StockNews.AI · 4 hours
Omdia's data show online video subscriptions reaching 2.24B by end-2025, up 17.6% YoY, while pay-TV subs fall to 1.03B. Online video revenue led in 2025 at $176B versus $170B for pay-TV. Growth is forecast to slow to 5.6% in 2026 as markets mature, underscoring ongoing demand for streaming analytics—a potential tailwind for TTGT's data services.
The report summarizes long-running industry shifts rather than TTGT-specific catalysts; while favorable for demand for TTGT’s analytics, no TTGT earnings or guidance are disclosed.
TTGT: neutral with modest upside over 6–12 months from rising demand for streaming-market analytics.
Category: Industry News. Fits as it reports a market-data update impacting the streaming vs. pay-TV landscape and TTGT’s data-services opportunity.