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
Chirag Ved
Evercore ISI
4 questions for TDC
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Erik Woodring
Morgan Stanley
4 questions for TDC
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MH
Matthew Hedberg
RBC Capital Markets
4 questions for TDC
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DW
Derrick Wood
TD Cowen
3 questions for TDC
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PW
Patrick Walravens
Citizens JMP
3 questions for TDC
Also covers: AI, ALKT, ASAN +26 more
Raimo Lenschow
Barclays
3 questions for TDC
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TR
Tyler Radke
Citigroup Inc.
3 questions for TDC
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WM
Wamsi Mohan
Bank of America Merrill Lynch
3 questions for TDC
Also covers: AAPL, APH, AVT +13 more
HM
Howard Ma
Guggenheim Securities, LLC
2 questions for TDC
Also covers: BASE, CFLT, CVLT +7 more
Nehal Chokshi
Northland Capital Markets
2 questions for TDC
Also covers: AGYS, ALLT, AVPT +12 more
Austin Dietz
UBS
1 question for TDC
Also covers: AI, ESTC, INFA
JJ
Jared Jungjohann
TD Cowen
1 question for TDC
Also covers: DOMO, RMNI
RS
Radi Sultan
UBS Group AG
1 question for TDC
Sheldon McMeans
Barclays
1 question for TDC
Also covers: DAY, PATH, PCTY
YW
Yitchuin Wong
Citigroup Inc.
1 question for TDC
Recent press releases and 8-K filings for TDC.
Teradata Highlights Solid Q3, Strategic Shift to Total ARR, and AI Investments
TDC
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- Teradata reported a solid Q3, achieving positive Total ARR, improved margins, and strong Free Cash Flow and Earnings Per Share, which contributed to a significant stock price reaction.
- The company is strategically shifting its focus from solely Cloud ARR to Total ARR growth, emphasizing the importance of stabilizing on-premise ARR for overall business expansion.
- Management is prioritizing R&D and product innovation, particularly in AI, to drive future growth, with new offerings like Agent Builder, AI Factory, and AI Services.
- Teradata will continue its aggressive share buyback program, with a new $500 million authorization effective January 1st, and is exploring technology tuck-in M&A opportunities to accelerate its AI roadmap.
Dec 10, 2025, 8:10 PM
Teradata Discusses Q3 Performance, Strategic Priorities, and Capital Allocation
TDC
New Projects/Investments
Share Buyback
- Teradata reported a solid Q3 performance, achieving Total ARR in positive territory ahead of schedule, alongside improved margins, strong free cash flow, and earnings per share.
- The company is shifting its focus towards Total ARR growth, noting that on-premise ARR stabilized and increased in Q3, reflecting a market trend where customers are increasingly discussing hybrid cloud and on-premise environments.
- Strategic priorities include prioritizing R&D for product innovation, particularly in AI (e.g., Agent Builder, AI factory, AI services), to drive expansion within its Global 1000 customer base.
- Teradata's capital allocation strategy includes using 50% of free cash flow for share buybacks this year, with a new $500 million share buyback authorized by the board to commence on January 1st, and the company is open to technology tuck-in M&A opportunities to accelerate its AI roadmap.
Dec 10, 2025, 8:10 PM
Teradata Discusses Q3 Performance, Strategic Shift, and AI Investments
TDC
Revenue Acceleration/Inflection
Share Buyback
New Projects/Investments
- Teradata delivered a solid Q3 2025, achieving Total ARR in positive territory ahead of schedule, alongside improved margins, strong Free Cash Flow, and strong Earnings Per Share.
- The company is shifting its focus from solely Cloud ARR to Total ARR growth, noting that the on-premise ARR component stabilized and even increased in Q3. Growth is primarily driven by expansions within the existing Global 1000 customer base, with AI initiatives serving as a key opportunity for this expansion.
- Teradata is prioritizing R&D and product innovation to capitalize on AI opportunities, building tools and services (e.g., Agent Builder, AI Factory, AI Services) to enable customers to start their AI journey on the Teradata platform.
- The board authorized a new $500 million share buyback effective January 1st, 2026, continuing its aggressive approach to returning capital to shareholders. The company is also open to technology tuck-in M&A to accelerate its AI roadmap.
Dec 10, 2025, 8:10 PM
Teradata Discusses AI Strategy, Business Stabilization, and Capital Allocation at UBS Conference
TDC
New Projects/Investments
Guidance Update
Share Buyback
- Teradata's CFO, John Ederer, highlighted the company's focus on "Teradata 3.0," emphasizing cloud, AI, and an Autonomous Knowledge Platform. AI is influencing their pipeline, attached to approximately one-third of deals, and they are on track to complete 150 AI-related proof of concepts by the end of 2025.
- The company launched AI Services in October 2025 to help customers implement AI solutions, which is expected to drive additional Annual Recurring Revenue (ARR). This initiative involves repurposing and upskilling existing consulting staff.
- Teradata has stabilized its business, with total ARR growth returning to positive territory in Q2 and Q3 2025, and is guided to remain positive for Q4 2025. Management anticipates continued total ARR growth in 2026 and further benefits from free cash flow.
- The consulting business is transitioning, with gross margins recovering from negative in Q1 and Q2 2025 to 8.5% in Q3 2025. Teradata is committed to returning value to shareholders through share repurchases, having reduced its share count from 180 million to 95-96 million. They committed 50% of 2025 free cash flow to buybacks and re-upped the program for another $500 million.
Dec 3, 2025, 9:55 PM
Teradata CFO Discusses Business Stabilization, AI Strategy, and Capital Allocation
TDC
New Projects/Investments
Share Buyback
Revenue Acceleration/Inflection
- Teradata's CFO, John Ederer, noted the business has stabilized, with a focus on Teradata 3.0, emphasizing AI and becoming an Autonomous Knowledge Platform. The company is on track to complete 150 AI proof of concepts by the end of 2025 and launched AI Services in October.
- The services business, which experienced negative gross margins in Q1 and Q2 2025, recovered to an 8.5% positive margin in Q3 2025. This segment is targeted to represent 10-15% of total revenue.
- The company observes a shift in cloud migration discussions, with AI bringing security, governance, and scalability concerns to the forefront, leading some customers to consider hybrid or on-prem solutions. New logo activity has been seen in highly regulated industries and emerging markets, often preferring on-prem solutions.
- Teradata has historically committed a high percentage of its free cash flow to share repurchases, reducing its share count from 180 million to 95-96 million. The company committed 50% of 2025 free cash flow to buybacks and re-upped its program with an additional $500 million. It is also open to technology tuck-in M&A to accelerate its product roadmap.
- Total ARR growth returned to positive in Q2 and Q3 2025, with guidance for positive growth in Q4 2025. The company expects continued ARR growth and free cash flow benefits in 2026, aiming to become a "Rule of 40" business through growth and margin improvements.
Dec 3, 2025, 9:55 PM
Teradata Outlines AI Strategy, Business Stabilization, and Capital Allocation
TDC
New Projects/Investments
Share Buyback
Revenue Acceleration/Inflection
- Teradata is heavily focused on AI with its "Teradata 3.0" initiative, seeing AI influence its pipeline and expecting 150 proof of concepts by year-end.
- The company launched AI Services in October to drive additional Annual Recurring Revenue (ARR) by helping customers implement AI solutions, leveraging a repurposing of its consulting business.
- Teradata's business has stabilized in 2025, with total ARR growth returning to positive territory in Q2 and Q3 and expected positive growth in Q4, alongside improved consulting gross margins of 8.5% in Q3.
- The company plans to continue returning value to shareholders through share repurchases, having re-upped its program for an additional $500 million, and is considering technology tuck-in M&A to accelerate its product roadmap.
Dec 3, 2025, 9:55 PM
Teradata Corporation Announces New Stock Repurchase Program
TDC
Share Buyback
- On November 17, 2025, Teradata Corporation's Board of Directors approved a new stock repurchase program.
- This program authorizes the company to repurchase up to $500 million of its common stock.
- The new program will become effective on January 1, 2026, and replaces an existing stock repurchase program that had approximately $242.7 million of authorization remaining as of November 7, 2025.
Nov 18, 2025, 2:04 PM
Teradata Announces Q3 2025 Financial Results and Updates FY25 Outlook
TDC
Earnings
Guidance Update
Share Buyback
- Teradata reported Q3 2025 total revenue of $416 million, a 5% year-over-year decrease, and Non-GAAP diluted EPS of $0.72, up from $0.69 in Q3 2024.
- Public Cloud ARR grew 11% year-over-year to $633 million, now representing 42% of the total ARR of $1.490 billion.
- For the last twelve months (LTM25), Non-GAAP Diluted EPS was $2.38 and Free Cash Flow was $282 million.
- The company projects FY25 Non-GAAP diluted EPS in the range of $2.38 to $2.42 and Free Cash Flow of $260 million to $280 million.
- Teradata repurchased $30 million in stock during Q3 2025, contributing to $102 million in year-to-date 2025 stock repurchases.
Nov 4, 2025, 9:30 PM
Teradata Reports Strong Q3 2025 Earnings, Raises FY25 EPS Guidance
TDC
Earnings
Guidance Update
New Projects/Investments
- Teradata reported non-GAAP diluted earnings per share of $0.72 for Q3 2025, exceeding its outlook, and generated $88 million in free cash flow, marking a 28% year-over-year increase.
- The company achieved its second consecutive quarter of positive total ARR growth, reaching 1% as reported and flat in constant currency, ahead of its initial Q4 target. Cloud ARR grew 11% as reported and in constant currency, with a net expansion rate of 109%.
- For fiscal year 2025, Teradata raised its non-GAAP diluted EPS guidance to a range of $2.38-$2.42 and narrowed its free cash flow outlook to $260 million-$280 million.
- Teradata is pivoting towards AI services and leveraging its hybrid environment capabilities to support customers' AI workloads, with a significant increase in AI-fueled projects in its pipeline.
Nov 4, 2025, 9:30 PM
Teradata Reports Q3 2025 Financial Results and Updates Full-Year Outlook
TDC
Earnings
Guidance Update
Demand Weakening
- Teradata reported Q3 2025 GAAP diluted EPS of $0.42 and non-GAAP diluted EPS of $0.72.
- Total revenue for Q3 2025 was $416 million, a decrease of 5% as reported, while Total ARR reached $1.490 billion, an increase of 1% as reported.
- Public cloud ARR increased to $633 million, an 11% increase as reported and in constant currency, in Q3 2025.
- The company generated $94 million in cash flow from operations and $88 million in Free Cash Flow in Q3 2025.
- Teradata updated its full-year 2025 outlook, with GAAP diluted EPS expected between $1.22 and $1.26 and non-GAAP diluted EPS between $2.38 and $2.42. The company also reaffirmed its full-year outlook for Total ARR (flat to 2% growth) and Public Cloud ARR growth (14% to 18%).
Nov 4, 2025, 9:11 PM
Quarterly earnings call transcripts for TERADATA CORP /DE/.
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