TTGT

Interested in TechTarget, Inc.? Here are five stocks we like better. Revenue declined amid cautious customer spending: Second-quarter revenue fell 3.2% year over year to $116.1 million, while adjusted EBITDA declined to $15.1 million as customers delayed sales and marketing commitments and the company increased product-development investment. AI and demand-generation products are central to the strategy: Informa TechTarget expanded offerings including Nurture as a Service, NetLine HQL and a planned data-as-a-service intent product, while AI-related products and internal tools supported stronger audience activity and content bookings. 2026 guidance was reaffirmed: Despite near-term market softness, management cited a stronger pipeline, stable win rates and growth among larger customers, maintaining its outlook for full-year revenue and adjusted EBITDA growth of $95 million to $100 million. Informa TechTarget (NASDAQ:TTGT) reported second-quarter revenue of $116.1 million, down 3.2% from $119.9 million a year earlier, as customers continued to take longer to commit to sales and marketing spending amid an uncertain market environment. For the first half of 2026, revenue was broadly flat at $222.2 million. Chief Executive Officer Gary Nugent said the company saw modest growth in the first quarter followed by a modest decline in the second quarter against a stronger prior-year comparison. → Meta’s Earnings Drop Shows Wall Street Wants More Than Ad Growth “The B2B technology market continues to be challenged” by macroeconomic uncertainty and the accelerating influence of artificial intelligence on buyer research and marketing practices, Nugent said. He added that customers are prioritizing AI-related research and development spending over go-to-market investments, leaving marketing budgets subdued. Brand to Demand revenue was $85.9 million in the second quarter, a 1.7% year-over-year decline. Intelligence & Advisory revenue was $30.3 million, down 7.1%. For the first half, Brand to Demand revenue rose 1.2%, while Intelligence & Advisory revenue fell 5.5%, primarily because of lower consulting revenue. → 4 Oil and Gas ETF Plays as Prices Stay Sky-High Adjusted EBITDA for the quarter totaled $15.1 million, compared with $17.3 million in the prior-year quarter, producing an adjusted EBITDA margin of 13%. First-half adjusted EBITDA was $22.4 million, down from $23.1 million a year earlier, while the margin was 10.1%, compared with 10.3% in the prior-year period. Chief Financial Officer Dan Noreck said first-half margin performance reflected increased product-development investment and general cost inflation, partly offset by cost synergies. The company is continuing to invest in AI-enabled product innovation, data capabilities and go-to-market execution while managing expenses, he said. → Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is Falling On a GAAP basis, second-quarter net loss narrowed to $21.7 million from $398.7 million in the year-earlier period. Noreck noted that the 2025 period included a technical, non-cash goodwill impairment charge that did not recur in the latest quarter. Nugent said the company’s strategy of focusing on larger clients and higher-growth markets has produced revenue growth among its biggest customers and expanded its opportunity pipeline heading into the second half. He cited one global software customer whose relationship with the company expanded beyond U.S. demand-generation work into Europe, the Middle East and Africa, as well as content services. Revenue from that relationship grew 303% year over year, according to Nugent. The company identified data center, cloud, AI and cybersecurity as relatively buoyant markets. Nugent said telecommunications and service providers remained soft, contributing to a decline in subscription annualized contract value in that area. He also said the U.S. market has remained resilient, while macroeconomic and geopolitical concerns have had a greater effect internationally. During the first half, the company launched or expanded several offerings: Nurture as a Service: A BrightTALK platform capability designed to help clients further develop webinar leads before transferring them to sales teams. NetLine HQL: A highly qualified lead offering that Nugent said had become a multimillion-dollar product serving more than 50 clients. Demandbase integration: A partnership supporting the company’s NetLine demand-generation offering. Sherpa partnership: A partnership aimed at the technology partner ecosystem, including distributors, value-added resellers, systems integrators and managed service providers. DaaS intent offering: A planned data-as-a-service product intended to provide customers direct access to the company’s intent data. The company said it had integrated its first two beta customers through its native AI Model Context Protocol. Nugent said the BrightTALK nurture product had received a favorable response during a beta program involving roughly six to 12 customers, though he characterized the commercial rollout as early stage. The company said it is using AI both in its products and internal operations. Its AI visibility and geotopic planning services, launched in March, have generated demand for the company’s broader content portfolio rather than being expected to become material standalone revenue sources, Nugent said. Studio content bookings rose by double digits year over year in the second quarter, he added. Informa TechTarget also introduced a second-generation AI search function across its publication network. In the first few weeks after launch, more than one-third of search clicks led readers to a publication different from the one where their searches began, while 78% of click-throughs occurred when members engaged with content across the network rather than within a single publication. The company said active membership rose year over year and member activity increased significantly from the first quarter. It also said citations and cited pages trended positively in the second quarter, while its journalism received 57 industry awards year to date. Operationally, Nugent said the delivery operations team reduced the elapsed time from receiving a content-syndication lead-generation order to delivery by more than 30% quarter over quarter. The company ended the quarter with $45.8 million in cash and cash equivalents. Of its $250 million unsecured five-year revolving credit facility, $120.1 million was utilized at quarter-end. Operating cash flow for the first half was $3.3 million, while adjusted free cash flow was $20 million. Noreck said cash flow can be affected by seasonal patterns, working-capital timing and the timing of integration and restructuring activities. He said management remains focused on improving cash generation as the business grows. Informa TechTarget reiterated its 2026 outlook, continuing to target full-year revenue growth and adjusted EBITDA growth. The company expects adjusted EBITDA of between $95 million and $100 million. Nugent said management’s confidence is supported by a pipeline whose opportunity count and weighted value are materially higher than both the prior-year level and the company’s position at the start of 2026. He also cited a slight increase in average deal values, stable win rates and sales-cycle trends, and backlog that is broadly flat year over year entering the second half. TechTarget, Inc operates as a specialized media and information services company focused on the technology sector. Through a network of over 140 online channels and dedicated sites covering a wide range of IT topics—from cloud computing and cybersecurity to data analytics and storage—the company delivers targeted content, research, and insights to enterprise technology buyers. TechTarget's offerings enable technology vendors and service providers to engage with qualified audiences at every stage of the purchasing cycle. The company's core products include purchase intent data solutions and lead-generation platforms designed to identify and nurture prospects actively researching technology solutions. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "TechTarget Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

Continued Strategic Progress in Q2 2026 2026 Growth Guidance Reiterated NEWTON, Mass., August 06, 2026--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT), ("Informa TechTarget" or the "Company"), an indispensable partner for B2B intelligence, media and marketing solutions, today reports financial results for the second quarter ended June 30, 2026. Gary Nugent, Chief Executive Officer, Informa TechTarget, said: "We remain focused on our growth initiatives and are committed to delivering year-over-year growth in 2026. While customer spending reflects a challenging market backdrop, the fundamentals of our business continue to strengthen. Our opportunity pipeline is expanding significantly as we focus our go-to-market efforts on our largest customers and our highest growth markets." He added: "As we move through the second half our focus is on converting this growing pipeline, further enhancing our product portfolio, and driving profitable growth through the operating leverage inherent in our business model." Business Highlights Financial Performance: Broadly flat year-over-year revenues in the first half of 2026, reflecting continuing delivery of our strategy in a subdued market. Within this, Q2 2026 revenue was $116.1 million (Q2 2025: $119.9 million), down 3.2% year-over-year, and with a net loss of $21.7 million (net loss margin 18.7%) reduced from $398.7 million in Q2 2025 (net loss margin 332.4%); Adjusted EBITDA margin stable: Q2 2026 Adjusted EBITDA(1) of $15.1 million (Q2 2025: $17.3 million), up from $7.4 million in Q1 2026, delivering an Adjusted EBITDA margin(1) of 13.0% (Q2 2025: 14.4%). First half Adjusted EBITDA margin broadly consistent year-over-year with product investment and inflation largely offset by cost savings and synergies; Commercial Momentum: Our strategy to focus on our largest customers and highest growth markets is delivering positive results, including year on year revenue growth in those areas and expanding pipeline opportunities; New Product launches and Partnership Momentum: BrightTALK Nurture as a Service, Netline HQL, Studio AI Visibility Audit, GEO topic planner, Demandbase for Demand Marketers and Sherpa for Partner Marketers are just some of the initiatives launched in the first half, broadening the Company's growth opportunities and value proposition; AI Innovation: Expanded AI-enabled offerings with new search and intent intelligence capabilities designed to improve audience engagement, content discovery, and enhanced integrations via our first commercially available MCP; Audience and Membership Growth: Active membership and activity of members continued to grow year on year despite traffic disruption, supported by specialist media brands, editorial relevance, and ongoing focus on distribution and AI visibility; Balance Sheet Strength: Cash and cash equivalents of $45.8 million at period end, with $120.1 million of the Company’s $250 million unsecured five-year revolving credit facility utilized; 2026 Growth Guidance Reiterated: The Company continues to target full year growth in Revenue and Adjusted EBITDA, with Adjusted EBITDA guidance of $95.0 million to $100.0 million. Financial Summary Second Quarter and First Half 2026 Financial Results First half year revenues were $222.2 million, broadly flat (-0.7%) compared to the prior year, reflecting modest year-over-year growth in the first quarter (+2.1%) followed by a modest decline (-3.2%) against the stronger comparative in the second quarter. Q2 revenues were $116.1 million (Q2 2025: $119.9 million). The market backdrop has created some challenges in the month-by-month revenue performance with customers taking longer to make decisions and commit to sales and marketing expenditures. Against this backdrop, we continue to focus on improving our market proposition, investing in our products and services across the product lifecycles, differentiating our offer to customers and positioning the Company to take advantage of any improvement in the market environment. Over the first half-year, revenue in the B2D segment grew by +1.2% year-over-year while the I&A segment reported a decline of -5.5% primarily due to lower consulting revenues. Net losses in the second quarter narrowed to $21.7 million (net loss margin 18.7%) compared to $398.7 million for the same period in 2025 (net loss margin 332.4%). This included no technical non-cash goodwill impairment in Q2 2026, which was down from $382.2 million in Q2 2025. On a first half basis, net loss improved to $92.5 million (net loss margin 41.6%) compared to $922.1 million (net loss margin 411.9%) in the prior-year period, primarily reflecting a substantially lower non-cash goodwill impairment charge, ongoing realization of merger-related cost synergies, and disciplined cost management. For the first half, Adjusted EBITDA was broadly flat year-on-year at $22.4 million (H1 2025: $23.1 million). Adjusted EBITDA for the second quarter was $15.1 million, down from $17.3 million for the same period in 2025 reflecting a combination of increased product investment and general cost inflation being partly offset by cost synergies. The Adjusted EBITDA margin remained stable at 10.1% for the first half year compared to 10.3% for the same period in the prior year. The balance sheet remains strong, with $45.8 million in cash and cash equivalents at the end of the second quarter and with $120.1 million of the Company’s $250 million unsecured five-year revolving credit facility utilized. Reiterated 2026 Growth Outlook The Company remains focused on its strategy and continues to target full year growth in Revenue, and Adjusted EBITDA in the range of $95 million and $100 million. The Company’s financial outlook statements are based on current expectations. The preceding statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under "forward-looking statements" below. The Company has not reconciled its Adjusted EBITDA outlook to GAAP net income (loss) due to the uncertainty and variability of earnings before net interest, income taxes, depreciation and amortization, as further adjusted to exclude stock-based compensation, other income and expenses such as asset impairment and impairment related to goodwill, costs related to mergers, acquisitions or reduction in forces expenses, and foreign exchange gains or losses, if any, which are reconciling items between Adjusted EBITDA and GAAP net income (loss). Because the Company cannot reasonably predict such items, a reconciliation to forecasted GAAP net income (loss) is not available without unreasonable effort. Such items could have a significant impact on the calculation of GAAP net income (loss). For more information, see "Non-GAAP Financial Measures and Key Business Metrics" below. Conference Call and Webcast The Company will discuss these financial results in a conference call and webcast on Thursday, August 6, 2026 at 5:00 PM (Eastern Time) which will include brief remarks by management followed by questions and answers. Those wishing to participate via the webcast should access the call through Informa TechTarget’s investor relations website at investor.informatechtarget.com. Those wishing to participate via telephone may dial in at 1-877-407-6184 (USA) or 1-201-389-0877 (International). The webcast replay will be available through Informa TechTarget’s investor relations website. About Informa TechTarget Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 59 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn © 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners. Non-GAAP Financial Measures and Key Business MetricsThis release and the accompanying tables include a discussion of Adjusted EBITDA, Adjusted EBITDA Margin, Net Loss Margin, Adjusted Free Cash Flow, Free Cash Flow, Net Debt and Segment Operating Income, all of which are non-GAAP financial measures which are provided as a complement to results provided in accordance with GAAP."Adjusted EBITDA" means earnings before net interest, income taxes, depreciation and amortization, as further adjusted to exclude stock-based compensation, other income and expenses such as asset impairment and impairment related to goodwill, costs related to mergers, acquisitions or reduction in forces expenses, and foreign exchange gains or losses, if any. As of the second quarter 2025, we have revised our Adjusted EBITDA calculation to exclude the effects of foreign exchange gains and losses, if any, and we have recast comparative prior period amounts accordingly."Adjusted EBITDA Margin" means Adjusted EBITDA divided by Revenue."Adjusted Free Cash Flow" means the change in net cash provided by (used in) operating activities less capital expenditures, further adjusted to add back restructuring costs (not including stock-based compensation costs), costs related to acquisitions of businesses, net of cash required, and expenses related to acquisition and integration costs."Free Cash Flow" means the change in net cash provided by (used in) operating activities less capital expenditures."Net Debt" at a period end means cash, cash equivalents and short-term investments less financial debt obligations including related party revolving lines of credit."Total Segment Operating Income" means the total income generated from each of the segments less costs attributable to the segments prior to allocating corporate level expenses, interest, and taxes. These non-GAAP measures should be considered in addition to results prepared in accordance with GAAP, but should not be considered a substitute for, or superior to, GAAP results. In addition, our definitions of Adjusted EBITDA, Adjusted EBITDA margin, Adjusted Free Cash Flow, Free Cash Flow, Net Debt and Segment Operating Income, may not be comparable to the definitions as reported by other companies. We believe that these measures provide relevant and useful information to enable us and investors to compare our operating performance, and financial position in the case of net debt, using an additional measurement. We use these measures in our internal management reporting and planning process as primary measures to evaluate the operating performance of our business, as well as potential acquisitions. The components of Adjusted EBITDA include the key revenue and expense items for which our operating managers are responsible and upon which we evaluate their performance. Adjusted EBITDA is also used in presentations to our Board of Directors. Furthermore, we intend to provide these non-GAAP financial measures as part of our future earnings discussions and, therefore, the inclusion of these non-GAAP financial measures will provide consistency in our financial reporting. A reconciliation of these non-GAAP measures to GAAP is provided in the accompanying tables, except that full reconciliations of certain forward-looking non-GAAP measures are not provided because the Company is unable to provide such reconciliations without unreasonable effort due to the uncertainty and inherent difficulty of predicting the occurrence and financial impact of certain significant items. These items include, but are not limited to, acquisition and integration costs, amortization of intangible assets, restructuring and other expenses, asset impairment, and the income tax effect of these items. These items are uncertain, depend on various factors, including, but not limited to, our recent acquisition of Former TechTarget and could have a material impact on GAAP reported results for the relevant period. Cautionary Note Regarding Forward-Looking Statements This press release contains "forward-looking statements". All statements, other than historical facts, are forward-looking statements, including: statements regarding the expected benefits of the transactions consummated on December 2, 2024 (the "Closing Date") pursuant to the Agreement and Plan of Merger, dated as of January 10, 2024, among TechTarget Holdings Inc. (formerly known as TechTarget, Inc. ("Former TechTarget")), Informa TechTarget, Toro Acquisition Sub, LLC, Informa PLC, Informa US Holdings Limited, and Informa Intrepid Holdings Inc. (the "Transactions"), such as improved operations, enhanced revenues and cash flow, synergies, growth potential, market profile, business plans, expanded portfolio and financial strength; our expectations surrounding the Transactions and our ability to grow our business and bolster our financial position; our expected contractual obligations and capital expenditures; our future results of operations and financial position; industry and business trends; the impact of market conditions and other macroeconomic factors on our business, financial condition and results of operations and guidance for 2026; our future business strategy, plans, market growth and our objectives for future operations; the effectiveness of our restructuring and workforce reduction program; the continued remediation of material weaknesses in our internal control over financial reporting; and our competitive market position within our industry. Forward-looking statements concern future circumstances and results and other statements that are not historical facts and are sometimes identified by the words "may," "will," "should," "potential," "intend," "expect," "endeavor," "seek," "anticipate," "estimate," "overestimate," "underestimate," "believe," "plan," "could," "would," "project," "predict," "continue," "target," or the negatives of these words or other similar terms or expressions that concern Informa TechTarget’s expectations, strategy, priorities, plans, or intentions. Forward-looking statements are based upon current plans, estimates, and expectations that are subject to risks, uncertainties, and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. We can give no assurance that such plans, estimates, or expectations will be achieved, and therefore, actual results may differ materially from any plans, estimates, or expectations in such forward-looking statements. Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: unexpected costs, charges, or expenses resulting from the Transactions; uncertainty regarding the expected financial performance of Informa TechTarget; failure to realize the anticipated benefits of the Transactions, including as a result of integrating the Informa Tech Digital Businesses with the business of Former TechTarget; the ability of Informa TechTarget to implement its business strategy; difficulties and delays in Informa TechTarget achieving revenue and cost synergies; evolving legal, regulatory, and tax regimes; changes in economic, financial, political, and regulatory conditions, in the United States and elsewhere, and other factors that contribute to uncertainty and volatility such as inflationary pressures and geopolitical tensions including war; natural and man-made disasters, civil unrest, pandemics, geopolitical uncertainty and conflicts, and conditions that may result from legislative, regulatory, trade, and policy changes associated with the current or subsequent U.S. administrations; Informa TechTarget’s ability to meet expectations regarding the accounting and tax treatments of the Transactions; market acceptance of Informa TechTarget’s products and services; the impact of pandemics and future health epidemics and any related economic downturns on Informa TechTarget and the markets in which it and its customers operate; changes in economic or regulatory conditions or other trends affecting the internet, internet advertising and information technology industries; data privacy and artificial intelligence laws, rules, and regulations; the impact of foreign currency exchange rates; certain macroeconomic factors facing the global economy, including disruptions in the capital markets, economic sanctions and economic slowdowns or recessions, tariffs and trade disputes, rising inflation and interest rate fluctuations on the operating results of Informa TechTarget; and other matters included in Risk Factors of Informa TechTarget’s Form 10-K for fiscal year 2025 (filed with the United States Securities and Exchange Commission (the "SEC") on March 11, 2026) and other documents filed by Informa TechTarget from time to time with the SEC. This summary of risks and uncertainties should not be considered to be a complete statement of all potential risks and uncertainties that may affect Informa TechTarget. Other factors may affect the accuracy and reliability of forward-looking statements. We caution you not to place undue reliance on any of these forward-looking statements as they are not guarantees of future performance or outcomes. Actual performance and outcomes, including, without limitation, Informa TechTarget’s actual results of operations, financial condition and liquidity, may differ materially from those made in or suggested by the forward-looking statements contained in this press release. Any forward-looking statements speak only as of the date of this press release. None of Informa TechTarget, its affiliates, advisors or representatives, undertake any obligation to update any forward-looking statements, whether as a result of new information or developments, future events, or otherwise, except as required by applicable law. Readers are cautioned not to place undue reliance on any of these forward-looking statements. View source version on businesswire.com: https://www.businesswire.com/news/home/20260806583620/en/ Contacts ContactsDan Noreck, Chief Financial [email protected] Garrett Mann, Corporate [email protected]

Live Conference Call and Webcast Scheduled to Begin at 5:00 p.m. ET on August 6, 2026 NEWTON, Mass., July 16, 2026--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT) ("Informa TechTarget" or the "Company"), a leading growth accelerator for the B2B Technology sector, today announced that it will release its financial results for the second quarter ended June 30, 2026 after the market closes on Thursday, August 6, 2026. The Company’s Chief Executive Officer, Gary Nugent, and Chief Financial Officer, Dan Noreck, will host a live conference call and webcast at 5:00 p.m. Eastern Time on that day to discuss the Company’s financial results and outlook. Those wishing to participate via the webcast should access the call through Informa TechTarget’s investor relations website at investor.informatechtarget.com. Those wishing to participate via telephone may dial in at 1-877-407-6184 (USA) or 1-201-389-0877 (International). The webcast replay will be available through Informa TechTarget’s investor relations website. About Informa TechTarget Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260715164946/en/ Contacts Investor Inquiries Daniel NoreckMitesh KotechaInforma [email protected] Media Inquiries Garrett MannCorporate CommunicationsInforma [email protected]

LONDON, June 10, 2026--(BUSINESS WIRE)--Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia. Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25. Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27% quarter-over-quarter (QoQ) growth is the highest observed. The market has now experienced three consecutive quarters of double-digit revenue growth, with 2Q26 expected to continue this pattern. This puts semiconductor revenue on track to surpass $700bn in 1H26. AI-related demand remains strong, while memory supply/demand imbalances continue to be among the leading trends in the semiconductor market. Memory market reaches another new high Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND markets as average selling prices (ASPs) have risen sharply. The result is that these two components accounted for over 40% of all semiconductor revenue in 1Q26, much greater than the long-term average of around 20% revenue share. Within the memory market, NAND was a particularly strong contributor to growth. NAND revenue reached just under $48bn in 1Q26, rising 96% QoQ as pricing increased across the market. NAND ASPs increased 95% sequentially, driven by sustained AI and data center demand alongside ongoing supply constraints. With utilization remaining high and supply recovery limited by technology transitions, yield learning, and product mix challenges, NAND market momentum is expected to continue through 2Q26, supporting further revenue growth and price increases. Outside of memory, growth is more consistent with historical patterns While the memory market has broken from historical patterns, that is not the case for the rest of the semiconductor market. Removing memory IC revenue shows that the 1Q26 semiconductor market grew, but much more modestly. Non-memory semiconductor revenue grew just over 2% QoQ in 1Q26. Historically, revenue for both the overall semiconductor market and the non-memory portion declines in Q1 by approximately 4%. Some components performed at typical seasonal rates; Microcontrollers (MCUs), discretes, and optical markets saw slight to mid-single digit QoQ declines for the first quarter of the year. However, other components, especially those in the AI and data center ecosystem, outperformed the typical decline in revenue in the first quarter. This gave the non-memory side of the semiconductor market modest growth. Outlook Strong growth is expected to continue in 2Q26 as memory revenue continues to drive the semiconductor market forward. Quarterly growth is expected to be lower than in the first quarter, but still enough to result in more than 20% sequential growth for the semiconductor market. "Four consecutive quarters of double-digit revenue growth for the market show the strength of the current demand for semiconductors," said Clifford Leimbach, Practice Leader at Omdia. "This expected growth would bring 1H26 to over $700bn, well on track to surpass the $1tn threshold this year. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610290507/en/ Contacts Fasiha Khan: [email protected] Eric Thoo: [email protected]

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. TechTarget’s latest analyst update centers on a price target move from US$10 to US$8, while the model fair value remains at US$10. Some analysts link this lower target to modestly trimmed 2026 revenue expectations and to shifts in comparable company valuations, even as they still describe recent performance as solid. As you read on, you will see how these updates fit into the evolving narrative around the stock and what to watch next in the story. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value TechTarget. Lake Street, through analyst Eric Martinuzzi, describes TechTarget’s recent quarter as “a solid Q4,” which signals that reported results are generally lining up with its investment thesis. Even after trimming its 2026 revenue estimate to US$496m from US$501m, Lake Street maintains a positive rating, indicating the firm still views the risk and reward profile as attractive at current levels. Lake Street cuts its price target from US$10 to US$8, which points to reduced potential upside in the stock based on its updated assumptions. The lower price target is linked to a contraction in comparable company stock multiples and slightly lower 2026 revenue expectations. This highlights that both peer valuations and growth assumptions can influence how analysts value TechTarget. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives! We've flagged 2 risks for TechTarget. See which could impact your investment. TechTarget reiterated its 2026 earnings guidance and continues to target full year revenue growth, pointing to a consistent outlook based on current corporate expectations. The company reported unaudited goodwill impairment of US$45,006,000 for the first quarter ended March 31, 2026, compared with US$459,100,000 a year earlier. For the fourth quarter ended December 31, 2025, TechTarget reported goodwill impairment of US$9,900,000 compared with US$66,235,000 a year earlier. Informa TechTarget expanded its financial services industry coverage to the UK and launched two content strategy solutions, the AI Visibility Audit and GEO Topic Planner, aimed at helping marketers understand how AI systems surface their brands. Fair value in the model is unchanged at US$10.0. Revenue growth assumption in the model is effectively unchanged at 2.56%. Net profit margin assumption in the model is now 10.07%, compared with 9.90% previously. Future P/E multiple in the model is now 17.33x, compared with 17.52x previously. Discount rate in the model is now 7.38%, compared with 7.17% previously. Narratives link a company’s business story to a financial forecast and fair value, so you can see how product moves and market shifts feed into the numbers. They update as new data and news come in, giving you a living view of the investment case. Head over to the Simply Wall St Community and follow the Narrative on TechTarget to stay up to date on: How TechTarget’s proprietary, opted in first party data and AI driven solutions aim to support customer retention, pricing power, and differentiation in B2B digital marketing. Why product and platform work such as the unified Informa TechTarget Portal, expanded CRM and marketing platform integrations, and international expansion are central to its growth thesis. What risks could pressure that thesis, including flat revenue guidance, large impairment driven net losses, workforce reductions, and tougher competition in its Intelligence & Advisory business. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TTGT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Interested in TechTarget, Inc.? Here are five stocks we like better. TechTarget posted modest first-quarter growth, with revenue up 2% year over year to $106 million and adjusted EBITDA up 27% to $7.4 million. Management said the results show early benefits from its 2025 combination plan and organizational realignment. The company reiterated full-year 2026 adjusted EBITDA guidance of $95 million to $100 million and said liquidity remains solid at about $178 million. It also reported a GAAP net loss of $70.8 million, largely due to a $45 million non-cash goodwill impairment. AI is reshaping TechTarget’s business and customer strategy, as the company adapts content for “AI discoverability” and sees higher conversion from answer-engine traffic. Management also highlighted new products and partnerships, including Unified Demand, BrightTALK Nurture, and AI search tools for clients. TechTarget (NASDAQ:TTGT), referred to on the call as Informa TechTarget, reported first-quarter 2026 revenue growth and higher adjusted EBITDA as management said the company is beginning to see benefits from its 2025 combination plan and organizational realignment. Chief Executive Officer Gary Nugent said first-quarter revenue was $106 million, up 2% year over year, while adjusted EBITDA rose 27% to $7.4 million. He said the results showed “continuing progress” with the company’s strategy and reflected the durability of a business model built on proprietary first-party market data and permission-based membership data. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% “Q1 demonstrates delivery to a plan, financially, strategically, and operationally,” Nugent said, citing revenue and adjusted EBITDA growth, simplification of the business and efforts to use artificial intelligence across products and operations. Chief Financial Officer Dan Noreck said the company is now reporting results through two operating segments: Brand to Demand and Intelligence and Advisory. → Light Speed Returns: Corning Cashes In on NVIDIA Growth Brand to Demand, which accounted for about 70% of total revenue, provides services that help clients raise brand awareness, engage buyers and target qualified prospective customers. Noreck said the segment grew revenue by about 5% year over year, with particular strength in the company’s Unified Demand offering. Intelligence and Advisory, which represented roughly 30% of total revenue, includes subscription services tied to intelligence products, first-party data, analyst research content and advisory services. Revenue in that segment declined about 4% from the prior year, primarily due to a decrease in go-to-market strategic consulting, Noreck said. → Years in the Making, AMD’s Upside Movement Has Just Begun Both segments improved profitability, measured by segment operating income, and both posted improved operating margins, according to Noreck. Noreck said adjusted EBITDA margin improved to 6.9% in the quarter from 5.6% a year earlier. He attributed the improvement to continued cost discipline, streamlined operations and early integration efficiencies, while noting that the company continued to invest selectively in growth, product innovation and go-to-market capabilities. On a GAAP basis, the company reported a net loss of $70.8 million. Noreck said that figure included a $45 million “technical non-cash impairment of goodwill,” as well as acquisition and integration costs and other non-cash charges. The company ended the quarter with $47 million in cash and cash equivalents and nearly $130 million undrawn on its $250 million revolving credit facility, for total liquidity of approximately $178 million. Net debt at the end of March was about $72 million, or about 0.8 times adjusted EBITDA for the prior 12 months, which Noreck said was similar to leverage levels at the end of 2025 and 2024. Noreck reiterated the company’s full-year 2026 adjusted EBITDA guidance of $95 million to $100 million. During the question-and-answer session, he said the company was not seeing unusual inflationary pressures that would put that range at risk. Nugent said the quarter unfolded against a backdrop of geopolitical and macroeconomic uncertainty, as well as broader digital transformation in business-to-business markets. He said artificial intelligence is changing how buyers conduct research and how sellers try to reach prospects. According to Nugent, technology vendors are generally in good health but continue to prioritize capital toward research and development as they seek to remain competitive in AI. That has subdued investment in go-to-market activities for now, he said, but he described it as a positive future demand indicator because vendors will eventually seek returns on those R&D investments. Nugent said clients are grappling with a shift “from a search engine economy to an answer engine economy,” making it harder for them to raise awareness and generate demand on their own. He said this is increasing the value of partners with direct reach, relationships and influence among potential buyers. The company is also adapting its own audience strategy. Nugent said content creation and distribution now prioritize AI discoverability while maintaining editorial standards. Despite traffic disruption, he said permission membership continued to grow in the low single digits in the first quarter, while active membership in priority personas, including chief information officers and chief information security officers, rose by high single digits. In response to a question from Lake Street Capital’s Bruce Goldfarb about AI search volumes, Nugent said answer-engine traffic converts to membership at a much higher rate than search traffic historically did. He also said search traffic conversion rates have improved, as traffic from search appears to be more qualified. Nugent highlighted several product and market initiatives. He said the company launched its Unified Demand playbook at the beginning of the quarter and that it has been well received by the market. He also said revenue from the company’s strategic focus on its largest customers was up double digits in the quarter. The CEO pointed to work with Tanium, a cybersecurity company, as an example of the company’s integrated go-to-market strategy. Nugent said Tanium used Informa TechTarget’s platform across portal, BrightTALK, content syndication and targeted editorial environments to identify and engage end-market accounts at scale. He said the program delivered more than 5,000 leads and influenced $1.2 billion of pipeline, and that Tanium signed a new two-year deal representing more than a 50% increase in annual investment after the program. The company also added four U.K. media-based brands during the period: Accountancy Age, The CFO, bobsguide and The Global Treasurer. Nugent said the additions expand first-party permission members in financial services and fintech and align with the company’s strategy of extending vertical audiences into new geographic markets. On the product side, Nugent said the company launched the BrightTALK Nurture demand product, with 12 customers piloting the offering in the second quarter. He also cited a commercial partnership and technical integration of the NetLine demand product with the Demandbase account-based marketing platform. The company also launched AI large language model content audit and consulting services to help clients evaluate how discoverable and citable their content is. Nugent said the Omdia AI Search Assistant, launched the prior week, allows clients to submit natural-language queries to the Omdia Knowledge Center and receive answers based on Omdia’s data and analysis, with responses available in more than 70 languages. During the Q&A session, Noreck said churn remains higher at the lower end of the customer range, but added that the company is beginning to see stabilization in that segment. Asked about international trends, Nugent said the environment in Asia-Pacific was “encouragingly optimistic and building,” with demand from APAC companies looking to expand internationally and from large U.S. brands seeking growth in markets such as Japan and Korea. He said the region traded broadly in line with the rest of the business in the first quarter. However, he said customers in the Middle East and Africa had slowed investments and decisions due to the situation in Iran. Responding to a question from Craig-Hallum about software sales and longer-term commitments, Nugent said the multi-year deal environment is not as strong as it was a couple of years ago. He said customers shortened contractual commitments through 2025, and that trend has not picked up in 2026. Nugent also said it is increasingly important for the company to integrate its data directly into customers’ marketing and sales technology platforms, particularly for intent data. He said NetLine continues to perform “incredibly well” and that the company’s analysis found it was not cannibalizing other parts of the business. TechTarget, Inc operates as a specialized media and information services company focused on the technology sector. Through a network of over 140 online channels and dedicated sites covering a wide range of IT topics—from cloud computing and cybersecurity to data analytics and storage—the company delivers targeted content, research, and insights to enterprise technology buyers. TechTarget's offerings enable technology vendors and service providers to engage with qualified audiences at every stage of the purchasing cycle. The company's core products include purchase intent data solutions and lead-generation platforms designed to identify and nurture prospects actively researching technology solutions. The article "TechTarget Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for May 2026.

Image source: The Motley Fool. Thursday, May 7, 2026 at 5 p.m. ET Chief Executive — Gary Nugent Chief Financial Officer — Daniel T. Noreck Gary Nugent, our Chief Executive, and Daniel T. Noreck, our Chief Financial Officer. Before turning the call over to Gary, we would like to remind you that in advance of this call, we posted a press release to the Investor Relations section of our website and furnished it on an 8-K. You can also find these materials on the SEC's website at sec.gov. A replay of today’s conference call will be made available on the Investor Relations section of our website. Following the opening remarks from Gary and Dan, they will be available to answer questions. Any statements made today by TechTarget, Inc. that are not historical, including during the Q&A, may be considered forward-looking statements. These forward-looking statements, which are subject to risks and uncertainties, are based on assumptions and are not guarantees of our future performance. Actual results may differ materially from our forecast and from these forward-looking statements. Forward-looking statements involve a number of risks and uncertainties, including those discussed in the Risk Factors section of our most recent periodic report filed on Form 10-Q and the forward-looking statement disclaimer in our earnings release filed earlier today. These statements speak only as of the date of this call, and TechTarget, Inc. undertakes no obligation to revise or update any forward-looking statements in order to reflect events that may arise after this conference call, except as required by law. Finally, we may also refer to certain financial measures not prepared in accordance with GAAP. A reconciliation of certain of these non-GAAP financial measures to the most directly comparable GAAP measures, to the extent available without unreasonable efforts, accompanies our press release. And with that, I will turn the call over to Gary. Gary Nugent: Thank you, Charles, and good afternoon, everyone. As always, we appreciate you taking the time to join us today. I am pleased to share our Q1 2026 results which demonstrate continuing progress with our strategy and our commitment to delivering top- and bottom-line growth on an ongoing sustainable basis. In Q1 2026, we delivered revenues of $106 million, representing a 2% increase year over year, whilst achieving an adjusted EBITDA of $7.4 million, an increase of 27% year on year. These results reflect the durability of our business model, a model that is built upon our proprietary first-party market data and our permissioned member data. They are also the reflections of the early returns of our combination program completed in 2025. For today, we also report the results of our two operating segments, Intelligence and Advisory and Brand to Demand, offering deeper insight into the makeup of the business and the key drivers of growth. I see durability as Q1 results and I suspect the remainder of this year are set against a backdrop of ongoing geopolitical and macroeconomic uncertainty, in addition to the broader digital transformation that is accelerating across B2B markets as AI changes how buyers are informing their buying journey and how sellers are reaching out and trying to stand out to prospects and customers. I spent much of Q1 and April on the road meeting with clients and colleagues. It is always my favorite thing to do. In the main, our clients, who are B2B technology vendors, are in good health. However, they continue to prioritize capital to R&D investment as they seek to stay current with the AI arms race. This is subduing investment elsewhere for now, specifically in go-to-market. However, as future indication, demand for our businesses is incredibly positive. And ultimately, they will need to seek a return on those R&D investments. Our story of the indispensable partner with the breadth and scale to enable our clients and address their ambitious growth objectives resonates loudly. And it is clear that we are only just scratching the surface in terms of how and where we can help them accelerate their growth and in doing so drive our own growth. The trends we are observing and the needs and wants of our clients directly correlate to our strategic focus. First, our clients are themselves experiencing the impact of the shift from a search engine economy to an answer engine economy. And as such, their ability to raise awareness and generate demand by and of themselves is becoming more difficult. And with that reality, they are increasingly recognizing the value of working with a partner that itself has direct reach and relationships and influence with the prospects and customers. Second, there is a growing realization that better marketing outcomes are achieved when the marketing efforts are aligned and integrated across the lifecycle from strategy through to execution, and that the breadth and scale of TechTarget, Inc. makes us one of the few companies that can deliver value across that lifecycle. This is encapsulated in our unified demand playbook that we launched at the beginning of Q1 and which has been very well received in the marketplace. And finally, we are seeing clients prioritize working with partners that can integrate seamlessly with their sales and their martech landscape and join the dots in terms of attribution to demonstrate measurable performance and return on investment from their marketing investments. Again, that is something that we can provide and are getting increasingly good at, further differentiating us from others. In numbers, revenues from our strategic focus on our largest customers, who are the largest players in the industry we serve, were up double digits as a result of this focus and the investments in products, sales, delivery, and customer success in Q1. Daisy Golota, our new CMO, has gotten her feet well and truly under the table, launching our bold and ambitious marketing strategy designed to raise awareness and generate demand in the broader $20 billion addressable market. As a part of this, we recently leveraged the Forrester B2B Summit in Phoenix to showcase how we are leveraging the breadth and scale of TechTarget, Inc. to partner with our clients and transform their go-to-market and deliver tangible results. One example of this was the work that we have been doing with Tanium. Tanium are a cybersecurity company that helps enterprises manage and protect mission-critical networks. Tanium partnered with TechTarget, Inc. to move beyond a fragmented, siloed marketing approach towards a fully integrated, always-on go-to-market model, choosing us not just as a vendor, but as a strategic partner for our unmatched audience access, high-quality intent data, and ability to influence buying groups before their sales teams are engaged. By activating our platform across Portal, BrightTALK, content syndication, and targeted editorial environments, they were able to precisely identify and engage in-market accounts at scale. The results were substantial. Over 5 thousand leads delivered, equating to $1.2 billion of influenced pipeline, and ROI of over 2.8 thousand x. And importantly, this has translated directly into real revenue growth. As a result, they signed a new two-year deal immediately following the program, representing over a 50% increase in their annual investment. On the subject of our membership, our audience members, as buyers increasingly rely on AI-powered research and zero-click search behaviors, we fundamentally adapted our operational approach to meet them where they are. Our content creation and distribution strategy is now prioritizing AI discoverability while maintaining the editorial excellence and thought leadership that our audiences have come to expect. With a focus on quality over quantity, and engagement over acquisition, this dual focus continued to deliver for us in Q1, with our permissioned membership continuing to grow in low single digits, and our active membership in priority personas such as Chief Information Officers and Chief Information Security Officers up high single digits in the quarter, this all being despite ongoing disruption to traffic. In addition, we added four leading UK media-based brands to our portfolio through the period: Accountancy Age, The CFO, Bob’s Guide, and The Global Treasurer. This expands our first-party permissioned members in the financial services and fintech space, and it is in line with our strategy to grow by extending our vertical audiences into new geographical markets. We are already seeing strong engagement from these new community members. And in recognition of the power and the value of our authoritative, trusted, and original content in the age of AI, our editorial teams recently won three coveted awards at the B2B industry’s Oscars, the Neal Awards, and we have also been shortlisted for 15 awards at the forthcoming ASB Nationals. On the product front, investment in the product pipeline continues to bear fruit. By popular demand, we launched the new BrightTALK Nurture demand product, with 12 customers piloting this new offering in Q2. We also announced to the market the commercial partnership and technical integration of our NetLine demand product with the Demandbase ABM platform. In direct response to the shift from a search-based to an answer-based economy, we have leveraged all of our experience as a digital publisher to launch our AI LLM content audit and consulting services, designed to help clients understand how discoverable and citable content is and to work with them on how to improve upon it. And only last week, we launched the Omnia AI Search Assistant, a further example of how we are leveraging AI technology to improve our products, to improve upon how our customers discover and consume our original authoritative content, and extract maximum value from their subscriptions. The Omnia AI Search Assistant enables our clients to submit natural language queries to the Omnia Knowledge Center and receive answers that are an intelligent composite of all Omnia’s data and analysis. They can also return those answers in over 70 languages, increasing the global applicability of our product. This launch builds upon what were already very encouraging KPIs in the Omnia business, with users, user engagement, and the Net Promoter Score all up double digits in the first quarter. And as we move through to the second and the third quarters, you will see more examples of how we are applying AI technology, specifically conversational interfaces, to our data and content that will improve discoverability, ease consumption, and unlock value for our clients and our members. And in June, our AI search for our audience members will undergo a significant upgrade based upon the lessons learned from the pilot of the past six months. Rather than improving the audience experience, we are also leveraging automation and AI technology and tools extensively across the business to improve upon our productivity and quality in marketing and sales and research and editorial and operations, and our experience is that this is a game of continuous improvement, and we are already banking clear benefits. By way of example, in Q1 our time to first lead for our core demand products decreased by 30% year on year, accelerating time to value for our customers and accelerating time to revenue for ourselves. I think Q1 demonstrates delivery to our plan—financially, strategically, and operationally—growing our revenues and adjusted EBITDA, simplifying and focusing the business, embracing and capitalizing upon the opportunities that AI presents. Our priorities for 2026 are clear: deliver value to our customers and growth for our shareholders. This will give us the momentum and put us in a strong position to continue to invest in innovation and build upon our core strengths of trusted expertise, proprietary market permissioned audience data, and a unified portfolio of products with the breadth and scale to deliver for customers across their lifecycle. We are wholly committed to this plan and to growing revenues and adjusted EBITDA in 2026. I look forward to updating you on our continued progress in the quarters ahead, and now I will turn the call over to Dan to discuss our financial results and guidance in a little more detail, and then we will be happy to take your questions. Daniel T. Noreck: Thanks, Gary, and good afternoon, everyone. In Q1 2026, we delivered revenue of $106 million, representing approximately 2% year-over-year growth compared with 2025. While market demand remains subdued and the environment cautious, our results reflect solid execution and early benefits from our sharpened operating focus following the combination and organizational realignment. As Gary mentioned earlier, we are now reporting our results through two operating segments. In Brand to Demand, or the B2D segment, which represented around 70% of total revenues and is where we generate revenues by providing clients with services that help them raise brand awareness, engage with buyers, and target more qualified potential customers, we saw good revenue growth of around 5% year over year, with particular strength in our unified demand offering. In Intelligence and Advisory, or the I&A segment, which represented around 30% of total revenues and is where we generate revenues primarily through subscription services to our intelligence products including first-party data and specialist analyst research content, as well as advisory services that provide clients with strategic support and bespoke solutions, our revenues were around 4% lower year over year, primarily reflecting a decrease in our go-to-market strategic consulting. Both segments improved profitability in terms of segment operating income, which we define as being revenue less allocated direct and indirect costs but prior to unallocated costs such as central functions, facility, and related overhead expenses. Operating margin also improved for both segments. Encouragingly, we delivered company adjusted EBITDA growth of 27% year over year to $7.4 million, an adjusted EBITDA margin of 6.9% compared with 5.6% in the prior year. This improvement reflects continuing cost discipline, the streamlining of operations, and the initial realization of integration efficiency following last year’s combination plan, even as we continue to invest selectively in growth, product innovation, and go-to-market capabilities. On a GAAP basis, our net loss narrowed to $70.8 million. This included $45 million of technical non-cash impairment of goodwill, as well as ongoing acquisition and integration costs and other non-cash charges. Turning to the balance sheet and liquidity, we are in a strong financial position. We ended the quarter with cash and cash equivalents of $47 million and had almost $130 million undrawn on our $250 million revolving credit facility, giving us liquidity of approximately $178 million. Our net debt at March of around $72 million represented around 0.8x adjusted EBITDA for the prior twelve months, similar to the leverage level at 2025 and 2024. Our free cash flow in the quarter reflected the seasonal dynamics of the business as well as the phasing of integration and restructuring activities from 2025. On an adjusted basis, we delivered meaningful cash flow, demonstrating the attractive underlying cash generation characteristics of our business model. Turning to guidance, we are reiterating our commitment to deliver growth in 2026. To this end, we are maintaining our full-year 2026 adjusted EBITDA guidance of $95 million to $100 million. We are pleased with the progress we have made simplifying the business, improving operational efficiencies, and positioning the company for growth. While the macro environment remains uncertain, we continue to see opportunities to expand customer engagement, increase wallet share, and improve margins as the year progresses. In summary, Q1 represented a solid start to 2026 with revenue growth, adjusted EBITDA improvement, and continued progress integrating the business and sharpening our operating focus. We believe we are well positioned to execute through the remainder of the year and deliver on our financial objectives. As a reminder, our financial model is built to scale efficiently. As we return to growth, every additional dollar of revenue delivers substantial incremental margin, giving us the ability to grow profitability and free cash flows significantly over time. And with that, we are now happy to answer your questions. Operator, will you please open up the line for Q&A? Operator: Thank you, ladies and gentlemen. We will now open the call for questions. Once again, that is star one should you wish to ask a question. Your first question is from Bruce Goldfarb from Lake Street Capital. Your line is now open. Bruce Goldfarb: Hi. It is Bruce. Congratulations on the solid quarter, and thanks. So the first is, are there any inflationary pressures in the business that would put your $95 million to $100 million EBITDA guide at risk? Daniel T. Noreck: Bruce, thanks for the question. I do not think we are seeing any out of the ordinary from inflation that would put that at risk right now. We are still very confident, which is why we reiterated the $95 million to $100 million adjusted EBITDA target. Bruce Goldfarb: Great. Thank you. And then how are growing AI search volumes impacting your membership sign-ups and paid subscriptions? Gary Nugent: I will take that one, Bruce. Nice to talk to you. We have certainly seen the shift in traffic and the mix of traffic that we receive as a business as searches become disrupted and answer engines are becoming more prominent. We continue to see that answer engine traffic converts at a much higher rate to membership than search traffic used to. But interestingly, we are also seeing search traffic conversion rates improve as well. I think that is largely as a result of the fact that what we are now getting from search is more qualified. Effectively, what you are beginning to see in an answer engine environment is that it qualifies out people who are not really serious researchers and serious buyers. So whilst traffic may be disrupted and down, because conversion rates are up, we are still seeing solid membership, and therefore our membership is modestly growing. And in particular, the membership and the activity of members who are the key personas is growing quite nicely. Bruce Goldfarb: Thank you. And my next one, how are churn rates trending in the small to medium enterprise market segment? Daniel T. Noreck: Hi, Bruce. So from a churn perspective, we obviously do not show those metrics, but what I would say is that churn is still higher, clearly because our portfolio accounts have grown. So we are seeing a bit more churn at the lower end of the range. But what I would say to that is we are starting to see a stabilization of that, and so it gives us confidence as we look out for the rest of the year as it relates to those particular client segments. Bruce Goldfarb: Great. And my last question, how is business trending internationally in EMEA and APAC? Gary Nugent: I will pick up a little bit of highlights. I spent a couple of weeks on the road; I was actually in APAC traveling through Singapore and then through Shenzhen and Beijing in China before finishing off in Seoul in Korea. I would say that the actual environment was encouragingly optimistic and building. The vast majority of our business in that part of the world is the Intelligence and Advisory business, and there is certainly a huge amount of demand from APAC companies to grow their business internationally and to expand into markets such as the United States and Europe, and that is a great opportunity for us. And similarly, there is still an appetite from big American brands to build their business, particularly in markets like Japan and Korea. So generally speaking, I was actually really encouraged by the demand there, and I would say that the business has been trading in line with the rest of the business in the first quarter, no sort of material in-pattern. The one obvious exception to that is the Middle East and Africa region as a result of the ongoing situation in Iran. There we have definitely seen customers begin to slow down their investments and slow down their decisions. That would make sense. Bruce Goldfarb: Well, thank you. Congrats again on a solid quarter. Thanks for taking my questions. Operator: Thank you. Your next question is from Jason Michael Kreyer from Craig-Hallum. Your line is now open. Analyst: Hey guys, this is Thomas on for Jason. Thanks for taking my questions. I know you touched on it a little bit, but could you give a little more commentary on the environment you are seeing for software sales, particularly like a Priority Engine that has more of a recurring nature to it? Do you feel like tech companies are still sort of hesitant to lock in longer-term deals? Gary Nugent: I might actually pick up on that subject more broadly. I would certainly say that we have definitely seen the multiyear environment is not as strong as it was two years or so ago. That is definitely true. We are seeing customers—and we have said for some time that customers were shortening their contractual commitments—really through 2025, and I do not think that has really picked up in 2026. It is interesting enough in what is potentially an inflationary environment, because usually there is a bit of tension in the marketplace between customers wanting to lock in pricing for multiple years vis-à-vis making those long-term commitments, so it will be interesting to see how that plays out. I think generally in terms of commitments to software in the end of course of the marketplace, I have not really seen a lot of change in the customers’ appetite. But one of the things that we have spoken about is the need for us to actually integrate our data directly into our customers’ platforms, especially in the intent space. As customers’ martech stacks and sales tech stacks have become more mature and more settled, it is absolutely imperative that you are able to play nicely with their environment. So you heard us talk about this a lot when we are talking about the investment in the intent product: a lot of our investments are now on the subject of integration, and integration not just with API but also increasingly with MCPs in the AI world. And that is really where I think the game is being played now and the game will be played in the future in 2027. Analyst: Great. That is helpful. And then maybe just one follow-up. With the moves you made to position NetLine in a more down market, does that carry any incremental churn or volatility? Or do you still have pretty good visibility into NetLine production? Gary Nugent: NetLine continues to perform incredibly well for us. It is a very exciting story within the company, and it is going from strength to strength. As we have said, we have done a very thorough, forensic analysis to see whether it was cannibalizing any of the business elsewhere, and actually that is not the case. These are different customers. They are different personas within our existing customers. They are different budget pools. It forms part of the unified demand portfolio, and in actual fact the unified demand story that we are now telling, where we have I think the broadest portfolio of demand products to meet any demand problem a customer might have, is playing really nicely for us. Analyst: Great. Thank you, guys. Appreciate it. Thank you. Operator: Thank you. There are no further questions at this time. Ladies and gentlemen, the conference has now ended. Operator: Thank you all for joining. Operator: You may now disconnect your lines. Before you buy stock in TechTarget, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and TechTarget wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $476,034!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,274,109!* Now, it’s worth noting Stock Advisor’s total average return is 974% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 7, 2026. This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. TechTarget (TTGT) Q1 2026 Earnings Transcript was originally published by The Motley Fool

Live Conference Call and Webcast Scheduled to Begin at 5:00 p.m. ET on May 7, 2026 NEWTON, Mass., April 17, 2026--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT) ("Informa TechTarget" or the "Company"), a leading growth accelerator for the B2B Technology sector, today announced the date for the release of its financial results for the first quarter ended March 31, 2026, and its participation in upcoming investor conferences. First Quarter 2026 Earnings: Informa TechTarget will release its first quarter 2026 financial results after the market closes on Thursday, May 7, 2026. The Company’s Chief Executive Officer, Gary Nugent, and Chief Financial Officer, Dan Noreck, will host a live conference call and webcast at 5:00 p.m. Eastern Time on that day to discuss the Company’s financial results and outlook. Those wishing to participate via the webcast should access the call through Informa TechTarget’s investor relations website at investor.informatechtarget.com. Those wishing to participate via telephone may dial in at 1-888-396-8049 (USA) or 1-416-764-8646 (International). The webcast replay will be available through Informa TechTarget’s investor relations website. Upcoming Investor Conferences: Informa TechTarget management will participate in the following upcoming investor conferences: The Needham Technology, Media, & Consumer Conference to be held virtually on May 14, 2026. The J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on May 20, 2026. Informa TechTarget Chief Executive Officer, Gary Nugent, will present at 12:00 p.m. Eastern Time. A live webcast and archived webcast replay of the event can be accessed on Informa TechTarget’s investor relations website. Informa TechTarget management will be available for one-on-one and small group meetings with investors at both conferences. Investors interested in scheduling meetings with management should contact their respective conference representatives or the Informa TechTarget investor relations team. About Informa TechTarget Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 57.6 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260417488794/en/ Contacts Investor Inquiries Daniel Noreck Mitesh Kotecha Informa TechTarget 617-431-9200 [email protected] Media Inquiries Garrett Mann Corporate Communications Informa TechTarget 617-431-9371 [email protected]