Equity Profile

TDC

Teradata Corporation

Information TechnologySystems Software$3.1B

May5Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Teradata Beats on EPS, Stock Up 2.59%

Metric	Actual	Expected	Surprise
EPS	$0.88	$0.77	+60.00%
Revenue	—	$429M	—

management commentary, guidance changes, and full analysis available with Pro.

Teradata Beats on EPS, Stock Up 2.59%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.88	$0.77	+60.00%
Revenue	—	$429M	—

Management Commentary

Tone: Unknown

No transcript is on record, so the analysis is based solely on numerical results.

What It Means

Teradata's earnings report showed a strong performance on EPS, significantly exceeding expectations, which contributed to a 2.59% increase in stock price. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS beat as a positive sign, but the lack of revenue data and management commentary leaves questions about future growth.

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.77

Revenue

Revenue figures will provide insight into overall business growth and demand for Teradata's services.

$429M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Teradata Corporation (TDC) is a technology company that specializes in data analytics and database management. As businesses increasingly rely on data to drive decisions, Teradata's solutions are crucial for helping organizations analyze and manage their data effectively. The company's focus on cloud services and AI integration positions it well in the growing information technology sector.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.70%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q4 2025, Teradata reported an impressive EPS of $0.74, significantly beating expectations of $0.34. The stock reacted positively, increasing by 3.32% the following day.

Management Promises & Guidance

Continued focus on expanding cloud services.
Commitment to enhancing AI capabilities in data analytics.
Plans to improve customer engagement and retention.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Teradata's upcoming earnings, expecting solid EPS and revenue growth. The company has a strong track record of beating earnings estimates, which adds to positive sentiment.

Bull Case

If Teradata exceeds the EPS estimate of $0.77, it could signal strong operational efficiency and growing demand for its analytics solutions, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about its growth trajectory and competitive position in the market.

Key Metrics to Watch

EPS

$0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$429M

Revenue figures will provide insight into overall business growth and demand for Teradata's services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Teradata's EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce the company's strong performance and operational efficiency, potentially boosting investor confidence.

What revenue growth can Teradata report compared to the consensus of $429M?

Revenue growth is critical for assessing the company's market demand and overall business health, influencing future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Teradata's ability to leverage its recent technological advancements in AI and cloud services, which could drive higher-than-expected revenue growth.

Supporting Evidence

Teradata has consistently beaten EPS estimates, indicating strong operational execution.

The company's recent focus on cloud solutions may not be fully reflected in current revenue expectations.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Key Risk

If Teradata reports cloud revenue growth significantly above expectations, it could shift market perception and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Teradata can sustain its recent earnings momentum in a competitive market.

Bull Confirmed If

An EPS of $0.80 or higher, coupled with revenue exceeding $435M, would confirm strong operational momentum.

Bear Confirmed If

An EPS below $0.75 and revenue below $425M would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±13.71%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±17.1% while TDC has averaged ±2.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

43.1%

Calls (605K)P/C Ratio: 0.02Puts (15K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teradata beats expectations, history suggests the stock could rise by around 1.94%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors weigh management's commentary on future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.51%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud service adoption rates and customer feedback.
2Any commentary on AI integration in their analytics products.
3Insights into customer retention strategies and engagement metrics.
4Management's outlook on competitive pressures in the analytics space.
5Details on any new partnerships or collaborations that could impact growth.

See the full picture

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.77

Revenue

Revenue figures will provide insight into overall business growth and demand for Teradata's services.

$429M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.70%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q4 2025, Teradata reported an impressive EPS of $0.74, significantly beating expectations of $0.34. The stock reacted positively, increasing by 3.32% the following day.

Management Promises & Guidance

Continued focus on expanding cloud services.
Commitment to enhancing AI capabilities in data analytics.
Plans to improve customer engagement and retention.

Expectations

Wall Street Expectations

Bull Case

If Teradata exceeds the EPS estimate of $0.77, it could signal strong operational efficiency and growing demand for its analytics solutions, potentially driving the stock higher.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about its growth trajectory and competitive position in the market.

Key Metrics to Watch

EPS

$0.77

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$429M

Revenue figures will provide insight into overall business growth and demand for Teradata's services.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Teradata's EPS exceed the consensus estimate of $0.77?

A beat on EPS would reinforce the company's strong performance and operational efficiency, potentially boosting investor confidence.

What revenue growth can Teradata report compared to the consensus of $429M?

Revenue growth is critical for assessing the company's market demand and overall business health, influencing future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Teradata's ability to leverage its recent technological advancements in AI and cloud services, which could drive higher-than-expected revenue growth.

Supporting Evidence

Teradata has consistently beaten EPS estimates, indicating strong operational execution.

The company's recent focus on cloud solutions may not be fully reflected in current revenue expectations.

Options pricing suggests a larger move than historical averages, indicating potential for a surprise.

Key Risk

If Teradata reports cloud revenue growth significantly above expectations, it could shift market perception and drive the stock higher.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Teradata can sustain its recent earnings momentum in a competitive market.

Bull Confirmed If

An EPS of $0.80 or higher, coupled with revenue exceeding $435M, would confirm strong operational momentum.

Bear Confirmed If

An EPS below $0.75 and revenue below $425M would raise concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±13.71%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.

Options are pricing ±17.1% while TDC has averaged ±2.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.1%

30d HV

43.1%

Calls (605K)P/C Ratio: 0.02Puts (15K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teradata beats expectations, history suggests the stock could rise by around 1.94%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors weigh management's commentary on future growth.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.51%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on cloud service adoption rates and customer feedback.
2Any commentary on AI integration in their analytics products.
3Insights into customer retention strategies and engagement metrics.
4Management's outlook on competitive pressures in the analytics space.
5Details on any new partnerships or collaborations that could impact growth.