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Jared

Vice President and equity research analyst at TD Cowen

Jared Levine is a Vice President and equity research analyst at TD Cowen, specializing in Human Capital Management (HCM), HR tech, fintech, IT services, and payments sectors. He covers key companies such as Intuit (INTU), ADP, and Paychex, maintaining a Buy rating on Intuit with recent price target adjustments, while contributing to proprietary HCM surveys indicating steady HR tech spending growth of around 3.2% and resilient demand amid AI adoption. Levine has been with TD Cowen for many years, leveraging his technology and accounting background to analyze dynamic, fragmented markets in HCM, payroll, and related areas. His professional credentials include expertise in equity research, financial modeling, and sector surveys as demonstrated through TD Cowen's Ahead of the Curve series.

Jared's questions to TERADATA CORP /DE/ (TDC) leadership

Question · Q4 2025

Jared asked about Teradata's headcount investment focus for 2026, specifically whether the company intends to ramp up sales hiring for the AI opportunity or lean into forward-deployed engineers.

Answer

Steve McMillan, President and CEO of Teradata, stated that the company restructured its sales team in 2025 and refocused investment towards the forward-deployed engineering model, which is seen as appropriate for advanced AI solutions. He also highlighted increased investment in product engineering and development, led by the new Chief Product Officer, Sumeet Arora, to enhance the product portfolio.

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