中东欧地区成为2025年增速最快的市场，其次为亚太地区。全年来看，除北美外，各地区均实现两位数增长， 尽管北美全年略有下滑，但厂商与零售商的节日促销活动在一定程度上缓解了年度降幅。 Omdia研究经理Himani Mukka表示："2025年，平板市场实现了自2020年疫情驱动的需求高峰以来的最高年度 出货量。假日季的季节性需求，加上厂商在预期内存供应紧张前的备货行为，为第四季度的出货量提供了显著 支撑。然而，平板需求在2026年将面临越来越大的压力。" Mukka补充道："厂商需要在竞争力与盈利能力之间谨慎平衡，因为内存市场可能出现的进一步扰动将影响供 应可得性并推高价格。增长机会将更加有限，主要集中在发达市场的高端和旗舰机型更新周期，以及新兴市场 受公共部门支持的教育需求。" Omdia最新研究，2025年，全球平板市场继续复苏，全年出货量同比增长9.8%，达到1.62亿台。季度表现 来看，节日季表现最为强劲，2025年第四季度，出货量达4400万台，同比增长9.8%。 要点 2025年第四季度，全球平板市场同比增长10%。苹果表现最为强劲，出货量达到1960万台iPad，同比增长 16.5%，主要受iP ...

Omdia . Omdia隶属于Informa TechTarget，是一家专注于技术研究与咨询的机构。通过深刻的科技市场洞察力和 可操作的建议，Omdia帮助组织做出明智的增长决策。 要点 随着内存及闪存成本持续上升，消费电子行业的产品策略与竞争格局正加速演变。内存及闪存价格波动不 仅影响设备成本结构，也正在重塑OEM与元器件供应商的产品规划与市场定位。内存及闪存市场已进入新 的发展阶段，其变化将在2026年对整个消费科技生态产生深远影响。 Omdia将举办《Memory Disruption 2026：消费科技影响与应对策略》专题分享，汇聚Omdia旗下PC、游 戏掌机、智能手机、电视及半导体领域资深分析师，立足行业数据，深度解读内存价格走势、供应商布局 及市场连锁影响。 活动详情： 以下文章来源于Omdia ，作者Omdia 日期 ： 2026年 2 月 10 日，星期二 时 间 ： 上午 8:00 研讨会议题： Omdia隶属于Informa TechTarget, Inc.（纳斯达克代码：TTGT），是一家全球领先的技术研究与咨询机构。依托对科技 市场的深刻洞察、与行业领导者的深入对话以及庞大数据资 ...

Group 1 - Latin America is becoming one of the fastest-growing media markets globally, with projected revenue reaching $65 billion by 2026, reflecting a year-on-year growth of 10.7%, significantly outpacing the U.S. growth rate of 6.9% to $453 billion [2] - The growth in Latin America is driven by the rapid penetration of online video, the expansion of ad-driven models, and the rise of innovative content formats such as micro-dramas [2] - Brazil and Mexico are leading the expansion in the Latin American media market, with Brazil being the third-largest FAST (Free Ad-supported Streaming TV) market globally, generating $152 million in revenue [2] Group 2 - Micro-dramas are rapidly transforming the media landscape in Latin America, with global revenue expected to reach $14 billion by 2026, of which approximately $3 billion will come from markets outside China [3] - Micro-dramas are characterized by low production costs and high user engagement, becoming a core driver of mobile video participation [3] - The ViX platform by TelevisaUnivision demonstrates how micro-dramas can be integrated into AVOD (Ad-supported Video on Demand) and free ad-supported ecosystems, enhancing user engagement and total viewing time [3] Group 3 - Advertising has become the primary driver of media growth in Latin America, with $42 billion of global online video market growth by 2025 coming from ad-driven models, highlighting the shift from traditional TV and subscription monetization strategies to ad-dominated models [5] - This development underscores the increasing importance of advertising within the media ecosystem in the region [5] Group 4 - By 2026, global media and entertainment revenue is expected to approach $1.2 trillion, putting pressure on streaming services like Netflix, Amazon Prime Video, and Disney+ to close the interaction gap with social platforms like YouTube and TikTok, which have daily user engagement exceeding one hour [6] - The rise of native mobile content formats such as micro-dramas presents strategic opportunities to capture rapidly growing audiences without cannibalizing the audience for long-form quality content [6] - The mobile-centric consumption model, robust advertising market, and innovative storytelling formats in Latin America position it as a natural testing ground for the next phase of global media growth, with online video revenue projected to reach $34 billion by 2026 [6]

NEWTON, Mass.--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT) ("Informa TechTarget†or the "Company†), a leading growth accelerator for the B2B Technology sector, today announced that it will release its financial results for the fourth quarter and full-year ended December 31, 2025, after the market closes on Wednesday, March 11, 2026. The Company's Chief Executive Officer, Gary Nugent, and Chief Financial Officer, Dan Noreck, will host a live conference call and webcast at 5:00 p.m. Eastern Standard Tim ...

Core Insights - Retailers are projected to control 47% of the North American TV operating system market by 2029, an increase from 27% in 2025, indicating a significant shift in market dynamics [1] - The trend highlights a growing emphasis on e-commerce-driven retail media advertising over traditional TV shipment leadership, reflecting changing priorities within the retail sector [1] - The theme of this shift was prominently featured at CES 2026 in Las Vegas, alongside advancements in conversational AI-driven features [1] Industry Trends - The rapid transition in the TV OS market underscores the evolving landscape of retail media and advertising strategies [1] - Omdia's forecasts indicate a broader global opportunity in the TV OS sector, suggesting potential growth areas for stakeholders [1]

LONDON--(BUSINESS WIRE)-- #AI--Global semiconductor revenues will exceed $1tn in 2026, marking a historic milestone for the industry, according to Omdia's latest market analysis. This growth is being driven by the rapid surge in memory and logic IC revenues, generated by massive demand from AI market. The semiconductor revenue forecast for 2025 increased significantly to 20.3% year-over-year (YoY), reflecting stronger-than-anticipated 3Q25 results, and robust growth expected in 4Q25. Revenue growth i. ...

Summary of TechTarget Conference Call Company Overview - **Company**: TechTarget, following its merger with Informa Tech, is now operating as Informa TechTarget, focusing on informing, educating, and connecting the B2B technology industry [2][3] Key Points and Arguments Business Transformation and Strategy - The merger with Informa Tech was aimed at creating a complementary business model, enhancing product offerings, and consolidating brands under a unified identity [3][4][7] - Significant efforts were made in 2025 to integrate systems, streamline processes, and rationalize the product portfolio, resulting in the launch of a new unified demand portfolio [3][4] - The company aims to double its business in five years through market share gains, international growth, new market expansion, product innovation, and potential mergers and acquisitions [9][10] Market Insights - The enterprise IT market in North America represents about 60% of the addressable market, estimated at $20 billion [10] - The Middle East is identified as a buoyant market, with opportunities in the Asian technology market, particularly in China, Korea, and Japan [11] - The AI market is projected to reach $280 billion by 2028, with TechTarget positioned to connect technology buyers and sellers in this emerging sector [13][14] Customer Engagement and Trends - Active membership and engagement have grown year-on-year, with a notable increase in qualified leads due to the influence of AI and answer engines [22][23] - Video consumption is on the rise, indicating a shift in how decision-makers prefer to consume content [24] Financial Performance and Growth - The company is focused on larger customers, with 150-200 clients representing a significant portion of the market, as they have substantial demand and complex requirements [52][53] - The competitive landscape is characterized by a focus on permissioned and known audiences, with TechTarget positioned to leverage its data integrity against competitors relying on less reliable data sources [49] Product and Service Offerings - The business is segmented into three areas: intelligence and advisory, brand and content, and intent and demand, aligning with customer needs and product roadmaps [40][41] - Subscription models are being adopted for certain products, while others remain project-based, reflecting customer preferences for flexibility in purchasing [31][32] Financial Structure and Capital Allocation - The company maintains a low leverage capital structure and is comfortable with its current financial position, focusing on cash generation and strategic investments moving forward [55][57] - Future capital allocation will prioritize product development, share buybacks, and M&A activities, with a focus on integrating new acquisitions into the existing platform [58] Additional Important Insights - The company has seen strong cross-sell growth between legacy TechTarget assets and Informa Tech products, indicating successful integration and market penetration [54] - The competitive environment is challenging, with many competitors facing difficulties, but TechTarget is positioned to capture market share due to its scale and breadth of offerings [46][47]

Core Insights - Omdia's latest research indicates that the total shipment of desktops, laptops, and workstations will reach 75 million units in Q4 2025, representing a year-on-year growth of 10.1%. This will result in an annual PC shipment of 279.5 million units in 2025, a 9.2% increase from 2024 [1][2]. Shipment Performance - In Q4 2025, laptop shipments (including mobile workstations) will total 58.6 million units, with an annual total of 220.4 million units, achieving an 8% year-on-year growth for 2025 [2]. - Desktop shipments (including desktop workstations) will reach 16.2 million units in Q4, with an annual total of 59 million units, reflecting a 14.4% year-on-year increase [2]. Market Dynamics - Despite the positive outlook for the PC market in 2025, there will be tightening supply of memory and storage starting mid-year, leading to upward price pressures. By December 2025, PC manufacturers are expected to release price increase forecasts due to supply shortages impacting 2026 shipment expectations [4]. - The cost of mainstream PC memory and storage has risen by 40% to 70% from Q1 to Q4 2025, which will ultimately affect customer pricing. The industry is shifting towards higher-end products while streamlining mid to low-end configurations to protect profit margins [4]. Vendor Performance - Lenovo continues to lead the PC market, with Q4 2025 shipments reaching 7.1 million units, a year-on-year increase of 14.4%, and an annual total of 71 million units, up 14.6% [8]. - HP ranks second, with Q4 shipments of 1.54 million units, showing growth both quarter-on-quarter and year-on-year. Dell achieved a strong Q4 performance with a 26% year-on-year growth, totaling 4.2 million units for the year, a 7% increase from 2024 [8]. - Apple remains in fourth place and is the fastest-growing vendor for the year, with annual shipments of 28 million units, reflecting a 16.4% year-on-year growth. Asus ranks fifth, maintaining its position in both quarterly and annual rankings, with Q4 shipments of 530,000 units and an annual total of 20 million units, benefiting from a 7% growth in the holiday quarter [8]. Market Share Analysis - In Q4 2025, Lenovo holds a market share of 25.8%, HP at 20.6%, Dell at 16.7%, Apple at 9.4%, and Asus at 7.1%. The total shipment for the quarter is 74.8 million units, a 10.1% increase from Q4 2024 [9]. - For the entire year of 2025, Lenovo's market share is 25.4%, HP at 20.6%, Dell at 15.0%, Apple at 9.9%, and Asus at 7.2%, with total shipments reaching 279.5 million units, a 9.2% increase from 2024 [10].

Core Insights - The global annual television shipment is projected to exceed 210 million units by 2026, primarily driven by the promotional activities surrounding the FIFA World Cup. However, this growth will be partially offset by declining demand in the Chinese market and rising television storage prices, leading to an estimated year-on-year growth of only about 1% [2] - The shipment volume is expected to increase from 208 million units in 2025 to 210 million units in 2026, with a forecast of nearly 212 million units by 2029 [2] Regional Growth Trends - Europe is expected to be the fastest-growing market in 2026, with Western Europe projected to see a shipment increase of 3.2% and Eastern Europe by 3.1%. The North American market, as the host of the event, is also anticipated to achieve steady growth with an increase of approximately 2.2% [3] Comparison with China Market - In stark contrast to the positive growth expectations in Europe and North America, China's television shipment is forecasted to decline by 4.7% in 2026. This decline is attributed to the end of national subsidies, which led to a 12% year-on-year decrease in Q3 2025, following a previous artificial boost in market demand [5] - The weakness in Chinese television demand is expected to have profound implications for the global market, prompting Chinese brands to actively explore international markets for growth opportunities, potentially intensifying competition during periods of high marketing activity and demand [5] Emerging Opportunities in India and Asia-Pacific - Long-term, India is expected to become a key market for Chinese brands, driving competition and enhancing consumer choices. This focus on a large, rapidly expanding market will support growth in the Asia-Pacific region, with a projected year-on-year shipment increase of 2.6% in 2026. The region is anticipated to have a compound annual growth rate (CAGR) of 2.2% from 2025 to 2029, making it the fastest-growing area globally [5] - The Mini LED backlight technology is expected to continue being the best-performing segment, with a projected year-on-year growth of 16.9% in 2026 and a CAGR of 9.2% from 2025 to 2029. RGB Mini LED is gradually being applied in the high-end price segment, but prices are expected to decline during the forecast period, leading to rapid market penetration [5]

Core Insights - Omdia, part of Informa TechTarget, has received multiple prestigious awards for its contributions to research and client engagement across various sectors [1][5]. Group 1: Awards and Recognitions - Omdia was named IIAR Analyst Firm of the Year - 2025, ending IDC's five-year winning streak, highlighting its ability to deliver actionable insights and foster partnerships [2]. - Alex Viscusi was awarded IIAR Analyst Client Partner of the Year Americas - 2025 for her dedication to building strong relationships with analysts and clients [2]. - Karthik Jayakumar received the IIAR Analyst Client Partner of the Year APAC - 2025 award, recognizing his commitment to client collaboration in the Asia Pacific region [2]. - Maria Rua Aguete was honored with the Category Hero – Leadership award at the BASE Awards 2025 for her expertise and leadership in the media and entertainment sector [3]. - Omdia was recognized as the Best Analyst Firm at the Cybersecurity Marketing Society's 2025 Marquee Awards for its contributions to the cybersecurity industry [4]. Group 2: Company Philosophy and Commitment - The company emphasizes that true leadership begins with listening and understanding, which sharpens insights and empowers partners [5]. - Omdia's awards reflect its commitment to impactful research, innovation, and setting new standards of excellence across industries [5]. - The intelligence and advisory services provided by Omdia are backed by decades of expertise and comprehensive market coverage across various technology markets [5].