Techtarget Stock Price, News & Analysis

A new report from Omdia projects significant growth for the Wi-Fi HaLow (802.11ah) market, forecasting a 79% CAGR through 2029. Wi-Fi HaLow fills a crucial gap in wireless connectivity, offering a balance between traditional Wi-Fi and low-power alternatives.

The technology shows particular promise in video transmission applications, with initial adoption expected in the industrial sector for security, surveillance, and automation. Market expansion is anticipated in smart home security (2026) and smart city applications (2027).

According to Omdia's Practice Lead Andrew Brown, HaLow's infrastructure could support various IoT applications beyond video, including sensors, actuators, and lighting systems.

A new forecast by Omdia projects significant growth in the AI data center chip market, with expectations to reach $286 billion by 2030. The market showed remarkable growth of 250% year-on-year between 2022-2024, but growth is expected to moderate to 67% from 2024 to 2025.

While NVIDIA maintains market dominance, alternative solutions like custom ASICs and merchant ASSPs from companies such as Google (TPUs), Huawei (Ascend), Groq, and Cerebras are gaining momentum. AMD has also strengthened its position with its Instinct GPU line following major software investments in 2024.

AI infrastructure spending is projected to peak in 2026 as a share of data center spending, with growth gradually tapering toward 2030. The forecast covers GPUs, AI ASICs, FPGAs, and CPUs with AI acceleration capabilities.

South Korea is emerging as a major player in the Free Ad-Supported Streaming TV (FAST) market, with revenues expected to double from $23 million in 2024 to $48 million by 2030, positioning it as the 12th largest global FAST market. The country's FAST ecosystem is led by Wavve, Samsung TV Plus, and LG Channels, with Samsung TV Plus ranking as the 5th most-watched video service on connected TVs in Korea.

Netflix has played a crucial role in promoting Korean content globally, offering over 8,000 Korean titles in South Korea. The Korean government has committed ₩1 trillion ($720 million) to strengthen domestic OTT services and launched the Global K-FAST Alliance to expand Korean FAST channels internationally.

According to Omdia's Smartphone Model Market Tracker 2Q25 report, smartphones are being manufactured with fewer camera lenses, with the global average dropping to 3.19 cameras per device in Q2 2025, down from 3.37 year-over-year.

Key findings include:

• Average rear cameras decreased to 2.18 from 2.37 year-over-year
• Dual-camera phones led with 41% market share, followed by triple-cameras at 36%
• Single-camera models grew to 21% of shipments
• 50MP-class cameras dominated with 58% of shipments

The trend is driven by manufacturers prioritizing higher resolution over camera count, with CIS demand expected to decline 4.3% in 2025 to 4.19 billion units.

Global TV shipments declined 2.1% year-over-year to 47.1 million units in Q2 2025, marking the first annual decline since Q1 2024, according to Omdia's TV Sets Market Tracker. Key mature markets saw significant drops, with Western Europe falling 9.7%, North America 7.4%, and Japan 4.5%.

Chinese manufacturers TCL and Hisense experienced their lowest growth rate since 2023 at 4.8%, while emerging markets showed strength with Middle East & Africa growing 8.7% and Asia & Oceania up 6.4%. The Chinese domestic market grew 1.6%, while the OLED segment declined 1.8% due to heavy discounting of 2024 models.

Informa TechTarget (Nasdaq: TTGT) reported Q2 2025 results showing sequential improvement, with revenue increasing 15.5% to $120 million compared to Q1. The company posted a Q2 net loss of $399 million, including a $382 million non-cash impairment charge, while delivering Adjusted EBITDA of $17.3 million with a 14.4% margin.

The company reaffirmed its 2025 guidance, expecting broadly flat full-year revenues compared to 2024 and Adjusted EBITDA of at least $85 million. Cost synergies are now projected at $10 million for 2025, double the original target. The reorganization plan includes a 10% reduction in global workforce as part of its combination strategy.

Omdia, a global technology research firm, has announced the strategic expansion of its APAC presence through the integration of Tech Research Asia (TRA) team. The addition brings key industry experts including Tim Dillon, Trevor Clarke, Mark Iles, and Michael Barnes to Omdia's operations.

This move follows Omdia's 2023 acquisition of Canalys and strengthens its position in channel and enterprise IT research. The company currently has nearly 40% of its 300 analysts based in APAC and serves clients across 180 countries. The integration enhances Omdia's capabilities in supporting technology vendors, service providers, and enterprise clients throughout the rapidly growing APAC region.

Informa TechTarget (Nasdaq: TTGT), a B2B Technology sector growth accelerator, will release its Q2 2025 financial results on Tuesday, August 12, 2025, before market open. CEO Gary Nugent and CFO Dan Noreck will host a conference call and webcast at 8:30 a.m. ET to discuss the results and outlook.

The earnings materials will be available on the company's investor relations website prior to the call. A replay will be accessible via telephone and web through September 11, 2025.

According to Omdia's Market Landscape report, the global video conferencing market grew 5% year-over-year in 2024, reaching $18 billion in revenue despite economic challenges. The market is projected to maintain a 5% CAGR through 2029, potentially reaching $21 billion.

Key highlights include Microsoft's 49% market share in collaborative meeting services, with North America leading at 42% of subscription market share, followed by EMEA (27%) and Asia & Oceania (25%). The collaborative meetings market grew 4%, while VC devices saw a 6% year-over-year increase.

Currently, only 6.25% of global meeting rooms are fully equipped as standardized spaces, and just 28% have video conferencing capabilities, indicating significant growth potential in the market.