Every material Form 8-K Teradata filed with the SEC in 2026, 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%.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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