Teradata Corp
TDCQ3 2025(TDC Q2 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$69.5M
AI Revenue (Q)
$45.0M
Total Revenue (Q)
$901.0M
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 total revenue was $408M (down 6% YoY). Product Sales $357M, Consulting $51M. 6-month revenue $826M vs $901M prior year. Public Cloud fees rose to $123M for H1 2025 (vs $109M H1 2024), continuing upward cloud migration. However, total ARR continues to decline due to on-premises erosion. No AI-specific revenue breakout. Maintaining 5% estimate, acknowledging this is a rough estimate given zero AI-specific disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $408M for three months ended June 30, 2025; Product Sales $357M, Consulting Services $51M
10-Q filed 2025-06-30, Income Statement and Segment Note
Product costs of $123 million in H1 2025 for Public Cloud fees (vs $109M in H1 2024)
10-Q filed 2025-06-30, 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