Techtarget Stock Price, News & Analysis

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.

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.