Teradata Corp (TDC)

Software is eating the world, and virtually no business is left untouched by it. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility. Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 12.3%. This performance is a far cry from the S&P 500’s 5.5% ascent.

A number of stocks jumped in the afternoon session after the SaaS sector continued to rally as favorable inflation data bolstered hopes for a Federal Reserve interest rate cut. This optimism was largely driven by a benign July Consumer Price Index (CPI) report, which solidified investor expectations for a Federal Reserve interest rate cut. Following the release of the inflation data, which showed a year-over-year increase of 2.7%, the probability of a rate cut in September surged to over 96%. Lower interest rates are typically beneficial for growth-oriented technology stocks, as they can reduce borrowing costs and increase the present value of future earnings. Adding to the positive sentiment was a 90-day delay in the imposition of higher tariffs on Chinese goods, which reduced trade-related uncertainty for the technology sector.

Data and analytics software provider Teradata (NYSE:TDC) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 6.4% year on year to $408 million. On the other hand, next quarter’s revenue guidance of $404.8 million was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.47 per share was 16.9% above analysts’ consensus estimates.

Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.

Data and analytics software provider Teradata (NYSE:TDC) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 6.4% year on year to $408 million. On the other hand, next quarter’s revenue guidance of $404.8 million was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $0.47 per share was 16.9% above analysts’ consensus estimates.

Data and analytics software provider Teradata (NYSE:TDC) will be announcing earnings results this Tuesday after market close. Here’s what investors should know.

A number of stocks fell in the afternoon session after the White House announced a new round of steep global tariffs, sparking concerns of a trade war and its impact on the U.S. and global economies. This move creates significant uncertainty for businesses and investors. The new tariffs, with rates of up to 41% on imports from 68 countries and the European Union, prompted a broad market sell-off, with the tech-heavy Nasdaq index showing notable weakness. Adding to the bearish sentiment was a weaker-than-expected July jobs report, which revealed that employers created only 73,000 jobs, far below economists' expectations. This combination of trade fears and signs of a slowing labor market has created a "risk-off" environment, leading investors to pull back from growth-oriented sectors like software and technology.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how C3.ai (NYSE:AI) and the rest of the data infrastructure stocks fared in Q1.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the data infrastructure stocks, including Teradata (NYSE:TDC) and its peers.

A number of stocks fell in the afternoon session after the Trump administration announced intentions to impose a 35% tariff on many goods imported from Canada. 

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Let’s dig into the relative performance of Elastic (NYSE:ESTC) and its peers as we unravel the now-completed Q1 data infrastructure earnings season.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Data and analytics software provider Teradata (NYSE:TDC) missed Wall Street’s revenue expectations in Q1 CY2025, with sales falling 10.1% year on year to $418 million. Next quarter’s revenue guidance of $401.1 million underwhelmed, coming in 1.4% below analysts’ estimates. Its non-GAAP profit of $0.66 per share was 16.9% above analysts’ consensus estimates.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Data and analytics software provider Teradata (NYSE:TDC) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 10.1% year on year to $418 million. Next quarter’s revenue guidance of $401.1 million underwhelmed, coming in 1.9% below analysts’ estimates. Its non-GAAP profit of $0.66 per share was 17% above analysts’ consensus estimates.

Data and analytics software provider Teradata (NYSE:TDC) will be reporting earnings tomorrow after the bell. Here’s what investors should know.

Looking back on data infrastructure stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including C3.ai (NYSE:AI) and its peers.