I review the core case for TDC: 1) guidance, 2) cash flow trends, and 3) valuation. Guidance is relatively strong with a mix of increases and reiterations. Cash flow trends are strong and getting stronger, supporting stock repurchases and returns for shareholders.
Teradata (TDC) surged 30% after Q3 results and raised guidance, but I believe the market reaction was excessive. TDC's recurring and cloud revenues are growing, profitability is improving, and cost controls are boosting margins, yet overall sales remain in decline. AI and cloud initiatives offer potential for future growth, but current top-line expansion is limited, and execution has been slow.
Teradata Corporation ( TDC ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Chad Bennett - Senior VP, Investor Relations & Corporate Development Stephen McMillan - President, CEO & Director John Ederer - CFO & Principal Accounting officer Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Radi Sultan - UBS Investment Bank, Research Division Y...
SAN DIEGO--(BUSINESS WIRE)--Teradata today announced its third quarter 2025 financial results. The conference call will begin at 1:30 p.m. PT on November 4, 2025.
SAN DIEGO--(BUSINESS WIRE)--Sprint-based services, with flexible offerings and use case-driven methodology, meet organizations at any AI maturity level to accelerate deployment.
SAN DIEGO--(BUSINESS WIRE)--Teradata Vantage has been recognized as a leader among Cloud Data Warehouse, Data Warehouse, Data Lakehouse, and Relational Databases.
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