Microdramas Rapidly Emerge as Dominant Mobile Video Format
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 23 2026
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: 3.870
Low
10.00
Averages
11.67
High
15.00
Current: 3.870
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.
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