EdisonTV

Nanoco Group

EdisonTV | Technology | 20/11/2017

Executive interview - Nanoco Group

CEO of Nanoco, Dr Michael Edelman, discusses the operational highlights of the last year, which included the first commercial orders for the company’s cadmium free quantum dots in computer displays. He explains why the commercialisation cycle has been more protracted than initially thought but expresses confidence that the company now has a healthy pipeline of potential customers moving closer towards commercial orders. Michael also provides an update on the company’s competitive positioning, and the developments of the technology for non-display applications. Finally, Michael talks about the milestones that investors should be looking for in 2018.
Nanoco is the leading commercial supplier of cadmium-free quantum dots – fluorescent semiconductor nanoparticles that absorb or re-emit different colours of light depending on the size of the particle. Quantum dots can be used in a number of different applications including TV displays, lighting, medical applications and solar power. Display is the most advanced of these applications, where quantum dots can provide better picture quality and better efficiency than competing LCD or OLED screens.

Executive Interview - appScatter

Executive Interview - appScatter

In this interview, Jason Hill, chief revenue officer of appScatter, provides an outline of the platform’s core capabilities. He describes the business uses of the platform and explains how, with its unique distribution to 50+ Android and iOS stores, app publishers can save considerable resources as well as increasing their reach and, ultimately, monetisation. He goes on to outline the vast and growing market opportunity, and the company’s SaaS business model. He also explains the group’s strategy following the recent public launch of the platform to convert a significant pipeline of registered interest to paying customers, and the benefits of launching a marketplace that will enable the integration of third-party software into the appScatter platform. Finally, Jason summarises the three key reasons why he believes investors should consider appScatter: its first mover advantage, the attractive and scalable business model, and the size and growth dynamic of the global app market.
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11/12/2017 | appScatter

Executive interview - Nanoco Group

Executive interview - Nanoco Group

CEO of Nanoco, Dr Michael Edelman, discusses the operational highlights of the last year, which included the first commercial orders for the company’s cadmium free quantum dots in computer displays. He explains why the commercialisation cycle has been more protracted than initially thought but expresses confidence that the company now has a healthy pipeline of potential customers moving closer towards commercial orders. Michael also provides an update on the company’s competitive positioning, and the developments of the technology for non-display applications. Finally, Michael talks about the milestones that investors should be looking for in 2018.
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20/11/2017 | Nanoco Group

Automotive ecosystem: Sitting ducks webinar

Automotive ecosystem: Sitting ducks webinar

Transport is likely to be the next industry to be digitised and almost all vehicle makers are unprepared. Electric vehicles (EVs) and autonomy could reduce overall US transport spending by 65%, which needs to be supplemented with digital services by players wishing to survive. Edison thinks that sensor data is the one area where vehicle makers have an edge and hence is critical to their future. They must control this asset or face becoming sitting ducks for those that would reduce them to handsets on wheels.
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25/10/2017 |

Executive interview - WANdisco

Executive interview - WANdisco

WANDisco’s CEO, David Richards, discusses the highlights of the recent capital markets day. He describes how the company’s partnerships with major cloud technology companies, such as IBM, Oracle, Amazon and Microsoft, have developed and the use cases for which the technology is being deployed. He discusses the competitive landscape, the addressable market for the company’s technology and how future technology developments could expand this further, before highlighting the key milestones that investors should look for over the course of the next 12 months.
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17/10/2017 | WANdisco

Executive interview - accesso Technology Group

Executive interview - accesso Technology Group

Executive chairman, Tom Burnet, runs through the highlights of the recent interim results. The company signed 40 new contracts in H1 and Mr Burnet talks through two of them. He discusses what is driving the momentum in accesso Passport and talks about how the queuing technology product has been evolving. He adds some colour on the two latest acquisitions (Ingresso and TE2) and discusses the broader opportunities for the group.
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13/10/2017 | accesso Technology Group

Executive interview - Covata

Executive interview - Covata

Covata is an ASX-listed security software supplier. Its Safe Share software enables users to share data securely within their own organisation and with external users. The company recently acquired CipherPoint, a US security software company, as part of its strategy to build a data security platform.
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04/10/2017 | Covata

Executive interview - GB Group

Executive interview - GB Group

GBG is a global specialist in identity data intelligence. Its products and services help organisations in both the public and private sectors make better decisions about their customers and employees. Among other things, its services are used to improve the quality of customer data and the on-boarding process, as well as helping organisations protect themselves against the large and growing problem of identity fraud. It is one of the largest providers in the industry, able to verify c 4.4 billion consumers globally, with know your customer (KYC) and anti-money laundering (AML) standards reached in over 40 markets. Its products and services are sold to over 15,000 customers across c 70 markets. Headquartered in Chester in the UK, GBG has over 750 staff, operating out of 17 countries spanning the UK, EMEA, Asia Pacific and the US.
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03/10/2017 | GB Group

Executive interview - Learning Technologies Group

Executive interview - Learning Technologies Group

Jonathan Satchell, CEO of Learning Technologies Group (LTG), gives an update on the recent H1 results, which saw revenues surge by 68% including 33% organic growth. This organic growth included the one-off impact of the major CSL contract and a small FX tailwind, implying underlying organic revenue growth of 18-19%. Jonathan discusses how the CSL contract is progressing and how the NetDimensions acquisition is bedding in. He gives some colour on recent contract wins and outlines the group’s new “co-ordinated selling” strategy. Finally, he gives an update on the group’s acquisition strategy.
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21/09/2017 | Learning Technologies Group

Executive interview - CentralNic

Executive interview - CentralNic

CentralNic is one of the world’s leading domain registry service providers. It offers registry services, distribution, and strategic consultancy for new TLDs (top-level domains), ccTLDs (country code top-level domains) and SLDs (second-level domains). It reports across three divisions: the Wholesale division (19% FY16 EBITDA) enables new TLD and ccTLD rights holders to supply their domains to an integrated network of around 1,500 retailers and through them over 100,000 resellers, including billing and cash collection services. The Retail division (38% FY16 EBITDA) allows different categories of end users across 10 different languages to register domain names and purchase the additional services required to deploy their websites and email. The Enterprise division (43% FY16 EBITDA) enables corporations and domain investors to manage their domain name portfolios. The group listed on AIM in 2013. It is headquartered in London but operates globally with customers in over 200 countries. In FY16, approximately 90% of its revenues were generated outside the UK.
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14/09/2017 | CentralNic

Executive interview - EMIS Group

Executive interview - EMIS Group

EMIS is a clinical software supplier to the UK healthcare market. The company was originally established to serve the GP market, where it has a dominant position with a market share of 56% of UK GP practices. It has expanded from this position to create a broad range of products serving the community, child and mental healthcare (CCMH) market, the acute sector, and community pharmacies (where it has c 37% share) as well specialist software and screening services for diabetic retinopathy. The company strategy is to provide connected healthcare solutions to facilitate patient-centric care.
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01/09/2017 | EMIS Group

Executive interview - Osirium Technologies

Executive interview - Osirium Technologies

David Guyatt, CEO of Osirium Technologies, introduces us to the business. He explains the security challenges that Osirium’s technology seeks to address, the growth of the privileged access management software market and how Osirium’s solutions are differentiated from incumbent providers. David highlights the key achievements since the IPO in April 2016, describes the company’s channel strategy, and outlines some of management’s key objectives for the coming year.
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25/07/2017 | Osirium Technologies

Executive interview - FreeAgent

Executive interview - FreeAgent

FreeAgent’s CEO, Ed Molyneux, introduces FreeAgent. He explains the company’s competitive positioning within the UK accountancy software market and describes how it is leveraging accountants as the company’s channel partners. Looking ahead, he explains how HMRC’s forthcoming Making Tax Digital initiative should become a tailwind for FreeAgent and why he believes that the company has ample headroom to continue growing in the UK market. He rounds up by explaining which key metrics investors should look for in FreeAgent as a pure SaaS business and the key milestones for the year ahead.
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30/06/2017 | FreeAgent

Executive interview - UMT

Executive interview - UMT

Alexander Frankenstein, head of business development at UMT, discusses the growth opportunities in the international mPayments market, the group’s strategy and lessons learnt from the failures of other fintech operators and the group’s own mistakes.
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30/06/2017 | UMT United Mobility Technology

Executive Interview - Learning Technologies Group

Executive Interview - Learning Technologies Group

Jonathan Satchell, CEO of Learning Technologies Group (LTG), discusses the group’s background and its ambitions. LTG recently announced FY16 results, which saw revenue up 42%, adjusted EBITDA up 77% and adjusted EPS up 57%, and Jonathan talks through the industry dynamics that are driving this growth. He discusses the rationale for buying NetDimensions and explains how it will fit within the broader group. He discusses the 100-day plan for achieving cost synergies from NetDimensions and the impact it is likely to have on the business in the longer term. Finally, he outlines the key milestones that investors should expect from LTG over the next 12 months.
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11/04/2017 | Learning Technologies Group

Executive Interview - Nanoco Group

Executive Interview - Nanoco Group

Dr Michael Edelman, CEO of Nanoco Group, discusses the progress the company is making towards securing its first commercial orders and in securing a strong position in the display supply chain with its key partners Merck, Dow and Wah Hong. He discusses progress for Nanoco’s quantum dots in applications outside TV display, particularly the high-end PC monitor market, but also in lighting, healthcare and solar technologies. He also provides insight into the company’s cash levels and funding position and discusses the key milestones that investors should look for in the remainder of the company’s fiscal year and beyond.
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05/04/2017 | Nanoco Group

Artificial Intelligence - Bitesized Briefings

Artificial Intelligence - Bitesized Briefings

Richard Windsor discusses the Artificial Intelligence report
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29/03/2017 | Mobile ecosystems

Executive Interview - IQE

Executive Interview - IQE

IQE’s specialist compound semiconductor material is used in a wide variety of electronic components where silicon is not able to provide adequate performance. Historically, growth was driven primarily by the adoption of mobile wireless technology but in recent years revenues have diversified. Wireless revenues were only two-thirds of the total in FY16, with revenues from the photonics sector, infra-red applications and licence income constituting the remainder.
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28/03/2017 | IQE

Executive Interview - EMIS Group

Executive Interview - EMIS Group

EMIS is a clinical software supplier to the UK healthcare market. The company was originally established to serve the GP market, where it has a dominant position with a market share of 55% of UK GP practices. It has expanded from this position to create a broad range of products serving the community, child and mental healthcare (CCMH) market, the acute sector, and community pharmacies (where it has c 37% share) as well specialist software and screening services for diabetic retinopathy. The company’ strategy is to provide connected healthcare solutions to facilitate patient-centric care.
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15/03/2017 | EMIS Group

Executive Interview - 7digital

Executive Interview - 7digital

7digital provides white-label platform services and solutions that enable businesses to provide end-to-end digital music services to their customers. Its platform provides the infrastructure that supports high resolution audio download and streaming services, together with the rights to more than 50 million music tracks and curation expertise to enable businesses to offer comprehensive digital music services to their clients. As well as providing these B2B services, 7digital runs its own online music shop and provides music radio programming for broadcasters including the BBC. Its global customer base comprises leading consumer brands, mobile carriers, broadcasters, equipment manufacturers and retailers including Panasonic, Onkyo, Cdiscount, eMusic and Electric Jukebox. The company was founded in 2004, listed on AIM in 2015 following the merger with radio group UBC and now employs c 125 FTEs through its offices in London, San Francisco, Manchester, Lille, Paris and Auckland.
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10/03/2017 | 7digital Group

Executive interview - Kainos

Executive interview - Kainos

CEO Brendan Mooney outlines the main activities of the company’s two divisions, Digital Services and Digital Platforms. He discusses growth prospects by division, including the growing number of opportunities in Germany, Benelux, Australia and the US. He explains the company’s approach to product development and M&A. With the success of the business highly dependent on the ability to hire and retain well-qualified staff, he discusses the company’s approach to hiring. Finally, he outlines the key milestones for investors to track over the next year.
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10/02/2017 | Kainos