Microdramas Rapidly Emerge as Dominant Mobile Video Format
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy TTGT?
Source: Newsfilter
- Increased Viewing Time: Omdia's analysis reveals that US users now spend more time watching microdramas on mobile apps than on Netflix, Disney+, or Amazon Prime Video, with ReelShort users averaging 35.7 minutes per day, highlighting the format's growing significance in daily life.
- Global Revenue Forecast: Omdia estimates that global microdrama revenues will reach $11 billion in 2025 and grow to $14 billion by 2026, with the US market accounting for 50% of revenues outside China, indicating rapid global expansion and market potential for microdramas.
- Intensifying Market Competition: As microdramas surpass major streaming platforms in daily usage in international markets like the UK and Mexico, traditional media are adapting by embedding short-form content to boost engagement, intensifying competition in the media landscape.
- New Opportunities for Telcos: Microdramas present unique opportunities for telcos, serving as bundled value-adds, churn reduction tools, and ad-funded partnerships, helping them address user churn and revenue pressures while enhancing daily engagement.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 4.810
Low
10.00
Averages
11.67
High
15.00
Current: 4.810
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.
Microdramas Rapidly Emerge as Dominant Mobile Video Format
- Increased Viewing Time: Omdia's analysis reveals that US users now spend more time watching microdramas on mobile apps than on Netflix, Disney+, or Amazon Prime Video, with ReelShort users averaging 35.7 minutes per day, highlighting the format's growing significance in daily life.
- Global Revenue Forecast: Omdia estimates that global microdrama revenues will reach $11 billion in 2025 and grow to $14 billion by 2026, with the US market accounting for 50% of revenues outside China, indicating rapid global expansion and market potential for microdramas.
- Intensifying Market Competition: As microdramas surpass major streaming platforms in daily usage in international markets like the UK and Mexico, traditional media are adapting by embedding short-form content to boost engagement, intensifying competition in the media landscape.
- New Opportunities for Telcos: Microdramas present unique opportunities for telcos, serving as bundled value-adds, churn reduction tools, and ad-funded partnerships, helping them address user churn and revenue pressures while enhancing daily engagement.
See More
Micro LED Display Revenue Set to Double by 2026
- Market Growth Projection: According to Omdia, micro LED display revenue is projected to increase from $52.4 million in 2025 to $105.4 million in 2026, reflecting a 100% year-over-year growth that indicates a strong demand and acceptance of new technologies in the market.
- Technological Breakthrough: Despite facing challenges such as variability in electro-optical characteristics and high manufacturing costs, manufacturers have begun mass production of micro LED TVs and public displays, which is driving rapid market development by overcoming these hurdles.
- Application Expansion: The rapid advancement of LEDoS technology allows micro LED displays to excel in high-precision applications like AR, VR, and near-eye displays, which is expected to attract more global brands to adopt this technology, further propelling market growth.
- Future Outlook: Omdia forecasts that by 2032, micro LED display revenue will reach approximately $6.8 billion, representing about 4.4% of the total flat panel display market, indicating significant future application potential, especially in specialized markets like automotive and transparent displays.
See More
Micro LED Display Revenue Expected to Double
- Market Growth Projection: According to Omdia, micro LED display revenue is projected to increase from $52.4 million in 2025 to $105.4 million in 2026, reflecting a 100% year-over-year growth that indicates strong market demand and technological advancements.
- Maturing Technology Driving Growth: Although applications for micro LED displays in public displays, ultra-large TVs, smartwatches, and smart glasses remain limited, rapidly maturing manufacturing capabilities and new product adoption are expected to drive significant shipment and revenue growth in the near term.
- LEDoS Technology Breakthrough: The rapid development of LEDoS (Micro LED on Silicon) technology enables manufacturers to electrically integrate micro LED chips onto semiconductor substrates, with typical displays measuring 0.1 to 0.2 inches diagonally and resolutions ranging from 4000 to 6000 pixels per inch, making them suitable for AR and VR applications.
- Market Application Outlook: Omdia projects that by 2032, micro LED display revenue will reach approximately $6.8 billion, representing about 4.4% of the total flat panel display market, indicating significant growth potential in specialized application markets where existing technologies cannot meet performance requirements.
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
Microdramas Rapidly Emerge as Dominant Mobile Video Format
- Increased Viewing Time: Omdia's analysis reveals that US users now spend more time watching microdramas on mobile apps than on Netflix, Disney+, or Amazon Prime Video, with ReelShort users averaging 35.7 minutes per day, highlighting the format's growing significance in daily life.
- Global Revenue Forecast: Omdia estimates that global microdrama revenues will reach $11 billion in 2025 and grow to $14 billion by 2026, with the US market accounting for 50% of revenues outside China, indicating rapid global expansion and market potential for microdramas.
- Intensifying Market Competition: As microdramas surpass major streaming platforms in daily usage in international markets like the UK and Mexico, traditional media are adapting by embedding short-form content to boost engagement, intensifying competition in the media landscape.
- New Opportunities for Telcos: Microdramas present unique opportunities for telcos, serving as bundled value-adds, churn reduction tools, and ad-funded partnerships, helping them address user churn and revenue pressures while enhancing daily engagement.
See More
Micro LED Display Revenue Set to Double by 2026
- Market Growth Projection: According to Omdia, micro LED display revenue is projected to increase from $52.4 million in 2025 to $105.4 million in 2026, reflecting a 100% year-over-year growth that indicates a strong demand and acceptance of new technologies in the market.
- Technological Breakthrough: Despite facing challenges such as variability in electro-optical characteristics and high manufacturing costs, manufacturers have begun mass production of micro LED TVs and public displays, which is driving rapid market development by overcoming these hurdles.
- Application Expansion: The rapid advancement of LEDoS technology allows micro LED displays to excel in high-precision applications like AR, VR, and near-eye displays, which is expected to attract more global brands to adopt this technology, further propelling market growth.
- Future Outlook: Omdia forecasts that by 2032, micro LED display revenue will reach approximately $6.8 billion, representing about 4.4% of the total flat panel display market, indicating significant future application potential, especially in specialized markets like automotive and transparent displays.
See More
Micro LED Display Revenue Expected to Double
- Market Growth Projection: According to Omdia, micro LED display revenue is projected to increase from $52.4 million in 2025 to $105.4 million in 2026, reflecting a 100% year-over-year growth that indicates strong market demand and technological advancements.
- Maturing Technology Driving Growth: Although applications for micro LED displays in public displays, ultra-large TVs, smartwatches, and smart glasses remain limited, rapidly maturing manufacturing capabilities and new product adoption are expected to drive significant shipment and revenue growth in the near term.
- LEDoS Technology Breakthrough: The rapid development of LEDoS (Micro LED on Silicon) technology enables manufacturers to electrically integrate micro LED chips onto semiconductor substrates, with typical displays measuring 0.1 to 0.2 inches diagonally and resolutions ranging from 4000 to 6000 pixels per inch, making them suitable for AR and VR applications.
- Market Application Outlook: Omdia projects that by 2032, micro LED display revenue will reach approximately $6.8 billion, representing about 4.4% of the total flat panel display market, indicating significant growth potential in specialized application markets where existing technologies cannot meet performance requirements.
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
