Earnings summaries and quarterly performance for TERADATA CORP /DE/.
Executive leadership at TERADATA CORP /DE/.
Board of directors at TERADATA CORP /DE/.
Research analysts who have asked questions during TERADATA CORP /DE/ earnings calls.
CV
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Nick Jones
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Simran Biswal
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Yitchuin Wong
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2 questions for TDC
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1 question for TDC
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Jared
TD Cowen
1 question for TDC
JJ
Jared Jungjohann
TD Cowen
1 question for TDC
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Jared Levine
TD Cowen
1 question for TDC
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Radi Sultan
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1 question for TDC
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Yiwen Wong
Citi
1 question for TDC
Recent press releases and 8-K filings for TDC.
Teradata Settles Litigation with SAP for $480 Million
TDC
Legal Proceedings
- Teradata Corporation entered into a Settlement Agreement with SAP on February 19, 2026, to resolve all past and pending litigation between the parties.
- As a result of the settlement, Teradata will receive a gross payment of $480 million.
- The net cash benefit to Teradata from the settlement is estimated to be approximately $355–$362 million before taxes, after accounting for associated fees and expenses.
- Teradata expects to receive the payment no later than 60 days after February 19, 2026, and plans to provide an update on the use of these proceeds during its 2026 first quarter earnings call.
4 days ago
Teradata Enters Cooperation Agreement with Lynrock Lake, Announces Board Refreshment
TDC
Board Change
Proxy Vote Outcomes
- Teradata Corporation entered into a Cooperation Agreement with Lynrock Lake Partners LLC and related parties on February 10, 2026, who beneficially own 9,416,666 shares of the Company's common stock.
- As part of the agreement, the Board expects to appoint Melissa Fisher as a Class I director by March 1, 2026, increasing the Board size from nine to ten directors.
- The Company will also identify an additional independent director to join the Board by August 1, 2026, following the 2026 Annual Meeting.
- Two current directors, one Class I and one Class II, will retire and not seek re-election at the 2026 and 2027 Annual Meetings, respectively, as part of a phased refreshment plan.
- Lynrock Lake has agreed to support the Board's full slate of directors at the 2026 Annual Meeting and abide by certain standstill and voting provisions.
Feb 11, 2026, 9:13 PM
Teradata Reports Strong Q4 and Full-Year 2025 Results, Provides Positive 2026 Outlook
TDC
Earnings
Guidance Update
Share Buyback
- Teradata exceeded expectations in Q4 2025, reporting total revenue of $421 million (up 3% year-over-year) and non-GAAP diluted earnings per share of $0.74. For the full year 2025, total Annual Recurring Revenue (ARR) grew 3% and free cash flow reached $285 million.
- The company provided a positive outlook for 2026, projecting total ARR growth of 2%-4%, non-GAAP diluted EPS between $2.55 and $2.65, and free cash flow in the range of $310 million-$330 million.
- Teradata is strategically focused on Agentic AI systems and its autonomous AI and knowledge platform, having launched innovations like the Enterprise Vector Store, enhanced ModelOps, and Teradata AI Factory in 2025 to drive growth and customer engagement.
- The company continued its capital return program, repurchasing approximately $140 million in shares in 2025 and reauthorizing a $500 million buyback program for 2026, targeting 50% of free cash flow for repurchases.
Feb 10, 2026, 9:30 PM
Teradata Reports Strong Q4 2025 Results and Provides Positive FY 2026 Outlook
TDC
Earnings
Guidance Update
Share Buyback
- Teradata reported strong Q4 2025 financial results, exceeding expectations with total revenue of $421 million (up 3% year-over-year) and recurring revenue of $367 million (up 5% year-over-year). For the full year 2025, total ARR grew 3% and free cash flow reached $285 million, exceeding the high end of their outlook.
- The company provided a positive outlook for FY 2026, projecting total ARR growth of 2%-4%, recurring revenue growth of 0%-2%, and free cash flow between $310 million and $330 million. Non-GAAP diluted earnings per share are expected to be in the range of $2.55-$2.65.
- Teradata is heavily focused on Agentic AI systems and its autonomous AI and knowledge platform, launching several innovations in 2025 including the Enterprise Vector Store, MCP Server, and Teradata AI Factory, and forming a new partnership with Unstructured.io.
- The company continued its capital return strategy, repurchasing approximately $140 million or 5.8 million shares in FY 2025 and reauthorizing a $500 million buyback program for 2026, targeting 50% of free cash flow for repurchases.
Feb 10, 2026, 9:30 PM
Teradata announces Q4 and FY 2025 financial results and FY 2026 outlook
TDC
Earnings
Guidance Update
Share Buyback
- Teradata reported Total Annual Recurring Revenue (ARR) of $1.522 billion for Q4 2025 and FY 2025, an increase of 3% year-over-year, with Public Cloud ARR reaching $701 million, up 15% year-over-year and comprising 46% of Total ARR.
- For Q4 2025, Total Revenue was $421 million, and Non-GAAP Diluted EPS was $0.74. For the full year 2025, Total Revenue was $1.663 billion, and Non-GAAP Diluted EPS was $2.58.
- The company generated Free Cash Flow of $285 million for FY 2025 and $151 million for Q4 2025. Additionally, Teradata repurchased $140 million in stock during FY 2025, accounting for 49% of FY25 Free Cash Flow.
- For fiscal year 2026, Teradata anticipates Free Cash Flow to be between $310 million and $330 million, and Non-GAAP diluted EPS to range from $2.55 to $2.65.
Feb 10, 2026, 9:30 PM
Teradata Reports Strong Q4 2025 Results, Provides Positive 2026 Outlook, and Highlights AI Focus
TDC
Earnings
Guidance Update
Product Launch
- Teradata Corp (TDC) concluded fiscal year 2025 with total ARR returning to positive growth of 3% and non-GAAP operating margins improving to 21%. For Q4 2025, total revenue was $421 million, up 3% year-over-year, and non-GAAP diluted EPS reached $0.74.
- The company provided a 2026 outlook projecting total ARR growth of 2%-4%, non-GAAP diluted EPS between $2.55 and $2.65, and free cash flow of $310 million-$330 million.
- Strategic focus on AI includes the launch of Teradata AI Factory and Enterprise AgentStack, bringing AI and machine learning capabilities to both on-premises and cloud environments, with future hardware platforms incorporating GPUs.
- Teradata reauthorized its share buyback program for an additional $500 million starting in 2026, intending to use 50% of free cash flow for repurchases. The company also announced Melissa Fisher will join its board.
Feb 10, 2026, 9:30 PM
Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results and Provides 2026 Outlook
TDC
Earnings
Guidance Update
Share Buyback
- Teradata reported Q4 2025 total revenue of $421 million, an increase of 3% as reported, and full-year 2025 total revenue of $1.663 billion, a decrease of 5% as reported.
- For Q4 2025, GAAP diluted EPS was $0.38 and non-GAAP diluted EPS was $0.74. For the full year 2025, GAAP diluted EPS was $1.35 and non-GAAP diluted EPS was $2.58.
- The company generated $151 million in free cash flow for Q4 2025 and $285 million for full-year 2025, and repurchased $140 million in shares during the full year.
- Teradata provided full-year 2026 guidance, expecting non-GAAP diluted EPS in the range of $2.55 to $2.65 and free cash flow of $310 million to $330 million.
Feb 10, 2026, 9:09 PM
Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results and Provides 2026 Outlook
TDC
Earnings
Guidance Update
Demand Weakening
- Teradata reported fourth quarter 2025 Total ARR of $1.522 billion, an increase of 3% as reported, with Recurring Revenue up 5% to $367 million, and non-GAAP diluted EPS of $0.74.
- For full-year 2025, Total revenue was $1.663 billion, a decrease of 5% as reported, while non-GAAP diluted EPS was $2.58, and Free Cash Flow reached $285 million.
- The company provided full-year 2026 guidance, projecting Total ARR growth of 2% to 4%, Total revenue in the range of -2% to flat, and non-GAAP diluted EPS between $2.55 and $2.65.
- For the first quarter of 2026, Teradata expects non-GAAP diluted EPS to be in the range of $0.75 to $0.79.
Feb 10, 2026, 9:05 PM
Teradata Launches AI Agent on Google Cloud Marketplace
TDC
Product Launch
New Projects/Investments
- Teradata (NYSE: TDC) announced the availability of its foundational enterprise-grade Data Analyst AI agent on Google Cloud Marketplace on February 4, 2026.
- This launch enables organizations to integrate advanced analytics and agentic AI capabilities into their cloud environments more seamlessly.
- Customers can now deploy the Teradata Data Analyst Agent directly within Google Cloud, which eliminates costly data movement and accelerates time-to-value for AI-driven decision making.
Feb 4, 2026, 2:00 PM
Teradata Announces Over 150 Enterprise AI Engagements in 2025
TDC
New Projects/Investments
Product Launch
- Teradata completed more than 150 AI-focused customer engagements in 2025, assisting global enterprises in operationalizing AI at scale to address complex business challenges and generate measurable value.
- These engagements covered multiple industries, including financial services, healthcare, manufacturing, and defense, focusing on high-value use cases such as fraud detection, streamlined compliance, customer experience analytics, R&D optimization, and mission-critical defense scenarios.
- Teradata's AI platform for the autonomous era unifies structured and unstructured data, operationalizes AI/ML, and delivers real-time insights, enabling customers to integrate trusted data and deploy AI in production for business and operational outcomes.
Jan 13, 2026, 2:00 PM
Quarterly earnings call transcripts for TERADATA CORP /DE/.
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