Technology, media & telecoms research | TMT - Page 4

TMT Insights

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 | Non client QV

17.04.25

NFON — Benefits of strategic plan seen in FY24 results

TMT | Update

16.04.25

discoverIE Group — Delivering record profits in challenging times

TMT | Non client QV

16.04.25

Next 15 Group — Adapting in a volatile market

TMT | Spotlight — flash

15.04.25

Nanoco Group — Encouraging commercial progress

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

Five things every investor needs to know about Mynaric

insight

TMT

12.09.19

Tinexta (TNXT)

Latest price

EUR8.46

— 0.00 (−0.06)

As at 18/04/2025

Market capitalisation: EUR400m

View equity

Update

TMT

12.03.25

Tinexta — Strong rebound expected in FY25

Update

TMT

13.11.24

Tinexta — Weak Q324 but valuation appears too pessimistic

Update

TMT

06.08.24

Tinexta — Growth affected by temporary issues

Vection Technologies (VR1)

Latest price

AUD0.02

— 0.00 (0.00)

As at 18/04/2025

Market capitalisation: AUD30m

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

USD44.32

▾ 1.86 (4.38)

As at 18/04/2025

Market capitalisation: USD3,279m

View equity

Update

TMT

28.03.25

VEON — 2025 - the year of the catalyst

Initiation

TMT

10.02.25

VEON — An innovative approach to frontier telecoms

Verve Group (VER)

Latest price

EUR2.86

▾ −0.23 (−7.38)

As at 18/04/2025

Market capitalisation: EUR536m

View equity

Non client QV

TMT

03.04.25

Dustin Group — Turning the tanker

Non client QV

Financials

10.03.25

MCB Group — Financing the growth of African economies

Update

TMT

06.03.25

Verve Group — Strong Q4 with good momentum into FY25

Wilmington (WIL)

Latest price

GBP3.50

▾ −2.00 (−0.57)

As at 18/04/2025

Market capitalisation: GBP315m

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

GBP6.39

▾ −2.00 (−0.31)

As at 18/04/2025

Market capitalisation: GBP179m

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

NOK83.80

▾ −0.20 (−0.24)

As at 18/04/2025

Market capitalisation: NOK1,855m

View equity

Update

TMT

04.03.25

Zalaris — Raising margin guidance

Update

TMT

25.10.24

Zalaris — Another quarter of records

Update

TMT

23.08.24

Zalaris — Tenth consecutive quarter of revenue growth

Zinc Media (ZIN)

Latest price

GBP0.62

— 0.00 (0.00)

As at 18/04/2025

Market capitalisation: GBP16m

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

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

thematic

TMT

23.03.15

NZ – Edison talks tech

Equities

Equities by Sector

Sectors

Thematics

Latest

Hybrid Air Vehicles – Redefining air travel and air freight

The humanoid revolution walking your way: How robots are stepping out of science fiction

From gold to gold miners: Extracting higher returns in the current bull run

Audiovisual

Latest

discoverIE Group – executive interview

Spotting the next big winners: UK small caps with Aberdeen’s Abby Glennie

Nabaltec – executive interview

About Edison

About Edison

Careers

TMT

Freelancer

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TMT Insights

MediaWatch – Glimpses of positivity

Urbanisation: Reshaping global investment opportunities

MediaWatch – One step forward, two steps back

Latest

NFON — Benefits of strategic plan seen in FY24 results

discoverIE Group — Delivering record profits in challenging times

Next 15 Group — Adapting in a volatile market

Nanoco Group — Encouraging commercial progress

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

Five things every investor needs to know about Mynaric

European video games

Equities

Tinexta (TNXT)

EUR8.46

Tinexta — Strong rebound expected in FY25

Tinexta — Weak Q324 but valuation appears too pessimistic

Tinexta — Growth affected by temporary issues

See morecontent on

Vection Technologies (VR1)

AUD0.02

Vection Technologies — Moving from niche to mainstream markets

Vection Technologies — Contract wins underpin strong start to H224

Vection Technologies — Record half and strong H2 visibility

See morecontent on

VEON (VEON)

USD44.32

VEON — 2025 - the year of the catalyst

VEON — An innovative approach to frontier telecoms

See morecontent on

Verve Group (VER)

EUR2.86

Dustin Group — Turning the tanker

MCB Group — Financing the growth of African economies

Verve Group — Strong Q4 with good momentum into FY25

See morecontent on

Wilmington (WIL)

GBP3.50

Wilmington — Supporting clients in regulated markets

Wilmington — Focus on governance, risk and compliance

See morecontent on

XP Power (XPP)

GBP6.39

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)

NOK83.80

Zalaris — Raising margin guidance

Zalaris — Another quarter of records

Zalaris — Tenth consecutive quarter of revenue growth

See morecontent on

Zinc Media (ZIN)

GBP0.62

Curated by Edison

Economics of the OpenAI deal

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

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