LONDON, Jan. 13, 2025 /PRNewswire/ -- New research from Omdia projects that shipments of micro light-emitting diode (LED) displays will surge to 34.6 million units by 2031. Despite this impressive growth, micro LED displays are expected to account for just 0.9% of the total display market, as the technology remains competitive only in select applications over the forecast period. Micro LED Display Shipment Forecast (Annual) Following reports in February 2024 that Apple postponed its micro LED display p ...

行业趋势 - Google的Tensor Processing Unit (TPU) AI芯片需求快速增长 可能开始侵蚀NVIDIA在GPU市场的主导地位 [1] - Broadcom的半导体解决方案部门为Google Meta和其他AI公司提供定制芯片外包服务 其3季度业绩揭示了Google的TPU采购趋势 [1] - Broadcom CEO Hock Tan将AI半导体收入目标上调至120亿美元 预计Google的TPU收入在60亿至90亿美元之间 取决于计算和网络设备的细分 [1] - 2025年一个神秘第三客户的TPU项目预计将加速 [1] 公司表现 - Google的TPU出货量即使按60亿美元的低估值计算 增长速度也足以首次从NVIDIA手中夺取市场份额 [2] - Google云平台业务在Google收入中的占比持续增长 同时盈利能力提高 表明TPU加速的实例类型或运行在TPU上的AI产品推动了Google云的增长 [2] - TPU加速的实例类型是高利润产品 [2]

"The four largest cloud providers—Microsoft, Amazon, Google, and Meta—will comprise nearly half of 2024's data center capex, amplifying their influence on the competitive server market," said Vlad Galabov, Omdia Senior Director. "With AI application development and deployment dominating compute priorities, vendors aligning with NVIDIA are thriving. These dynamics have propelled Foxconn to the top spot." Foxconn isn't the only vendor benefiting from the surge in demand for AI-optimized servers. Quanta Cloud ...

Aggregate semiconductor revenue for the first three quarters of 2024 increased by 26% compared to the same period in 2023 – a $102 billion increase – according to Omdia's Competitive Landscaping Tool report. This growth was fueled by strong demand for AI and related semiconductor components. Cliff Leimbach, Senior Analyst at Omdia, stated, "The high demand for AI is setting 2024 up to be a record-breaking year.  Semiconductor revenue from the first three quarters of 2024, approximately $494 billion, has alr ...

LONDON, Dec. 11, 2024 /PRNewswire/ -- Despite comprising over 300 vendors the QC market is at a nascent stage of market development. The reality is that essentially all vendor revenue to date comes from customers who are experimenting with QC technology – not using it for operational purposes. However, Omdia believes that 2025 will mark an important shift upwards in the trajectory of QC vendor revenue growth, partially because of a shift from experimentation to operation.Reaching "quantum advantage" will be ...

According to Omdia's latest OLED Display Market Tracker, small to medium OLED shipments are expected to surpass one billion units for the first time. The milestone includes displays ranging from 1-inch to 8-inch, covering a wide array of applications such as game consoles, AR/VR/MR headsets, near eyeglasses and head-mount displays, automotive displays, smartphones, sub displays, smartwatches and industrial displays. OLED technology has seen significant growth in the smartphone market, driven by China OLED m ...

At Content London, Maria Rua Aguete, Head of Media and Entertainment at Omdia, revealed key trends shaping the recovery of the global media and entertainment market. The research emphasized the growing impact of Free Ad-Supported Streaming TV (FAST) platforms and consumer electronics giants like Samsung, LG, and Roku that have focused on creating fresh opportunities for content producers. "With platforms such as Tubi, Pluto TV, and Samsung TV Plus expanding globally, their pursuit of original content marks ...

NEW YORK, Dec. 3, 2024 /PRNewswire/ -- The creation of Informa TechTarget was confirmed yesterday, following the successful completion of the combination of TechTarget, the global leader in purchase intent-driven services, with Informa Tech's digital businesses – part of Informa PLC (LSE: INF.L), a FTSE-50 UK Group with a leading position in international B2B events, B2B digital services and academic knowledge. Informa TechTarget aspires to be the leading B2B growth accelerator for the technology industry, ...

财务数据和关键指标变化 - 公司2024年Q1预期为高个位数下降相对同比持平但实际Q2增长1% Q3增长2% 且预计Q4到2025年上半年有类似趋势[19] 各条业务线数据和关键指标变化 - 公司在Q2末推出Account Insights Feed（订阅服务）是Priority Engine的模块专注于账户层面的第一方意图信号[10] - 公司推出Market Monitor（实时市场动态数据集）用于协助客户在内容投资、营销和销售推广等多方面[13] - 公司推出Priority Engine demand（基于订阅）为客户提供定制化内容运营以及购买群体和团队的洞察[15] 各个市场数据和关键指标变化 - 未涉及无相关内容 公司战略和发展方向和行业竞争 - 公司利用强大的资产负债表在低迷期投资以巩固领导地位且预期与Informa Tech数字业务的合并将增强这一优势并预计本季度完成交易[8] - 公司产品战略聚焦于连接不同产品从内容赋能到定制内容策略再到品牌等多方面[14] - 公司认为相比竞争对手在25年的发展中建立起的强大财务状况和资产负债表使其在投资方面更具优势且投资产品、内容和受众使其具有竞争优势[30][32] - 公司认为下一轮增长首先来自大型企业和战略客户的产品和能力提升且合并Informa Tech相关资产有助于在现有账户中开拓和扩张[24][25] 管理层对经营环境和未来前景的评论 - 公司连续两个季度实现营收同比温和增长且认为低迷期已过预计Q4到2025年初继续类似营收增长[7] - 公司认为利率环境改善、选举结束带来确定性以及AI新的技术投资周期即将到来等因素使其有理由保持乐观[7] - 公司认为处于两年的技术周期低谷期且看到一些积极信号如两次利率下调、总统选举结束等这些将有利于技术市场[19][21] 其他重要信息 - 公司提及可能会涉及非GAAP财务指标且在股东信中有与GAAP指标的调节（在合理努力范围内）[6] 问答环节所有的提问和回答 问题1：客户对今年的产品创新接受度如何以及2025年产品管道中有什么 - 回答：公司在产品创新方面很积极Q2末推出Account Insights Feed（订阅服务）与6sense合作；推出Market Monitor；推出Priority Engine demand等且产品战略聚焦连接不同产品这些都是为2025年做准备[10][12][13][14][15] 问题2：看到AI投资周期在页面浏览量、内容消费方面是否有接近变现的迹象 - 回答：客户在研发上投入很多（尤其是AI相关）当研发投资产生回报时预计看到客户在销售和营销方面推动增长且公司在技术购买团队等方面有深度覆盖有助于实现[17] 问题3：与过去周期相比本周期发展趋势如何能让公司确信明年支出将大幅改善 - 回答：公司2024年Q1预期为高个位数下降相对同比持平但实际Q2增长1% Q3增长2% 且预计Q4到2025年上半年有类似趋势且相比其他公司在衰退期表现更好且看到如利率下调、选举结束等积极信号[19] 问题4：下一个周期增长是由中小企业客户回归还是大企业客户带动 - 回答：首先是大型企业和战略客户的产品和能力提升且合并Informa Tech相关资产有助于在现有账户中开拓和扩张[24][25] 问题5：合并前的规划进展如何如果合并成功公司如何定位 - 回答：自1月10日宣布以来一直在进行与Informa Tech数字业务部门密切合作包括运营模式、组织架构等方面规划进展顺利[28] 问题6：投资如何使公司区别于在低迷期收缩的竞争对手 - 回答：公司25年建立起的强大财务状况和资产负债表使其在投资方面更具优势且投资产品、内容和受众使其具有竞争优势[30][32]

TechTarget (TTGT) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 27.27%. A quarter ago, it was expected that this operator of websites for information technology vendors would post earnings of $0.38 per share when it actually produced earnings of $0.42, delivering a surprise of 10.53 ...