Techtarget Stock Price, News & Analysis

TechTarget (Nasdaq: TTGT) has announced it will file its Annual Report on Form 10-K by May 30, 2025. The delay is due to complex auditing requirements involving the combination of US GAAP and IFRS reporting standards.

The company, working with PwC US, is finalizing technical accounting matters related to non-cash items from prior periods. These issues do not impact current operations or future performance, with the company maintaining its previously stated financial outlook.

Key points:

• Filing will coincide with Q1 Update release
• Management will host conference call after filing
• Current performance aligns with previous guidance
• 2024 revenue expectations and 2025 outlook remain unchanged from April 15 disclosure

Omdia's TV Display & OEM Intelligence Service reports a major shift in the US TV market landscape due to new tariff policies. The implementation of up to 145% tariffs on Chinese imports, along with additional tariffs on Vietnam and Thailand, is reshaping market dynamics in favor of South Korean brands.

Samsung and LG, with their strong manufacturing presence in Mexico, are positioned to gain US market share. Currently, 65% of all TVs sold in the US come from Mexico, benefiting from USMCA tariff exemptions. Meanwhile, Chinese brands like Hisense and TCL face growth limitations due to restricted Mexican manufacturing capacity.

While South Korean brands dominate the large-size TV segment (65-inch to 85-/86-inches), Chinese manufacturers lead in smaller, low-cost models. The new tariff structure may enable Samsung and LG to expand into the smaller TV segment, despite lower profitability, by leveraging their Tizen and webOS platforms.

Informa TechTarget (Nasdaq: TTGT) has been recognized as a leader in multiple Account-Based Marketing (ABM) reports for 2025. The company stands out as an end-to-end ABM provider, serving global customers with go-to-market strategy and intent data from 50 million technology buyers.

Key achievements include:

• Recognition in B2B Marketing's Vendor Spotlight Report: ABM 2025 for market momentum and implementation success
• Named a Top Performer in FeaturedCustomers' Spring 2025 ABM Platforms report with over 200 customer references
• Leadership position in reports from Frost and Sullivan and QKS Group in 2024

The company has formed strategic partnerships with 6sense and Demandbase to enhance their ABM capabilities. These collaborations integrate TechTarget's account-level intent data with partner platforms to help customers identify in-market accounts and convert buyer interest into pipeline.

OpenVPN and TechTarget's Enterprise Strategy Group (ESG) have released a new research study titled "Secure Access Technology Trends" focusing on small and mid-sized businesses' remote access security strategies.

Key findings reveal that 71% of surveyed businesses use VPN solutions, contradicting claims that "VPN is dead." The study, which surveyed 200 cybersecurity and IT professionals from companies with 20-500 employees, found that:

• US respondents were 2.2x more likely to be very familiar with Zero Trust architectures compared to Australia or UK
• Organizations were 61% more likely to use VPNs over other solutions for secure internet access
• Nearly two-thirds of non-VPN users plan to adopt VPN solutions within 24 months
• US companies reported 72% higher improvement in security after adopting Zero Trust initiatives

The research emphasizes that VPNs remain crucial for business security, alongside Zero Trust Network Access (ZTNA) technologies.

Tandem RGB OLED penetration in tablet and notebook panel markets is experiencing significant growth, jumping to over 30% in 2024, primarily driven by Apple's OLED iPad Pro models. Omdia's research predicts this share will reach 36% by 2026, coinciding with Apple's anticipated OLED MacBook Pro launch.

Tandem OLEDs, featuring double-stacked RGB emission layers, offer up to twice the brightness and four times the lifespan compared to traditional displays. However, these benefits come with challenges, including potential image quality degradation, increased crosstalk susceptibility, and 50-75% higher manufacturing costs.

The market outlook shows tandem OLED unit shipments growing at a 25% CAGR from 2024 to 2030, while single-layer OLED panels are expected to grow at 29% CAGR, targeting cost-conscious consumers seeking LCD alternatives.

TechTarget (TTGT) has received a notification from Nasdaq on April 17, 2025, indicating non-compliance with Nasdaq Listing Rule 5250(c)(1) due to delayed filing of its 2024 Form 10-K annual report. The notification does not immediately affect the company's listing status on the Nasdaq Global Select Market.

The company has 60 calendar days to submit a compliance plan to Nasdaq. If accepted, Nasdaq may grant up to 180 calendar days (until October 13, 2025) to file the Form 10-K. TechTarget expects to file the report around April 29, 2025, which would restore compliance with the listing rule.

Informa TechTarget (NASDAQ: TTGT) has reconfirmed its 2024 revenue expectations, projecting reported revenues of $285m-$295m and pro forma revenues of $490m-$500m. The company reported flat underlying revenue performance for 2024, citing subdued market conditions due to geopolitical tensions and economic uncertainty.

The company's financial position shows approximately $354m in cash and equivalents, with $416m in outstanding Convertible Senior Notes. Nearly all 2025 and 2026 Convertible Notes were tendered for repurchase, simplifying the capital structure.

For 2025, designated as 'The Foundation Year,' the company expects flat revenue but increased adjusted EBITDA, supported by combination synergies. The first half of 2025 is projected to see a low to mid-single digit revenue decline, with improvement expected in the second half. The company is currently exceeding its Year 1 operating cost synergy target of $5m and expects to meet or exceed the $45m overall run rate synergies by Year 3.

Omdia's new report on Copper Switch-off Regulations and Policies reveals significant progress in global copper network retirement plans. Estonia, Sweden, Qatar, and UAE have shown notable advancement, with Middle Eastern countries transitioning over 85% of customers to fiber. Singapore achieved complete copper network shutdown in 2018, while Latin America faces ongoing challenges due to regulatory and investment barriers.

The report identifies two main regulatory policy approaches: 'push' model, where countries proactively design policies to replace copper networks (examples: Australia and Saudi Arabia), and 'pull' model, which incentivizes fiber uptake (examples: Sweden and Egypt). Key policy focus areas include promoting infrastructure competition, adjusting wholesale regulation, and ensuring consumer protection.

The report emphasizes the critical importance of end-user awareness, requiring telcos to issue formal notifications about timeframes, replacement products, and pricing terms. Regulators like Ofcom are gradually shifting from copper to fiber network obligations, creating conditions for successful copper network retirement.

OLED TV shipments demonstrated strong growth with a 19.2% year-on-year increase in February 2025, following a milestone of over 2 million units shipped in Q4 2024. While OLED maintains dominance in Europe, representing 23% of TV revenue despite only 8% volume share, Mini LED technology is emerging as a significant competitor.

Mini LED reached 3 million shipment units in Q4 2024, surpassing OLED's 2 million units for the first time. This growth is particularly driven by China's incentive schemes for energy-efficient technology. LCD shipments, meanwhile, declined by 2.4% in February.

The European market, where premium TVs account for 14% of shipments above $1,000, faces potential disruption as Chinese vendors like Hisense and TCL promote Mini LED technology. While Mini LED offers advantages in brightness, contrast, and manufacturing costs, OLED manufacturers face challenges in consumer education and maintaining brand value in the premium segment.