Teradata (TDC) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Leadership priorities and strategic direction

• Focus on restoring business momentum after a challenging 2024, with priorities on positive ARR growth, operating margin improvement, durable free cash flow, and quarterly consistency in 2025.

• Product leadership aims to earn customer trust and drive innovation with a startup-like velocity, emphasizing both foundational and rapid market-fit discovery.

Market trends and product innovation

• Demand is shifting from traditional reporting to agentic AI and contextual solutions, with customers seeking enterprise-grade, explainable AI.

• AI is increasingly being co-located with enterprise data, leveraging Teradata’s trusted repository and industry knowledge.

• Emphasis on rapid innovation, cost efficiency, governance, and trust as key differentiators.

Competitive landscape and differentiation

• Differentiation comes from offering customers deployment flexibility (on-prem, cloud, hybrid) with the same technology stack and rapid innovation availability.

• Unique ability to support both block and object storage, enabling low latency, high concurrency, and elastic compute for diverse workloads.

• Deep industry expertise and AI Studio enable advanced analytics and agent lifecycle management close to the data.