Techtarget Stock Price, News & Analysis

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.

Informa TechTarget (Nasdaq: TTGT) has maintained its position as a Leader in Account-Based Marketing (ABM) according to QKS Group's SPARK Matrix Q3 2025 report. The company was recognized among 12 global ABM vendors for its comprehensive platform capabilities, robust intent data, and managed services.

The report highlights the enhanced capabilities following the December 2024 merger between Informa Tech and TechTarget, creating a unified data ecosystem that combines TechTarget's real-time behavioral intent data with Informa's industry research. Key strengths include full-funnel ABM execution, first-party intent data across thousands of topics, and precise go-to-market program enablement.

Omdia's analysis reveals 2025 as a pivotal year for 5G Standalone (SA) networks and RedCap device adoption in the IoT landscape. After 2024's delays, global 5G SA rollouts are accelerating, with T-Mobile launching North America's first commercial 5G RedCap device in October 2024.

The report highlights significant progress in network capabilities, with successful commercialization of network slicing through services like T-Mobile's T-Priority and Verizon's FrontLine. Private 5G networks are addressing security concerns, which 33% of organizations identified as their top IoT priority in Omdia's IoT Enterprise Survey 2025.

According to new Omdia research, the global wearable band market achieved record shipments of 50.2 million devices in Q2 2025, marking a 13% year-over-year increase. The market is projected to grow 8% in 2025 and 9% in 2026, driven by strong demand for both basic devices and advanced tracking features.

The market value reached $36.6 billion in 2024 and is expected to exceed $40 billion by end-2025. Smartwatches dominate with 69% market share in H2 2025, despite representing only 32% of shipments. The growth is fueled by increasing consumer focus on health, fitness, and sports, with opportunities in medical and clinical markets.

LTPO (Low-Temperature Polycrystalline Oxide) flexible AMOLED displays are set to overtake LTPS technology in smartphone display market share during H2 2025, according to Omdia's latest research. The shift is primarily driven by Apple's strategic move to adopt LTPO flexible AMOLED across all iPhone 17 series models.

AMOLED displays achieved a significant milestone in 2024, capturing 51% of overall smartphone display shipments, surpassing TFT LCD for the first time. LTPO's market share is expected to reach 55.3% in Q3 and 58.8% in Q4 2025. Chinese smartphone manufacturers are also expanding LTPO adoption from flagship to high-end models, with Samsung Display, BOE, and Tianma positioned as the main beneficiaries of this market transition.

Global TV market trends show contrasting growth patterns through 2029, according to Omdia's latest market analysis. While overall TV shipments will see minimal growth from 209 million units in 2025 to 211 million in 2029 (0.4% CAGR), the ultra-large segment (80+ inches) is projected to surge 44%, reaching 13 million units by 2029.

China and North America will dominate the ultra-large TV market, accounting for 54% and 28% of volume respectively by 2029. The mini LED TV segment is expected to grow from 12 million units in 2025 to 17 million in 2029, with particular emphasis on RGB mini LED technology, which offers superior color coverage and better cost scaling for larger screens compared to OLED.

Omdia's Enterprise Agentic AI Software Market Forecast reveals extraordinary growth projections for the agentic AI sector. The market is expected to expand from $1.5 billion in 2025 to $41.8 billion by 2030, demonstrating a remarkable 5-year CAGR of 175%, significantly outpacing traditional generative AI's 90% CAGR.

The report highlights that 39% of early adopters are implementing agentic AI primarily for cost reduction and productivity enhancement. By 2030, agentic AI is projected to represent 31% of the total generative AI market, up from 6% in 2025. The largest use cases include automated code development ($8.2 billion) and virtual assistants ($7.7 billion) by 2030.