Skip to content
Optionomics Free · No account needed

Earnings analysis · 10-Q

TTGT earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

TechTarget, Inc. (TTGT) reported Q1 2026 results with a revenue of $106.0 million, reflecting a modest increase of 2% compared to the previous year, while EPS significantly missed estimates at -$0.98. Notably, the Brand…

Read full summary

TechTarget, Inc. (TTGT) reported Q1 2026 results with a revenue of $106.0 million, reflecting a modest increase of 2% compared to the previous year, while EPS significantly missed estimates at -$0.98. Notably, the Brand to Demand segment drove growth, while the Intelligence & Advisory segment experienced a decline in revenue. Management remains optimistic about growth, despite the continued challenges of macroeconomic conditions.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $45 Operating expenses $131 Left as operating profit $-76

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Where revenue came from

The business segments reported by the company.

Brand to Demand 70.9% Intelligence & Advisory 29.1%

Shares of the segments disclosed in this filing, largest first.

How we read each report

Our analysis across the last few reports.

Read as bullish Read as bearish May 2025 May 2026

Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.

Reported figures

Earnings per share
$-0.98

What stood out

  • Revenue Growth Continued

    Q1 2026 revenue increased to $106.0 million, up from $103.9 million in Q1 2025, representing a 2% growth.

  • Improved Net Loss

    Net loss narrowed significantly to $70.8 million from a net loss of $523.4 million in Q1 2025, an 86% improvement.

  • Substantial Goodwill Impairment Decrease

    Goodwill impairment decreased dramatically to $45.0 million from $459.1 million in Q1 2025, reflecting improved valuation assessments.

  • Cost Efficiency Gains

    Total operating expenses fell to $139.0 million from $552.6 million, a reduction of 75%.

  • Increased Segment Contribution

    Brand to Demand segment grew 5% year-over-year, contributing $75.2 million in revenue.

  • Lower General and Administrative Costs

    General and administrative expenses dropped by 22%, from $24.3 million in Q1 2025 to $18.8 million in Q1 2026.

What to watch

  • Goodwill Impairment Risks

    Goodwill has decreased to $1.1 million from $45.6 million, highlighting vulnerability to further impairments.

  • Continued Revenue Decline in I&A

    The Intelligence & Advisory segment saw a revenue decline of $1.2 million, or 4%, indicating potential challenges in market strategy.

  • Liquidity and Working Capital Concerns

    Operating cash flows turned negative at -$0.057 million, vs $12.2 million positive in Q1 2025, raising liquidity concerns.

Management's outlook

Management reiterated its growth guidance for 2026 with expectations of continued revenue and adjusted EBITDA growth, but remains cautious due to macroeconomic uncertainty.

Earlier filings 2

10-K · March 11, 2026

TechTarget (Informa TechTarget) positions itself as a B2B growth accelerator at the intersection of technology and B2B marketing, targeting a ~$20 billion market and ~45,000 potential customers and launching the unified…

10-K · May 28, 2025

TechTarget (Informa TechTarget) completed the combination with Informa’s Informa Tech Digital Businesses on December 2, 2024 and emerges with scale (over 53 million permissioned audience, >2,100 employees, >220 B2B…

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.