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News articleYahoo Finance· February 10, 2026

Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results

View original at finance.yahoo.com
Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results Fourth quarter Total ARR of $1.522 billion, an increase of 3% as reported and 1% in constant currency from the prior year period(1) Fourth quarter Recurring Revenue of $367 million, up 5% as reported and 3% in constant currency(1) Fourth quarter GAAP…
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  • Our full-year results demonstrate strong operational discipline and establish a solid foundation as we enter 2026

    80% confidence
  • We have confidence in our agentic AI-fueled future

    80% confidence
  • Total ARR growth expected to be 2% to 4% year-over-year for full-year 2026

    80% confidence
  • Recurring revenue expected in the range of 6% to 8% year-over-year for Q1 2026

    80% confidence
  • Teradata's Autonomous AI and Knowledge platform is soundly resonating with customers; they recognize that the strengths we have built over decades are ideal for today's market needs

    80% confidence
  • Non-GAAP diluted EPS expected to be in the range of $2.55 to $2.65 per share for full-year 2026

    80% confidence
  • Free cash flow expected to be $310 million to $330 million for full-year 2026

    80% confidence
  • Our differentiated performance, scale, and hybrid capabilities, supported by our AI services, are proving to be a valuable combination

    80% confidence
  • Teradata delivered another set of strong results in the 4th quarter, as we again exceeded expectations for Total Revenue, Recurring Revenue and Free Cash Flow

    80% confidence
  • Recurring revenue expected in the range of flat to 2% year-over-year for full-year 2026

    80% confidence

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Enterprise software is being rebuilt around autonomous AI agents. Incumbents and large platforms (SAP with its Autonomous Suite and Joule, Zeta with AthenaOS/AIM/Athena MCP, Meta with its new Enterprise Platform) are racing to own the agent layer. Meanwhile, seed and Series A money flows to finance-office and vertical startups (Dextr, Latitude, Dentira, Light), and consolidation continues through acquisitions (Tiny–Oso Cloud, Harvey–Guardrails AI). Investor commentary stresses that AI is better at disrupting around the edges of systems of record than at replacing them, that it should not be trusted with finance calculations, and that governance must be enforced by the system rather than left to agents.
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Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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