Teradata 3Q 2026: Revenue $399M, EPS $0.4 — 10-Q Summary
Teradata reported 3Q 2026 revenue of $399M, down 4.1% YoY, and net income of $38M, down 5%. Recurring revenue fell 2%, while consulting services revenue dropped 21%. Public Cloud revenue growth partially offset declines in other areas. Total ARR was $1.512B, up 1% YoY, with Public Cloud ARR rising 11%. Gross margin decreased to 59.6%.
How this was made
The 30-second read
Why it matters
The earnings miss may trigger a sell‑off, but the 11% growth in public‑cloud ARR could provide a longer‑term catalyst.
Market read
Primary earnings disclosure for a mid‑cap tech company; relevant for short‑term traders and sector analysts.
What to watch
Potential upside from AI‑related use‑case demand and higher‑margin public‑cloud ARR growth.
Background
Teradata Corp (NASDAQ:TDC) filed its Q3 2026 10‑Q, showing a modest revenue decline and lower EPS.
Ticker impact
Teradata reported Q3 2026 revenue of $399M and EPS of $0.4, both down YoY, in its 10‑Q filing.
likely downward pressure as investors price in lower revenue and earnings
The company posted a decline in both revenue and net income versus the prior quarter, which typically triggers a sell‑off in the short term.
Market effects
Signals continued pressure on enterprise data‑warehousing providers as cloud migration slows growth.
Limited to U.S. tech‑sector investors tracking mid‑cap earnings.
Minimal; primarily relevant to investors with exposure to Teradata.
Counterpoint
If the public cloud mix accelerates, the short‑term dip could be a buying opportunity.
Key entities
- CompanyTeradata Corp
Enterprise data‑warehousing and analytics provider.
