TDC
Teradata Corporation29.68
-0.47-1.56%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms, adds on-prem AI color.
Q&A largely reaffirms Teradata's AI-driven growth path and 2026 guidance from prepared remarks, with incremental color on on-prem AI doubling POCs to production as a key driver. Management tempered expectations, baking minimal ARR from H2 hardware refresh (GPUs embedded) and new products—pure upside. Consulting margins won't hold Q4's 19% as migrations fade, offset by ramping AI services. Analysts pressed on visibility, mix shifts, and investments; answers emphasized expansions over complex migrations and forward-deployed engineers. Confident tone persists. Watch AI workload stickiness.
Key Stats
Market Cap
2.80BP/E (TTM)
24.53Basic EPS (TTM)
1.21Dividend Yield
0%Recent Filings
8-K
Board adds Fisher, expands to 10
Teradata expanded its board from nine to ten directors, electing independent Melissa Fisher as a Class I member effective March 1, 2026, fulfilling a cooperation agreement with Lynrock Lake Partners. Fisher joins the Audit and Nominating committees as financial expert. Daniel Fishback retires at term end in 2026. Board refresh settled.
10-K
FY2025 results
Teradata's FY2025 revenue fell 5% to $1.663B versus 2024, with recurring revenue down 2% to $1.445B as on-premises solutions declined but Public Cloud ARR surged 15% to $701M, reflecting a 108% cloud net expansion rate (derived). Total ARR grew 3% to $1.52B amid customer retention gains, while gross margins slipped to 59.4% from a higher Public Cloud mix yet improving cloud profitability. Operating expenses dropped 8% to $782M via cost discipline; free cash flow (derived) rose to $285M. Q4 repurchases totaled 1.47M shares at $25.50 average. Ongoing litigation with SAP poses quarterly uncertainty.
8-K
Teradata settles SAP litigation
8-K
Board expands via activist deal
Teradata inked a cooperation agreement with Lynrock Lake (9.4M shares) on February 10, 2026, expanding its board from nine to ten and appointing Melissa Fisher as Class I director by March 1. One Class I director skips 2026 re-election; another Class II follows in 2027. Lynrock votes with the board, stands still. Board size caps at ten. Expense cap: $100,000.
8-K
Q4 ARR up 3%, cloud +15%
Teradata posted Q4 2025 total ARR up 3% to $1.522B, with public cloud ARR surging 15% to $701M, while full-year revenue dipped 5% to $1.663B. Recurring revenue hit 87% of total, margins expanded, and free cash flow reached $285M. Cloud gains accelerate. 2026 outlook sees ARR growth of 2-4%, yet total revenue flat to down.
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