Yitchuin Wong's questions to Teradata Corp (TDC) leadership • Q1 2025
Question
Yitchuin Wong of Citigroup Inc. inquired about the biggest lessons learned from executive changes over the past few years and the long-term impact of the hybrid strategy on cloud and subscription revenue.
Answer
CEO Stephen McMillan described Teradata's evolution into a 'Teradata 3.0' phase focused on business outcomes from AI/ML, positioning the new hires as key to this stage. He reaffirmed the return to total ARR growth in 2025, driven by strong customer interest in the hybrid platform and continued good growth in the cloud business.