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Teradata Corporation

TDC

Technology · 30.99 +1.4% today

Jodie read · what matters now

Revenue increased 6.2% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TDC, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections10 verified links7 additional receipts in Pro
Organic co-movement groupAI Knowledge Platforms · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.

cautious
OperationscautiousEvidence score -1
liquidityneutralEvidence score 0
valuationdiscount

What improved

  • Revenue increased 6.2% versus the comparable filing period.

What weakened

  • Operating income moved from a profit to a loss in the comparable period.

Filing receipts

Consulting services gross profit as a percentage of revenue increased as compared to the prior year primarily due to cost reduction efforts taken over the past year.

Gross Profit % of % of In millions 2026 Revenue 2025 Revenue Recurring $ 277 69.3 % $ 250 69.8 % Perpetual software licenses, hardware and other 1 100.0 % 1 10.0 % Consulting services (2) (4.7) % (3) (6.0) % Total gross profit $ 276 62.2 % $ 248 59.3 % The decrease in recurring revenue gross profit as a percentage of revenue was primarily due to unfavorable on-premises deal mix, and a higher mix of Public Cloud revenues versus on-premises revenue as compared to the prior-year period, offset in part by continued improvement in our Public Cloud margin rate.

Gross margin in c reased to 62.2% in the first quarter of 2026 from 59.3% in the first quarter of 2025, primarily due to a greater mix of recurring revenue in the period.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind TDC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationpartnerFull receipt with Pro →
DELLDell Technologies Inc.supplierFull receipt with Pro →
NTAPNetApp, Inc.supplierFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

TDC is currently a Leader in the organic co-movement group AI Knowledge Platforms. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for TDC; it is not active in the latest market snapshot.

Theme membership history

No durable theme membership has been observed for this name yet.