Investment case

Net Insight has two main revenue streams: from the well-established and growing Media product group, which accounts for over 90% of revenue, and from Time synchronization, a newer product group (Zyntai) with significant growth potential. The rapidly evolving media landscape creates new revenue opportunities, and the company benefits from structural growth drivers such as increased demand for capacity and the transition to IP-based and cloud-based workflows. While the global media market is expected to grow by approximately 3–4% per year between 2023 and 2028, Net Insight operates in the faster-growing segments of IP and Cloud, primarily offering solutions for live sports transport over both managed and unmanaged networks.

Zyntai stems from the time synchronization technology the company has developed and utilized in its media products for over 15 years. The solution is well-positioned to serve as a future growth engine for the company as demand for robust synchronization increases, not only within 5G but also across many new market segments such as power grids, banking and finance, IP media, and the defence industry. By selling the products to operators that offer Time-as-a-Service (TaaS) to industries reliant on precise and reliable time synchronization, the company circumvents the need to build its own sales organization within these markets.