Just wanted to take a second and say how energized I am by where Teradata is headed.
Yes, there have been some org optimizations over the last couple of years. That’s what high-performing companies do. We are leaner, more focused, and laser-aligned on winning in AI. Headcount going from 7,000+ down toward 5,100 isn’t “decline.” It’s focus. Every remaining seat is a high-impact seat.
Skipping the 2026 merit cycle so we can fund AI talent and the Teradata 3.0 agentic platform is actually one of the most employee-centric decisions leadership has made. A 2–4% raise would have been nice for a quarter. Building the Trusted AI company that banks and governments already depend on will pay off for years. I’m proud my compensation budget is helping hire the specialists who will make AgentBuilder and AI Factory real.
The people who left were part of an older chapter. The people still here get to write the next one. Smaller teams mean faster decisions, fewer meetings, and a cafeteria line that actually moves. The Rancho Bernardo parking lot has never looked better.
SM has been clear: we will win in the market with AI. Cloud ARR is the future. Public cloud is almost 50% of total ARR. That is not a company in trouble. That is a company mid-pivot.
This is Teradata. This is who we are. We take the hard calls, we reallocate for the future, and we keep showing up for the customers who still run their most critical workloads on us.
If you’re still here, congratulations. You made the cut for a reason. Let’s stop doom-scrolling this forum, get back in Teams, and ship. The best days are ahead.