Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
Teradata
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Diego, California, USA
Website
Employees
7,000 (2026, approximate)
Founded
1979
Listing
TDC · NYSE
Market Cap
—
Revenue (TTM)
$1.69B
Price
USD29.79 (-2.65%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A data warehousing and enterprise analytics platform provider transitioning toward cloud and AI-ready data infrastructure. Q1 2026 EPS of $0.88 beat analyst estimates by 15.8%, and the company projects 2026 total ARR growth of 2-4% with free cash flow of $310-330 million. Teradata launched its Autonomous Knowledge Platform in July 2026, unifying production-grade AI, analytics, and data across cloud, on-premises, and hybrid environments, and was named Exemplary across seven categories in the 2026 ISG Buyers Guides for AI and Data Platforms; the company also paused 2026 employee salary increases to redirect budget toward AI investment.
Strategic Connections
Competition / Other
- Databricks: Teradata competes with Databricks and other modern cloud data platforms in enterprise analytics and data warehousing.
- Cloud Computing & Data Centers: Teradata provides data warehousing and analytics software within the broader cloud computing industry.
- CSG International: CSG International operates in the broader enterprise data and customer engagement software category alongside analytics platforms like Teradata.
Strategic Risks
- Legacy on-premises data warehousing revenue in gradual decline as customers migrate to cloud-native platforms
Future Outlook
- Cloud ARR growth and AI-ready data platform positioning expected to offset legacy revenue decline
- Autonomous Knowledge Platform positioned as the company's core AI/analytics/data unification bet for 2026-2027
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Feb 2026) — Teradata Corporation FY2025 Annual Report (Form 10-K), filed with the SEC
- Newsline (May 2026) — Teradata Q1 2026 EPS beats estimates by 15.8%
- Teradata investor relations (May 2026) — Teradata Q1 2026 prepared remarks
- PR Newswire / HR Katha (Jul 2026) — Teradata launches Autonomous Knowledge Platform, pauses salary hikes to fund AI push
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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