Radi Sultan's questions to Teradata Corp (TDC) leadership • Q2 2025
Question
Radi Sultan inquired about the primary catalysts for migrations to Teradata Vantage in the second half of the year and what portion of these migrations are driven by GenAI use cases. He also asked new CFO John Ederer what gave him confidence in the company's financial guidance and linearity.
Answer
President and CEO Steve McMillan identified two key market shifts: a significant pipeline of AI-influenced growth for both on-prem and cloud, and a reduction in 'pure play' cloud migrations as customers focus more on flexibility and value. CFO John Ederer stated his confidence in the guidance comes from strong first-half execution, significant improvements in customer retention (erosion), and growing interest in new AI-related products.