Enterprise Data Analytics and Cloud Data Platforms
Strategic Profile
Teradata positions itself as a scalable, hybrid-first platform supporting AWS, Microsoft Azure, Google Cloud and private deployments. The company has formed new partnerships with NVIDIA and strengthened relationships with major cloud service providers, enhancing their AI capabilities. Teradata focuses on cloud growth and AI partnerships to drive future success.
Cyborg Score Rationale
Teradata demonstrates solid fundamentals with strong cloud ARR growth (15% in 2025), profitable operations, and strategic AI positioning. However, overall revenue declined modestly and total ARR growth remains challenged, indicating a company in transition rather than acceleration.
Top Insights
Public cloud ARR reached $701 million in 2025 (15% growth), while total ARR increased to $1.522 billion
Teradata delivered more than 150 AI engagements at customer accounts in 2025, signaling market traction
For 2026, Teradata expects total ARR growth of 2-4% and non-GAAP diluted EPS of $2.55-$2.65
Teradata owns 534 patents in the United States with additional patents licensed internationally, providing defensible IP moat
Named Competitors
Snowflake Cloud Data Platform — Cloud data warehouse and analytics platform
Databricks Lakehouse Platform — Unified data and AI platform
Amazon Redshift — Cloud data warehouse service
Microsoft Synapse Analytics — Analytics service combining data warehousing
Recent Developments
(February 2025) Chief Financial Officer Claire Bramley announced departure effective March 31, with company initiating search for permanent successor
(Q4 2025) Cloud ARR grew 15% to $609M while total revenue declined 5%
(2025) 2025 marked significant innovation at Teradata in support of transformation into a leading AI and knowledge platform with considerable technology announcements throughout the year
Open the full interactive Teradata Corporation report
Strategic research, analyst-debate audio, full Cyborg Score breakdown across 11 dimensions, and saved-company audio playlists.