Techtarget Stock Price, News & Analysis

Omdia's latest research reveals strong market potential for 5G RedCap and eRedCap technology, projecting over 700 million global connections by 2030 despite slower enterprise adoption rates. These technologies bridge the gap between high-performance 5G and low-power IoT applications.

Key advantages include optimized performance for mid-tier IoT applications, reduced device complexity, and improved power consumption. Major carriers like AT&T, T-Mobile, and BT Group have completed RedCap trials, while manufacturers such as Qualcomm, MediaTek, and Quectel have launched commercial modules.

Future growth depends on factors including 5G SA network expansion, hardware cost reductions, ecosystem maturation, and development of enterprise use cases for mass-scale deployments.

Global industrial display panel shipments are projected to grow 3.4% YoY to 290.6 million units in 2025, according to Omdia's latest report. The growth is primarily driven by the smart home and office segment, which represents 64% of total shipments.

The launch of the Nintendo Switch 2 with its 7.9-inch LTPS display is expected to boost gaming console display shipments by 200% YoY to over 15 million units in 2025. Major display manufacturers including AUO Display Plus, BOE, Innolux, Tianma, and Truly are innovating with technologies such as EPD, ChLCD, AMOLED, and mini LED to capture market opportunities across various industrial applications.

BOE is set to become Apple's leading MacBook display panel supplier in 2025, projected to capture a 51% market share with approximately 11.5 million units, according to Omdia's analysis. This represents a significant 12 percentage point year-over-year increase.

Apple's total MacBook panel purchases are expected to reach 22.5 million units in 2025, showing a modest 1% YoY growth. Current market leader LG Display will see its share decline to 35%, with volume dropping 12.2% to 8.48 million units. Sharp is projected to experience a 20.8% decrease to 3.1 million units, maintaining a 14% market share.

The shift comes as Apple relocates OEM production from China to Vietnam due to potential US tariff policies. The industry is also preparing for a transition to OLED technology in MacBooks starting 2026, with Samsung Display expected to join the supply chain.

Informa TechTarget (Nasdaq: TTGT) reported preliminary Q1 2025 results with revenues of $104 million, representing a 77% increase from the previous year's reported revenues but a 6% decline year-on-year on a Combined Company basis. The company expects to report a significant Q1 net loss of $513-545 million, primarily due to a non-cash impairment of $450-475 million reflecting current market capitalization versus year-end book value.

The company reaffirmed its full-year 2025 outlook, targeting broadly flat year-on-year revenues and positive growth in adjusted EBITDA, with a target exceeding $85 million. Cost synergy targets have been accelerated, with the company now expecting to more than double its original Year 1 cost savings goal to a minimum of $10 million in operating synergies for 2025.

As part of its Foundation Year initiatives, Informa TechTarget is focusing on leadership appointments, operating model updates, and cost synergies. The company expects to achieve its overall $45 million run rate synergy target by the end of Year 3, comprising $25 million in cost synergies and $20 million in revenue synergies.

[ "Revenue increased 77% to $104 million over prior year's reported revenues", "Cost synergy targets doubled for Year 1, targeting minimum $10 million operating synergies in 2025", "Targeting over $85 million in adjusted EBITDA for 2025", "Expected to achieve $45 million run rate synergy target by end of Year 3", "Improving revenue momentum observed entering Q2 2025", "Strong balance sheet and cash generation supporting growth opportunities" ]

Informa TechTarget (Nasdaq: TTGT), a B2B Technology sector growth accelerator, has scheduled its Q1 2025 financial results announcement for July 1, 2025, after market close. The company will host a conference call and webcast at 5:00 p.m. ET on the same day.

CEO Gary Nugent and CFO Dan Noreck will lead the discussion on financial results and outlook. The results will be available on the company's investor relations website prior to the call. The conference call will be accessible via multiple dial-in numbers across the US and UK, with replay options available through July 31, 2025.

Omdia's latest TV Sets Forecast projects flat global TV shipments in 2025 at 208.7 million units (-0.1% YoY), with significant regional variations. North America is expected to grow by 1.6% to 49.9 million units, while China is projected to increase by 3.2% to 38.3 million units.

Despite overall flat growth, certain segments show remarkable expansion: Mini LED technology leads with 82.9% growth, followed by 90-inch+ TVs at 57.4%, and QD LCD at 36.0%. The growth is driven by premium features, competitive pricing strategies, and consumer electronics subsidies in China.

Latin America has seen strategic inventory build-up due to potential US tariff impacts, while other regions face a projected -1.2% decline due to inflation and lack of promotional catalysts.

Informa TechTarget (NASDAQ:TTGT) announced the winners of its 2025 EMEA Archer Awards, recognizing excellence in B2B technology marketing and sales. The awards ceremony took place at the ROI Summit EMEA in London on June 24, 2025.

The program honored winners across 8 different categories, including major tech companies such as Schneider Electric, AWS, Intel, Verizon Business, and Trend Micro. Winners were selected by an expert panel based on their success in leveraging strategic guidance, targeted audiences, buyer-relevant content, and precision intent data to achieve superior marketing and sales outcomes.

Informa TechTarget (TTGT) and Salesloft have announced a strategic partnership to enhance B2B sales efficiency through data-driven prospecting. The integration allows sales teams to automatically connect TechTarget's Priority Engine intent data with Salesloft's Revenue Orchestration Platform, enabling precise targeting of active buyers. Key features include streamlined workflows, automatic prospect addition to relevant cadences, and person-level intent data visibility. The partnership addresses a critical issue where 85% of BDRs focus on outbound prospecting to cold contacts, offering instead a solution to target buyers actively researching solutions. The integration is available at no additional cost to current Priority Engine Sales subscribers who also have a Salesloft license.

Omdia's latest analysis forecasts a 10% quarter-on-quarter and 6% year-on-year decline in small and medium display shipments for Q2 2025, primarily due to inventory adjustments by smartwatch and smartphone manufacturers. In Q1 2025, total shipments reached 1,048 million units, with AMOLED panels capturing 58% market share at 612 million units. The expected Q2 2025 decline to 942 million units is attributed to manufacturers' cautious purchasing following earlier aggressive inventory buildup due to tariff concerns. Mobile phone and smartwatch displays will see sharp declines of 14% and 18% QoQ respectively, while amusement displays will grow over 100% QoQ due to new mobile game console launches. The market faces unique pressures from tariff risks, particularly affecting Chinese smartphone imports to the US, though growth is expected to resume in Q3 2025.