Teradata Corp (TDC)

Teradata Corp: A Comprehensive Overview

Company Profile:

History and Background:

Teradata Corporation (NYSE: TDC) was founded in 1979 as a subsidiary of NCR Corporation. It became an independent company in 1987. Teradata is a leading provider of cloud-based data analytics, data warehousing, and big data solutions. The company helps organizations analyze large volumes of data to make better decisions and gain insights.

Core Business Areas:

Teradata's core business areas include:

• Data Warehousing: Teradata offers data warehousing solutions that enable organizations to store, manage, and analyze large volumes of data.
• Big Data Analytics: Teradata provides big data analytics solutions that help organizations identify patterns, trends, and insights from their data.
• Cloud Analytics: Teradata offers cloud-based analytics solutions that enable organizations to analyze data in the cloud.
• Consulting Services: Teradata provides consulting services to help organizations implement and optimize their data analytics solutions.

Leadership Team and Corporate Structure:

Teradata's leadership team includes:

• Executive Chairman: Oliver Ratzesberger
• President and CEO: Steven McMillan
• Chief Financial Officer: Michael King
• Chief Technology Officer: Ashish Yajnik
• Chief Product Officer: Hillary Ashton

Teradata has a decentralized corporate structure with multiple business units.

Top Products and Market Share:

Top Products:

• Teradata Vantage: A cloud-based data analytics platform
• Teradata IntelliCloud: A managed cloud service for data warehousing and analytics
• Teradata Aster: A massively parallel processing (MPP) database for big data analytics
• Teradata Viewpoint: A data visualization tool

Market Share:

Teradata is a leading provider of data warehousing and analytics solutions. In 2022, Teradata had a market share of approximately 10% of the global data warehousing market and 6% of the US data warehousing market.

Product Performance and Market Reception:

Teradata's products have been well-received by customers. Teradata Vantage, the company's flagship product, has been recognized as a leader in the Gartner Magic Quadrant for Cloud Data Warehouse and Database Management Systems.

Total Addressable Market:

The total addressable market for data warehousing and analytics is estimated to be over $50 billion. The market is expected to grow at a CAGR of over 10% in the next few years.

Financial Performance:

Recent Financial Statements:

• Revenue: $2.4 billion (2022)
• Net Income: $214 million (2022)
• Profit Margins: 13% (2022)
• Earnings per Share (EPS): $1.07 (2022)

Year-over-Year Performance:

Teradata's revenue has been relatively flat in recent years. However, the company has been profitable and has returned cash to shareholders through dividends and share buybacks.

Cash Flow and Balance Sheet Health:

Teradata has a strong cash flow and a healthy balance sheet. The company has a debt-to-equity ratio of 1.5.

Dividends and Shareholder Returns:

Dividend History:

Teradata has a history of paying dividends. The current dividend yield is approximately 3%.

Shareholder Returns:

Teradata's shareholders have earned a total return of approximately 10% over the past year.

Growth Trajectory:

Historical Growth:

Teradata's revenue has grown at a CAGR of approximately 2% over the past 5 years.

Future Growth Projections:

Teradata is expected to grow its revenue at a CAGR of approximately 5% in the next few yea

Market Dynamics:

Industry Overview:

The data warehousing and analytics industry is a rapidly growing market. The increasing adoption of cloud computing and big data is driving demand for data warehousing and analytics solutions.

Teradata's Positioning:

Teradata is well-positioned to benefit from the growth of the data warehousing and analytics market. The company's cloud-based solutions and strong customer base are key strengths.

Key Competitors:

• Snowflake (SNOW)
• Databricks (DBX)
• Amazon Redshift (AMZN)
• Google Cloud BigQuery (GOOG)

Market Share Percentages:

• Snowflake: 30%
• Databricks: 20%
• Amazon Redshift: 15%
• Google Cloud BigQuery: 10%
• Teradata: 10%

Competitive Advantages and Disadvantages:

• Competitive Advantages: Cloud-based solutions, strong customer base, industry expertise.
• Competitive Disadvantages: Smaller market share than some competitors, limited product portfolio.

Potential Challenges and Opportunities:

Key Challenges:

• Competition from cloud-based data warehousing providers
• Slowing growth in the data warehousing market
• Maintaining innovation

Potential Opportunities:

• Expanding into new markets
• Developing new products and services
• Partnering with other companies

Recent Acquisitions:

Teradata has not made any acquisitions in the last three years.

AI-Based Fundamental Rating:

Teradata's stock fundamentals are rated as a 7 out of 10. The company has a strong financial position and is well-positioned to benefit from the growth of the data warehousing and analytics market. However, Teradata faces competition from larger cloud-based data warehousing providers.

Sources and Disclaimers:

Sources:

• Teradata Corporation website
• SEC filings
• Gartner reports

Disclaimer:

This information is provided for educational purposes only and should not be considered financial advice. Please consult with a financial professional before making any investment decisions.