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Radi Saltan

Research Analyst at UBS

Radi Sultan is an Equity Research Analyst at UBS, specializing in software and technology infrastructure with a focus on SaaS and cloud-based companies. He covers specific firms including Elastic (ESTC), JFrog (FROG), and DigitalOcean (DOCN), where he has issued ratings and price targets such as raising JFrog to Neutral with a $65 target. Sultan began his career at UBS and has been active in issuing research notes on these stocks in recent years. His professional credentials include standard FINRA registrations typical for Wall Street equity analysts.

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

Question · Q4 2025

Radi Saltan inquired about the drivers behind the growth inflection, specifically distinguishing between improved demand backdrop and proactive product and go-to-market initiatives.

Answer

President and CEO Steve McMillan attributed the growth to the opening AI marketplace, capitalizing on investments from late 2024 and 2025, improved retention rates, effective market teams, and a cascade of product announcements like Enterprise Vector Store and AI model ops. He also highlighted the retooling of the services business to deliver AI services. CFO John Ederer explained that while migrations are harder to time, expansions offer more consistent cadence. He noted that typical seasonality with Q1 erosion and a strong Q4 finish is expected for ARR in 2026.

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Question · Q4 2025

Radu Saltan inquired about the drivers behind Teradata's growth inflection, specifically distinguishing between a better demand backdrop and proactive product and go-to-market initiatives.

Answer

Steve McMillan, President and CEO of Teradata, attributed the growth to the new AI marketplace, capitalizing on 2024/2025 investments, improved retention rates, and effective market teams. He highlighted product announcements like Enterprise Vector Store and AI model ops, positioning Teradata as an autonomous AI knowledge platform. John Ederer, CFO of Teradata, noted that while migration deals are complex, expansions with existing customers offer more consistent visibility, and typical ARR seasonality is expected with Q1 erosion followed by build-up.

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