Techtarget Stock Price, News & Analysis

Omdia's latest competitive assessment reveals Nokia, ZTE, and Ericsson as the top three leaders in end-to-end private 5G network infrastructure. The analysis highlights how private 5G networks are evolving beyond basic connectivity into integrated solutions for vertical markets. Key success factors include early market commitment, strategic focus on specific verticals, and the ability to bridge IT and operational technology gaps. The report notes that previous attempts at broad distribution models failed, with vendors now recognizing that private networks require specialized, focused partnerships. Leading vendors are expanding beyond connectivity - Nokia and ZTE offer industrial applications for Industry 4.0, Ericsson and Celona address indoor coverage through neutral host networks, and Huawei Enterprise Wireless focuses on railway operations improvements.

According to new Omdia research, while Netflix leads South Korea's subscription-based online video market with 31% market share, domestic platforms collectively command a larger 40% share. The local platforms are led by Tving (16%), Coupang Play (13%), and Wavve (11%). Tving's parent company, CJ ENM, has announced ambitious expansion plans targeting 15 million global subscribers by 2027, supported by a KRW150 billion ($106 million) content investment in 2025, adding to their KRW 1 trillion ($706 million) budget from last year. Potential merger discussions between Tving and Wavve could create South Korea's largest domestic streaming service. Meanwhile, Coupang Play differentiates itself through sports broadcasting rights and partnerships with Hollywood studios like Paramount and Warner Bros. Discovery.

According to Omdia's latest analysis, display panel manufacturers are projecting a 3% decline in fab utilization rates for Q2 2025, following stable operations since mid-Q4 2024. The reduction is primarily driven by expected cuts in LCD TV panel orders from major brands.

Leading Chinese manufacturers BOE, China Star, and HKC Display, which represent 60% of global display manufacturing capacity, plan to reduce their monthly average fab utilization by 6-9 percentage points in May. This unusual Q2 decline contrasts with historical patterns, where Q2 typically shows higher utilization than Q1. The decrease is attributed to reduced demand from Chinese TV makers post-618 promotion inventory building and Korean brands reaching sufficient stock levels.

Panel makers are adopting a conservative 'production-to-order' strategy for 2H 2025, focusing on price protection and inventory management, as market uncertainties persist due to diminishing effects of Chinese government subsidies and ongoing US tariff issues.

The MENA streaming video market is set to reach $1.5 billion by 2025, with SVOD subscriptions expected to exceed 27 million, according to Omdia's research presented at the Comcast Technology Summit. The market is dominated by key players including Shahid (4.4M subscribers), YouTube Premium (3.7M subscribers), Netflix (3.0M subscribers), and StarzPlay (2.3M subscribers).

StarzPlay's strategic restructuring in 2024, combining sports and entertainment into a 'Max' bundle, led to a 30% increase in ARPU. The report projects substantial growth, with the MENA online video market expected to reach $8.4 billion by 2029, driven by digital infrastructure expansion, high mobile penetration, and a young population.

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.

US TV Market Shift: South Korean Brands Gain Edge as China Faces 145% Tariffs

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.