TDC's Q2 earnings beat estimates as recurring revenues, cloud ARR growth and wider margins support a stronger 2026 outlook.
Teradata raises its profit and cash flow outlook as its agentic AI platform launches and recurring revenue, margins and cash generation improve.
Teradata Corporation (TDC) Q2 2026 Earnings Call Transcript
Teradata (TDC) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.47 per share a year ago.
Teradata's new platform unifies data, analytics and agentic AI across hybrid environments, helping enterprises move AI projects into production.
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Teradata offers a compelling value play versus Snowflake, combining profitability, disciplined spending, and robust AI capabilities for regulated, cost-sensitive enterprise clients. TDC's AI Factory enables cost-effective AI deployment by minimizing token and data migration costs, appealing to clients with complex, hybrid, or on-premise data needs. Despite slower revenue growth than SNOW, TDC boasts expanding margins, growing recurring revenues, and a low P/E, supporting a moderate target price of $35.5.