Teradata (TDC) investor relations material

Strategic transformation and innovation

• Shifted focus from on-premise to cloud, with nearly half of recurring revenues now cloud-based.

• Entered a new phase emphasizing AI, launching the Teradata Autonomous Knowledge Platform with agent-driven architecture.

• Introduced new talent and leadership, including a Chief Product Officer, to drive AI-focused product development.

• Developed the Tera Harness, enabling integration with various language models and regulatory compliance.

• Launched Teradata AI Factory, a GPU-accelerated on-prem solution co-developed with Dell and NVIDIA.

Product and platform advancements

• The Autonomous Knowledge Platform features innovations at every stack layer, supporting both agents and humans.

• Tera Harness allows customers to use preferred language models, including open-source and smaller models for compliance.

• Dynamic Compute Engine and Active Compute Engine enable scalable, concurrent AI workloads.

• Open and connected architecture supports integration with platforms like Google BigQuery.

• Tera Harness is currently in preview, with plans to offer source code for customer customization.

Go-to-market and customer engagement

• Forward deployed engineers (FDEs) formalize customer engagement, focusing on solving real business problems by industry.

• FDEs drive proof of concept to production, tracked by conversion to incremental ARR and technology adoption.

• Typical enterprise sales cycle for these solutions is six to nine months.

• Customers in regulated industries and governments are adopting Sovereign AI for compliance and performance.

• Hybrid deployments are common, with customers leveraging both cloud and on-premise environments.