US PC Shipments Grow 3% in Q4 2025, Reversing Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy TTGT?
Source: Newsfilter
- Shipment Growth: In Q4 2025, US PC shipments (excluding tablets) increased by 3% year-on-year to 18.2 million units, reversing two consecutive quarters of decline, driven by Windows 11 commercial refreshes, holiday demand, and proactive inventory management by vendors.
- Strong Consumer Demand: Consumer shipments rose 6% to 8.2 million units, marking the fourth consecutive quarter of annual growth, supported by holiday spending and a shift towards more affordable product ranges, indicating a preference for budget-friendly options in the market.
- Weak Education Segment: The education sector saw an 11% decline in Q4, although this was an improvement from the 29% drop in Q3 and 16% in Q2, suggesting that inventory issues have largely been resolved, yet reduced federal and state funding continues to impact school procurement.
- Cautious Future Outlook: Omdia forecasts a 13% decline in shipments for 2026 to approximately 61.9 million units, primarily due to a 40-70% increase in memory and storage costs since early 2025, with an expected further 60% rise in Q1 2026, significantly affecting the low-end market.
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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.
Global Traditional TV and Online Video Revenues to Exceed $1 Trillion
- Revenue Growth Forecast: According to Omdia, global traditional TV and online video revenues are projected to rise from $775 billion in 2025 to $1.03 trillion by 2030, indicating a significant structural shift in the media and entertainment industry, primarily driven by digital formats.
- Advertising-Led Growth: Online video advertising is expected to be the main growth engine, increasing from $309 billion in 2025 to $540 billion in 2030, with its share of total revenues rising from 40% to 53%, reflecting the robust growth of advertising models.
- Impact of Social Video Platforms: Platforms like Meta, TikTok, and YouTube are set to play a crucial role in online video advertising, generating approximately $400 billion in streaming ad revenues by 2030, fundamentally transforming content consumption and monetization strategies.
- Decline of Traditional Models: Linear TV advertising revenue is forecasted to decline from $123 billion in 2025 to $113 billion by 2030, with its market share dropping from 16% to 11%, highlighting the ongoing trend of audience migration towards digital platforms.
See More
US PC Shipments Grow 3% in Q4 2025, Reversing Decline
- Shipment Growth: In Q4 2025, US PC shipments (excluding tablets) increased by 3% year-on-year to 18.2 million units, reversing two consecutive quarters of decline, driven by Windows 11 commercial refreshes, holiday demand, and proactive inventory management by vendors.
- Strong Consumer Demand: Consumer shipments rose 6% to 8.2 million units, marking the fourth consecutive quarter of annual growth, supported by holiday spending and a shift towards more affordable product ranges, indicating a preference for budget-friendly options in the market.
- Weak Education Segment: The education sector saw an 11% decline in Q4, although this was an improvement from the 29% drop in Q3 and 16% in Q2, suggesting that inventory issues have largely been resolved, yet reduced federal and state funding continues to impact school procurement.
- Cautious Future Outlook: Omdia forecasts a 13% decline in shipments for 2026 to approximately 61.9 million units, primarily due to a 40-70% increase in memory and storage costs since early 2025, with an expected further 60% rise in Q1 2026, significantly affecting the low-end market.
See More
Cloud Infrastructure Spending Grows 29% in Q4 2025
- Accelerated Market Growth: According to Omdia, global spending on cloud infrastructure services reached $110.9 billion in Q4 2025, reflecting a 29% year-on-year growth, marking the sixth consecutive quarter of over 20% growth, indicating strong demand and investment willingness from enterprises.
- Increased AI Infrastructure Investment: As enterprise AI shifts from experimentation to production deployment, hyperscalers are ramping up investments to expand AI infrastructure capacity, with AWS expecting capital expenditures to reach $200 billion in 2026, over 50% higher than the nearly $132 billion recorded in 2025.
- Strong Performance from Major Cloud Providers: AWS held a 32% market share in Q4 2025 with a 24% year-on-year growth, while Microsoft Azure and Google Cloud achieved year-on-year growth rates of 39% and 50%, respectively, highlighting the intensifying competition in the cloud services market.
- Launch of Productized Agent Solutions: AWS introduced productized agent solutions such as Kiro and Amazon Quick, helping enterprises translate AI model capabilities into tangible business value, while Microsoft Azure continues to expand its multi-model AI platform, enhancing enterprise application capabilities.
See More
2026 State of Agentic AI in Pentesting Report Released
- Security Testing Priority: While 95% of organizations rank pentesting as a top priority, they are currently testing only 32% of their global attack surface on average, leaving 68% of the enterprise environment untested, which creates significant security blind spots as AI-enabled adversaries become more prevalent.
- AI-Driven Security Transformation: 87% of organizations have moved beyond evaluation and are actively planning or using agentic AI for penetration testing, with 95% anticipating that agentic AI will displace traditional pentesting services, and 49% expecting complete or significant displacement, indicating a shift towards more efficient security testing models.
- Human-Machine Testing Model: 64% of organizations prefer an agent-led, human-oversight model, which not only enhances the scale and coverage of testing but also ensures human creative judgment, reflecting how attackers actually operate in the field.
- Call to Action: The report emphasizes the need for security teams to improve remediation times and demonstrate business value to leadership, as Synack provides a comprehensive offensive security platform to help CISOs transition to a dynamic, resilient security posture to match the scale and speed of modern threats.
See More
Omdia Appoints New Executives to Drive Growth
- Leadership Changes: Omdia has appointed Clint Wheelock as Head of Go-to-Market Insights & Advisory, leveraging his extensive experience in high-growth research businesses to enhance Omdia's advisory services, thereby enabling clients to make informed strategic decisions and supporting global expansion.
- Strategic Optimization: Jean-François Pigeon joins as Chief Commercial Officer, tasked with aligning Omdia's Sales, Marketing, Customer Success, and Revenue Operations teams to drive scalable growth and deliver measurable value to clients, thereby enhancing the company's competitive position in the market.
- Enhanced Market Impact: Omdia President Bill Morelli highlighted that the addition of Clint and Jean-François will strengthen the company's sales leadership and high-growth research capabilities, ultimately delivering greater value to clients and expanding market reach.
- Future Growth Outlook: Omdia aims to strengthen enterprise customer relationships and meet the rising demand for expert guidance while further scaling its platform, reflecting the company's confidence in future growth opportunities.
See More
Informa TechTarget Launches AI Content Solutions to Enhance B2B Marketing
- New Solutions Launch: Informa TechTarget has introduced the AI Visibility Audit and GEO Topic Planner, designed to help B2B brands enhance their visibility and authority in an AI-driven market, thereby increasing customer trust and driving sales growth.
- Significant Traffic Growth: In 2025, Informa TechTarget saw a 235% increase in AI-driven traffic, while membership sign-ups from AI referrals quadrupled, demonstrating its strong performance and influence in the B2B market.
- Shifting Market Demand: With 80% of consumers relying on 'zero-click' results in at least 40% of searches, B2B buyers are adopting AI search at three times the rate of consumers, indicating a pressing need for AI-driven content strategies in the market.
- Strategic Partnership Advantage: Leveraging extensive market insights and buyer intent data, along with expertise in content strategy and AI, Informa TechTarget ensures its clients remain competitive in the rapidly evolving B2B marketing landscape, driving industry innovation.
See More
Global Traditional TV and Online Video Revenues to Exceed $1 Trillion
- Revenue Growth Forecast: According to Omdia, global traditional TV and online video revenues are projected to rise from $775 billion in 2025 to $1.03 trillion by 2030, indicating a significant structural shift in the media and entertainment industry, primarily driven by digital formats.
- Advertising-Led Growth: Online video advertising is expected to be the main growth engine, increasing from $309 billion in 2025 to $540 billion in 2030, with its share of total revenues rising from 40% to 53%, reflecting the robust growth of advertising models.
- Impact of Social Video Platforms: Platforms like Meta, TikTok, and YouTube are set to play a crucial role in online video advertising, generating approximately $400 billion in streaming ad revenues by 2030, fundamentally transforming content consumption and monetization strategies.
- Decline of Traditional Models: Linear TV advertising revenue is forecasted to decline from $123 billion in 2025 to $113 billion by 2030, with its market share dropping from 16% to 11%, highlighting the ongoing trend of audience migration towards digital platforms.
See More
US PC Shipments Grow 3% in Q4 2025, Reversing Decline
- Shipment Growth: In Q4 2025, US PC shipments (excluding tablets) increased by 3% year-on-year to 18.2 million units, reversing two consecutive quarters of decline, driven by Windows 11 commercial refreshes, holiday demand, and proactive inventory management by vendors.
- Strong Consumer Demand: Consumer shipments rose 6% to 8.2 million units, marking the fourth consecutive quarter of annual growth, supported by holiday spending and a shift towards more affordable product ranges, indicating a preference for budget-friendly options in the market.
- Weak Education Segment: The education sector saw an 11% decline in Q4, although this was an improvement from the 29% drop in Q3 and 16% in Q2, suggesting that inventory issues have largely been resolved, yet reduced federal and state funding continues to impact school procurement.
- Cautious Future Outlook: Omdia forecasts a 13% decline in shipments for 2026 to approximately 61.9 million units, primarily due to a 40-70% increase in memory and storage costs since early 2025, with an expected further 60% rise in Q1 2026, significantly affecting the low-end market.
See More
Cloud Infrastructure Spending Grows 29% in Q4 2025
- Accelerated Market Growth: According to Omdia, global spending on cloud infrastructure services reached $110.9 billion in Q4 2025, reflecting a 29% year-on-year growth, marking the sixth consecutive quarter of over 20% growth, indicating strong demand and investment willingness from enterprises.
- Increased AI Infrastructure Investment: As enterprise AI shifts from experimentation to production deployment, hyperscalers are ramping up investments to expand AI infrastructure capacity, with AWS expecting capital expenditures to reach $200 billion in 2026, over 50% higher than the nearly $132 billion recorded in 2025.
- Strong Performance from Major Cloud Providers: AWS held a 32% market share in Q4 2025 with a 24% year-on-year growth, while Microsoft Azure and Google Cloud achieved year-on-year growth rates of 39% and 50%, respectively, highlighting the intensifying competition in the cloud services market.
- Launch of Productized Agent Solutions: AWS introduced productized agent solutions such as Kiro and Amazon Quick, helping enterprises translate AI model capabilities into tangible business value, while Microsoft Azure continues to expand its multi-model AI platform, enhancing enterprise application capabilities.
See More
2026 State of Agentic AI in Pentesting Report Released
- Security Testing Priority: While 95% of organizations rank pentesting as a top priority, they are currently testing only 32% of their global attack surface on average, leaving 68% of the enterprise environment untested, which creates significant security blind spots as AI-enabled adversaries become more prevalent.
- AI-Driven Security Transformation: 87% of organizations have moved beyond evaluation and are actively planning or using agentic AI for penetration testing, with 95% anticipating that agentic AI will displace traditional pentesting services, and 49% expecting complete or significant displacement, indicating a shift towards more efficient security testing models.
- Human-Machine Testing Model: 64% of organizations prefer an agent-led, human-oversight model, which not only enhances the scale and coverage of testing but also ensures human creative judgment, reflecting how attackers actually operate in the field.
- Call to Action: The report emphasizes the need for security teams to improve remediation times and demonstrate business value to leadership, as Synack provides a comprehensive offensive security platform to help CISOs transition to a dynamic, resilient security posture to match the scale and speed of modern threats.
See More
Omdia Appoints New Executives to Drive Growth
- Leadership Changes: Omdia has appointed Clint Wheelock as Head of Go-to-Market Insights & Advisory, leveraging his extensive experience in high-growth research businesses to enhance Omdia's advisory services, thereby enabling clients to make informed strategic decisions and supporting global expansion.
- Strategic Optimization: Jean-François Pigeon joins as Chief Commercial Officer, tasked with aligning Omdia's Sales, Marketing, Customer Success, and Revenue Operations teams to drive scalable growth and deliver measurable value to clients, thereby enhancing the company's competitive position in the market.
- Enhanced Market Impact: Omdia President Bill Morelli highlighted that the addition of Clint and Jean-François will strengthen the company's sales leadership and high-growth research capabilities, ultimately delivering greater value to clients and expanding market reach.
- Future Growth Outlook: Omdia aims to strengthen enterprise customer relationships and meet the rising demand for expert guidance while further scaling its platform, reflecting the company's confidence in future growth opportunities.
See More
Informa TechTarget Launches AI Content Solutions to Enhance B2B Marketing
- New Solutions Launch: Informa TechTarget has introduced the AI Visibility Audit and GEO Topic Planner, designed to help B2B brands enhance their visibility and authority in an AI-driven market, thereby increasing customer trust and driving sales growth.
- Significant Traffic Growth: In 2025, Informa TechTarget saw a 235% increase in AI-driven traffic, while membership sign-ups from AI referrals quadrupled, demonstrating its strong performance and influence in the B2B market.
- Shifting Market Demand: With 80% of consumers relying on 'zero-click' results in at least 40% of searches, B2B buyers are adopting AI search at three times the rate of consumers, indicating a pressing need for AI-driven content strategies in the market.
- Strategic Partnership Advantage: Leveraging extensive market insights and buyer intent data, along with expertise in content strategy and AI, Informa TechTarget ensures its clients remain competitive in the rapidly evolving B2B marketing landscape, driving industry innovation.
See More
