Teradata Corp. (TDC)
NYSE:TDC
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Earnings Data
Report Date
Aug 10, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.47Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed a positive operational and financial start to FY2026 driven by strong recurring revenue growth, notable margin expansion, meaningful cash and balance sheet improvement from the SAP settlement, robust AI product momentum, and several strategic customer wins. The company also highlighted near-term and medium-term headwinds: FY2026 guidance implies revenue/recurring pressure, Q2 sequential normalization from upfront revenue will be a headwind, adjusted free cash flow excluding the settlement remains modest, consulting services revenue declined, and rising memory/hardware costs pose a risk into FY2027. On balance, the positive execution, margin expansion, product and customer momentum, and strengthened balance sheet outweigh the listed challenges.Company Guidance
Strong Revenue and Recurring Revenue Growth
Total revenue of $444M in Q1, up 6% year-over-year (4% in constant currency). Recurring revenue was $400M, up 12% year-over-year (9% in constant currency), driven by upfront on-prem subscription term license revenue that added ~5 points to recurring growth.
EPS and Margin Expansion
Non-GAAP diluted EPS of $0.88 in Q1, >30% increase versus Q1 2025 and $0.09 above the top end of guidance. Non-GAAP operating margin improved to 27.3% from 21.8% year-over-year, and total gross margin rose to 63.7%, up 340 basis points YoY.
ARR and Cloud ARR Momentum
Total ARR grew 3% as reported (2% in constant currency) in Q1. Cloud ARR grew 13% as reported (12% in constant currency), indicating strong cloud subscription demand within the hybrid mix.
Material Cash & Settlement Benefit Strengthening Balance Sheet
Received $480M gross from SAP settlement (pretax net $359M) in late March; after-tax free cash flow benefit of ~$302M for FY2026. Cash and cash equivalents rose to $816M (vs $368M prior year), returning company to a positive net cash position of $269M for the first time since Q4 FY2021.
Free Cash Flow and Share Repurchases
Reported free cash flow of $390M in Q1 (includes SAP settlement benefit). Adjusted free cash flow excluding settlement proceeds was $31M. Repurchased ~$34M of shares (~1.2M shares) in Q1 and continue to target using 50% of adjusted FCF for buybacks.
Product and AI Innovation Momentum
Launched and expanded AI offerings: MCP Server, Agent Stack, enterprise vector store enhancements (multimodal via Unstructured, LangChain integration), Teradata Analyst Agent on Microsoft Marketplace, and native support on Google Distributed Cloud Air Gap—positioning for sovereign AI and hybrid/agentic workloads.
Customer Wins and Use Cases
Notable customer traction: renewal & expansion with a large pan‑European bank, win-back by a leading EMEA retailer, AI services engagement with a major Latin American bank, and a large Indian government agency deployment—underscoring strength in regulated and mission-critical analytics.
Third-Party Recognition
Independent validation: Nucleus Research named Teradata a leader in the 2026 Data Science & ML Platform Value Matrix; Constellation Research included Teradata in its 2026 ShortList for Hybrid & Multicloud Analytical Data Platforms; ISG awarded 'Exemplary' across seven categories in 2026 AI & Data Platforms Buyer’s Guides.
TDC Earnings History
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 |
|---|---|---|---|
Feb 10, 2026 | $29.23 | $37.88 | +29.59% |
Nov 04, 2025 | $20.71 | $27.46 | +32.59% |
Aug 05, 2025 | $20.23 | $21.84 | +7.96% |
May 06, 2025 | $21.95 | $22.34 | +1.78% |
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.
FAQ
When does Teradata Corp. (TDC) report earnings?
Teradata Corp. (TDC) is schdueled to report earning on Aug 10, 2026, After Close (Confirmed).
What is Teradata Corp. (TDC) earnings time?
Teradata Corp. (TDC) earnings time is at Aug 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TDC EPS forecast?
TDC EPS forecast for the fiscal quarter 2026 (Q2) is 0.56.
