Teradata Corporation Earnings Recaps
Q1 2026
May 6, 2026
Teradata’s shares rose 3.3% following a quarter that beat expectations on recurring revenue growth and AI-related product momentum, driving investor confidence despite limited detail on margins or overall guidance.
Key takeaways
- Recurring revenue grew 12% year-over-year, underpinning strength in subscription-based business.
- Total revenue increased 6% year-over-year, reflecting ongoing demand across products and services.
- Non-GAAP EPS rose over 30% compared to Q1 2025, benefiting from operational execution and revenue mix.
- Customer traction in hybrid and cloud ARR was healthy, supported by demand for sovereign AI and security-driven workloads.
- Innovations such as the MCP server, Agentic framework, and enterprise vector store enhancements demonstrate significant AI infrastructure progress.
Q3 2025
Nov 5, 2025
Teradata reported strong Q3 2025 results, exceeding revenue and earnings per share expectations, while achieving positive annual recurring revenue (ARR) growth ahead of schedule, indicating a robust growth trajectory.
Key takeaways
- Non-GAAP earnings per share of $0.72, significantly above guidance; free cash flow also exceeded expectations.
- Positive ARR growth achieved two quarters ahead of the initial target, reinforcing confidence in sustainable growth for 2026.
- Strong demand for Agentic AI solutions reflects a shift towards hybrid environments, allowing enterprises to maximize both on-prem and cloud data capabilities.
- Recognized as a leader in Forrester Wave for Data Management for Analytics platforms, underlining Teradata's reliability and scalability in hybrid cloud deployments.
- Recent launches, including Teradata AgentBuilder and integrated AI services, position the company at the forefront of accelerating enterprise-scale AI implementations.