Techtarget Stock Price, News & Analysis

Omdia forecasts retailers will control 47% of North America TV OS unit share by 2029, up from 27% in 2025, driven by e-commerce and retail media strategies. Walmart's CastOS expansion after acquiring Vizio is projected to hit 14.8M units by 2029 (from 4.8M in 2024 and 6.6M projected in 2025). Amazon FireTV shipments are projected at 8.8M by 2029 (6.1M in 2024; 6.8M projected in 2025). Combined, Walmart and Amazon are forecast to ship 23.6M units of a 50.0M North American market in 2029. Globally, Omdia sees China dominated by localized Android forks (~96% share) and Google TV facing gradual share loss outside China and North America. CES 2026 highlighted AI-driven shoppable features, integrations like Microsoft Copilot on VIDAA (rebranded V Home OS), and Google Gemini-powered interactive shoppable video as key drivers of shopping-to-checkout experiences on TV platforms.

Omdia forecasts Latin America media revenues of $65 billion in 2026, a 10.7% YoY rise driven by online video, advertising-led models and microdramas. The US is expected to reach $453 billion in 2026 (+6.9%). Brazil and Mexico lead LATAM adoption: Brazil is the third-largest FAST market with $152 million in FAST revenue, while FAST usage is 53% in Mexico and 40% in Brazil. Microdramas are projected at $14 billion globally by 2026, including $3 billion outside China. Netflix accounts for nearly 50% of LATAM streaming revenues. LATAM online video revenues are forecast at $34 billion in 2026, with advertising a primary growth engine.

Global semiconductor revenues are forecast to exceed $1 trillion in 2026, driven by strong AI-related demand for memory and logic ICs. Omdia raised the 2025 revenue forecast to +20.3% YoY after better 3Q25 results and expects the 2026 market to grow 30.7% YoY. Computing & Data Storage will lead growth, rising 41.4% YoY in 2026 to top $500bn, supported by data center spending and higher memory pricing. The top four hyperscalers are expected to spend about $500bn in capital expenditures. Omdia flags macro risks including US inflation, rising labor and energy costs, supply chain reorganization, and AI-driven shortages or price volatility.

Mainland China smartphone shipments totaled 282.3 million units in 2025, a 1% decline year‑on‑year. Huawei reclaimed the top position with 46.8M units (17% share). vivo shipped 46.0M (16%), Apple shipped 45.9M (16%, +7% YoY), Xiaomi 43.7M (15%) and OPPO 42.8M (15%).

In 4Q25 the market eased to 76.4M units (-1% YoY); Apple led 4Q with 16.5M units (22% share, +26% YoY). Huawei committed RMB 1 billion to HarmonyOS and launched HarmonyOS 6; vendors flagged rising memory costs and ongoing investments in AI, ecosystems, imaging, and retail expansion for 2026.

Omdia (TTGT) reports the global smartphone market grew 4% year‑on‑year in 4Q25, helped by holiday demand and improved inventory discipline. Apple led 4Q25 with a 25% market share and posted record fourth‑quarter shipments driven by strong iPhone 17 demand, making it the world’s largest smartphone vendor for the third consecutive year. Samsung was second with 18% share, Xiaomi third at 11%, vivo 8% and OPPO 8%. Full‑year 2025 shipments rose 2% to 1.25 billion units. Rising DRAM and memory costs are constraining volume upside and are expected to shape vendor strategies in 2026.

Omdia reports global desktop, notebook and workstation shipments grew to 75.0M units in Q4 2025 (+10.1% QoQ) and 279.5M units for 2025 (+9.2% YoY). Notebook full-year shipments reached 220.4M and desktop full-year shipments reached 59.0M (+14.4% YoY for desktops). Vendor highlights: Lenovo led with ~71M units (+14.6% YoY), HP second, Dell delivered a strong Q4 with +26% YoY, and Apple was the fastest full-year grower at +16.4%.

Omdia warns that memory and storage supply tightened in 2025, pushing mainstream module and storage costs up 40–70%, and that supply pressure and vendor procurement leverage will shape 2026 shipment outcomes.

Omdia reports global cloud infrastructure spending reached $102.6 billion in Q3 2025, up 25% year‑on‑year, marking the fifth consecutive quarter above 20% growth as AI demand shifts from pilots to scaled production.

Hyperscalers AWS, Microsoft Azure and Google Cloud held a combined 66% market share and grew 29% YoY; AWS grew 20% with a $200B backlog, Azure grew 40% with 22% share, and Google Cloud grew 36% with a $157.7B backlog. Omdia highlights a platform shift toward multi‑model support, agent build‑and‑run capabilities, and expanded regional footprints driving enterprise AI deployments.

TechTarget (Nasdaq: TTGT) announced that its analyst unit Omdia by Informa TechTarget won multiple industry awards on December 17, 2025, recognizing research, client engagement and leadership across sectors.

Key honors include IIAR> Analyst Firm of the Year 2025, IIAR> client partner awards for Alex Viscusi (Americas) and Karthik Jayakumar (APAC), BASE Category Hero – Leadership 2025 for Maria Rua Aguete, and Best Analyst Firm at the Cybersecurity Marketing Society Marquee Awards 2025.

Informa TechTarget (Nasdaq: TTGT) announced that CEO Gary Nugent and CFO Dan Noreck will participate in a fireside chat at the Needham Growth Conference on Tuesday, January 13, 2026, at the Lotte NY Palace Hotel in New York.

The presentation begins at 8:00 a.m. ET and will be available via a live webcast with a replay accessible from the company investor relations website. Management will be available for one-on-one and small group investor meetings; investors should contact a Needham representative or the Informa TechTarget investor relations team to schedule.