China's Cloud Infrastructure Market Continues Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy TTGT?
Source: Newsfilter
- Market Growth: According to Omdia, Mainland China's cloud infrastructure services market reached $13.4 billion in Q3 2025, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth, indicating sustained enterprise demand and investment in cloud services.
- AI-Driven Market Changes: As enterprises transition from early-stage AI experimentation to broader adoption, AI increasingly drives demand for core cloud infrastructure services, including compute, storage, and databases, accelerating the shift in cloud resource consumption toward production workloads.
- Leading Cloud Providers' Performance: In Q3 2025, Alibaba Cloud, Huawei Cloud, and Tencent Cloud held market shares of 36%, 16%, and 9%, respectively, with Alibaba Cloud achieving triple-digit growth in AI-related revenues for nine consecutive quarters, showcasing its market leadership and strong enterprise collaboration capabilities.
- Technological Innovation and Collaboration: Alibaba Cloud launched nine Qwen3-VL multimodal models, enhancing video understanding and spatial perception, while Huawei Cloud co-launched industry models with China Southern Airlines, reflecting ongoing efforts by cloud providers to innovate and meet the growing market demand for AI applications.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TTGT is 11.67 USD with a low forecast of 10.00 USD and a high forecast of 15.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 5.180
Low
10.00
Averages
11.67
High
15.00
Current: 5.180
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
China's Cloud Infrastructure Market Continues Growth
- Market Size Surge: In Q3 2025, China's cloud infrastructure services market reached $13.4 billion, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth, driven by sustained AI demand that accelerated core cloud service adoption.
- Alibaba Cloud Leadership: Alibaba Cloud increased its market share to 36% in Q3 2025, with AI-related revenues achieving triple-digit growth for nine consecutive quarters, supported by enterprise adoption and strategic partnerships with companies like Marriott and GAC Group.
- Huawei Cloud Steady Growth: Huawei Cloud maintained a 16% market share in Q3 2025, reporting a 14% year-on-year revenue growth, further advancing AI applications in industries through the co-launch of the Tianji Predictive Model with China Southern Airlines.
- Tencent Cloud Product Iteration: Tencent Cloud accounted for approximately 9% of the market in Q3 2025, facing constraints from limited advanced AI computing resources, yet enhanced enterprise AI deployment stability and scalability through the launch of the HY 2.0 series products.
See More
China's Cloud Infrastructure Market Continues Growth
- Market Growth: According to Omdia, Mainland China's cloud infrastructure services market reached $13.4 billion in Q3 2025, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth, indicating sustained enterprise demand and investment in cloud services.
- AI-Driven Market Changes: As enterprises transition from early-stage AI experimentation to broader adoption, AI increasingly drives demand for core cloud infrastructure services, including compute, storage, and databases, accelerating the shift in cloud resource consumption toward production workloads.
- Leading Cloud Providers' Performance: In Q3 2025, Alibaba Cloud, Huawei Cloud, and Tencent Cloud held market shares of 36%, 16%, and 9%, respectively, with Alibaba Cloud achieving triple-digit growth in AI-related revenues for nine consecutive quarters, showcasing its market leadership and strong enterprise collaboration capabilities.
- Technological Innovation and Collaboration: Alibaba Cloud launched nine Qwen3-VL multimodal models, enhancing video understanding and spatial perception, while Huawei Cloud co-launched industry models with China Southern Airlines, reflecting ongoing efforts by cloud providers to innovate and meet the growing market demand for AI applications.
See More
Global Tablet Market Shows Significant Recovery in 2025
- Shipment Growth: According to Omdia's latest research, global tablet shipments rose 9.8% year-on-year in 2025, reaching 162 million units, marking the highest annual shipment volume since the pandemic-driven demand surge in 2020, indicating a strong market recovery.
- Regional Performance Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a year-on-year decline; however, a healthy holiday season supported by vendor and retail discounts mitigated the overall downturn, showcasing regional market vitality.
- Key Vendor Dynamics: Apple shipped 19.63 million units in Q4 2025, capturing a 44.9% market share with a 16.5% year-on-year increase, while Samsung faced a 9.2% decline to 6.44 million units, highlighting the intense competition and shifts within the market.
- Future Outlook: As demand pressures mount in 2026, vendors will need to balance competitiveness with profitability, focusing on premium and flagship model replacement cycles, while also driving public-sector education demand in emerging markets, revealing selective growth opportunities in the market.
See More
Global Tablet Market Recovery in 2025
- Shipment Growth: According to Omdia's latest research, global tablet shipments rose 9.8% year-on-year in 2025, reaching 162 million units, indicating a market recovery post-pandemic, particularly strong in the holiday quarter.
- Regional Growth Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a decline; however, holiday season promotions helped mitigate the annual drop, showcasing regional market vitality.
- Major Vendor Performance: Apple shipped 19.63 million iPads in Q4 2025, a 16.5% increase, solidifying its market leadership, while Samsung's shipments fell 9.2% to 6.44 million units, reflecting pressures from a slowing market and highlighting competitive intensity.
- Future Market Outlook: Tablet demand is expected to face pressures in 2026, requiring vendors to balance competitiveness with profitability while driving replacement cycles for premium products and addressing educational market demands to adapt to the evolving market landscape.
See More
Global Smartphone Shipments Grow 2% in 2025, Led by Apple and Samsung
- Market Growth Trend: Global smartphone shipments reached 1.25 billion units in 2025, marking a 2% year-over-year increase and the highest annual volume since 2021, although Greater China saw a slight decline due to the fading subsidy effects.
- Apple's Strong Performance: Apple achieved its highest-ever shipment volume in 2025, with iPhone shipments growing 7% to 240.6 million units, maintaining its position as the world's largest vendor for the third consecutive year, particularly thriving in China with a 26% year-on-year growth.
- Samsung's Significant Rebound: After three consecutive years of decline, Samsung's shipments grew 7% year-on-year in 2025, culminating in a 16% increase in Q4, driven by strong flagship demand and a recovery in entry-level markets, indicating a positive shift in market share.
- Emerging Brands Rising: Nothing emerged as the fastest-growing vendor in 2025, with an 86% increase in shipments surpassing 3 million units, while vivo claimed the fourth spot for the first time, growing 4% to 105.3 million units, highlighting intensified market competition and brand diversification.
See More
TechTarget Schedules Q4 and Full-Year 2025 Earnings Call
- Earnings Release Schedule: TechTarget will release its Q4 and full-year financial results for 2025 after market close on March 11, 2026, highlighting the company's growth potential in the B2B technology sector.
- Call Timing and Participation: CEO Gary Nugent and CFO Dan Noreck will host a conference call at 5:00 p.m. ET on the same day, allowing investors to access financial results via the company's website and engage in discussions.
- Global Dial-In Information: The conference offers dial-in options for multiple countries, including toll-free numbers for the U.S. and U.K., ensuring global investor participation and enhancing company transparency and investor relations.
- Replay Information: A replay of the conference call will be available starting one hour after the call until April 10, 2026, allowing investors who missed the live event to access key information, further strengthening communication between the company and its investors.
See More
China's Cloud Infrastructure Market Continues Growth
- Market Size Surge: In Q3 2025, China's cloud infrastructure services market reached $13.4 billion, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth, driven by sustained AI demand that accelerated core cloud service adoption.
- Alibaba Cloud Leadership: Alibaba Cloud increased its market share to 36% in Q3 2025, with AI-related revenues achieving triple-digit growth for nine consecutive quarters, supported by enterprise adoption and strategic partnerships with companies like Marriott and GAC Group.
- Huawei Cloud Steady Growth: Huawei Cloud maintained a 16% market share in Q3 2025, reporting a 14% year-on-year revenue growth, further advancing AI applications in industries through the co-launch of the Tianji Predictive Model with China Southern Airlines.
- Tencent Cloud Product Iteration: Tencent Cloud accounted for approximately 9% of the market in Q3 2025, facing constraints from limited advanced AI computing resources, yet enhanced enterprise AI deployment stability and scalability through the launch of the HY 2.0 series products.
See More
China's Cloud Infrastructure Market Continues Growth
- Market Growth: According to Omdia, Mainland China's cloud infrastructure services market reached $13.4 billion in Q3 2025, growing 24% year-on-year, marking the second consecutive quarter of over 20% growth, indicating sustained enterprise demand and investment in cloud services.
- AI-Driven Market Changes: As enterprises transition from early-stage AI experimentation to broader adoption, AI increasingly drives demand for core cloud infrastructure services, including compute, storage, and databases, accelerating the shift in cloud resource consumption toward production workloads.
- Leading Cloud Providers' Performance: In Q3 2025, Alibaba Cloud, Huawei Cloud, and Tencent Cloud held market shares of 36%, 16%, and 9%, respectively, with Alibaba Cloud achieving triple-digit growth in AI-related revenues for nine consecutive quarters, showcasing its market leadership and strong enterprise collaboration capabilities.
- Technological Innovation and Collaboration: Alibaba Cloud launched nine Qwen3-VL multimodal models, enhancing video understanding and spatial perception, while Huawei Cloud co-launched industry models with China Southern Airlines, reflecting ongoing efforts by cloud providers to innovate and meet the growing market demand for AI applications.
See More
Global Tablet Market Shows Significant Recovery in 2025
- Shipment Growth: According to Omdia's latest research, global tablet shipments rose 9.8% year-on-year in 2025, reaching 162 million units, marking the highest annual shipment volume since the pandemic-driven demand surge in 2020, indicating a strong market recovery.
- Regional Performance Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a year-on-year decline; however, a healthy holiday season supported by vendor and retail discounts mitigated the overall downturn, showcasing regional market vitality.
- Key Vendor Dynamics: Apple shipped 19.63 million units in Q4 2025, capturing a 44.9% market share with a 16.5% year-on-year increase, while Samsung faced a 9.2% decline to 6.44 million units, highlighting the intense competition and shifts within the market.
- Future Outlook: As demand pressures mount in 2026, vendors will need to balance competitiveness with profitability, focusing on premium and flagship model replacement cycles, while also driving public-sector education demand in emerging markets, revealing selective growth opportunities in the market.
See More
Global Tablet Market Recovery in 2025
- Shipment Growth: According to Omdia's latest research, global tablet shipments rose 9.8% year-on-year in 2025, reaching 162 million units, indicating a market recovery post-pandemic, particularly strong in the holiday quarter.
- Regional Growth Variance: Central and Eastern Europe emerged as the fastest-growing region in 2025, closely followed by Asia Pacific, while North America experienced a decline; however, holiday season promotions helped mitigate the annual drop, showcasing regional market vitality.
- Major Vendor Performance: Apple shipped 19.63 million iPads in Q4 2025, a 16.5% increase, solidifying its market leadership, while Samsung's shipments fell 9.2% to 6.44 million units, reflecting pressures from a slowing market and highlighting competitive intensity.
- Future Market Outlook: Tablet demand is expected to face pressures in 2026, requiring vendors to balance competitiveness with profitability while driving replacement cycles for premium products and addressing educational market demands to adapt to the evolving market landscape.
See More
Global Smartphone Shipments Grow 2% in 2025, Led by Apple and Samsung
- Market Growth Trend: Global smartphone shipments reached 1.25 billion units in 2025, marking a 2% year-over-year increase and the highest annual volume since 2021, although Greater China saw a slight decline due to the fading subsidy effects.
- Apple's Strong Performance: Apple achieved its highest-ever shipment volume in 2025, with iPhone shipments growing 7% to 240.6 million units, maintaining its position as the world's largest vendor for the third consecutive year, particularly thriving in China with a 26% year-on-year growth.
- Samsung's Significant Rebound: After three consecutive years of decline, Samsung's shipments grew 7% year-on-year in 2025, culminating in a 16% increase in Q4, driven by strong flagship demand and a recovery in entry-level markets, indicating a positive shift in market share.
- Emerging Brands Rising: Nothing emerged as the fastest-growing vendor in 2025, with an 86% increase in shipments surpassing 3 million units, while vivo claimed the fourth spot for the first time, growing 4% to 105.3 million units, highlighting intensified market competition and brand diversification.
See More
TechTarget Schedules Q4 and Full-Year 2025 Earnings Call
- Earnings Release Schedule: TechTarget will release its Q4 and full-year financial results for 2025 after market close on March 11, 2026, highlighting the company's growth potential in the B2B technology sector.
- Call Timing and Participation: CEO Gary Nugent and CFO Dan Noreck will host a conference call at 5:00 p.m. ET on the same day, allowing investors to access financial results via the company's website and engage in discussions.
- Global Dial-In Information: The conference offers dial-in options for multiple countries, including toll-free numbers for the U.S. and U.K., ensuring global investor participation and enhancing company transparency and investor relations.
- Replay Information: A replay of the conference call will be available starting one hour after the call until April 10, 2026, allowing investors who missed the live event to access key information, further strengthening communication between the company and its investors.
See More
