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]

Core Insights - Teradata Corporation is a significant player in the data analytics and cloud services industry, with quarterly earnings set to be released on February 10, 2026, estimating an EPS of $0.55 and projected revenue of approximately $399.75 million [1][6] Institutional Investment - Allianz Asset Management GmbH increased its stake in Teradata by 21%, acquiring an additional 228,654 shares, totaling 1,317,179 shares valued at approximately $28.3 million, representing 1.39% of Teradata's total shares [2] - Penserra Capital Management LLC boosted its stake by 43.4%, acquiring an additional 378,022 shares, bringing its total to 1,249,547 shares valued at about $26.9 million, indicating strong confidence in Teradata's future performance [3] - AQR Capital Management LLC expanded its stake by 175.3%, now holding 3,913,277 shares valued at $86.9 million, while Boston Trust Walden Corp increased its holdings by 21.6%, reflecting a broader trend of institutional interest in Teradata [4] Financial Metrics - Teradata's financial metrics include a price-to-earnings (P/E) ratio of approximately 21.93, a price-to-sales ratio of about 1.57, and an enterprise value to sales ratio of around 1.67, showcasing its market standing [5][6] - The enterprise value to operating cash flow ratio is approximately 9.18, with an earnings yield of about 4.56%, while the debt-to-equity ratio stands at approximately 2.62, and the current ratio is around 0.90, indicating financial health and operational efficiency [5]

Core Insights - Teradata has launched its Data Analyst AI agent on Google Cloud Marketplace, enabling organizations to integrate advanced analytics and AI capabilities seamlessly into their cloud environments [1][2]. Product Features - The Teradata Data Analyst Agent is designed for enterprise use, facilitating analytics and serving as a foundation for future multi-agent applications directly within Google Cloud, thus eliminating costly data movement [2]. - Built on the Teradata Enterprise MCP and utilizing Google's Agent Development Kit, the agent provides multi-turn conversational analytics, secure pushdown processing, and real-time insights without requiring data movement [3]. - The agent orchestrates complex SQL queries on Teradata Vantage and performs iterative statistical analysis using Python, autonomously interpreting user actions and maintaining conversational context for progressive exploration [4]. Key Benefits - The integration of Teradata's AI agents into Google Cloud Marketplace allows for seamless integration with existing Teradata Vantage environments and Google Cloud services [8]. - The solution offers enterprise-grade reliability with built-in governance to ensure compliance and security at scale [8]. - Prebuilt workflows and agentic flows accelerate deployment and insights, leading to a faster time-to-value for organizations [8]. - The service is cost-efficient, reducing upfront investment and leveraging shared innovation for lower total cost of ownership (TCO) [8]. - Customizable AI services are available to adapt agents for unique workflows and business needs [8]. Executive Insights - Teradata's Chief Product Officer emphasized the focus on empowering enterprises with AI that operates where their data resides, highlighting the removal of integration barriers for faster and secure advanced analytics [6]. - A Google Cloud executive noted that the deployment of Teradata's AI agents on Google Cloud Marketplace will enable customers to quickly manage and scale enterprise-grade AI solutions [6]. Availability - The Data Analyst Agent is currently available on Google Cloud Marketplace [7].

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 ...

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]

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].

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]

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].

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].

Core Insights - Teradata has achieved significant momentum in delivering AI-powered solutions, completing over 150 AI-focused customer engagements in 2025, which helped organizations operationalize AI at scale [1][8] AI Case Studies - The AI engagements spanned multiple industries, including financial services, healthcare, manufacturing, and defense, focusing on high-value use cases such as fraud detection, compliance processes, customer experience analytics, R&D optimization, and defense scenarios [8] - A large multinational bank faced challenges with anti-money laundering model deployment due to fragmented architecture; Teradata's AI solution reduced model deployment time, resulting in faster cycles and cost savings [8] - A large Asian bank utilized Teradata's AI to analyze over 50,000 weekly customer interaction transcripts, leading to improved customer engagement strategies [8] - A global auto manufacturer overcame data integration challenges in R&D cycles by utilizing Teradata's AI solutions, significantly increasing productivity [8] - A European defense agency improved the effectiveness of camouflage for high-value assets through AI-assisted object detection and pattern analysis, leveraging Teradata's AI Services [8] Importance of AI Adoption - The shift from experimentation to enterprise-scale production deployments is evident, with Teradata's autonomous AI + knowledge platform enabling robust performance, security, and governance for operational AI systems [9] Executive Perspective - The Chief Operating Officer of Teradata emphasized the need for AI solutions that operate at real-world enterprise speed and scale, highlighting the effectiveness of Teradata's platform in driving business outcomes [10] Company Overview - Teradata is positioned as an AI platform for the autonomous era, offering a comprehensive AI + Knowledge Platform and services that facilitate the deployment of solutions across various data environments [11]