Teradata Corp
TDCQ1 2024(TDC Q4 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$36.0M
AI Revenue (Q)
$13.1M
Total Revenue (Q)
$438.0M
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2023 total revenue was $457M (FY2023 total $1,833M minus 9-month $1,376M). Annual revenue increased 2% YoY to $1,833M. Company describes itself as provider of 'most complete cloud analytics and data platform for AI.' Public Cloud ARR grew to $528M. Despite heavy AI messaging, no AI-specific revenue is disclosed. ClearScape Analytics remains a bundled platform feature. Maintaining 3% estimate for FY2023.
Analyzed by claude-opus-4-6
Quoted Figures
Revenue of $1,833 million increased by 2% in 2023 as compared to 2022, with a 5% increase in recurring revenue
10-K filed 2023-12-31, MD&A
We continue to focus on our strategy of providing the most complete cloud analytics and data platform for AI
10-K filed 2023-12-31, Item 1 Business
Public Cloud ARR $528M
10-K filed 2023-12-31, MD&A
AI Products Identified (Ring 1)
ClearScape Analytics (AI/ML in-database analytics)Vantage AI/ML workload support
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