TMT

Lumina provides rigorous analysis of the dynamic TMT sector. We assess companies across the digital value chain, focusing on software's shift to SaaS, the evolution of content monetization, and the critical infrastructure provided by telecoms. Our research framework prioritizes metrics like user growth, engagement, lifetime value, and technological disruption to identify leaders and challengers in the global digital economy.

LSE:ITV

Executive Summary ITV is entering 2026 in a stronger position. The UK advertising market is forecast to grow by a healthy 5-6%, with spending on digital ads growing even faster. A major boost will come from the men’s FIFA World Cup, which is expected to provide a significant, one-off uplift to traditional TV advertising. There is even a rumoured takeover by Sky, adding a potential layer of upside. Alongside this, ITV Studios remains the company's most reliable division, earni

TMT Equity Analysts.

Positions are currently open for this role.

Jibraan Manuel Mohammed

2nd Year International Relations Student @ King's College London