Welcome to our dedicated page for Techtarget news (Ticker: TTGT), a resource for investors and traders seeking the latest updates and insights on Techtarget stock.
News for TechTarget, Inc. (Informa TechTarget) (Nasdaq: TTGT) centers on its role in B2B technology markets and the activities of its research and advisory group, Omdia. Company communications describe Informa TechTarget as a growth accelerator for the B2B technology sector, supported by technology-specific digital properties, permissioned first-party audiences, and intent data. Omdia, part of Informa TechTarget, publishes research and analysis across multiple technology domains, and these findings frequently appear in press releases.
Visitors to this news page can expect coverage of Omdia’s market research on areas such as semiconductors, smartphones, PCs, cloud infrastructure services, wearable audio devices, and media and entertainment. These releases typically summarize key market metrics, growth trends, vendor rankings, and segment performance, while also highlighting Omdia’s interpretation of how technology markets are evolving.
In addition to research-focused content, the news flow includes corporate announcements from Informa TechTarget itself. Recent examples include recognition for Omdia in industry awards, participation by Informa TechTarget executives in investor conferences, and descriptions of the company’s positioning as a growth accelerator for technology buyers and sellers. Such items provide context on how the company presents its capabilities and its engagement with clients and investors.
For investors, analysts, and technology professionals, following TTGT news offers insight into how Informa TechTarget and Omdia characterize developments in key technology markets and how the company communicates its own strategy, recognition, and investor outreach. This page aggregates those updates so readers can review the latest publicly released information in one place.
AMOLED market outlook (TTGT): Global AMOLED display revenues are projected at $53 billion in 2025, down from $54 billion in 2024, with a 2H25 recovery delivering $29 billion but still below $30 billion in 2H24. Omdia forecasts quarterly AMOLED revenue rebounds of +19% QoQ in 3Q25 and +9% QoQ in 4Q25, driven by LTPO smartphone flexible OLEDs (including iPhone 17 series), expanding mobile PC OLED panels, and larger OLED TV/monitor demand. Panel price declines in 1H25 depressed full-year revenue, while Omdia expects $56 billion in 2026 (+5% YoY) as new fab capacity and product segments mature.
Mainland China smartphone market (3Q25) contracted 3% year‑on‑year, with total shipments of 67.2 million units. Competition tightened as shipment gaps narrowed: vivo regained #1 with 11.8m units (18% share), Huawei was second at 10.5m (16%), Apple shipped 10.1m (+1% YoY) to rejoin the top three, while Xiaomi and OPPO shipped 10.0m and 9.9m, respectively.
Analysts note the market is normalizing after subsidy‑driven volatility, inventories are healthier, and Q4 could be active from flagship launches, Double 11 shopping, and possible new subsidies. Huawei’s rollout of HarmonyOS 5.0 across new models may strengthen its ecosystem long term but introduces short‑term software optimization and user‑experience challenges. Rising component prices influenced pragmatic upgrades in entry and mid ranges.
Microdramas — short serialized videos of ~2–3 minutes — are projected to generate $11 billion in global revenues by 2025, according to research presented at MIPCOM on October 14, 2025. Omdia estimates microdrama revenues will be nearly twice the size of FAST channels, which it forecasts at $5.8 billion for the same period.
Omdia reports that >60% of microdrama revenue comes from subscription or transactional models, commonly using free intros, with average revenue per user reaching $20 per week or up to $80 per month. China accounts for 83% of total revenues; outside China the US, Japan, South Korea, the UK and Thailand are leading markets.
Omdia reports the global smartphone market returned to growth in 3Q25, with worldwide shipments rising 3% year‑on‑year as vendors stocked inventories ahead of a busy 4Q25. Apple grew iPhone shipments 4%, its strongest Q3 ever, taking an 18% share led by early demand for the iPhone 17 series. Samsung kept the top spot with 19% share, while Xiaomi held 14% and TRANSSION and vivo each captured 9%.
Omdia highlighted rising bill‑of‑materials costs and semiconductor competition tightening margins, and noted TRANSSION delivered double‑digit growth to its highest 3Q volume ever.
Omdia IoT Enterprise Survey (Oct 14, 2025) finds 82% of enterprises are using or plan to implement real-time analytics for IoT deployments, based on a study of over 600 enterprises across ten countries. The research reports 75% of enterprises are layering AI/ML onto IoT data streams and 95% expect measurable IoT benefits within two years. The study highlights 5G and edge computing as enablers of real-time processing and describes a shift from data collection to process automation and millisecond decision-making.
Informa TechTarget (Nasdaq: TTGT) will release its Q3 2025 financial results for the period ended September 30, 2025 after market close on Monday, November 10, 2025. A live conference call and webcast with CEO Gary Nugent and CFO Dan Noreck is scheduled for 5:00 p.m. ET the same day to discuss results and outlook.
Q3 results will be posted on the company’s investor relations site prior to the call. Dial-in and international numbers, an access code for the live call, and replay details (telephone and web replay available through December 10, 2025) are provided.
Omdia reports global PC shipments rose 6.8% in Q3 2025 to 72.4 million units, driven by a 17% jump in desktops (15.2M) and a 4% rise in notebooks (57.2M).
Vendor highlights: Lenovo led with 19.4M units (+17.4%), HP 15.0M (+10.7%), Dell 10.1M (+2.6%), Apple 6.6M (+4.3%), and Asus 5.8M (+7.1%).
The imminent Windows 10 end-of-support (Oct 14, 2025) is cited as the primary driver of refresh demand, while channel polls show only 39% report most customers refreshed and 18% plan to continue using Windows 10 or ESU options.
Omdia forecasts enterprises will spend $15.3 billion on low-earth orbit (LEO) satellite connectivity by 2030, driven by about 3.5 million broadband connections. Broadband will account for 94% of enterprise LEO revenues while direct-to-device (D2D) will provide the remaining 6%.
Key commercial demand will come from “sovereign verticals” such as transportation, energy, government and defense. North America is expected to hold 37% of the market through 2030, while Oceania and Eastern/Southeastern Asia (led by China) are projected to grow from 9% revenue share in 2025 to 33% by 2030.
Omdia projects hyperscaler cloud marketplace enterprise software sales will rise from $30 billion in 2024 to $163 billion by 2030, implying a 29.1% CAGR (2025–2030). The PR cites nearly $470 billion of existing cloud commitments across AWS, Microsoft Azure, and Google Cloud, with $30 billion of new commitments added in Q2 2025. Omdia expects partners to facilitate nearly 60% of marketplace transactions by 2030. Key category forecasts include Infrastructure Software $10.5B, DevOps $9.1B, Business Applications $9.1B, agentic AI total spend $24.4B (37% CAGR), and cybersecurity $31B (31% CAGR).
Omdia forecasts total large-area display unit shipments to rise 2.8% YoY in 2025, driven by mobile PC displays for notebooks and tablets. Large-area LCD shipments are expected to reach 873.9 million units in 2025 (+2.2% YoY). Large-area OLED unit shipments are forecast to grow 19.0% YoY, led by monitor OLEDs (+60.9% YoY) and notebook OLEDs (+45.9% YoY), while tablet OLEDs decline (-2.3% YoY). LCD TV and monitor displays are projected to fall (-3.4% and -1.8% YoY). China will supply most LCDs (67.6%) and Korea will supply most OLEDs (83.7%) in 2025; BOE and Samsung Display are top suppliers by segment.