Question · Q4 2025
Yiwen Wong asked for incremental color on the impact of strong Q4 deal momentum across U.S. telco, airlines, and an Indian bank, updates on deal cycle improvements or erosion, and how AI is influencing this performance.
Answer
Steve McMillan, President and CEO of Teradata, confirmed strength across industries and geographies, particularly in international markets for on-premise capabilities. He noted material improvements in retention rates in 2025 compared to 2024, expected to continue into 2026, driven by strong execution and a product set enabling high-value AI solutions. John Ederer, CFO of Teradata, highlighted significant improvements in consulting services gross margins, reaching nearly 19% in Q4, with AI services ramping up to offset the peaking migration activity.
Ask follow-up questions
Fintool can predict 
TDC's earnings beat/miss a week before the call