Teradata Corp
TDCQ4 2025(TDC Q3 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$73.4M
AI Revenue (Q)
$67.0M
Total Revenue (Q)
$1.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 total revenue was $416M (down 5% YoY). Product Sales $369M, Consulting $47M. 9-month revenue $1,242M vs $1,341M prior year. Public Cloud fees rose to $183M for 9 months (vs $164M prior year), showing continued cloud migration. Company maintains 'hybrid cloud analytics and data platform for AI' positioning. No AI-specific revenue disclosed in any filing. Maintaining 5% estimate. Math: 5% of $416M = $20.8M estimated AI revenue for the quarter.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $416M for three months ended September 30, 2025; Product Sales $369M, Consulting Services $47M
10-Q filed 2025-09-30, Income Statement and Segment Note
Product costs of $183 million in 9M 2025 for Public Cloud fees (vs $164M in 9M 2024)
10-Q filed 2025-09-30, 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