Techtarget - TTGT STOCK NEWS

Global cinema revenue is forecasted to reach $34 billion in 2025, remaining at 80% of pre-pandemic levels compared to $42 billion in 2019, according to Omdia research.

The industry faces challenges with audience behavior, as only 44% of YouTube users in the USA attend cinemas, with similar patterns in Spain and 45% in the UK. However, successful case studies show YouTubers significantly impacting cinema attendance, such as Inoxtag's documentary selling out 400 French cinemas and Alec Hernandez drawing large audiences in Madrid.

YouTube's reach is substantial, with 221 million monthly active users in the USA, 45 million in the UK, and 32 million in Spain. The upcoming 'A Minecraft Movie' (April 5, 2025) demonstrates the growing synergy between digital creators and cinema, featuring Minecraft YouTubers and honoring Technoblade's legacy.

Informa TechTarget (Nasdaq: TTGT) and Demandbase have announced a strategic partnership to enhance account-based marketing (ABM) capabilities. The collaboration integrates TechTarget's first-party intent data, which captures 1.4M+ daily intent signals from 50M+ B2B professionals across 220+ brands, with Demandbase One™ platform.

The partnership features a direct integration of Account Intent Feeds with Demandbase One, enabling double verification of in-market accounts through combined first-party and third-party intent data. This integration helps identify active buying group members and enables targeted marketing campaigns.

The solution will be generally available on April 22, 2025. Early adopter Palo Alto Networks reports significant improvements in identifying cross-sell opportunities and larger deal sizes. TechTarget was recently recognized as a Leader and Customer Favorite in The Forrester Wave™: Intent Data Providers For B2B, Q1 2025.

TechTarget (Nasdaq: TTGT) has announced a delay in filing its Annual Report on Form 10-K for the year ended December 31, 2024. The delay is attributed to the recent combination of former TechTarget and Informa Tech Digital Businesses, which was completed on December 2, 2024, and the need to align US GAAP and IFRS accounting standards.

The company has filed Form 12b-25 with the SEC, notifying of the late filing. TechTarget expects to report its 2024 Full Year Results and file the Annual Report by April 15, 2025, within the permitted 15-day extension period. The company will reschedule its FY 2024 results conference call once the filing date is confirmed.

Steam has achieved significant market dominance in Southeast Asia's PC gaming market, recording 11.5 million yearly active users (YAUs) in 2024, accounting for 3.7% of global YAUs, according to Omdia's South-Eastern Asia Online Gaming Report – 2025.

In the mobile gaming sector, despite modest 2% overall growth in 2024, sports games showed remarkable performance. Konami's efootball and EA FC Mobile Soccer led a 39% revenue increase in the sports games category, driven by major football events, updates, and IP collaborations.

Southeast Asian governments are actively supporting gaming ecosystems through esports-friendly policies, including infrastructure development and talent cultivation. However, some countries maintain restrictions on foreign games to protect local developers and youth, presenting regulatory challenges in the region.

The network security market demonstrated growth of 5.1% year-over-year in Q4 2024 and 3.1% for the full year, according to Omdia's latest report. Palo Alto Networks maintained market leadership with a 28.4% share in 2024, followed by Fortinet, Cisco, and Check Point.

The market's growth is primarily driven by increasing SASE architecture adoption and software integrations. The top four vendors have maintained double-digit market share for five consecutive years, with Palo Alto's success attributed to its AI-driven product integration strategy.

Looking forward, Omdia projects a 2.8% CAGR for the total network security market from 2024 to 2029, with firewall growth at 5.0% CAGR. However, all four leading vendors have issued lower guidance for 2025, indicating potential market growth concerns amid enterprise cost-cutting and the transition to cloud and SASE solutions.

The semiconductor market achieved record-breaking revenue in 2024, growing approximately 25% to reach $683 billion, primarily driven by strong AI-related chip demand. The memory segment saw a remarkable 74% year-over-year growth, particularly in high bandwidth memory (HBM) used in AI GPUs.

However, the success was uneven across sectors. While data processing thrived, automotive, consumer, and industrial segments experienced revenue declines. The industrial semiconductor segment faced a second consecutive year of decline with double-digit drops, deviating from its historical 6% annual growth rate.

NVIDIA emerged as the market leader, overtaking Samsung's 2023 top position, thanks to its AI GPU dominance. Memory companies Samsung, SK Hynix, and Micron all ranked among the top seven semiconductor companies, improving their positions from 2023. The automotive sector, despite nearly doubling from 2020 to 2023, experienced an unexpected contraction in 2024, breaking its previous growth trajectory.

TechTarget (Nasdaq: TTGT) has announced its upcoming virtual summit 'Activating Intent' scheduled for Thursday, March 20. The one-day online event focuses on maximizing intent data value across go-to-market (GTM) strategies for product, marketing, sales, and revenue operations leaders.

The summit will feature 8 expert-led sessions, including a keynote by Forrester Principal Analyst Brett Kahnke on 'Intent Innovation in 2025 and Beyond.' The event will showcase practical case studies and insights on leveraging intent data for content strategy, buying group operations, and enterprise tech deals.

TechTarget, recently named a Leader and Customer Favorite in The Forrester Wave™: Intent Data Providers for B2B, Q1 2025, aims to help organizations optimize their intent data usage for improved targeting, pipeline growth, and buyer engagement.

Global automotive display panel shipments reached 232 million units in 2024, showing a 6.3% year-over-year growth, primarily driven by China's market influence and increasing demand for advanced cockpit displays.

Chinese manufacturers dominated the market, with BOE leading at 17.6% market share (40.9M units, +16% YoY) and Tianma following at 15.9% share (36.9M units, +25% YoY). AUO ranked third with 10.5% share, while Japan Display Inc. and LG Display completed the top five with 8.6% and 7.7% market share respectively.

The growth was supported by China's promotion of neighborhood electric vehicles (NEVs), resulting in increased domestic sales and exports. Chinese panel manufacturers exceeded 53% market share in 2024, benefiting from government policies favoring domestic components and localized supply chains.

The flat panel display (FPD) glass market is projected to face significant supply constraints in 2025, according to Omdia's analysis. Leading manufacturers like Corning, AGC, and NEG have shifted from market share competition to focusing on profitability due to rising energy costs and price declines.

Glass makers have implemented price increases exceeding 10% in both 2H23 and 2H24 to counter high energy expenses, which comprise over 50% of production costs. The industry has also reduced inventory levels from two months to optimize profitability. A November 2024 fire at a major glass facility has further strained supply.

With demand growth expected to outpace capacity expansion in 2025, particularly in Q2 and Q3, Chinese manufacturers are aggressively investing in new facilities and offering competitive pricing. The market revenue is forecasted to grow 15% from $6.12 billion in 2024 to $7.05 billion in 2025.