Teradata Corporation filings document its public-company reporting as a Delaware operating company focused on enterprise data, analytics, and AI platforms. Form 8-K reports furnish quarterly operating results, outlook materials, and metrics such as annual recurring revenue, public cloud ARR, recurring revenue, cash flow, and product-demand commentary.
Governance filings include the definitive proxy statement, director elections, board committee structure, executive compensation, equity awards, and stockholder voting matters. Other 8-K disclosures record material agreements, changes in board composition, a stockholder cooperation agreement, stock repurchase authorization, and a litigation settlement affecting liquidity and legal-contingency disclosures.
Teradata Corporation entered into a Cooperation Agreement with Lynrock Lake entities and Cynthia Paul that reshapes its board and formalizes a temporary governance truce. Teradata will expand its board from nine to ten directors and expects to appoint Melissa Fisher as a Class I director by March 1, 2026, following completion of independence and onboarding reviews.
Fisher is to serve on the Nominating and Governance Committee and be nominated for election at the 2026 annual meeting. The board also plans to add another Class II director by August 1, 2026, while one current Class I and one current Class II director will not stand for re-election at the 2026 and 2027 meetings, respectively.
In return, Lynrock Lake agrees to vote its shares with the board’s recommendations, observe standstill and non‑disparagement provisions, and support the company’s 2026 director slate. Teradata will reimburse up to $100,000 of Lynrock Lake’s documented expenses. The company plans to file a detailed proxy statement for the 2026 annual meeting.
Teradata Corporation reported mixed fourth quarter and full-year 2025 results, highlighting growing cloud momentum alongside softer overall revenue. In the fourth quarter, total revenue rose to $421 million from $409 million, driven by recurring revenue of $367 million versus $351 million. Public cloud annual recurring revenue increased to $701 million from $609 million, while total ARR reached $1.522 billion from $1.474 billion. Profitability improved, with GAAP diluted EPS of $0.38 versus $0.26 and non-GAAP diluted EPS of $0.74 versus $0.53, supported by higher GAAP and non-GAAP operating margins.
For full-year 2025, total revenue declined to $1.663 billion from $1.750 billion and recurring revenue edged down to $1.445 billion from $1.479 billion, even as cloud ARR grew 15% as reported. GAAP diluted EPS increased to $1.35 from $1.16 and non-GAAP diluted EPS rose to $2.58 from $2.42, reflecting stronger margins and cost discipline. Cash flow from operations was $305 million compared to $303 million, and free cash flow improved to $285 million from $277 million, with $140 million returned via share repurchases.
Looking to 2026, Teradata expects total ARR growth of 2% to 4%, recurring revenue from flat to 2% growth, and total revenue between a 2% decline and flat year-over-year. The company projects GAAP diluted EPS of $1.26 to $1.36 and non-GAAP diluted EPS of $2.55 to $2.65, alongside cash flow from operations of $330 million to $350 million and free cash flow of $310 million to $330 million. First-quarter 2026 guidance calls for recurring revenue growth of 6% to 8%, total revenue growth of 1% to 3%, and GAAP diluted EPS of $0.36 to $0.40 with non-GAAP diluted EPS of $0.75 to $0.79.
Teradata Corporation reported mixed fourth quarter and full-year 2025 results, highlighting growing cloud momentum alongside softer overall revenue. In the fourth quarter, total revenue rose to $421 million from $409 million, driven by recurring revenue of $367 million versus $351 million. Public cloud annual recurring revenue increased to $701 million from $609 million, while total ARR reached $1.522 billion from $1.474 billion. Profitability improved, with GAAP diluted EPS of $0.38 versus $0.26 and non-GAAP diluted EPS of $0.74 versus $0.53, supported by higher GAAP and non-GAAP operating margins.
For full-year 2025, total revenue declined to $1.663 billion from $1.750 billion and recurring revenue edged down to $1.445 billion from $1.479 billion, even as cloud ARR grew 15% as reported. GAAP diluted EPS increased to $1.35 from $1.16 and non-GAAP diluted EPS rose to $2.58 from $2.42, reflecting stronger margins and cost discipline. Cash flow from operations was $305 million compared to $303 million, and free cash flow improved to $285 million from $277 million, with $140 million returned via share repurchases.
Looking to 2026, Teradata expects total ARR growth of 2% to 4%, recurring revenue from flat to 2% growth, and total revenue between a 2% decline and flat year-over-year. The company projects GAAP diluted EPS of $1.26 to $1.36 and non-GAAP diluted EPS of $2.55 to $2.65, alongside cash flow from operations of $330 million to $350 million and free cash flow of $310 million to $330 million. First-quarter 2026 guidance calls for recurring revenue growth of 6% to 8%, total revenue growth of 1% to 3%, and GAAP diluted EPS of $0.36 to $0.40 with non-GAAP diluted EPS of $0.75 to $0.79.
Teradata Corporation (TDC) Chief Product Officer Sumeet Arora reported a routine equity transaction. On 11/17/2025, 8,333 shares of common stock were disposed of at $26.13 per share under transaction code "F," which indicates shares were withheld to satisfy tax obligations on the vesting of restricted share units. Following this tax withholding, Arora beneficially owned 208,562 shares of Teradata common stock, held directly.
Teradata Corporation (TDC) reported an insider equity transaction by its Chief Financial Officer, John Ederer. On 11/17/2025, 41,024 shares of Teradata common stock were disposed of at a price of $26.13 per share. The filing explains that these shares were withheld by the company to satisfy tax obligations upon the vesting of restricted share units, rather than sold on the open market. Following this tax withholding event, Ederer beneficially owns 267,195 shares of Teradata common stock directly.
Teradata Corporation reported that its board approved a new stock repurchase program authorizing the company to buy back up to $500 million of its common stock. The program will become effective on January 1, 2026, has no set end date, and can be modified, suspended, or terminated by the company.
Repurchases may occur from time to time in the open market, through privately negotiated transactions, or via Rule 10b5-1 trading plans, in line with securities laws. The existing repurchase program, which had $242.7 million of remaining authorization as of November 7, 2025, will expire on December 31, 2025 and be fully replaced by the new authorization. A separate dilution offset program for employee-related share purchases will continue unchanged.
Teradata Corporation (TDC) received an initial ownership report showing that investment entities affiliated with Lynrock Lake beneficially own 9,416,666 shares of Teradata common stock, held indirectly through Lynrock Lake Master Fund LP. This position represents more than 10% of Teradata’s outstanding common stock, driven by Teradata’s stock repurchase activity and the resulting decrease in shares outstanding disclosed in its Form 10-Q filed on November 5, 2025. Lynrock Lake LP, Lynrock Lake Partners LLC, and Cynthia Paul may be deemed beneficial owners of these shares but each disclaims ownership beyond their respective economic interest.
Teradata (TDC) reported Q3 2025 results in its 10‑Q. Total revenue was $416 million, down 5% year over year, as recurring revenue slipped 2%, perpetual/software & hardware fell to $3 million, and consulting services declined to $47 million. Gross margin edged up to 60.8%, and operating income rose to $61 million from $56 million.
Net income increased to $40 million with diluted EPS of $0.42. Total ARR was $1.490 billion (up 1%), while Public Cloud ARR reached $633 million (up 11%). Cloud Net Expansion Rate was 109% versus 120% a year ago. Cash from operations for the first nine months was $145 million; free cash flow was $134 million. Cash and cash equivalents were $406 million, and term loan principal outstanding was $463 million. The company repurchased $102 million of common stock year to date.
The court denied SAP’s petition for certiorari on October 6, 2025; trial in the TD‑SAP 1 matter is scheduled to begin March 30, 2026. In the Ostrander securities class action, the court granted a motion to dismiss with leave to amend; plaintiff did not amend and may appeal after final judgment. At October 24, 2025, approximately 93.2 million common shares were outstanding.
Teradata Corporation furnished an Item 2.02 report announcing its third‑quarter 2025 operating results and providing outlook estimates for the fourth quarter and full year 2025. The results and guidance are contained in a press release attached as Exhibit 99.1, which is incorporated by reference.
The company also posted supplemental materials dated November 4, 2025 on its investor relations website. The furnished information, including Exhibit 99.1, is not deemed filed for purposes of Section 18 of the Exchange Act. Exhibits include 99.1 (Earnings Press Release) and 104 (Cover Page Inline XBRL).
Teradata Corporation notice reports a proposed sale of 75,060 common shares through Fidelity Brokerage Services on the NYSE with an aggregate market value of approximately $1,580,457.43. The filing lists the seller's acquisition history: ten separate restricted stock vesting events between 02/13/2023 and 03/06/2025 totaling the units underlying the sale, with each grant identified as compensation. The filing states there were 94,500,000 shares outstanding and shows no securities sold by the seller in the past three months.
Teradata Corp is the subject of a Schedule 13G/A reporting filings by Ameriprise Financial, Inc. and Columbia Management Investment Advisers, LLC disclosing institutional, passive holdings below 5% of the outstanding common stock. Ameriprise reports an aggregate 4,560,927 shares (about 4.8% of the class) with 3,084,858 shares of shared voting power and 4,560,927 shares of shared dispositive power. Columbia Management reports an aggregate 4,494,686 shares (about 4.7%) with 3,031,346 shared voting power and 4,494,686 shared dispositive power.
The filing notes that Ameriprise, as parent of Columbia Management, may be deemed to beneficially own the shares reported by Columbia but that each disclaims beneficial ownership. The signatory certifies the holdings were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.