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 reports US PC shipments (ex‑tablets) rose 3% YoY in Q4 2025 to 18.2 million units, and full‑year 2025 shipments reached 71.5 million (+3%). Omdia warns of a forecasted ~13% decline in 2026 to ~61.9 million units due to sharp memory and storage cost increases and constrained supply.
Q4 growth was driven by Windows 11 commercial refreshes, holiday consumer demand, and vendor inventory buying; education fell 11% in Q4. Vendor highlights: HP 25% share, Dell surged to 24.6%, Apple gained share to 11% for full‑year 2025.
Omdia forecasts that Netflix will exceed 1 billion monthly active users by 2027 and that YouTube will approach 3 billion global users by 2027. The research, presented at Series Mania, shows Netflix (18%) and YouTube (12%) are the top first-choice video services in France, and highlights complementarity between global platforms and local broadcasters across Europe.
Omdia reports global cloud infrastructure spending reached US$110.9 billion in Q4 2025, up 29% YoY, with six consecutive quarters >20% growth. Omdia forecasts 27% growth in 2026 as hyperscalers scale AI infrastructure and lift capital expenditure guidance sharply.
Key vendor moves: AWS 24% growth and US$244B backlog; Microsoft +39% revenue growth and US$37.5B quarterly capex; Google +50% growth and US$240B backlog.
Synack (NASDAQ:TTGT) and Omdia released "The 2026 State of Agentic AI in Pentesting," showing a major testing coverage gap: enterprises test only 32% of their global attack surface, leaving 68% untested.
The study of 200 U.S. security leaders finds 87% are actively planning, piloting, or using agentic AI, 95% rank pentesting as a top priority, and 95% expect agentic AI to displace traditional pentesting to some degree.
Omdia by Informa TechTarget (NASDAQ:TTGT) announced two senior appointments on March 18, 2026: Clint Wheelock as Head of Go-to-Market Insights & Advisory and Jean-François Pigeon as Chief Commercial Officer. The hires aim to accelerate go-to-market capability, global commercial alignment, and continued growth built on 2025 momentum.
Wheelock returns with a track record founding and scaling research firms; Pigeon brings large-scale sales and integration experience from prior roles including the TechTarget–Informa Tech combination.
Informa TechTarget (Nasdaq: TTGT) launched two AI-focused content solutions: the AI Visibility Audit and the GEO Topic Planner to help B2B brands adapt to zero-click search. The tools use buyer intent data, audience insights, and studio content capabilities. In 2025 the publisher reported AI-driven traffic +235% and membership sign-ups x4.
The offerings target discoverability, topical authority, and content alignment with AI answer engines; a webinar is scheduled for March 19, 2026.
Informa TechTarget (Nasdaq: TTGT) reported 2025 results and 2026 guidance on March 11, 2026. Full-year GAAP revenue was $486.8M, broadly flat versus combined 2024. Adjusted EBITDA rose to $87.3M (+11% YoY on a Combined Company basis) with margin of 17.9%.
Net loss widened to $1.0B due to a $931.5M non-cash goodwill impairment. Q4 revenue was $140.7M and Q4 Adjusted EBITDA was $41.6M. The company targets 2026 Adjusted EBITDA of $95.0M–$100.0M and a return to revenue growth.
Omdia research finds media multitasking has spread to older adults: 52% of US viewers aged 45–54 watched mobile video while watching TV in November 2025, up from 39% in November 2022. 35% of 55–64s now multitask, versus 20% three years earlier. The shift signals rising attention fragmentation and implications for streamers, broadcasters and advertisers to design integrated TV-plus-mobile content and engagement strategies.
Omdia forecasts global PC shipments will decline 12% in 2026 to 245.3 million units, citing severe memory and storage supply shortages and a minimum 60% price rise in 1Q26. Lower-price PCs ($500) are hardest hit (-28% to 62.1M); high-end ($900+) may sustain modest growth. Omdia flags downside risk toward a 15%+ decline if shortages worsen and notes regional transport uncertainty from Middle East conflict.
Omdia forecasts global smartphone shipments will fall about 7% in 2026, driven by tightening memory supply and elevated memory prices that raise BOM costs and erode vendor profitability.
Downside risks include continued memory price increases and geopolitical volatility, which could push shipments down >15% under a stress scenario.