Teradata Corp
TDCQ2 2025(TDC Q1 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$68.7M
AI Revenue (Q)
$23.3M
Total Revenue (Q)
$465.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 total revenue was $418M (down 10% YoY). New two-segment reporting: Product Sales $368M, Consulting Services $50M. Neither segment is AI-specific. Public Cloud fees in Cost of Product Sales were $64M (up from $55M), indicating accelerating cloud adoption which can enable more AI workloads. Company continues 'hybrid cloud analytics and data platform for AI' positioning and added agentic AI messaging. Slight increase to 5% reflects growing ClearScape AI/ML adoption among cloud customers, though still no disclosure of AI-specific revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $418M for three months ended March 31, 2025; Product Sales $368M, Consulting Services $50M
10-Q filed 2025-03-31, Income Statement and Segment Note
Product costs of $64 million in 2025 for Public Cloud fees (vs $55M in 2024)
10-Q filed 2025-03-31, Segment Note
AI Products Identified (Ring 1)
ClearScape Analytics (AI/ML in-database analytics)Vantage AI/ML workload supportAgentic AI capabilitiesGenerative AI features
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
VantageCloud (cloud data platform)VantageCloud LakeQueryGrid (data fabric)Consulting services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix