TMT Special Sales: Nvidia and Indra Beat, WPP Strategy, and Tech Conference Wrap

This report summarizes key Q4 results and guidance across the TMT sector, highlighted by Nvidia's beat-and-raise and Indra's strong guidance. It also covers insights from day two of the European Technology Conference, focusing on AI monetization and enterprise adoption.

Key Takeaways

• 1.Nvidia delivered a 'beat and raise' quarter, signaling continued strength in AI hardware demand and supply chain visibility into 2027.
• 2.Indra emerged as a European standout with Q4 performance and 2027 guidance significantly exceeding market expectations, particularly in Defense.
• 3.Software sentiment is bifurcated: Snowflake showed strong AI-driven traction, while Salesforce fell as core business deceleration overshadowed a massive $50bn buyback.

Table of Contents

• TODAY'S WRAP
• TECH CONFERENCE DAY 2 wrap
• TECH SNAPSHOT
• TELCO SNAPSHOT
• MEDIA & INTERNET SNAPSHOT
• MACRO AND TRADING
• TMT Corporate Access
• 2026 EMEA Conferences

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