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.
TechTarget, Inc. reports developments under the Informa TechTarget name, including financial results, segment reporting and product activity for its B2B technology market services. Following the completed Combination Plan, the company operates through Brand to Demand, which supports technology marketers and sales teams with content, market expertise and permissioned audience data, and Intelligence & Advisory, which includes technology research and advisory activity.
Recurring updates also include Omdia research on technology markets such as smartphones, tablets, cellular IoT, cloud infrastructure, semiconductors and TV operating systems. Company announcements describe go-to-market services, buyer-journey solutions, customer programs, partnerships and the use of proprietary market data to support enterprise technology vendors and related clients.
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.
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.