Techtarget Stock Price, News & Analysis

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.

Online consumer spending is projected to reach $4.4 trillion by 2025, with the US contributing $1.4 trillion, and surge to $6.6 trillion by 2029, with US accounting for $2 trillion.

The media and entertainment sector is expected to grow from $1.07 trillion in 2025 to $1.3 trillion by 2029. Video content leads with 70% of global revenues, with significant growth in online video (13%), cinema (12%), and gaming (7%) in 2025.

The integration of retail media and shoppable TV is transforming commerce and advertising. Amazon has surpassed Walmart as the world's largest retailer. Walmart is responding by becoming digital-first, with 20% of revenue from digital channels, exemplified by its Vizio acquisition to enhance digital advertising and shoppable TV capabilities.

Connected TV (CTV) adoption and TV operating systems are becoming important in advertising and commerce, creating new revenue opportunities for broadcasters, advertisers, and retailers.

Netflix is projected to surpass YouTube in total video revenue for the first time in 2025, according to Omdia research. While YouTube led with $42.5 billion in revenue in 2024 compared to Netflix's $39.2 billion, Netflix is expected to generate $46.2 billion in 2025 ($43.2B from subscriptions, $3.2B from advertising) versus YouTube's $45.6 billion ($36B from ads, $9.6B from Premium).

Netflix is forecasted to reach over 340 million paying subscribers with 600 million total users in 2025, while YouTube maintains its massive scale with 2 billion global users. The platforms show significant audience overlap, with 57% of US YouTube users subscribing to Netflix, rising to 67% in the UK.

Rather than competing, the platforms are increasingly collaborating through marketing partnerships, content distribution, and advertising deals. YouTube is also strengthening its position as a premium content platform, generating seven times more revenue than FAST services in 2024 ($42.5B vs $6B).

TechTarget (TTGT) has been named a Leader in Forrester Research's Q1 2025 Wave report for B2B Intent Data Providers. The company received the highest possible scores in 12 out of 21 evaluation criteria, including Vision, Innovation, and Buying group prediction.

As a Customer Favorite among evaluated vendors, TechTarget's Priority Engine platform provides ranked accounts and named prospects actively researching purchases in technology categories. The company's content model includes over 750 editors creating content across 200 technology market categories, reaching an audience of 50+ million business professionals generating 1+ million daily intent signals.

The Forrester report highlighted TechTarget's strengths in proprietary data, buying group identification, geographic coverage, and buying cycle analysis, positioning it as the go-to provider for contact-level intent insights.

The global TV sets market showed robust growth in Q4 2024, with OLED TV shipments reaching 2 million units, marking a 12.6% year-over-year growth. LCD TV sets grew at 5.6% YoY, contributing to overall global TV shipments of 61.5 million units, a 5.8% increase.

North America led OLED growth at 19% YoY, followed by Western Europe at 18.4%. The market is seeing a notable trend in the 80"+ segment, which grew 24.5% YoY in North America. Consumer research indicates strong interest in larger screens, with 57% of US respondents showing interest in 98" LCD TVs.

The average selling price for 98" and 100" LCD TVs in the US was around $1,500 in fall 2024. Chinese manufacturers like TCL and Hisense are challenging OLED's premium market position with XXL LCD TV sets featuring mini-LED backlights and quantum dots, while Samsung and LG Electronics respond with more competitive OLED pricing.

Omdia research projects global IT budgets to reach $12 trillion by 2031, with $8.2 trillion representing investment opportunities and $3.8 trillion going to staff costs and operational expenses. IT budgets will grow from 4.2% of corporate revenue in 2024 to 4.5% by 2031.

Applications will remain the largest IT budget category, increasing by $1.3 trillion. The rise of AI as co-pilots and agents will influence spending, reducing staff cost proportions and slowing hiring rather than causing mass layoffs.

IT budgets surged in 2024 due to rapid generative AI adoption, with notable spikes in infrastructure investments. A slight contraction is expected in 2025 as businesses focus on automation rather than expanding IT headcount.

The CloudOps market, valued at $18.3 billion in 2023, is projected to exceed $38 billion by 2030. The enterprise IT opportunity will grow from $5.06 trillion in 2024 to $8.2 trillion by 2031, with Applications seeing the largest growth at $1.1 trillion.

Informa TechTarget (Nasdaq: TTGT) has scheduled its fourth quarter and full year 2024 financial results announcement for March 31, 2025, after market close. Following its recent combination with Informa Tech's digital businesses in December 2024, the company, now classified as a non-accelerated filer, will host a conference call and webcast at 5:00 p.m. ET on the same day.

The company will release financial results and a shareholder letter prior to the call on their investor relations website. Management will present financial highlights followed by a Q&A session. The conference call will be accessible via multiple dial-in numbers across the United States and United Kingdom, with a replay available through April 30, 2025.

Wards Intelligence's Software-Defined Vehicle (SDV) ranking shows Tesla maintaining overall leadership while Chinese automakers NIO and Xiaomi have surpassed it in technological innovation, securing second and third positions respectively. Xpeng and Rivian complete the Leaders category, which primarily consists of battery-electric-vehicle disruptors with digital-native, software-first approaches.

In the Strong Contenders category, including Zeekr, Lucid, Leapmotor, and BMW, 67% of automakers are now actively commercializing SDVs, showing significant progress from 2023. The Contenders category, featuring Hyundai, Volkswagen Group, and General Motors, shows increased semi-SDV deployment but requires substantial progress for full SDV production.

Notably, 62% of automakers in the Leaders and Strong Contenders categories are Chinese or Chinese-owned, with only three Western incumbents among the top 14 companies, indicating China's growing dominance in the SDV segment.

The global MVNO (Mobile Virtual Network Operator) market is projected to grow at a 3.6% CAGR from 2023 to 2029, outpacing the general personal mobile market's expected 1.6% CAGR, according to Omdia's latest forecast.

Regional growth variations show the Americas expecting 10.6% CAGR, led by Brazil, Mexico, and the US, while the Middle East & Africa projects 17.6% CAGR, driven by South Africa and Nigeria. Asia & Oceania will maintain the largest MVNO market by subscriptions, albeit with modest growth. Europe's MVNO subscriptions are expected to decline due to operator sub-brand competition and MVNOs deploying their own networks.

Banks, supermarkets, and broadband/TV service providers remain key MVNO market players, leveraging their existing customer bases for efficient mobile service promotion and enhanced customer engagement.