Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...
We are hosting our 9th ODDO BHF TMT Forum virtually on 6 and 7 March 2025. In total, 34 companies will be presenting during the forum. In the following note, we provide some initial feedback from companies on day 1. Out of the 21 feedbacks collected during the first day, 4 were clearly positive, and only 2 were negative. Among the positive names, we would particularly highlight Auto1, CMCOM, INDRA, KPN and Telecom Italia. Among the negative names, we would highlight Gamma and AT&S.
Publicis to acquire Lotame the world’s leading independent end-to-end data solution Publicis to acquire Lotame the world’s leading independent end-to-end data solution Present in 109 countries, Lotame is the #1 independent global data and identity solution, with more than 1.6 billion IDs and built on 100+ data sources. Combination of Lotame and Epsilon’s identity and data will connect clients to over 90% of consumers worldwide through the Groupe’s CORE AI capability. Publicis Groupe [Euronext Paris FR0000130577, CAC 40] today announced that it has entered into an agreement to acquire L...
Publicis va acquérir Lotame, la plus grande plateforme indépendante de gestion de données au monde Publicis va acquérir Lotame, la plus grande plateforme indépendante de gestion de données au monde Présente dans 109 pays, Lotame est la première solution mondiale indépendante, en matière de data et d’identification, avec plus de 1,6 milliard d’identifiants, basés sur plus de 100 sources de données. La solution d’identification et les données de Lotame combinées à celles d’Epsilon vont connecter nos clients, grâce à CoreAI, à plus de 90% de consommateurs à travers le monde. ...
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