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Teradata (TDC) investor relations material
Teradata UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership and organizational updates
Leadership team has seen recent turnover but is now working cohesively and making decisions for long-term success.
Organization demonstrates resilience and enthusiasm for future opportunities, especially as it transitions to "Teradata 3.0."
Focus is on developing a cloud business and evolving into an Autonomous Knowledge Platform.
AI strategy and product innovation
AI is influencing about a third of the current deal pipeline, with growing sophistication in tracking and proof of concept (POC) engagements.
Over 150 AI-related POCs are expected by year-end, with use cases in anti-money laundering, fraud detection, and customer experience.
The platform's advantage lies in combining enterprise data warehousing with industry-specific data models.
Monetization of AI products will come from cross-sell opportunities and increased platform usage as AI agents drive higher capacity needs.
Services business transformation
AI Services group was launched to extend POC work into full-scale projects, aiming to drive additional ARR in the coming years.
The group largely repurposes existing consulting resources, offsetting declines in cloud migration services.
Services revenue is stabilizing, targeted to remain 10-15% of total revenue, with margins recovering to positive territory after corrective actions.
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