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Teradata Corporation (TDC) Presents at UBS Global Technology and AI Conference 2025 Transcript

SAN DIEGO--(BUSINESS WIRE)--Teradata will participate in UBS's 2025 Global Technology & AI Conference on Dec. 3 and Barclay's 2025 Global TMT Conference on Dec. 10.

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 beat on both sales and earnings last night. Revenue is falling, but profitability is surging at the data management specialist.

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)--Teradata announced the appointment of Josh Fecteau as its Chief Data and AI Officer (CDAO).