TERADATA CORP /DE/(TDC)— Stock Profile, AI Score & Financials
Technology · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
TERADATA CORP /DE/ (TDC) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores TDC at 63.6/100 on a 32-signal composite quality model, placing it at rank #611 of 2,960 stocks — the top 25% of the AI-ranked universe. TDC scores in the top quartile across balance sheet strength (97.9), free cash flow (92.6), profitability (90.4). Areas of concern include revenue growth (16.8) and institutional flow (35.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 21.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TERADATA CORP /DE/ reports quarterly revenue of $410.0M, net income of $46.0M, free cash flow of $105.0M. Top institutional holders of TDC by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, Lynrock Lake, based on the most recent SEC filings. TDC trades on the NYSE exchange and files with the SEC under CIK 816761. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TDC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TERADATA CORP /DE/ directly from SEC EDGAR.
AI Quality Score
63.6/100
AI Rank
#611
Revenue
$410.0M
Net Income
$46.0M
Free Cash Flow
$105.0M
TDC key financials by period
TERADATA CORP /DE/ reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$1.7B
$130.0M
12.3%
FY 2024
10-K
$1.8B
$114.0M
11.9%
FY 2023
10-K
$1.8B
$62.0M
10.2%
FY 2022
10-K
$1.8B
$33.0M
6.6%
FY 2021
10-K
$1.9B
$147.0M
12.0%
FY 2020
10-K
$1.8B
$129.0M
0.9%
Institutions holding TDC
Institutional investors reporting a position in TERADATA CORP /DE/ on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Teradata's Q2 FY2026 revenue was roughly flat at $410M (+0% YoY), but net income jumped to $46M from $9M as gross margin expanded to 59.3% and Public Cloud ARR grew 8% YoY to $686M.
Biggest Revenue Drivers
Recurring revenue$363M+3% YoY
Growth from Public Cloud revenue, offset in part by lower annual upfront software subscription revenue
Consulting services$39M-24% YoY
Primarily the result of lower order performance from the second half of 2025 and first quarter of 2026
Biggest Revenue Drivers
Total revenue: $410M+0% YoY
Recurring revenue$363M+3% YoY
Growth from Public Cloud revenue, offset in part by lower annual upfront software subscription revenue
Consulting services$39M-24% YoY
Primarily the result of lower order performance from the second half of 2025 and first quarter of 2026
Perpetual software licenses, hardware and other$8M+167% YoY
Primarily driven by perpetual hardware
Largest Expense Items
Cost of revenue$167M
Gross margin rose to 59.3% from 56.4%, primarily due to a greater mix of recurring revenue in the period
Selling, general and administrative expenses$120M
Decreased due to lower employee compensation expense from continued budget discipline and the impact of prior-year restructuring actions
Research and development expenses$75M
Increased due to investments in Public Cloud and AI-related technology opportunities, offset in part by continued cost reduction initiatives
Margins: Gross margin increased to 59.3% in Q2 2026 from 56.4% in Q2 2025 primarily due to a greater mix of recurring revenue. Total operating expenses fell 5% YoY, largely from lower employee compensation tied to prior-year restructuring.
Watch Items from the Filing
Effective tax rate fell to 2.1% in Q2 2026 from 30.8% in Q2 2025, driven by a $12 million discrete tax benefit tied to R&D cost elections for NCTI purposes.
Total ARR grew just 1% YoY to $1.509 billion while legacy Maintenance and Software upgrade rights ARR fell from $99 million to $73 million as customers migrate to Public Cloud.
Public Cloud ARR increased 8% YoY to $686 million, driven by customer migrations and expansions.
Hardware is assembled primarily by a single contract manufacturer, Flex Ltd, and the company notes NAND/DRAM component constraints from rising AI infrastructure demand could raise costs and delay shipments.
Consulting services revenue declined 24% YoY ($12 million) in Q2 2026 due to lower order performance in the second half of 2025 and first quarter of 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
