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TechTarget, Inc. reports developments under the Informa TechTarget name, including financial results, segment reporting and product activity for its B2B technology market services. Following the completed Combination Plan, the company operates through Brand to Demand, which supports technology marketers and sales teams with content, market expertise and permissioned audience data, and Intelligence & Advisory, which includes technology research and advisory activity.
Recurring updates also include Omdia research on technology markets such as smartphones, tablets, cellular IoT, cloud infrastructure, semiconductors and TV operating systems. Company announcements describe go-to-market services, buyer-journey solutions, customer programs, partnerships and the use of proprietary market data to support enterprise technology vendors and related clients.
Omdia reports global smartphone shipments of 298.5 million units in 1Q26, a 1% YoY increase, driven by vendor front-loading amid rising memory and component costs. Channels built inventory that may trigger a sharper correction in 2Q26 and H2 2026 as end‑consumer demand remains pressured by inflation.
Omdia research forecasts that global cellular IoT data traffic will reach 218.6 exabytes by 2035, driven mainly by automotive infotainment and firmware updates. Automotive traffic is projected to rise from 30.7 EB in 2025 to 135.4 EB by 2035.
The report highlights transport and logistics as the next-largest sector and states that Asia & Oceania will produce about 50.6% of global cellular IoT traffic in 2025; all other sectors combined will represent less than 29% beyond 2025.
Omdia reports Mainland China cloud infrastructure spending reached $14.7 billion in Q4 2025, up 26% YoY, the third straight quarter above 20% growth. Omdia forecasts 26% growth for China cloud infrastructure in 2026.
AI remains the primary growth driver, expanding from model usage to enterprise deployments and agent product adoption. Market shares in Q4 2025 were Alibaba 37%, Huawei 17%, and Tencent 10%; partner-driven cloud revenue was 25%.
Omdia raised its 2026 semiconductor revenue forecast to 62.7%, driven by strong DRAM and NAND demand and ongoing supply shortages.
Omdia forecasts DRAM to nearly double and NAND to potentially quadruple versus 2025, with computing and data storage up 90% to over $700bn; meaningful supply relief is unlikely until well into 2027.
Informa TechTarget (Nasdaq: TTGT) will be a Platinum sponsor at Forrester’s B2B Summit North America, April 26–29, 2026, in Phoenix. Activities include a booth #300, Spotlight sessions on AI-driven buyer journeys, customer GTM case studies with Tanium and Iron Mountain, offsite events, and partner activations.
Key sessions: "If AI Picks the Winners, How Do You Get Chosen?" (Apr 27, 2:50 PM), Tanium panel (Apr 27, 4:30 PM), and Iron Mountain interview (Apr 28, 12:15 PM).
Omdia forecasts that emerging TV OS platforms will capture 28% of the European TV OS market by 2030, up from 21% in 2025, driven by VIDAA, Titan OS and TiVo. Google TV currently leads with a 32% share but is projected to lose share to independent, revenue-sharing platforms.
Omdia expects a 2028 inflection when combined shipments of VIDAA, Titan OS and TiVo reach 11.9 million units, with VIDAA reaching 18.0 million units globally by 2030 and 7.0 million units in Europe.
Omdia reports India smartphone shipments fell 5% YoY to 30.9 million units in 1Q26, hit by weak seasonal demand, rupee depreciation and rising inflation. vivo led with 20% share (6.3m), followed by Samsung (5.1m) and OPPO (4.7m, +21% YoY). Omdia warns of double‑digit shipment declines in 2026 as price resets and inventory caution persist.
Informa TechTarget (Nasdaq: TTGT) expanded its financial services industry coverage to the United Kingdom, effective April 20, 2026. The company added UK-based brands such as Accountancy Age, The CFO, and The Global Treasurer, increasing its permissioned financial-services audience by more than 180,000.
The move extends Informa TechTarget’s data-driven content marketing, demand-generation, and event amplification solutions to UK financial-services decision-makers and builds on a 2025 performance that included 46 editorial awards and a 235% increase in AI-driven traffic.
TTGT - Omdia forecasts a sharp slowdown in the AMOLED smartphone display market for 2026. AMOLED shipments are expected to fall to 778 million units in 2026, a 7% year-on-year decline, driven by rising memory costs, higher logistics expenses, and weaker demand from Chinese smartphone brands.
The flexible AMOLED segment is projected to decline for the first time in seven years, while rigid AMOLED shipments will contract for a second consecutive year. Omdia says Apple is positioned to gain share due to stable semiconductor supply and higher margins.
Informa TechTarget (Nasdaq: TTGT) will release first quarter 2026 results after market close on May 7, 2026. A live conference call and webcast with CEO Gary Nugent and CFO Dan Noreck begins at 5:00 p.m. ET. Replay will be available on the investor relations website.
Management will attend the Needham virtual conference on May 14, 2026 and present at the J.P. Morgan Global Technology, Media and Communications Conference in Boston on May 20, 2026 (CEO presentation at 12:00 p.m. ET).