Techtarget Stock Price, News & Analysis

Microdramas — short serialized videos of ~2–3 minutes — are projected to generate $11 billion in global revenues by 2025, according to research presented at MIPCOM on October 14, 2025. Omdia estimates microdrama revenues will be nearly twice the size of FAST channels, which it forecasts at $5.8 billion for the same period.

Omdia reports that >60% of microdrama revenue comes from subscription or transactional models, commonly using free intros, with average revenue per user reaching $20 per week or up to $80 per month. China accounts for 83% of total revenues; outside China the US, Japan, South Korea, the UK and Thailand are leading markets.

Omdia reports the global smartphone market returned to growth in 3Q25, with worldwide shipments rising 3% year‑on‑year as vendors stocked inventories ahead of a busy 4Q25. Apple grew iPhone shipments 4%, its strongest Q3 ever, taking an 18% share led by early demand for the iPhone 17 series. Samsung kept the top spot with 19% share, while Xiaomi held 14% and TRANSSION and vivo each captured 9%.

Omdia highlighted rising bill‑of‑materials costs and semiconductor competition tightening margins, and noted TRANSSION delivered double‑digit growth to its highest 3Q volume ever.

Omdia IoT Enterprise Survey (Oct 14, 2025) finds 82% of enterprises are using or plan to implement real-time analytics for IoT deployments, based on a study of over 600 enterprises across ten countries. The research reports 75% of enterprises are layering AI/ML onto IoT data streams and 95% expect measurable IoT benefits within two years. The study highlights 5G and edge computing as enablers of real-time processing and describes a shift from data collection to process automation and millisecond decision-making.

Informa TechTarget (Nasdaq: TTGT) will release its Q3 2025 financial results for the period ended September 30, 2025 after market close on Monday, November 10, 2025. A live conference call and webcast with CEO Gary Nugent and CFO Dan Noreck is scheduled for 5:00 p.m. ET the same day to discuss results and outlook.

Q3 results will be posted on the company’s investor relations site prior to the call. Dial-in and international numbers, an access code for the live call, and replay details (telephone and web replay available through December 10, 2025) are provided.

Omdia reports global PC shipments rose 6.8% in Q3 2025 to 72.4 million units, driven by a 17% jump in desktops (15.2M) and a 4% rise in notebooks (57.2M).

Vendor highlights: Lenovo led with 19.4M units (+17.4%), HP 15.0M (+10.7%), Dell 10.1M (+2.6%), Apple 6.6M (+4.3%), and Asus 5.8M (+7.1%).

The imminent Windows 10 end-of-support (Oct 14, 2025) is cited as the primary driver of refresh demand, while channel polls show only 39% report most customers refreshed and 18% plan to continue using Windows 10 or ESU options.

Omdia forecasts enterprises will spend $15.3 billion on low-earth orbit (LEO) satellite connectivity by 2030, driven by about 3.5 million broadband connections. Broadband will account for 94% of enterprise LEO revenues while direct-to-device (D2D) will provide the remaining 6%.

Key commercial demand will come from “sovereign verticals” such as transportation, energy, government and defense. North America is expected to hold 37% of the market through 2030, while Oceania and Eastern/Southeastern Asia (led by China) are projected to grow from 9% revenue share in 2025 to 33% by 2030.

Omdia projects hyperscaler cloud marketplace enterprise software sales will rise from $30 billion in 2024 to $163 billion by 2030, implying a 29.1% CAGR (2025–2030). The PR cites nearly $470 billion of existing cloud commitments across AWS, Microsoft Azure, and Google Cloud, with $30 billion of new commitments added in Q2 2025. Omdia expects partners to facilitate nearly 60% of marketplace transactions by 2030. Key category forecasts include Infrastructure Software $10.5B, DevOps $9.1B, Business Applications $9.1B, agentic AI total spend $24.4B (37% CAGR), and cybersecurity $31B (31% CAGR).

Omdia forecasts total large-area display unit shipments to rise 2.8% YoY in 2025, driven by mobile PC displays for notebooks and tablets. Large-area LCD shipments are expected to reach 873.9 million units in 2025 (+2.2% YoY). Large-area OLED unit shipments are forecast to grow 19.0% YoY, led by monitor OLEDs (+60.9% YoY) and notebook OLEDs (+45.9% YoY), while tablet OLEDs decline (-2.3% YoY). LCD TV and monitor displays are projected to fall (-3.4% and -1.8% YoY). China will supply most LCDs (67.6%) and Korea will supply most OLEDs (83.7%) in 2025; BOE and Samsung Display are top suppliers by segment.

Informa TechTarget (Nasdaq: TTGT) has maintained its position as a Leader in Account-Based Marketing (ABM) according to QKS Group's SPARK Matrix Q3 2025 report. The company was recognized among 12 global ABM vendors for its comprehensive platform capabilities, robust intent data, and managed services.

The report highlights the enhanced capabilities following the December 2024 merger between Informa Tech and TechTarget, creating a unified data ecosystem that combines TechTarget's real-time behavioral intent data with Informa's industry research. Key strengths include full-funnel ABM execution, first-party intent data across thousands of topics, and precise go-to-market program enablement.