Techtarget Stock Price, News & Analysis

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.

Omdia's new research reveals significant growth potential in the satellite IoT connectivity market, with connections projected to grow at a 23.8% CAGR between 2023 and 2030. The report highlights that satellite technology is becoming a crucial complement to terrestrial networks for IoT deployments.

The research indicates that 10% of global IoT enterprises are interested in satellite connectivity integration, with declining hardware costs and improved standardization making implementation more feasible. Key growth areas include satellite broadband and direct-to-device smartphone communication, particularly beneficial for remote locations and ocean-spanning deployments where traditional coverage is limited.

Omdia's Automotive Display Intelligence Service projects significant growth in the automotive display market, with panel revenues expected to reach $13.6 billion in 2025, marking an 8% year-over-year increase. The market is forecasted to expand to $18.3 billion by 2030.

The growth is driven by increased adoption of premium display technologies, with LTPS TFT LCD and OLED panels combined expected to exceed 50% of total revenue in 2025. LTPS TFT LCD will account for 45% and OLED 9% of the market, while traditional a-Si TFT LCD panels will decline to 44%. By 2028, LTPS TFT LCD is projected to capture over 50% market share, while OLED is expected to reach 20% in the high-end segment.

Omdia has launched its first Telco B2B AI Monetization Index, revealing that telecom operators are expected to generate only $4 billion in AI-related B2B revenues in 2025. However, the sector shows promising growth potential with a projected 65% CAGR through 2030.

The index tracks four key dimensions: infrastructure, portfolio, ecosystem, and regulation. Key findings indicate that one-third of global network traffic will be AI-driven in 2025, representing 10 zettabytes by year-end. Telecom operators are expanding beyond traditional connectivity services into AI data centers, hosted hardware, and professional services, with a particular focus on serving small and medium-sized enterprises.

Omdia's latest research reveals how Asian cloud providers are adapting to meet AI inference demands amid export restrictions. The study focuses on major players including Huawei, Baidu, Alibaba, ByteDance, Tencent, NAVER, and SK Telecom Enterprise.

Despite stockpiling NVIDIA H800 and H20 GPUs before US export controls, Chinese cloud services show limited availability of these chips, suggesting internal use for model development. Chinese companies have made significant progress in CPU development, with Arm-based processors like Alibaba's YiTian 710 offering efficient solutions for small AI models.

The research highlights that models-as-a-service platforms have become a primary method for enterprise AI access, with Chinese hyperscalers particularly focusing on edge AI applications.

Informa TechTarget (NASDAQ: TTGT) reported first-half 2025 revenue of £171.6m ($223m), representing a 4.3% decline on a Combined Company basis, slightly better than the previously guided 5% decline. The company posted an Adjusted Operating Profit of £0.2m and recorded a significant non-cash impairment of £484.2m.

The company regained Nasdaq compliance following its Q1 2025 10-Q filing and expects to release Q2 results by August 14, 2025. Management maintains its full-year 2025 guidance, projecting revenues to remain flat compared to 2024's $490m, with Adjusted EBITDA expected to exceed $85m (up from $82m in 2024). Cost synergies from the Informa combination are expected to yield $10m+ in 2025.

Omdia's latest analysis reveals that cloud platforms are driving a $12.9 billion technology ecosystem in the games industry. The study highlights four market leaders: AWS, Google Cloud, Microsoft Azure, and Tencent Cloud, with Alibaba Cloud emerging as a strong challenger in Asia.

The report introduces a new AI & machine learning category in vendor assessment, reflecting the growing importance of AI capabilities in cloud platform selection. Omdia projects the cloud-enabled operational solutions market for games to reach $20.9 billion by 2029, representing nearly 7% of the total games market value.

Omdia's latest analysis forecasts large-area display (above 9-inch) shipments to grow 2.9% YoY in 2025, despite economic uncertainty and US tariff concerns. LCD unit shipments are expected to increase by 2.4% YoY to 875.5 million units, while large-area OLED shipments are projected to grow 15.5% YoY.

Chinese manufacturers will dominate with 67.9% of TV display shipments and 66.7% of total large-area LCD shipments in 2025. Key players include BOE (36.3% market share), China Star (16.5%), and Innolux (11.6%). In the OLED segment, Korean manufacturers will lead with 85.2% market share, with Samsung Display (55.1%) and LG Display (30.1%) as major players.

Notable trends include negative growth in TV (-1.9%) and monitor (-0.8%) segments, while tablet PC (11.7%) and notebook PC (4.1%) segments show positive growth projections.