TDC
Teradata·NYSE
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TDC fundamentals
Teradata (TDC) released its earnings on Feb 10, 2026: revenue was 421.00M (YoY +2.93%), beat estimates; EPS was 0.74 (YoY +39.62%), beat estimates.
Revenue / YoY
421.00M
+2.93%
EPS / YoY
0.74
+39.62%
Report date
Feb 10, 2026
TDC Earnings Call Summary for Q4,2025
- ARR Growth Resumes: 3% YoY total ARR growth in 2025, with cloud ARR up 15% and 46% of total ARR. 2026 guidance for 2-4% ARR growth reflects stabilization.
- AI-Driven Expansion: 150+ customer AI engagements completed in 2025, with >50% moving to production. AgentStack and AI Factory enable hybrid AI deployment.
- Financial Strength: $285M free cash flow in 2025 (up 14% YoY), with 2026 target of $310-330M. Non-GAAP EPS of $0.74 in Q4 vs. $0.57 prior.
- Strategic Investments: $500M share buyback reauthorized, with 50% of FCF allocated to repurchases. Product R&D investments to fuel AI platform innovation.
- On-Prem AI Momentum: 150+ POCs completed in 2025, with new hardware refresh (Q3 2026) featuring built-in GPUs for on-prem AI acceleration.
EPS
Actual | 0.27 | 0.24 | 0.43 | 0.38 | 0.69 | 0.74 | 0.43 | 0.57 | 0.65 | 0.33 | 0.31 | 0.35 | 0.61 | 0.48 | 0.42 | 0.56 | 0.57 | 0.64 | 0.69 | 0.53 | 0.66 | 0.47 | 0.72 | 0.74 | ||||||||||||||
Forecast | 0.227 | 0.2104 | 0.3011 | 0.2494 | 0.4821 | 0.4783 | 0.3276 | 0.2732 | 0.6326 | 0.2878 | 0.2847 | 0.3028 | 0.6137 | 0.4514 | 0.4186 | 0.5143 | 0.5534 | 0.5217 | 0.5613 | 0.4222 | 0.5622 | 0.4025 | 0.5361 | 0.5562 | ||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +18.94% | +14.07% | +42.81% | +52.37% | +43.12% | +54.71% | +31.26% | +108.64% | +2.75% | +14.66% | +8.89% | +15.59% | -0.60% | +6.34% | +0.33% | +8.89% | +3.00% | +22.68% | +22.93% | +25.53% | +17.40% | +16.77% | +34.30% | +33.05% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 434.00M | 457.00M | 454.00M | 491.00M | 491.00M | 491.00M | 460.00M | 475.00M | 496.00M | 430.00M | 417.00M | 452.00M | 476.00M | 462.00M | 438.00M | 457.00M | 465.00M | 436.00M | 440.00M | 409.00M | 418.00M | 408.00M | 416.00M | 421.00M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 452.64M | 438.86M | 446.86M | 475.52M | 470.99M | 472.96M | 455.45M | 477.46M | 488.99M | 441.69M | 418.09M | 434.69M | 472.94M | 445.09M | 435.84M | 455.84M | 461.93M | 445.72M | 417.71M | 416.29M | 423.21M | 399.65M | 406.28M | 400.51M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -4.12% | +4.13% | +1.60% | +3.26% | +4.25% | +3.81% | +1.00% | -0.52% | +1.43% | -2.65% | -0.26% | +3.98% | +0.65% | +3.80% | +0.50% | +0.25% | +0.67% | -2.18% | +5.34% | -1.75% | -1.23% | +2.09% | +2.39% | +5.12% |
Earnings Call
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What does Teradata do and what are its main business segments?What is Teradata's latest dividend and current dividend yield?What factors drove the changes in Teradata's revenue and profit?Did Teradata beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Teradata year over year?What were the key takeaways from Teradata's earnings call?What is Teradata's gross profit margin?What were the key takeaways from Teradata’s earnings call?
