Teradata reported third-quarter 2026 revenue of $399 million, down $17 million year over year, while Public Cloud ARR reached $700 million, up 11%. Net income was $38 million, versus $40 million in the prior-year quarter.
TDC · Teradata Corp
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Teradata raised its 2026 non-GAAP EPS guidance to $2.86 to $2.90, attributing the increased outlook to operating-margin expansion. It reaffirmed total ARR guidance of two to four percent and narrowed total revenue guidance to minus 1% to 0% year-over-year.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Nov 5, 2026TL;DR. Teradata raised full-year non-GAAP EPS guidance, expects approximately 200 basis points of operating-margin expansion, grew cloud ARR 11% and adjusted free cash flow 9%, reaffirmed 2%-4% ARR growth, launched major AI offerings, reported customer wins, and repurchased $131 million of stock year to date. The outlook remains mixed because Q3 revenue, margins, EPS, and consulting revenue declined, total ARR grew only 1%, and Q4 and full-year revenue are expected to decline or remain flat.
- + Teradata repurchased $57 million of stock in Q3 and $131 million year to date, slightly exceeding its adjusted-free-cash-flow repurchase target.
- − Q3 recurring revenue declined 2% year over year to $359 million.
- − Q4 recurring revenue is expected to decline 2%-4% year over year and total revenue is expected to decline 4%-6%.
- − Full-year total revenue is expected to decline 1% or remain flat year over year.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
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Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Maintenance and Software upgrade rights ARR | $73M | the second quarter of 2026 filing | — |
| Total ARR | $1.51B | the second quarter of 2026 filing | — |
| Adjusted Free Cash Flow (non-GAAP Measure) non-GAAP | 158M | six months ended June 30, 2026 | — |
| Free Cash Flow (non-GAAP measure) non-GAAP | 495M | six months ended June 30, 2026 | — |
| Non-GAAP Diluted Earnings Per Share non-GAAP | $1.57 | six months ended June 30, 2026 | — |
| Non-GAAP gross margin non-GAAP | 60.5% | Q2 2026 (three months ended June 30) | — |
| Non-GAAP operating margin non-GAAP | 21.5% | Q2 2026 (three months ended June 30) | — |
| Public cloud ARR | 686M | As of June 30, 2026 | — |
| Recurring revenue | 763M | Six months ended June 30, 2026 | — |
| Recurring revenue was 89% of total revenue | 89% | Q2 2026 (three months ended June 30) | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TDC
this stock
Teradata Corp
|
$3.18B | +14.4% | -7.1% | 7.3 | 14.9% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 6, 2026
- This year
- 22
Teradata reported third-quarter 2026 revenue of $399 million, down $17 million year over year, while Public Cloud ARR reached $700 million, up 11%. Net income was $38 million, versus $40 million in the prior-year quarter.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TDC | +9.5% | +14.7% | +4.4% | +1.6% | +14.4% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.9% | +15.8% | +3.9% | +1.8% | +3.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.