Earnings summaries and quarterly performance for TechTarget.
Executive leadership at TechTarget.
Board of directors at TechTarget.
Research analysts who have asked questions during TechTarget earnings calls.
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Omdia Reports Record Semiconductor Industry Revenue in Q3 2025
TTGT
Revenue Acceleration/Inflection
Guidance Update
Earnings
- The semiconductor industry's revenue reached a record $216.3 billion in Q3 2025, marking the first time quarterly revenue surpassed $200 billion.
- This represents a 14.5% sequential growth from Q2 2025, significantly exceeding the typical seasonal expectation of around 5%.
- Full-year 2025 semiconductor industry revenue is projected to exceed $800 billion, growing nearly 20% compared to 2024.
- Growth is primarily driven by AI and memory products, with NVIDIA, Samsung, SK Hynix, and Micron identified as the top four companies by Q3 2025 revenue.
Dec 16, 2025, 6:39 AM
TechTarget's Omdia Reports US PC Shipments Decline in Q3 2025
TTGT
Demand Weakening
Guidance Update
- US PC shipments (excluding tablets) fell 1% year-on-year in Q3 2025 to 17.7 million units, marking the second consecutive quarter of decline.
- The consumer segment grew 8% in Q3 2025 to 7.6 million units, while the commercial segment declined by just under 1%. The education and government segments together saw a sharper 23% drop.
- Despite the recent declines, Omdia forecasts the US PC market to grow 4% for the full year 2025, expecting it to finish the year in a stronger position than in the previous two quarters.
- The decline in the education and government segments is attributed to reduced government funding and the unwinding of elevated inventory levels.
Dec 9, 2025, 10:00 AM
Informa TechTarget Announces Q3 2025 Financial Results and Reaffirms Full Year Guidance
TTGT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Informa TechTarget reported Q3 2025 revenues of $122 million, marking 1% year-on-year growth on a combined company basis and 2% sequential growth from Q2.
- Adjusted EBITDA increased by 9% year-on-year in Q3, demonstrating healthy margin expansion, while the company recorded a net loss of $77 million primarily due to an $80 million non-cash impairment.
- The company reaffirmed its full year 2025 guidance, anticipating broadly flat revenues on a combined company basis compared to the prior year and an increase in adjusted EBITDA to over $85 million.
- Informa TechTarget highlighted sequential momentum in year-on-year revenue growth, improving from negative 5.8% in Q1 to negative 1.6% in Q2, and achieving positive growth in Q3.
- Strategic focus areas include a revamped go-to-market strategy, product innovation leveraging combined assets, and integrating AI-driven solutions such as conversational AI interfaces for clients to interrogate market and audience data.
Nov 10, 2025, 10:00 PM
TechTarget Reports Improving Revenue Momentum for 10-Month Period
TTGT
Revenue Acceleration/Inflection
- Informa TechTarget announced an underlying revenue decline of -2.7% for the 10-month period ending October 31, 2025, compared to the prior year on a Combined Company basis.
- This figure indicates an improving revenue momentum, as it compares to an equivalent decline of -4.3% at the half-year mark.
Nov 10, 2025, 9:28 PM
Informa TechTarget Reports Q3 2025 Results and Reaffirms Full-Year Guidance
TTGT
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Informa TechTarget reported Q3 2025 revenues of $122 million, marking a 2% sequential increase from Q2 and 1% year-on-year growth, with Adjusted EBITDA reaching $23 million, also showing year-on-year and sequential growth.
- The company recorded a Q3 2025 net loss of $(77) million, which was significantly impacted by an $80.3 million non-cash impairment reflecting the difference between market capitalization and book value.
- Full-year 2025 guidance was reaffirmed, projecting broadly flat revenues compared to 2024 (on a Combined Company basis) and an increase in Adjusted EBITDA to at least $85 million.
- The reorganization plan is largely complete, incurring $12.4 million in one-off costs in Q3, and the company expects to over-deliver on cost synergies, now targeting a minimum of $10 million for 2025.
Nov 10, 2025, 9:20 PM
Quarterly earnings call transcripts for TechTarget.
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