Teradata's 2025 Earnings Call: Discrepancies in Operating Leverage, Sales Execution, and ARR Guidance
Generado por agente de IAAinvest Earnings Call Digest
miércoles, 6 de agosto de 2025, 10:09 am ET1 min de lectura
TDC--
Revenue and ARR Performance:
- TeradataTDC-- reported total ARR of $1.49 billion for Q2, up 2% year-over-year as reported.
- The company experienced improved deal execution with some deals closing earlier than expected, contributing to the revenue growth.
Cloud ARR Growth:
- Teradata's cloud ARR was $634 million, showing a 15% constant currency growth rate, aligning with full-year guidance of 14% to 18%.
- The growth was supported by cloud migrations and expansions, with a balanced mix of both driving revenue.
Improved Retention Rates:
- Teradata achieved better retention rates, with improvements extending customer contracts into the second half of the year.
- This was due to effective contract management and customer satisfaction with Teradata's AI and data management capabilities.
Focus on AI and Innovation:
- Teradata introduced several new AI capabilities, including the Teradata AI Factory, Enterprise Vector Store, and MCP server.
- These innovations are aimed at leveraging AI to enhance customer experience and drive more value from trusted data, enhancing Teradata's competitive position in the AI landscape.
Revenue and ARR Performance:
- TeradataTDC-- reported total ARR of $1.49 billion for Q2, up 2% year-over-year as reported.
- The company experienced improved deal execution with some deals closing earlier than expected, contributing to the revenue growth.
Cloud ARR Growth:
- Teradata's cloud ARR was $634 million, showing a 15% constant currency growth rate, aligning with full-year guidance of 14% to 18%.
- The growth was supported by cloud migrations and expansions, with a balanced mix of both driving revenue.
Improved Retention Rates:
- Teradata achieved better retention rates, with improvements extending customer contracts into the second half of the year.
- This was due to effective contract management and customer satisfaction with Teradata's AI and data management capabilities.
Focus on AI and Innovation:
- Teradata introduced several new AI capabilities, including the Teradata AI Factory, Enterprise Vector Store, and MCP server.
- These innovations are aimed at leveraging AI to enhance customer experience and drive more value from trusted data, enhancing Teradata's competitive position in the AI landscape.
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