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Informa TechTarget (Nasdaq: TTGT) announced that CEO Gary Nugent and CFO Dan Noreck will participate in investor meetings in November 2025.
Key dates: November 18, 2025 — one-on-one meetings at the Craig-Hallum Alpha Select Conference in New York, and November 21, 2025 — virtual one-on-one meetings during Needham Tech Week. Investors should contact conference representatives or the company's investor relations team to schedule meetings.
Omdia forecasts the combined global TV and online video market will reach $1 trillion in annual revenue by 2030, driven entirely by online video growth while pay TV remains largely flat.
Key 2025 metrics include $214.6 billion in global video streaming revenue (12.8% annual growth), online subscriptions representing 77% of streaming revenue, and $42.1 billion in premium advertising revenue (+15.6% vs 2024). Omdia projects advertising for the US "big five" SVOD services will reach $24.3 billion (20% of their combined revenue) by 2030, up from 13% in 2025.
Omdia reports global smartphone shipments of 320.1 million units in Q3 2025, a 3% YoY increase driven by inventory corrections, earlier product launches and stronger channel demand.
Top vendors: Samsung 60.6M (+6%), Apple 56.5M (+4%), Xiaomi 43.4M (+1%), Transsion 28.6M (+12%), vivo 28.5M (+5%). Regional gains in Asia-Pacific (+5%) and Africa (+25%) offset declines in North America and Greater China. Omdia flags component shortages and rising costs as headwinds and notes growth focused in ultra-low-end (<$100) and high-end (>$700) segments.
Informa TechTarget (Nasdaq: TTGT) named Staci M. Gullotta as Chief Marketing Officer, effective October 27, 2025.
Gullotta brings over two decades of B2B enterprise technology marketing experience, previously leading demand marketing at ARIS and digital demand programs at FocusVision. She succeeds John A. Steinert, who will transition to a full-time thought‑leadership role. Management highlights emphasize her track record aligning sales and marketing, experience with Informa TechTarget products as a former client, and an MBA from Monmouth University.
Global communications provider (TTGT) revenue is forecast to reach $5.6 trillion by 2030, a 6.2% CAGR from 2025, driven by 6G, AI infrastructure, and hyperscale platforms.
Technology segment led by hyperscalers is projected to grow at a 9.4% CAGR and account for 55.9% of CP revenue by 2030. Omdia expects telecom capex of $395 billion and technology capex of $545 billion by 2030, with CP capex per person rising to $116 in 2030. Investment shifts toward mobile networks from 2028 as 6G preparations accelerate.
Walmart’s switch of Onn. TVs to CastOS and its acquisition of Vizio are projected to drive CastOS shipments in North America from 6.5 million in 2025 to 15 million in 2029, making CastOS the largest North American TV OS by shipments, according to Omdia’s 2Q25 TV Sets Design and Features Market Tracker.
The move gives Walmart an owned TV platform for direct advertising and e-commerce, and is expected to displace Roku as the pre-installed OS on Onn. TVs. Omdia forecasts Android will remain the global leader (42% in 2025 to 39% in 2029), Tizen will stay second (17% to 16%), and Vidaa and Fire TV will be the fastest-growing alternatives.
Automotive display market (1H 2025): global shipments reached 120.96 million units, a 5.1% YoY increase as the industry shifts from screen proliferation to software-defined cockpit integration.
Key application trends: center stack displays grew 2.0% YoY with LTPS rising to 46.4% share; instrument clusters rose 16.8% YoY to 43.3 million units; head-up displays expanded 25.3% YoY, with 3.1-inch+ HUDs now >50% of shipments. Aftermarket CSDs fell 15.9%. Ongoing technology upgrades (LTPS, AMOLED, larger HUD optics) and zonal compute maturation are recomposing cockpit visualization toward coordinated, software-driven systems.
Omdia forecasts global spending on telco network cloud infrastructure and software to grow from $17.4bn in 2025 to $24.8bn by 2030, a 7.3% CAGR. The report projects a 12% increase in 2025 (double 2024's rate) driven by cloud-native tooling, automation, and AI/GenAI integration into network operations. Key trends include 62%+ of operators viewing AI/ML support as critical, Kubernetes-based platform spending at a 25% CAGR, public-cloud network workloads rising from 3% in 2024 to 13% by 2030, and Red Hat holding a 25% share of cloud infrastructure management.
India smartphone shipments rose 3% YoY to 48.4 million units in 3Q25 as vendors stocked channels ahead of the festive season. vivo led with 9.7M units (20% share, +19% YoY), followed by Samsung 6.8M (14%, -9% YoY), Xiaomi 6.5M (13%, -17% YoY), OPPO 6.5M (13%, +3% YoY) and Apple 4.9M (10%, +47% YoY).
Growth was driven mostly by incentive-led channel push, early festive launches and financing schemes, while Omdia flagged sell-out lagging shipments and potential inventory build-up into 4Q25. For full-year 2025 Omdia expects a modest decline amid fragile demand.
Omdia forecasts global music publishing revenue to surpass $10bn in 2025 and rise to $14.04bn by 2030. The report projects a 5.4% CAGR for publishing over 2025–2030 and a 6.7% digital CAGR, with digital receipts topping $8bn in 2029 and reaching $8.67bn in 2030.
Streaming (Spotify, Apple Music, YouTube Music) is the largest and fastest-growing publisher income source, and publishing’s growth rate in 2030 (3.7%) is forecast to outpace recorded-music (2.3%). Publishing is expected to account for 21% of combined revenue in 2030, up from 18.9% in 2024.