Teradata Corporation (TDC) Presents at Barclays 23rd Annual Global Technology Conference Transcript

SA Transcripts157.29K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Teradata Corporation (TDC) Barclays 23rd Annual Global Technology Conference December 10, 2025 3:10 PM EST Company Participants John Ederer - CFO & Principal Accounting officer Conference Call Participants Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Raimo LenschowBarclays Bank PLC, Research Division Good. Perfect. Hey, welcome to our next session. I'm really happy to have the Teradata team here. John, if you think Q3, it seems like a very good quarter for you guys. Share price reaction was a lot. Congratulations. John EdererCFO & Principal Accounting officer Thank you. Question-and-Answer Session Raimo LenschowBarclays Bank PLC, Research Division To bring everyone up to speed, like can you talk a little bit about what drove the upside of describe the quarter? John EdererCFO & Principal Accounting officer Yes, happy to. And thanks very much for the invitation to the conference. It's been a great event for us. And I really appreciate the opportunity to present here today. If I look back at Q3, it was interesting. I would say you almost separate it into the fundamental side of things and then the stock reaction. And from a fundamental standpoint, I think we delivered a really solid quarter. We had total ARR in positive territory, which was ahead of schedule for us. We had improvement on the margin side of things. We had a strong quarter from a free cash flow standpoint from an earnings per share standpoint. So from a fundamental point of view, there was good upside to the quarter, at least relative to the consensus expectations. Now if I'm being honest, and I look at all of that and I say, well, was that an up 30% kind of quarter? I don't know what was that. But -- and so if you separate out the stock reaction, I think coming into the quarter, I felt like we were undervalued.

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