TechTarget, Inc. reports developments under the Informa TechTarget name, including financial results, segment reporting and product activity for its B2B technology market services. Following the completed Combination Plan, the company operates through Brand to Demand, which supports technology marketers and sales teams with content, market expertise and permissioned audience data, and Intelligence & Advisory, which includes technology research and advisory activity.
Recurring updates also include Omdia research on technology markets such as smartphones, tablets, cellular IoT, cloud infrastructure, semiconductors and TV operating systems. Company announcements describe go-to-market services, buyer-journey solutions, customer programs, partnerships and the use of proprietary market data to support enterprise technology vendors and related clients.
Informa TechTarget (Nasdaq: TTGT) reported third-quarter 2026 revenue of $119.2 million, with sales declining year over year but improving sequentially. Revenue fell 2.5% from Q3 2025 and rose 2.6% from Q2 2026. Net loss narrowed to $18.2 million from $76.8 million. Adjusted EBITDA, a non-GAAP earnings measure, fell 17.9% to $18.6 million, with its margin declining to 15.6% from 18.5%.
Nine-month revenue decreased 1.4% to $341.4 million, while net loss narrowed to $110.7 million from $998.8 million. At September 30, cash was $35.3 million and revolving-credit borrowings were $120.1 million. The company now expects full-year revenue modestly below 2025 and adjusted EBITDA of $80 million to $85 million, citing macro volatility and customers prioritizing AI development over marketing. It expects sequential revenue and profitability improvement in Q4, supported by its annual live events schedule.
Omdia (TTGT) reported that global tablet shipments fell 23% year over year in the third quarter of 2026. Shipments totaled 32 million units, the lowest level in nearly three years, following a 10% decline last quarter.
Apple retained first place with 36.0% market share, while shipments fell 27.5% year over year. Samsung remained second with 16.9% share and a 21.7% shipment decline. Lenovo was the only top-five vendor to grow: shipments rose 11.9%, and its share increased to 12.7% from 8.7%. Xiaomi shipments fell 10.6%, while Huawei recorded the largest decline among the top five at 43.0%.
Omdia expects supply conditions to tighten further in 2027 and considers a meaningful market recovery unlikely before 2028. Recent product launches have done little to stimulate consumer demand amid component constraints.
Omdia reported that global smartphone shipments fell 20% year over year in the third quarter of 2026. Shipments totaled 254.7 million units, the lowest third-quarter volume since 2013, versus 320.1 million a year earlier.
Samsung remained the largest vendor with 57.8 million units, down 5%; Apple shipped 56.5 million, unchanged year over year. Xiaomi shipped 30.7 million, down 29%. OPPO, including realme and OnePlus, shipped 23.4 million, down 39%, while vivo shipped 19.3 million, down 33%.
Omdia linked weaker demand to rising prices and highlighted cautious inventory replenishment. Africa's shipments fell 39% year over year; APAC excluding Greater China, the Middle East and Latin America each declined by over 20%. Omdia expects global shipments to fall 12% in 2026 and decline further in 2027 at a slower pace, with memory supply constraints expected to keep costs elevated.
Informa TechTarget (TTGT) provided a nine-month revenue update showing underlying revenue growth of -1.6% versus the comparable prior-year period.
The figure covers the nine months to September 30, 2026 and will be reported in majority shareholder Informa PLC’s trading update. The company attributed the decline to continuing market volatility, with enterprise technology customers prioritizing AI investment over product marketing and sales support. Informa TechTarget will release its own full US GAAP results for the quarter and nine-month periods on November 6, 2026, followed by a management conference call.
Informa TechTarget (TTGT) will release its third-quarter 2026 financial results before U.S. markets open on November 6, 2026. The quarter ended September 30, 2026. CEO Gary Nugent and CFO Dan Noreck will discuss results and outlook on a call and webcast at 8:30 a.m. ET that day. Management will also host virtual investor meetings at the Needham Tech Week Conference on November 18, 2026.
Informa TechTarget (Nasdaq: TTGT) plans to integrate its Buyer Intelligence solution into Demandbase’s platform for joint customers by Q1 2027.
Beginning in January 2027, joint customers are expected to access person-level intent data and click-level behavioral insights directly within Demandbase. The integration will include observed clicks, downloads, content views and search queries from buying group members in Informa TechTarget’s audience. It builds on the companies’ prior Account Intent Feed integration. Informa TechTarget expects the added data to support account-based marketing, including account prioritization and buying group identification.
Omdia (TTGT) estimates global smartphone shipments fell 20% year on year in 3Q26, with the downturn accelerating from the previous quarter. The preceding quarter recorded a 6% decline. Shipments also fell sequentially despite flagship launches and preparations for year-end demand.
Omdia attributes the contraction to persistent memory and storage cost pressures, which limited pricing flexibility and prompted vendors to reduce low-margin device shipments. Samsung's market share rose to 23% from 19% a year earlier, while Apple's increased to 22% from 18%. Xiaomi's share fell to 12% from 14%; OPPO, including realme and OnePlus, declined to 9% from 12%; vivo fell to 8% from 9%.
Omdia expects fourth-quarter launches, promotions and festive demand to be insufficient to fully offset persistent supply-side pressures.
Omdia (TTGT) published a benchmark of sovereign AI providers, examining whether their service terms and practices support their sovereignty claims. Sovereign AI: A Playbook for Success evaluates 35 providers in 20 countries across contracts, privacy practices and certifications.
Omdia found that 28% disclose no proof of sovereignty, eight in 10 contracts put network resilience outside providers’ control or responsibility, and two thirds limit compensation for non-performance to service credits. Its recommendations include investment in certification and trust centers, separate service-level agreements for connectivity and AI, and partnerships to fill competency gaps.
Omdia (TTGT) published research showing that men represent 54% of UK microdrama users, exceeding the female share of the audience. The April 2026 consumer research found that men account for 47% of users across surveyed markets. The male share was 50% in the US, 47% in Spain and 29% in Brazil; female users represented 46% in the UK, 50% in the US, 53% in Spain and 71% in Brazil.
Omdia forecasts global microdrama revenue of approximately $14 billion in 2026, rising to nearly $25 billion by 2031, with growth increasingly extending beyond China. The company sees the audience findings as a reason for producers and platforms to reconsider the format's association with women and romance, explore other genres and adapt content commissioning and marketing to regional differences.
Informa TechTarget (Nasdaq: TTGT) has named Fahmida Rashid Editor in Chief of Dark Reading, succeeding Kelly Jackson Higgins at the cybersecurity publication.
Rashid has joined the role after serving as Managing Editor for Tech and Features. She has been on Dark Reading's editorial team since 2021, when Jackson Higgins recruited her. Jackson Higgins is stepping down after 20 years with the publication to launch an independent business venture. Rashid said she looks forward to expanding coverage and partnerships to explore cybersecurity's broadening impact.