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Teradata(TDC) - 2025 Q4 - Annual Results
2026-02-10 21:09
Exhibit 99.1 INVESTOR CONTACT Chad Bennett chad.bennett@teradata.com MEDIA CONTACT Jennifer Donahue jennifer.donahue@teradata.com Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results SAN DIEGO – February 10, 2026 -- Teradata (NYSE: TDC) today announced its fourth quarter and full year 2025 financial results. For the first quarter of 2026: Earnings Conference Call "Teradata delivered another set of strong results in the 4th quarter, as we again exceeded expectations for Total Revenue, Recurri ...
Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results
Prnewswire· 2026-02-10 21:05
Core Insights - Teradata reported strong financial results for Q4 and full-year 2025, exceeding expectations in Total Revenue, Recurring Revenue, and Free Cash Flow [1][2] - The company emphasized the effectiveness of its Autonomous AI and Knowledge platform, which aligns well with current market demands [1][3] Financial Highlights for Q4 2025 - Free cash flow was $151 million, up from $148 million in Q4 2024 [1] - Cash flow from operations increased to $160 million from $156 million [1] - Non-GAAP diluted EPS rose to $0.74 from $0.53, while GAAP diluted EPS increased to $0.38 from $0.26 [1][2] - Non-GAAP operating margin improved to 22.8% from 17.6%, and GAAP operating margin increased to 12.8% from 9.5% [1][2] - Total revenue reached $421 million, a 3% increase from $409 million, with recurring revenue at $367 million, up 5% from $351 million [1][2] - Total Annual Recurring Revenue (ARR) grew to $1.522 billion, a 3% increase from $1.474 billion [1][2] Financial Highlights for Full-Year 2025 - Free cash flow for the year was $285 million, compared to $277 million in 2024 [1] - Cash flow from operations was $305 million, slightly up from $303 million [1] - Non-GAAP diluted EPS was $2.58, compared to $2.42 in 2024, while GAAP diluted EPS was $1.35, up from $1.16 [1][2] - Total revenue decreased to $1.663 billion from $1.750 billion, a 5% decline [1][2] - Recurring revenue for the year was $1.445 billion, down 2% from $1.479 billion [1][2] - Public cloud ARR increased significantly to $701 million, a 15% rise from $609 million [1][2] 2026 Outlook - The company expects free cash flow to be between $310 million and $330 million [1] - Cash flow from operations is projected to be between $330 million and $350 million [1] - Non-GAAP diluted EPS is anticipated to be in the range of $2.55 to $2.65, while GAAP diluted EPS is expected to be between $1.26 and $1.36 [1] - Total revenue is forecasted to decline by 2% to remain flat year-over-year, with recurring revenue expected to be flat to up 2% [1][2] - Total ARR growth is projected to be between 2% and 4% year-over-year [1]
Teradata Corporation (NYSE:TDC) Quarterly Earnings and Institutional Interest
Financial Modeling Prep· 2026-02-09 14:00
Teradata Corporation (NYSE:TDC) is set to release its quarterly earnings with an estimated EPS of $0.55 and projected revenue of $399.75 million.Institutional investors like Allianz Asset Management GmbH and Penserra Capital Management LLC have significantly increased their stakes in Teradata, indicating strong confidence in the company's future performance.Teradata's financial metrics reveal a P/E ratio of approximately 21.93, a price-to-sales ratio of about 1.57, and an enterprise value to sales ratio of ...
Teradata Brings Enterprise-Grade AI Agents to Google Cloud Marketplace
Prnewswire· 2026-02-04 14:00
Accelerate AI-driven insights with Teradata's secure, interoperable AI agent—now available on Google Cloud Marketplace SAN DIEGO, Feb. 4, 2026 /PRNewswire/ -- Teradata (NYSE: TDC) today announced the availability of its foundational enterprise-grade Data Analyst AI agent on Google Cloud Marketplace, enabling organizations to integrate advanced analytics and agentic AI capabilities into their cloud environments more seamlessly. Built on the Teradata Enterprise MCP (Model Context Protocol) and leveraging Goog ...
Teradata Unveils Enterprise AgentStack to Accelerate Agentic AI
Prnewswire· 2026-01-27 14:00
Integrated toolkit for building, deploying, and managing AI agents SAN DIEGO, Jan. 27, 2026 /PRNewswire/ -- Teradata (NYSE: TDC) today announced Enterprise AgentStack, designed to help enterprises to move from isolated pilots to production-grade autonomy quickly, even across multi-agent and hybrid environments. Product Description Teradata Enterprise AgentStack is an open and connected stack that unifies the AI agent lifecycle to deliver production-ready agents with context and interoperability across hybri ...
Teradata Appoints Ken Ricketts as Chief Information Security Officer
Prnewswire· 2026-01-21 14:00
Core Insights - Teradata has appointed Ken Ricketts as Senior Vice President and Chief Information Security Officer (CISO) to enhance the company's security strategy and operations [1][2] Group 1: Appointment and Role - Ken Ricketts will collaborate with Teradata's leadership to advance the company's vision for enterprise-wide security, focusing on cloud and AI-driven platforms, risk and compliance, product security, and operational security [2] - His leadership aims to elevate Teradata's security posture, drive a secure product lifecycle, and foster a security-aware culture across the enterprise [2] Group 2: Ken Ricketts' Background - Ricketts has over two decades of experience in cybersecurity, specializing in cloud security, regulatory compliance, and incident response [3] - He previously served as CISO in Residence at Insight Partners, advising companies on security strategy and compliance [4] - Ricketts has held significant roles at Coupa Software, SurveyMonkey, Monster, and IBM Global Services, demonstrating a strong track record in building security programs [4][5] Group 3: Executive Quotes - Mike Hutchinson, COO of Teradata, emphasized Ricketts' ability to embed security into enterprise operations and technology development, which is crucial as AI becomes central to innovation [6] - Ricketts expressed his commitment to protecting customer data and fostering a collaborative security organization that drives business growth while ensuring data integrity [6]
Teradata Announces 2025 Fourth Quarter and Full-Year Earnings Release Date
Prnewswire· 2026-01-20 21:05
Core Viewpoint - Teradata Corporation will release its fourth quarter and full-year 2025 financial results on February 10, 2026, and will provide a business and financial update, including the 2026 financial outlook [1]. Group 1: Earnings Announcement - The financial results will be announced after market close on February 10, 2026 [1]. - A conference call will be held at 1:30 p.m. PT on the same day to discuss the results [2]. Group 2: Conference Call Details - Investors can join the call by dialing (646) 844-6383 and using access code 738113 [2]. - Global dial-in numbers are available for participants outside the United States [2]. - A live webcast and replay will be accessible on the Investor Relations page of the Teradata website [2]. Group 3: Company Overview - Teradata is positioned as an AI platform designed for the autonomous era, offering an AI + Knowledge Platform and multifaceted AI Services [3]. - The company focuses on helping enterprises deploy solutions with deep domain expertise across various data environments, including cloud, on-prem, or hybrid [3].
TDC Stock Rises 43% in 3 Months: Will the Momentum Continue in 2026?
ZACKS· 2026-01-19 18:46
Core Insights - Teradata (TDC) shares have increased by 42.7% over the past three months, significantly outperforming the Zacks Computer & Technology sector's return of 2.8% due to improved Annual Recurring Revenue (ARR), cost savings, and productivity measures [1][10] - The company is expanding its portfolio with new products like Enterprise Vector Store, MCP Server, AgentBuilder, and Autonomous Customer Intelligence, which are expected to drive future growth [1] - Enhanced ClearScape Analytics with unified ModelOps capabilities for agentic AI is a notable development that is anticipated to boost Teradata's free cash flow [1] Product Innovation and AI - Teradata uniquely combines consulting and technology to enable agentic AI and trusted data, leveraging deep expertise and talent in AI/ML [2] - The company has completed over 150 AI engagements in 2025, assisting clients in solving complex business problems through AI [2] Workload Management - Teradata is well-equipped to manage increased workloads from agentic AI deployments, which can amplify workloads by up to 25 times and require 50 to 100 times more compute resources than previous analytic workloads [3] - The company's patented workload management and query optimization contribute to a high-performance environment for complex AI workloads [3] Industry Recognition - In Q3 2025, Teradata was recognized as a leader in the Forrester Wave Data Management for Analytics platforms and included in Gartner Peer Insights as "Voice of the Customer" for code-based libraries and low-code tooling [4] Strategic Partnerships and Acquisitions - Teradata has formed partnerships with major cloud service providers like Amazon Web Services, Microsoft Azure, and Google Cloud, enhancing access to its Vantage Cloud platform [5] - The acquisition of Stemma Technologies has expanded Teradata's capabilities in data search and exploration [5] Financial Guidance - For Q4 2025, Teradata expects adjusted net earnings between 53 cents and 57 cents per share, while for the full year 2025, adjusted net earnings are projected to be between $2.38 and $2.42 per share [6] - The Zacks Consensus Estimate for Q4 2025 net sales is $395.2 million, reflecting a year-over-year decrease of 3.3%, while the estimate for 2025 net sales is $1.64 billion, indicating a 6.4% decrease [7][8] Stock Performance - Teradata's stock has shown significant gains, attributed to improved ARR, AI focus, cost savings, and productivity measures, despite a projected decline in net sales [10]
Invest in These 5 Big Data Behemoths to Tap Wall Street Rally
ZACKS· 2026-01-19 14:21
Core Insights - The big data industry focuses on companies that process, store, and analyze vast amounts of structured, unstructured, and semi-structured data, providing tools for data mining, transformation, visualization, and predictive analytics [1][3]. Company Summaries Fair Isaac Corp. (FICO) - Fair Isaac is experiencing strong financial performance, driven by growth in its Scores and Software segments, with an expected revenue growth rate of 21.1% and earnings growth rate of 34.6% for the current year [7][9]. - The company has expanded its scoring models to include 'Buy Now, Pay Later' loan data, enhancing predictive accuracy [7]. - FICO's Lenders Leading Inclusion Program supports better decision-making for lenders [8]. Teradata Corp. (TDC) - Teradata's prospects are bolstered by an improvement in ARR growth rate and productivity measures, with an expected revenue growth rate of -0.6% and earnings growth rate of 3.6% for the current year [11][14]. - The company is well-positioned to support Agentic AI workloads, managing critical enterprise data and delivering necessary performance [11]. - Recent acquisitions, such as Stemma, enhance Teradata's data search capabilities and analytics offerings [13]. F5 Inc. (FFIV) - F5 is benefiting from strong software growth, particularly in public cloud and security offerings, with an expected revenue growth rate of 1.8% and earnings growth rate of -5.2% for the current year [15][18]. - The company has made six acquisitions over the past five years to enhance its network security capabilities [16]. - F5's strong presence in Layer 4-7 content switching positions it well in the application networking market [17]. S&P Global Inc. (SPGI) - S&P Global is positioned to benefit from the growing demand for business information services, with an expected revenue growth rate of 7.2% and earnings growth rate of 11.6% for the current year [19][21]. - Recent acquisitions, including ProntoNLP, ORBCOMM, and TeraHelix, enhance its capabilities in textual data analytics and supply chain insights [19][20]. - The company's service launches are aiding growth and expanding market reach [19]. Moody's Corp. (MCO) - Moody's is leveraging its dominant position in the credit rating industry and strategic acquisitions to support top-line expansion, with an expected revenue growth rate of 7.8% and earnings growth rate of 11.9% for the current year [22][24]. - Recent acquisitions, such as securing majority ownership in Middle East Rating & Investors Service, are diversifying its revenue streams [23]. - A rebound in bond issuance volume is anticipated to drive growth for Moody's [23].
Teradata Included in Gartner Peer Insights™ Voice of the Customer for Data Science and Machine Learning Platforms
Prnewswire· 2026-01-13 14:00
Core Insights - Teradata has been recognized in the 2025 Gartner Peer Insights Voice of the Customer for Data Science and Machine Learning Platforms, highlighting positive customer feedback on its DSML capabilities and platform performance [1][3]. Company Highlights - Teradata is one of only 11 vendors recognized in the Gartner report, receiving a 95% Willingness to Recommend score, indicating strong customer trust and perceived value in its DSML capabilities [7]. - The company achieved a rating of 4.7 out of 5 for Product Capabilities, showcasing its strength in depth, reliability, and functionality across the data science lifecycle [7]. - Sumeet Arora, Chief Product Officer at Teradata, emphasized the importance of customer feedback in shaping the company's roadmap and delivering solutions that drive measurable business outcomes [4]. Industry Context - Data science and machine learning platforms are defined as integrated sets of code-based libraries and low-code tooling that facilitate collaboration among data scientists and their business and IT counterparts, supporting all stages of the data science life cycle [2][3].