canar.ai
Rankings/TDC/Q3 2024 Analysis

Teradata Corp

TDC
Q3 2024(TDC Q2 FY2024)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$51.3M
AI Revenue (Q)
$17.4M
Total Revenue (Q)
$436.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q2 FY2024 total revenue was $436M. Revenue declined vs. prior year. Recurring revenue $368M. Company continues to position around AI but with no specific AI revenue disclosure. Public Cloud fees within Cost of Product Sales were $54M for Q2, indicating growing cloud business, but this measures cloud infrastructure costs, not AI revenue. Maintaining 4% estimate.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenue $436M for three months ended June 30, 2024; Recurring revenue $368M
10-Q filed 2024-06-30, Income Statement

AI Products Identified (Ring 1)

ClearScape Analytics (AI/ML in-database analytics)Vantage AI/ML workload supportGenerative AI capabilities

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