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TechTarget Inc
NASDAQ:TTGT

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TechTarget Inc
NASDAQ:TTGT
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Price: 4.15 USD 3.23% Market Closed
Market Cap: $300m

TechTarget Inc
Investor Relations

TechTarget, Inc. engages in the provision of data and analytics and software solutions for purchase intent-driven marketing and sales data which delivers business impact for business-to-business companies. The company is headquartered in Auburndale, Massachusetts and currently employs 1,000 full-time employees. The company went IPO on 2007-05-17. The firm's products and services include Priority Engine, Qualified Sales Opportunities, Deal Data, Priority Engine, and Activity Intelligence platform. Activity Intelligence platform integrates with customer relationship management and marketing automation platforms from salesforce.com, Marketo, Eloqua, Pardot, and Integrate. Qualified Sales Opportunities is a product that profiles specific in-progress purchase projects, including information on scope and purchase considerations. Deal Data is a customized solution aimed at sales intelligence and data scientist functions. Its solutions consist of Demand Solutions, Brand Solutions, Custom Content Creation, BrightTALK platform and Provide Access to Integrated, Sector-Specific Content. BrightTALK platform allows its customers to create, host and promote webinars, virtual events and video content

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 11, 2026
AI Summary
Q4 2025

Revenue: Full-year 2025 revenue was $486.8 million, broadly flat versus 2024 and in line with guidance.

Profitability: Adjusted EBITDA was $87.3 million, up 10% year‑over‑year and ahead of the $85 million guidance.

Margins: Adjusted EBITDA margin expanded to 17.9% in 2025 (up 180 bps); Q4 margin ~30% versus ~20% year‑ago.

Largest customers: Revenues from the prioritized large-customer cohort (30 accounts) grew double digits and management cited ~10% growth for that cohort.

AI & product strategy: Management is embedding AI across four areas (conversational interfaces, personalized experiences, go‑to‑market efficacy, operations) and plans new AI products in 2026 (AI researcher in H1; AI go‑to‑market suite starting Q3).

Audience trends: Audience membership grew in 2025; traffic less search-dependent (<45% from search) and AI citations rose 235% year‑over‑year.

Balance sheet / cash: Cash of around $41 million, $107 million drawn on a $250 million revolver, net debt ≈ $66 million (net debt / adjusted EBITDA 0.8x).

Outlook: Management expects revenue growth in 2026 and guides adjusted EBITDA to $95–$100 million.

Key Financials
Revenue
$486.8 million
Adjusted EBITDA
$87.3 million
Adjusted EBITDA margin
17.9%
Q4 Revenue
$140.7 million
Q4 Adjusted EBITDA
$41.6 million
Q4 Adjusted EBITDA margin
around 30%
Quarterly revenue trend (YoY)
Q1 -6%, Q2 -2%, Q3 +1%, Q4 +3%
Cash and cash equivalents
around $41 million
Revolver utilization
$107 million drawn of $250 million facility
Net debt
approximately $66 million
Net debt / Adjusted EBITDA
0.8x
Addressable market
$20 billion
Current market share
2.5%
AI citations from answer engines
up 235% year‑over‑year
Intent signal increase on ITT platform
over 40% year‑over‑year increase
Revenue growth from largest customers/cohort of 30
approximately 10% (full year, combined basis)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Gregory Strakosch
Co-Founder & Executive Chairman
No Bio Available
Mr. Michael Cotoia CPA
CEO & Director
No Bio Available
Ms. Rebecca Kitchens
President
No Bio Available
Mr. Daniel T. Noreck CPA
CFO & Treasurer
No Bio Available
Mr. Steven Niemiec
COO & Chief Revenue Officer
No Bio Available
Mr. Don Hawk
Co-Founder & Executive Director of Product Innovation
No Bio Available
Mr. Sean Tierney
Chief Technology Officer
No Bio Available
Mr. Charles D. Rennick J.D.
VP, General Counsel & Corporate Secretary
No Bio Available
Ms. Gabrielle DeRussy
Senior Vice President of Sales Operations
No Bio Available
Mr. John Steinert
Chief Marketing Officer
No Bio Available

Contacts

Address
MASSACHUSETTS
Auburndale
275 Grove St
Contacts
+16174319200.0
www.techtarget.com
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