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Teradata Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Business performance and market reaction
Q3 saw strong results with positive total ARR, improved margins, and robust free cash flow and EPS, exceeding consensus expectations.
Share price rose significantly, attributed to prior undervaluation and improved fundamentals.
Investor interest and enthusiasm have increased, especially around AI positioning and fundamentals.
On-prem ARR stabilized and even increased in Q3, supporting overall growth.
Retention rates improved throughout 2025, with expectations for further gains as platform relevance grows.
Strategic initiatives and growth drivers
Focus remains on building a solid foundation for 2026 and beyond, prioritizing free cash flow and margin consistency.
R&D and product innovation are prioritized to drive future growth, especially in AI.
Expansion within the existing Global 1000 customer base is the primary growth lever, with new logos also targeted.
AI-related products and services, such as Agent Builder and AI Services, are being layered in to support customer adoption.
Hybrid cloud and on-premise capabilities are positioned as unique differentiators, enabling flexibility for customers.
Evolving go-to-market and operational focus
Sales force is evolving to focus on AI use cases and capacity-based selling, with 150 AI proof of concepts targeted this year.
Budgeting for 2026 emphasizes R&D and sales capacity expansion, funded by optimizing other business areas.
No formal margin framework provided, but a balanced approach to profitable growth and incremental margin is emphasized.
Aggressive share buybacks continue, with a new $500M authorization starting January, while M&A for technology tuck-ins, especially in AI, is also being considered.
CFO role focuses on long-term value creation, cost optimization, and enabling investment in R&D and sales.
What market trends drive total ARR focus?
How will AI drive new ARR beyond capacity?
How will M&A accelerate AI roadmap?
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Teradata Corporation, a data and analytics company, provides hybrid cloud and single-cloud solutions for enterprise analytics worldwide. The company offers Teradata Database, a business critical relational database management system. It also offers Teradata Aster Analytics to deliver insights; Vantage, an open PaaS platform that allows customers to build analytical solutions or enable existing applications with advanced analytics; and Teradata Data Stream Architecture, which enables real-time IoT streaming analytic processing of high volumes of structured and unstructured data.
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