Every material Form 8-K Teradata has filed with the SEC since May 05, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Teradata reported third-quarter 2026 total revenue of $399 million, down 4% from $416 million a year earlier, and GAAP diluted EPS of $0.40 versus $0.42. It raised its full-year 2026 GAAP and non-GAAP EPS ranges, but expects fourth-quarter total revenue to fall 4% to 6% year-over-year.
Q3 2026 total revenue was $399 million versus $416 million; non-GAAP diluted EPS was $0.70 versus $0.72.
Total ARR rose to $1.512 billion, up 1% as reported; public cloud ARR rose 11% to $700 million.
Full-year 2026 non-GAAP diluted EPS raised to $2.86 to $2.90; full-year total revenue narrowed to -1% to flat year-over-year.
Fourth-quarter 2026 outlook: total revenue down 4% to 6% year-over-year; non-GAAP diluted EPS of $0.58 to $0.62.
Teradata's board approved a form of indemnification agreement on August 12, 2026, and entered into it with each director and executive officer. The agreements commit the company to indemnify and advance expenses to each covered person to the fullest extent Delaware law permits, and to cover them under its directors' and officers' insurance policies. The filing is administrative and does not describe any financial figures.
Board approved the form of Indemnification Agreement on August 12, 2026
Agreements cover each Teradata director and executive officer
Teradata will indemnify and advance expenses to the fullest extent permitted under Delaware law
Full terms are in Exhibit 10.1, filed with the 8-K
Teradata reported second quarter 2026 total revenue of $410 million, flat from $408 million a year earlier, while recurring revenue rose 3% to $363 million. GAAP diluted EPS was $0.48 versus $0.09, and non-GAAP diluted EPS was $0.69 versus $0.47. The company raised its full-year 2026 GAAP and non-GAAP EPS ranges, largely reflecting a $315 million after-tax net benefit from a settlement with SAP, but guided third-quarter total revenue down 4% to 6% year over year.
Q2 2026 total revenue was $410 million, flat as reported and in constant currency; recurring revenue was $363 million, up 3%.
GAAP operating margin was 11.7% versus 5.9%; non-GAAP operating margin was 21.5% versus 16.4%.
Full-year 2026 non-GAAP diluted EPS range raised to $2.65 to $2.73; GAAP diluted EPS range raised to $4.43 to $4.51.
Third-quarter 2026 outlook: total revenue down 4% to 6% year over year; non-GAAP diluted EPS of $0.55 to $0.59.
Teradata said its Board appointed Bernd Leukert as a Class II director effective August 1, 2026, under the cooperation agreement with Lynrock Lake entities and Cynthia Paul announced February 11, 2026. The Board expanded from nine to ten directors, and Class II expanded from three to four. The filing says the Board considers Mr. Leukert independent.
Bernd Leukert elected Class II director, term expiring at the 2027 annual meeting, effective August 1, 2026
Board size expanded from nine to ten directors; Class II expanded from three to four
Mr. Leukert appointed to the Nominating and Governance Committee and will receive non-employee director compensation under the Teradata Director Compensation Program
Teradata entered a five-year, unsecured $400 million revolving credit agreement with Bank of America, N.A. as administrative agent, which replaces its 2022 credit agreement. The term loan outstanding under the prior agreement was repaid in full. The filing states the new facility matures June 24, 2031, and the company's prior agreement terms were substantially similar.
Five-year unsecured revolving facility of up to $400 million, maturing June 24, 2031, with possible extensions of up to two one-year periods by mutual agreement
Teradata may request up to $200 million of additional facility capacity, subject to lenders agreeing to provide it
Interest is floating, with margins of 1.000% to 1.500% for non-base-rate borrowings, based on Teradata's leverage ratio
Outstanding term loan under the 2022 Prior Agreement was repaid in full in connection with the new agreement
At its May 14, 2026 annual meeting, Teradata stockholders elected three Class I directors, approved an advisory say-on-pay vote, approved the Amended 2023 Stock Incentive Plan, and ratified PricewaterhouseCoopers LLP as the independent auditor for 2026. The amended plan adds 6,300,000 shares to the pool available under the plan, which the filing says is described in the 2026 proxy statement.
The Amended 2023 Plan increases the shares available under the plan by 6,300,000.
Holders of 88,232,188 shares, about 93.33% of shares entitled to vote, were present in person or by proxy.
Melissa B. Fisher, Stephen McMillan and Kimberly K. Nelson were elected to three-year terms expiring at the 2029 annual meeting.
PricewaterhouseCoopers LLP was ratified for 2026, with 87,449,014 votes for and 638,248 against.
Teradata reported first-quarter 2026 total revenue of $444 million, up 6% from $418 million a year earlier, and non-GAAP diluted EPS of $0.88 versus $0.66. GAAP diluted EPS of $3.47 was lifted by a $359 million pre-tax net benefit from a settlement with SAP, and the company raised its full-year 2026 GAAP EPS range to $4.22 to $4.32. Second-quarter total revenue is guided down 4% to 2%, and the full-year non-GAAP EPS range of $2.55 to $2.65 was reaffirmed.
Q1 2026 total revenue $444 million, up 6% as reported and 4% in constant currency; recurring revenue $400 million, up 12%
GAAP operating result was a loss of $36 million versus income of $66 million a year earlier, including $121 million of SAP settlement costs
Q2 2026 guidance: total revenue down 4% to 2% year-over-year; non-GAAP diluted EPS $0.53 to $0.57
Full-year 2026 GAAP diluted EPS raised to $4.22 to $4.32; non-GAAP diluted EPS reaffirmed at $2.55 to $2.65
Teradata expanded its board from nine to ten directors and elected Melissa Fisher as a Class I director effective March 1, 2026, under a cooperation agreement with Lynrock Lake Partners. Director Daniel Fishback will retire at the end of his term at the 2026 annual meeting rather than stand for re-election, which the company says is not due to any disagreement with management.
Melissa Fisher elected as Class I director effective March 1, 2026, with a term expiring at the 2026 annual meeting
Fisher named to the Audit Committee and Nominating and Governance Committee and designated an Audit Committee Financial Expert
Board determined Fisher is independent under NYSE and SEC requirements
Daniel Fishback, a director since 2017, will retire at the 2026 annual meeting under the cooperation agreement
Teradata entered a cooperation agreement dated February 10, 2026 with activist investor Lynrock Lake and related parties. The board will grow from nine to ten directors, with Melissa Fisher expected to join by March 1, 2026, and one more director to be appointed by August 1, 2026. Shareholders should note the standstill and voting commitments by the Lynrock Lake parties, and that the filing does not report any financial results.
Board expands from nine to ten directors; Melissa Fisher to be appointed as a Class I director by March 1, 2026, subject to review and onboarding
Additional Class II director to be appointed by no later than August 1, 2026, after the 2026 Annual Meeting
One Class I director will not stand for re-election in 2026 and one Class II director will not stand for re-election in 2027
Company will reimburse Lynrock Lake's documented expenses up to $100,000 in aggregate
Teradata reported fourth-quarter 2025 total revenue of $421 million, up 3% as reported and 1% in constant currency, with non-GAAP diluted EPS of $0.74 versus $0.53. For full-year 2025, total revenue fell 5% to $1.663 billion, while non-GAAP diluted EPS rose to $2.58 from $2.42. The company's 2026 outlook calls for total revenue of -2% to flat and non-GAAP diluted EPS of $2.55 to $2.65, so shareholders face a mixed picture of a stronger quarter but a weaker revenue trend.
Q4 2025 total revenue was $421 million, up 3% as reported; recurring revenue was $367 million, up 5%.
Q4 2025 GAAP diluted EPS was $0.38 versus $0.26; non-GAAP diluted EPS was $0.74 versus $0.53.
Full-year 2025 total revenue was $1.663 billion, down 5%; free cash flow was $285 million and share repurchases were $140 million.
2026 outlook: total revenue -2% to flat and non-GAAP diluted EPS $2.55 to $2.65; Q1 2026 total revenue expected to rise 1% to 3%.
Teradata reported third-quarter 2025 results on November 4, 2025, with total revenue down 5% from the prior year to $416 million while non-GAAP diluted EPS rose to $0.72 from $0.69. The company updated its full-year 2025 non-GAAP EPS range to $2.38 to $2.42 and guided fourth-quarter total revenue down 2% to 4% in constant currency, so shareholders see weaker sales alongside higher per-share earnings.
Total revenue was $416 million versus $440 million, a 5% decline as reported and 6% in constant currency.
Non-GAAP diluted EPS was $0.72 versus $0.69; GAAP diluted EPS was $0.42 versus $0.33.
Total ARR rose 1% to $1.490 billion, and public cloud ARR rose 11% to $633 million.
Full-year 2025 non-GAAP diluted EPS is now expected at $2.38 to $2.42, and full-year total revenue is reaffirmed at down 5% to 7% in constant currency.
Teradata reported second-quarter 2025 total revenue of $408 million, down 6% from $436 million a year earlier, and GAAP diluted EPS of $0.09 versus $0.38. The company also set third-quarter and updated full-year 2025 outlook ranges, including a full-year total revenue range of -5% to -7% in constant currency, which shareholders will weigh against the lower current results.
Total revenue was $408 million versus $436 million, down 6% as reported; recurring revenue was $354 million versus $368 million
GAAP diluted EPS was $0.09 versus $0.38; non-GAAP diluted EPS was $0.47 versus $0.64
Third-quarter 2025 outlook: total revenue down 7% to 9% year over year in constant currency; non-GAAP diluted EPS of $0.51 to $0.55
Full-year 2025 outlook: total revenue down 5% to 7% in constant currency; non-GAAP diluted EPS of $2.17 to $2.25; public cloud ARR grew 17% to $634 million
At its May 15, 2025 annual meeting, Teradata stockholders elected three Class III directors, approved an advisory say-on-pay vote on executive compensation, approved the Amended 2023 Stock Incentive Plan, and ratified PricewaterhouseCoopers LLP as the independent auditor for 2025. The amended plan increases the shares available for issuance by 3,687,000, which affects potential dilution for existing shareholders.
The Amended 2023 Plan adds 3,687,000 shares available for issuance.
Michael P. Gianoni, Todd E. McElhatton and Joanne B. Olsen were elected Class III directors for terms expiring at the 2028 Annual Meeting.
Say-on-pay: 64,232,529 votes for and 12,994,794 against.
PricewaterhouseCoopers LLP ratification: 85,739,834 votes for and 686,584 against.
Teradata's board adopted a new employee stock inducement plan on May 14, 2025, effective May 15, 2025, reserving 1 million common shares for grants to certain new hires. The plan is not subject to stockholder approval under NYSE rules, and it runs through May 15, 2027 unless the board ends it earlier.
Teradata 2025 New Employee Stock Inducement Plan adopted May 14, 2025, effective May 15, 2025
1 million common shares reserved for grant, subject to adjustment under the plan
Grants limited to inducement awards for new employees under NYSE Rule 303A.08; stockholder approval not required
Plan scheduled to terminate May 15, 2027, or earlier if the board decides
Teradata reported first-quarter 2025 results with total revenue down 10% to $418 million from $465 million, while GAAP diluted EPS rose to $0.45 from $0.20. The company increased its full-year 2025 GAAP diluted EPS outlook to $1.06 to $1.16 and kept its non-GAAP EPS outlook of $2.15 to $2.25, while total revenue guidance for 2025 was updated and second-quarter total revenue is expected to fall 7% to 9%.
Total revenue was $418 million, down 10% as reported and 8% in constant currency, versus $465 million a year earlier.
GAAP diluted EPS was $0.45 versus $0.20; non-GAAP diluted EPS was $0.66 versus $0.57.
Public cloud ARR rose 15% to $606 million, while total ARR fell 3% to $1.442 billion.
Full-year 2025 GAAP diluted EPS outlook was raised to $1.06 to $1.16; Q2 2025 total revenue is expected to decline 7% to 9% year over year in constant currency.
Teradata's board elected John Ederer as chief financial officer, effective May 12, 2025. He previously served as CFO of Model N, and interim CFO Charles Smotherman will return to his prior role as Senior Vice President, Chief Accounting Officer.
Ederer's initial annual base salary is $530,000, with a target annual bonus of 100% of base salary, pro-rated for 2025.
On or about May 16, 2025, Ederer is to receive a new hire grant of restricted share units with a target value of $4.5 million, plus annual grants with target values of $2.25 million each in service-based and performance-based units.
Ederer has been CFO of Model N, Inc. since January 2021 and was previously CFO at K2 Software Inc. from August 2018 until November 2020.
Ederer will report to CEO Steve McMillan and lead accounting, financial planning, investor relations, tax, and treasury.
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