Techtarget Stock Price, News & Analysis

Informa TechTarget (NASDAQ: TTGT) reported first-half 2025 revenue of £171.6m ($223m), representing a 4.3% decline on a Combined Company basis, slightly better than the previously guided 5% decline. The company posted an Adjusted Operating Profit of £0.2m and recorded a significant non-cash impairment of £484.2m.

The company regained Nasdaq compliance following its Q1 2025 10-Q filing and expects to release Q2 results by August 14, 2025. Management maintains its full-year 2025 guidance, projecting revenues to remain flat compared to 2024's $490m, with Adjusted EBITDA expected to exceed $85m (up from $82m in 2024). Cost synergies from the Informa combination are expected to yield $10m+ in 2025.

Omdia's latest analysis reveals that cloud platforms are driving a $12.9 billion technology ecosystem in the games industry. The study highlights four market leaders: AWS, Google Cloud, Microsoft Azure, and Tencent Cloud, with Alibaba Cloud emerging as a strong challenger in Asia.

The report introduces a new AI & machine learning category in vendor assessment, reflecting the growing importance of AI capabilities in cloud platform selection. Omdia projects the cloud-enabled operational solutions market for games to reach $20.9 billion by 2029, representing nearly 7% of the total games market value.

Omdia's latest analysis forecasts large-area display (above 9-inch) shipments to grow 2.9% YoY in 2025, despite economic uncertainty and US tariff concerns. LCD unit shipments are expected to increase by 2.4% YoY to 875.5 million units, while large-area OLED shipments are projected to grow 15.5% YoY.

Chinese manufacturers will dominate with 67.9% of TV display shipments and 66.7% of total large-area LCD shipments in 2025. Key players include BOE (36.3% market share), China Star (16.5%), and Innolux (11.6%). In the OLED segment, Korean manufacturers will lead with 85.2% market share, with Samsung Display (55.1%) and LG Display (30.1%) as major players.

Notable trends include negative growth in TV (-1.9%) and monitor (-0.8%) segments, while tablet PC (11.7%) and notebook PC (4.1%) segments show positive growth projections.

Omdia's latest report reveals significant growth projections for Asia's game subscription market, forecasting revenue to reach $9.4 billion by 2029, up from $6.5 billion in 2025. Mobile in-app subscriptions are leading this expansion, expected to grow from $3.6 billion in 2025 to $5.8 billion by 2029 at a 12.7% CAGR.

The research highlights that while free-to-play (F2P) games dominate Asia's gaming landscape, subscription models are gaining traction as a complementary monetization strategy. PC single-game subscriptions, primarily driven by established MMORPGs, represent the second-largest category, projected to generate $1.1 billion in 2026.

The report identifies hybrid subscription packages, integration with loot boxes, and battle passes as key trends shaping the market, while noting that cloud gaming subscriptions have struggled to gain significant adoption in Asia.

Omdia's latest research forecasts cellular IoT connections to reach 5.1 billion by 2030, driven by three key technologies: 5G RedCap, 5G Massive IoT, and 4G LTE Cat-1bis modules. The study highlights 5G RedCap as a significant mid-tier connectivity solution, with adoption expected to accelerate from 2025.

The Asia & Oceania region will dominate the market, contributing over 67% of worldwide IoT module shipments and approximately 80% of total IoT connections in 2024. The automotive industry emerges as a key growth driver, fueled by increasing demand for 5G-connected intelligent vehicles.

TechTarget (Nasdaq: TTGT) has successfully regained compliance with Nasdaq's listing requirements following the filing of its Q1 2025 Form 10-Q report. The company, which serves as a growth accelerator for the B2B Technology sector, confirmed on July 15, 2025, that it has completed all required filings to date.

The company has committed to maintaining timely submissions of future regulatory filings, with its Q2 2025 financial results expected to be released by August 14, 2025. This development follows the company's previous statement from July 1, 2025, and the subsequent filing of its Q1 Report on July 14, 2025.

Omdia's latest TV market analysis reveals significant growth for two major TV operating systems in North America during Q1 2025. Vizio CastOS shipments grew 40.4% YoY to 1.2 million units, while Amazon FireTV increased 21.5% YoY to 1.2 million units.

North American TV shipments reached 9.8 million units (0.55% YoY growth), while global shipments hit 47.5 million units (2.4% YoY growth). Following Walmart's acquisition of Vizio, the average selling price of Vizio TVs decreased 9.6% to $227 in Q1 2025. Omdia forecasts Vizio CastOS to grow 25.8% YoY in 2025, reaching 6.0 million units and capturing 12% market share.

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.