Techtarget Stock Price, News & Analysis

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.

Informa TechTarget (Nasdaq: TTGT) announced that CEO Gary Nugent and CFO Dan Noreck will participate in investor meetings in November 2025.

Key dates: November 18, 2025 — one-on-one meetings at the Craig-Hallum Alpha Select Conference in New York, and November 21, 2025 — virtual one-on-one meetings during Needham Tech Week. Investors should contact conference representatives or the company's investor relations team to schedule meetings.

Omdia forecasts the combined global TV and online video market will reach $1 trillion in annual revenue by 2030, driven entirely by online video growth while pay TV remains largely flat.

Key 2025 metrics include $214.6 billion in global video streaming revenue (12.8% annual growth), online subscriptions representing 77% of streaming revenue, and $42.1 billion in premium advertising revenue (+15.6% vs 2024). Omdia projects advertising for the US "big five" SVOD services will reach $24.3 billion (20% of their combined revenue) by 2030, up from 13% in 2025.

Omdia reports global smartphone shipments of 320.1 million units in Q3 2025, a 3% YoY increase driven by inventory corrections, earlier product launches and stronger channel demand.

Top vendors: Samsung 60.6M (+6%), Apple 56.5M (+4%), Xiaomi 43.4M (+1%), Transsion 28.6M (+12%), vivo 28.5M (+5%). Regional gains in Asia-Pacific (+5%) and Africa (+25%) offset declines in North America and Greater China. Omdia flags component shortages and rising costs as headwinds and notes growth focused in ultra-low-end (<$100) and high-end (>$700) segments.

Informa TechTarget (Nasdaq: TTGT) named Staci M. Gullotta as Chief Marketing Officer, effective October 27, 2025.

Gullotta brings over two decades of B2B enterprise technology marketing experience, previously leading demand marketing at ARIS and digital demand programs at FocusVision. She succeeds John A. Steinert, who will transition to a full-time thought‑leadership role. Management highlights emphasize her track record aligning sales and marketing, experience with Informa TechTarget products as a former client, and an MBA from Monmouth University.

Global communications provider (TTGT) revenue is forecast to reach $5.6 trillion by 2030, a 6.2% CAGR from 2025, driven by 6G, AI infrastructure, and hyperscale platforms.

Technology segment led by hyperscalers is projected to grow at a 9.4% CAGR and account for 55.9% of CP revenue by 2030. Omdia expects telecom capex of $395 billion and technology capex of $545 billion by 2030, with CP capex per person rising to $116 in 2030. Investment shifts toward mobile networks from 2028 as 6G preparations accelerate.

Walmart’s switch of Onn. TVs to CastOS and its acquisition of Vizio are projected to drive CastOS shipments in North America from 6.5 million in 2025 to 15 million in 2029, making CastOS the largest North American TV OS by shipments, according to Omdia’s 2Q25 TV Sets Design and Features Market Tracker.

The move gives Walmart an owned TV platform for direct advertising and e-commerce, and is expected to displace Roku as the pre-installed OS on Onn. TVs. Omdia forecasts Android will remain the global leader (42% in 2025 to 39% in 2029), Tizen will stay second (17% to 16%), and Vidaa and Fire TV will be the fastest-growing alternatives.