Thread regarding Teradata Corp. layoffs

@qg

Your cherry picking you numbers.
Sure cloud ARR was up 11%.
How about year over year? Total ARR up 1%. hmm...,
Cloud ARR up, up just shifting $$ from one pocket to the other.

Long term debt to zero. Ok, how many more SAP lawsuit type of cash settlements do expect in 2027?

Just curious. What's your role at Teradata? Are you customer facing with larget accounts that haven't migrated to Teradata's cloud? (wonder why?)

@q6 "Look in the mirror" is a playground comeback, not a rebuttal. You grabbed one revenue line, skipped the rest of the release, and called it analysis.

Public cloud ARR $700M, up 11%. Non-GAAP EPS $0.70, a beat. Full-year EPS outlook raised. Long-term debt from $431M to zero.

And nobody said new logos don't matter. You invented that so you'd have something to swing at. Put down the straw man and read past the first number next time.

@k9 hmm, I have an attitude? Re-read your posts and look in the mirror.

I didn't realize Teradata isn't looking for new logos and is content with just growing their installed base.
I also didn't know that the leadership is excited about flat or declining revenue for the last 4 qtrs.

If that's the metrics that the ELT is being measured on you're correct, they've been successful.

@k6 You showed up with two questions, zero answers, and a verdict anyway. That isn't skepticism, it's guessing with punctuation.

New logos or migrations, it's a win either way. A customer who moves their data onto Teradata's cloud chose Teradata's cloud. Your "first step before they swap engines" line is fan fiction. You wrote the ending you were hoping for and passed it off as a forecast.

And read the post you replied to before lecturing anyone. Revenue down 4% and a lower Q4 guide were both already in there, in plain English. Nobody cited $419M of net income or $598M of operating cash flow except you. You hauled those numbers in just to knock them down. If you need to build the other side's argument yourself to win, you've already lost the real one.

Next time bring an answer, not a question mark and an attitude.

@g0

How much of that increase in cloud ARR was from new logos?

OR

Was it existing customers moving some of their on-prem workload and data to the cloud?
The first step to allow them easily swap out for their engine of choice?

You're kidding yourself.
Revenue is falling and Q4 guidance was pretty weak.
The one-time SAP settlement skews the net income of $419M and operating cash flow of $598M numbers.

The Leprechaun is getting angry. He's probably worried someone is going to take his pot-o-gold stock options away. Or even worse be forced to buy Teradata stock not just sell it as quickly as he can.

@ff A nickname you have to keep repeating isn't a rebuttal, it's a crutch. And nobody is failing to see the -4%: total revenue was $399M, down 4% year over year, and Q4 guidance is lower. That's been conceded in this thread more times than you've typed "Leprechaun." I'm not leadership, just someone who doesn't stop reading at line one.

@fm actually landed on the point without noticing it: yes, revenue is moving from on-prem to cloud. That IS the strategy. A customer who moves onto Teradata's cloud is a customer who didn't move to somebody else's, and total ARR still grew 1% reported, 2% in constant currency, while that shift was happening, so it isn't just one bucket refilling the other. Meanwhile leadership beat on non-GAAP EPS, raised the full-year EPS outlook, and took long-term debt from $431M to zero.

ARR isn't quarterly revenue and it doesn't guarantee nobody leaves. But "it went down last year too" is a history lesson, not an argument about where cloud and cash are heading.

revenue moved from on-premises to cloud. Thats why cloud is growing.

Leprechaun is never going to see the reality that yoy revenue is -4% just like last year and the year before.

Finally, someone who brought numbers instead of a nickname. Credit where it's due. But look at what your own list concedes: the one part of the business that's growing is the part leadership is betting the company on. Public cloud ARR is $700M, up 11%, and total ARR still grew 1% reported, 2% in constant currency, while legacy on-prem shrinks underneath it. That's what a transition looks like in the middle, not a collapse. Yes, total revenue was $399M, down 4%, and Q4 revenue guidance is lower. Conceded, again. But leadership chose to manage for cloud, cash and earnings first, and on that scorecard they beat on non-GAAP EPS, raised the full-year EPS outlook, reaffirmed ARR and adjusted free cash flow guidance, and took long-term debt from $431M to zero. Set the SAP settlement aside entirely and cloud still grew double digits and EPS still beat. Does any of that prove the product wins every deal or that no customer leaves? No, and nobody claimed it does. But "show me growth now" isn't a rebuttal to a cloud-first strategy, it's impatience dressed up as analysis. Tell us what you'd do differently with the capital. Then we're actually debating.

You're presenting financial efficiency as business success, and those are two very different things.

Yes, cloud ARR grew 11%. But total ARR grew just 1%, recurring revenue declined 2%, and total revenue declined 4%. At what point does the cloud transition actually translate into meaningful growth for the overall company?

Beating EPS expectations is nice, but EPS was still down year over year. Operating margins declined. Actual free cash flow was $85M versus $88M last year. The $96M adjusted figure is a different calculation, and even the full-year cash flow outlook includes a $315M after-tax benefit from the SAP settlement.

And let's not confuse eliminating debt with building a stronger business. A debt-free balance sheet doesn't automatically mean a competitive product, growing customer base, or healthy long-term outlook.

Perhaps the biggest concern is that Q4 revenue is projected to decline another 4–6%.

Nobody is arguing that every number is bad. There are legitimate positives here. But cherry-picking the positive financial metrics while overlooking declining revenue, margins, and essentially flat overall ARR doesn't demonstrate that leadership is executing a successful growth strategy.

A company can become more financially efficient while simultaneously becoming a weaker business. The real test is whether Teradata can grow again without continually relying on cost reductions and financial adjustments to make the numbers look better.

That's the question I'd like to see leadership answer.

@ef Repeating "Leprechaun" doesn't turn a nickname into an argument, it just shows you ran out of one. I'm not leadership, and a nickname isn't a rebuttal. You also didn't catch anyone hiding the 4% drop: it was conceded right there in the thread. What you skipped is the part that matters: the business is moving toward cloud, where public cloud ARR is $700M and up 11%, while non-GAAP EPS beat, adjusted free cash flow hit $96M, and long-term debt went to zero. "Overall trend" is doing a lot of heavy lifting for someone who won't touch a single one of those numbers.

@de "Mental gymnastics" is what you call it when you can only read one line of the earnings release. Yes, total revenue was $399M, down 4% year over year, and Q4 revenue guidance is lower. Nobody is hiding that. Now try reading the rest of the page: non-GAAP EPS of $0.70 beat the Street, public cloud ARR hit $700M, up 11%, adjusted free cash flow was $96M, long-term debt went from $431M to zero, and they raised the full-year EPS outlook while reaffirming ARR and free cash flow guidance. That's leadership steering the business toward cloud, cash and earnings instead of chasing shrinking legacy revenue. The only gymnastics here is you vaulting over every number that doesn't fit your take.

@ec Hahahaha Leprechaun we know its you. We also know that nobody is investing in new onprem environments. So yippie! You can show an increase is the details that lead to a 4% yoy decline in revenue. Its still a 4% yoy decline and holds true to Teradatas overall trend.

@dj So your theory is that anyone who disagrees with you must secretly be an executive. I'm not the Leprechaun. I'm just someone who read the Q3 release, which is apparently a rarer skill on this board than conspiracy theories. "Legacy" and "expensive" aren't an argument, they're two adjectives. Cloud ARR is $700M, up 11%. Long-term debt went from $431M to zero. Non-GAAP EPS beat estimates and the full-year outlook went up. Nobody "loots" a company by paying off its debt, genius. Revenue is down 4%, nobody's hiding it, but if your best answer to the numbers is calling me a leprechaun, the weak hand here is yours.

The fact that super engineer who very likely is the Leprechaun himself feels the need to post on a layoff board shows how weak his hand really is. Everyone knows Teradata = legacy. Everyone also knows that Teardata is expensive. These are not the kind of thing that market leaders are based on. Unfortunately the SAP longshot money came in which just delays the inevitable + allows ELT to loot more while Teradata nosedives into the dirt.

The mental gymnastics to try and argue why revenue declining 4% YoY isnt a bad thing and an indication of performance is legendary. I salute you sir or madam!

@af Nice, you found the press release. Now read past the first line. Nobody here claimed total revenue grew. The point was that the numbers leadership manages to, cloud ARR and cash, moved the right way, and they raised the EPS outlook. If you think they're managing to the wrong number, make that argument. Pasting one figure with zero commentary isn't a rebuttal, it's a copy-paste.

Total Revenue: $399 million (down 4% year-over-year as reported from $416 million in Q3 2025)