The earnings call highlighted significant progress in ARR and cloud growth, strategic leadership additions, and promising AI and partnership initiatives. However, there were notable challenges with revenue declines and expectations for ARR in Q3, leading to a balanced outlook.

Company Guidance

In the Teradata Second Quarter 2025 Earnings Call, the company provided several key metrics and guidance updates. Total Annual Recurring Revenue (ARR) reached $1.49 billion, marking a 2% year-over-year increase, with cloud ARR contributing $634 million and growing at 15% in constant currency, aligning with the full-year guidance range of 14% to 18%. The company reiterated its outlook for total ARR, cloud ARR, and free cash flow for the fiscal year. Although total revenue was $408 million, down 6% year-over-year, and recurring revenue was $354 million, down 4%, the shift in deal timing led to expectations of a modest sequential decline in ARR for Q3. Teradata also announced significant enhancements in AI capabilities, including the introduction of the Teradata AI Factory, aimed at on-prem and cloud AI solutions, and partnerships with ServiceNow and Salesforce to leverage AI-driven workflows. Despite these fluctuations, Teradata remains confident in achieving total ARR growth by year-end and emphasized its strategic focus on driving long-term returns and optimizing its operating margin.

Total ARR Growth

Teradata delivered total ARR of $1.49 billion in Q2, up 2% year-over-year, which provides confidence in achieving full-year targets.

Cloud ARR Performance

Cloud ARR reached $634 million with a solid 15% constant currency growth, in line with the full-year guidance range of 14% to 18%.

Executive Leadership Additions

Introduction of new executives including Sumeet Arora as Chief Product Officer and John Ederer as CFO, expected to aid ongoing strategic execution.

AI and GenAI Initiatives

Significant focus on AI and GenAI with new products like Teradata AI factory and Enterprise Vector Store, aimed at enhancing AI capabilities for customers.

Strategic Partnerships

New partnerships with ServiceNow and Fivetran to enhance data integration and AI insights, expected to drive value and innovation.

Teradata (TDC) Earnings, Revenues Date & History

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TDC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.54 / -	0.69	―	―	―
Aug 05, 2025	2025 (Q2)	0.40 / 0.47	0.64	-26.56% (-0.17)
May 06, 2025	2025 (Q1)	0.56 / 0.66	0.57	15.79% (+0.09)
Feb 11, 2025	2024 (Q4)	0.42 / 0.53	0.56	-5.36% (-0.03)
Nov 04, 2024	2024 (Q3)	0.56 / 0.69	0.42	64.29% (+0.27)
Aug 05, 2024	2024 (Q2)	0.52 / 0.64	0.48	33.33% (+0.16)
May 06, 2024	2024 (Q1)	0.55 / 0.57	0.61	-6.56% (-0.04)
Feb 12, 2024	2023 (Q4)	0.51 / 0.56	0.35	60.00% (+0.21)
Nov 06, 2023	2023 (Q3)	0.42 / 0.42	0.31	35.48% (+0.11)
Aug 07, 2023	2023 (Q2)	0.45 / 0.48	0.33	45.45% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TDC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$20.23	$21.84	+7.96%
May 06, 2025	$21.95	$22.34	+1.78%
Feb 11, 2025	$30.89	$24.62	-20.30%
Nov 04, 2024	$33.38	$28.47	-14.71%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.