Techtarget Stock Price, News & Analysis

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.

Display glass revenue reached a record JPY 270 billion in 3Q 2025, a 5% QoQ and 14% YoY increase, driven by higher prices and demand.

Prices rose by more than 25% over two years following a strategic industry shift from market-share pricing to profitability since 2022. Major makers are aligning production with shipments, avoiding new glass tank investments and improving existing tank output and efficiency. Chinese glass makers continue heavy investment and are expected to expand G8.5 capacity, potentially raising their market share over the next 5–10 years.

Abu Dhabi Media (TTGT) has signed an exclusive distribution deal to place more than 5,000 hours of its Arabic entertainment, sports, and cultural catalogue on STARZPLAY’s ad-supported tier. The agreement gives ADM access to STARZPLAY’s 2.6 million subscribers while avoiding the costs of building a standalone OTT platform. Omdia frames this deal as part of a broader MENA shift: broadcasters are partnering with established streamers to expand reach, strengthen monetization through combined ad/subscription models, and reduce platform fragmentation. Omdia forecasts more similar broadcaster-streamer alliances in the region over the next 12–18 months.