Techtarget Stock Price, News & Analysis

Omdia reports the Middle East smartphone market (excluding Turkey) grew 23% YoY in 3Q25 to 15.1 million units, led by stronger demand for mid-tier 4G and affordable 5G models and value-focused vendor portfolios.

Key regional performance: UAE +13%, Iraq +41%, Rest of Middle East +70%, while Saudi Arabia slipped 2%. Vendor highlights: Samsung 22%, TRANSSION 47%, Xiaomi 35%, HONOR 128%, and Apple 14%. Omdia forecasts growth to slow to 1% in 2026 due to rising component costs and supply constraints, with pressure concentrated in lower-ASP markets.

Southeast Asia smartphone shipments fell 1% year‑on‑year in 3Q25 to 25.6 million units, marking a third consecutive quarterly contraction. Samsung and TRANSSION each shipped 4.6 million units (18% share each); Xiaomi shipped 4.3 million (17%); OPPO dropped to 3.8 million (15%, -27% annual); vivo shipped 2.9 million (11%, +10% annual).

Ongoing pressure from rising BoM costs—notably memory and storage—threatens low‑priced device margins in a region where >60% of phones sell below US$200. Vendors face tradeoffs on pricing, hardware cuts, or marketing to protect margins.

Omdia forecasts the United States as the dominant media & entertainment market, generating $430 billion (39%) of a $1.1 trillion global market as of the November 17, 2025 report. The US leads key streaming segments: 53% of global SVOD revenues ($181 billion), 80% of FAST revenues ($6 billion), and 70% of connected TV ad revenue ($48 billion).

Omdia highlights a convergence with Korean content, now the most-watched non-English programming globally; speakers at KFAST New York said Korean FAST channels present a multi-billion-dollar opportunity to US platforms seeking high-engagement programming.

Omdia finds that 41% of CSPs see agentic AI's biggest impact in network management, enabling autonomous diagnostics, optimization, and fault resolution at scale. 48% of CSPs expect agentic AI to first enhance customer experience, but the 41% focus signals an infrastructure-driven shift toward self-healing networks.

The report notes CSP caution (observability, explainability, governance), rising multi-agent protocols (MCP, A2A), and that vendors including Amdocs, Ericsson, Huawei, Nokia, Salesforce, and ServiceNow are integrating agentic features. It recommends deploying out-of-the-box solutions while building internal expertise and vendor transparency for adoption.

Omdia projects overall display area demand +6% YoY in 2026 driven by larger displays, despite a projected unit decline of 2% tied to US import tariff uncertainty and slower economic growth. Area growth in 2025 is forecast at 2%, weaker than 2024. Key drivers include accelerating ultra-large TV and large gaming monitor demand, end of depreciation for G10.5 LCD and G8.5 OLED fabs lowering prices, and growth in foldable smartphones and mobile PCs from AI advances. Data come from Omdia's Display long-term demand forecast tracker.

Informa TechTarget (Nasdaq: TTGT) provided a revenue update ahead of Informa PLC’s November 11, 2025 trading update. The company reported underlying revenues of -2.7% for the 10-month period to October 31, 2025 versus the comparable prior year on a Combined Company basis. This result improves versus the equivalent half‑year figure of -4.3%. The Combined Company basis reflects calculating results as if the acquisition of former TechTarget occurred on January 1, 2023. Differences versus Informa PLC’s reported growth reflect currency effects and related-party revenues.

Informa TechTarget (Nasdaq: TTGT) reported Q3 2025 results showing operating momentum with Revenue $122.0M (+2% sequential, +1% year‑over‑year on a Combined basis) and Adjusted EBITDA $22.6M (18.5% margin, up >30% vs Q2 and +9% vs prior year Combined).

Q3 net loss was $76.8M, which included an $80.3M non‑cash impairment. The company ended Q3 with $46.3M cash and had $120M drawn on a $250M revolver. Management reaffirmed 2025 guidance for broadly flat revenues and at least $85M Adjusted EBITDA, and said cost synergy delivery is ahead of schedule with a minimum of $10M in 2025.

Informa TechTarget (Nasdaq: TTGT) says it expanded its proprietary intent data by 41% via permissioned active prospects, buying teams, accounts and markets to support account-based marketing (ABM) scale and precision.

The company highlights third-party recognition — Leader in ABM three years running, a Leader in The Forrester Wave: Intent Data Providers for B2B, Q1 2025 — plus partnerships with 6sense and Demandbase, and Demandbase naming it 2025 Technology Partner of the Year. It also hosted a June ABM summit and sponsored The Global ABM Conference.

Global tablet shipments (TTGT) rose to 40.0 million units in Q3 2025, a 5.1% year-on-year increase and the seventh straight quarter of growth. Growth was led by strong demand in China, Middle East and Central Europe, plus Japan’s GIGA 2.0 education initiative boosting Chrome tablet volumes.

Vendor highlights: Apple shipped 14.3M (flat), Samsung 6.9M (flat), Lenovo 3.7M (+23%), Huawei 3.2M (+11.5%), and Xiaomi 2.6M (+2.3%). Chromebook shipments reached 4.25M (+3.1%), with Lenovo and Asus posting strong gains.