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

Fiona Orford-Williams | TMT | Comment | 1 day ago

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

Fiona Orford-Williams | TMT | Comment | 1 day ago

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

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

SEE ALL COMMENTARY >

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 | Flash

22.01.25

Northern Data Group — Delivering on 2024 expectations

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

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

insight

TMT

29.04.22

Seven things every investor needs to know about SenSen

insight

TMT

17.12.21

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

Equities

Region

Market cap

Verve Group (VER)

Latest price

EUR3.12

▾ 0.17 (5.58)

As at 21/01/2025

Market capitalisation: EUR561m

View equity

Outlook

TMT

13.12.24

Verve Group — ID-less targeting solutions

Flash note

TMT

30.10.24

Verve Group — Strong momentum sustained through Q3

Update

TMT

10.09.24

Verve Group — Driving better media outcomes

Wilmington (WIL)

Latest price

GBP3.68

▾ 6.00 (1.66)

As at 21/01/2025

Market capitalisation: GBP324m

View equity

QuickView

TMT

20.02.24

Wilmington — Focus on governance, risk and compliance

XP Power (XPP)

Latest price

GBP12.40

▾ −56.00 (−4.32)

As at 21/01/2025

Market capitalisation: GBP308m

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

Zalaris (ZAL)

Latest price

NOK70.40

▾ 0.20 (0.28)

As at 21/01/2025

Market capitalisation: NOK1,550m

View equity

Update

TMT

25.10.24

Zalaris — Another quarter of records

Update

TMT

23.08.24

Zalaris — Tenth consecutive quarter of revenue growth

Update

TMT

09.05.24

Zalaris — Continuing contract momentum in FY24

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

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

thematic

TMT

05.08.19

European video games

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

Verve Group

5.58%

TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

Northern Data Group — Delivering on 2024 expectations

4imprint Group — Growth and cash generation amid uncertainty

Substrate AI — FY24 headline results are positive

discoverIE Group — Acquiring German sensor business

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

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

Equities

Verve Group (VER)

EUR3.12

Verve Group — ID-less targeting solutions

Verve Group — Strong momentum sustained through Q3

Verve Group — Driving better media outcomes

See morecontent on

Wilmington (WIL)

GBP3.68

Wilmington — Focus on governance, risk and compliance

See morecontent on

XP Power (XPP)

GBP12.40

XP Power — Expecting better market conditions in 2024

XP Power — Fully funded for medium-term growth

XP Power — Solid H123, outlook for FY23 maintained

See morecontent on

Zalaris (ZAL)

NOK70.40

Zalaris — Another quarter of records

Zalaris — Tenth consecutive quarter of revenue growth

Zalaris — Continuing contract momentum in FY24

See morecontent on

Curated by Edison

Economics of the OpenAI deal

Exclusive: ChatGPT owner OpenAI projects $1 billion in revenue by 2024

India’s high-stakes bid to join the global semiconductor race

🔮 Twitter’s hive mind; Africa’s microgrids; new chips; bitcoin++ #397

What is New in the 2022 Gartner Hype Cycle for Emerging Technologies

Thematics

Micro-LEDs – small is beautiful

Five things every investor needs to know about Mynaric

Semiconductor winners – European companies with strong positions

The small satellite market – Small is beautiful

European video games: A safe haven in troubled times

Blockchain adoption: Implications for the financial services sector

Illuminator: August Update

European video games

Subscribe to Edison

See more
content on

See more
content on

See more
content on

See more
content on