Techtarget Stock Price, News & Analysis

Omdia's latest research forecasts cellular IoT connections to reach 5.1 billion by 2030, driven by three key technologies: 5G RedCap, 5G Massive IoT, and 4G LTE Cat-1bis modules. The study highlights 5G RedCap as a significant mid-tier connectivity solution, with adoption expected to accelerate from 2025.

The Asia & Oceania region will dominate the market, contributing over 67% of worldwide IoT module shipments and approximately 80% of total IoT connections in 2024. The automotive industry emerges as a key growth driver, fueled by increasing demand for 5G-connected intelligent vehicles.

TechTarget (Nasdaq: TTGT) has successfully regained compliance with Nasdaq's listing requirements following the filing of its Q1 2025 Form 10-Q report. The company, which serves as a growth accelerator for the B2B Technology sector, confirmed on July 15, 2025, that it has completed all required filings to date.

The company has committed to maintaining timely submissions of future regulatory filings, with its Q2 2025 financial results expected to be released by August 14, 2025. This development follows the company's previous statement from July 1, 2025, and the subsequent filing of its Q1 Report on July 14, 2025.

Omdia's latest TV market analysis reveals significant growth for two major TV operating systems in North America during Q1 2025. Vizio CastOS shipments grew 40.4% YoY to 1.2 million units, while Amazon FireTV increased 21.5% YoY to 1.2 million units.

North American TV shipments reached 9.8 million units (0.55% YoY growth), while global shipments hit 47.5 million units (2.4% YoY growth). Following Walmart's acquisition of Vizio, the average selling price of Vizio TVs decreased 9.6% to $227 in Q1 2025. Omdia forecasts Vizio CastOS to grow 25.8% YoY in 2025, reaching 6.0 million units and capturing 12% market share.

Omdia's latest research reveals strong market potential for 5G RedCap and eRedCap technology, projecting over 700 million global connections by 2030 despite slower enterprise adoption rates. These technologies bridge the gap between high-performance 5G and low-power IoT applications.

Key advantages include optimized performance for mid-tier IoT applications, reduced device complexity, and improved power consumption. Major carriers like AT&T, T-Mobile, and BT Group have completed RedCap trials, while manufacturers such as Qualcomm, MediaTek, and Quectel have launched commercial modules.

Future growth depends on factors including 5G SA network expansion, hardware cost reductions, ecosystem maturation, and development of enterprise use cases for mass-scale deployments.

Global industrial display panel shipments are projected to grow 3.4% YoY to 290.6 million units in 2025, according to Omdia's latest report. The growth is primarily driven by the smart home and office segment, which represents 64% of total shipments.

The launch of the Nintendo Switch 2 with its 7.9-inch LTPS display is expected to boost gaming console display shipments by 200% YoY to over 15 million units in 2025. Major display manufacturers including AUO Display Plus, BOE, Innolux, Tianma, and Truly are innovating with technologies such as EPD, ChLCD, AMOLED, and mini LED to capture market opportunities across various industrial applications.

BOE is set to become Apple's leading MacBook display panel supplier in 2025, projected to capture a 51% market share with approximately 11.5 million units, according to Omdia's analysis. This represents a significant 12 percentage point year-over-year increase.

Apple's total MacBook panel purchases are expected to reach 22.5 million units in 2025, showing a modest 1% YoY growth. Current market leader LG Display will see its share decline to 35%, with volume dropping 12.2% to 8.48 million units. Sharp is projected to experience a 20.8% decrease to 3.1 million units, maintaining a 14% market share.

The shift comes as Apple relocates OEM production from China to Vietnam due to potential US tariff policies. The industry is also preparing for a transition to OLED technology in MacBooks starting 2026, with Samsung Display expected to join the supply chain.

Informa TechTarget (Nasdaq: TTGT) reported preliminary Q1 2025 results with revenues of $104 million, representing a 77% increase from the previous year's reported revenues but a 6% decline year-on-year on a Combined Company basis. The company expects to report a significant Q1 net loss of $513-545 million, primarily due to a non-cash impairment of $450-475 million reflecting current market capitalization versus year-end book value.

The company reaffirmed its full-year 2025 outlook, targeting broadly flat year-on-year revenues and positive growth in adjusted EBITDA, with a target exceeding $85 million. Cost synergy targets have been accelerated, with the company now expecting to more than double its original Year 1 cost savings goal to a minimum of $10 million in operating synergies for 2025.

As part of its Foundation Year initiatives, Informa TechTarget is focusing on leadership appointments, operating model updates, and cost synergies. The company expects to achieve its overall $45 million run rate synergy target by the end of Year 3, comprising $25 million in cost synergies and $20 million in revenue synergies.

[ "Revenue increased 77% to $104 million over prior year's reported revenues", "Cost synergy targets doubled for Year 1, targeting minimum $10 million operating synergies in 2025", "Targeting over $85 million in adjusted EBITDA for 2025", "Expected to achieve $45 million run rate synergy target by end of Year 3", "Improving revenue momentum observed entering Q2 2025", "Strong balance sheet and cash generation supporting growth opportunities" ]

Informa TechTarget (Nasdaq: TTGT), a B2B Technology sector growth accelerator, has scheduled its Q1 2025 financial results announcement for July 1, 2025, after market close. The company will host a conference call and webcast at 5:00 p.m. ET on the same day.

CEO Gary Nugent and CFO Dan Noreck will lead the discussion on financial results and outlook. The results will be available on the company's investor relations website prior to the call. The conference call will be accessible via multiple dial-in numbers across the US and UK, with replay options available through July 31, 2025.

Omdia's latest TV Sets Forecast projects flat global TV shipments in 2025 at 208.7 million units (-0.1% YoY), with significant regional variations. North America is expected to grow by 1.6% to 49.9 million units, while China is projected to increase by 3.2% to 38.3 million units.

Despite overall flat growth, certain segments show remarkable expansion: Mini LED technology leads with 82.9% growth, followed by 90-inch+ TVs at 57.4%, and QD LCD at 36.0%. The growth is driven by premium features, competitive pricing strategies, and consumer electronics subsidies in China.

Latin America has seen strategic inventory build-up due to potential US tariff impacts, while other regions face a projected -1.2% decline due to inflation and lack of promotional catalysts.