Equity Profile

TDC

Teradata Corporation

Information TechnologySystems Software$3.2B

Aug4Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Teradata Corporation (TDC) is a technology company that specializes in data analytics and management, helping businesses make sense of their data. With a market cap of $3 billion, it plays a significant role in the growing fields of big data and cloud computing, which are essential for companies looking to leverage data for better decision-making.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and financial health, showing how much profit a company makes for each share of its stock.

Expectations are not available.

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and market presence.

Expectations are not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TDC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.70%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q1 2026, Teradata reported an EPS of $0.88, significantly beating estimates by 60%. The stock reacted positively, gaining 2.59% the following day.

Management Promises & Guidance

Continued focus on enhancing data analytics capabilities.
Commitment to expanding cloud services.
Plans to improve customer engagement and satisfaction.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Teradata has consistently beaten EPS estimates in recent quarters, but revenue expectations remain uncertain.

Bull Case

If Teradata continues its trend of strong earnings surprises, it could signal robust demand for its analytics solutions, leading to higher stock prices.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

Expectations are not available.

EPS is a key indicator of profitability and financial health, showing how much profit a company makes for each share of its stock.

Revenue Growth

Expectations are not available.

Revenue growth is crucial for assessing the company's ability to expand its business and market presence.

Operating Margin

Expectations are not available.

Operating margin indicates how efficiently a company is managing its operations and controlling costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this will be a key indicator of ongoing financial health and market confidence.

How is revenue growth trending, particularly in cloud services?

As cloud services are a major growth area, any insights on revenue performance will be critical for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Teradata's ability to sustain high EPS growth, given its recent performance and market demand for data analytics.

Supporting Evidence

Teradata has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting heightened investor interest and potential for positive surprises.

The company's focus on cloud services aligns with growing market trends, which could drive future revenue.

Key Risk

If EPS comes in below $0.70, it could undermine confidence in the company's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Teradata's ability to maintain its earnings momentum and revenue growth, especially in a competitive landscape.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.58%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±18.6% while TDC has averaged ±2.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

47.0%

Calls (154K)P/C Ratio: 0.15Puts (21K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teradata beats expectations, history suggests the stock could rise by around 2.59%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

If Teradata misses expectations, history suggests a potential decline of around 0.43%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cloud service revenue growth and its impact on overall revenue.
2Management's outlook on future EPS and revenue guidance.
3Details on customer acquisition and retention strategies.
4Insights into competitive positioning in the data analytics market.
5Any commentary on macroeconomic factors affecting business performance.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and financial health, showing how much profit a company makes for each share of its stock.

Expectations are not available.

Revenue Growth

Revenue growth is crucial for assessing the company's ability to expand its business and market presence.

Expectations are not available.

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

TDC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+121.70%

Avg Stock Reaction

-0.43%

Last Quarter Recap

In Q1 2026, Teradata reported an EPS of $0.88, significantly beating estimates by 60%. The stock reacted positively, gaining 2.59% the following day.

Management Promises & Guidance

Continued focus on enhancing data analytics capabilities.
Commitment to expanding cloud services.
Plans to improve customer engagement and satisfaction.

Expectations

Wall Street Expectations

Overall, expectations are mixed as Teradata has consistently beaten EPS estimates in recent quarters, but revenue expectations remain uncertain.

Bull Case

If Teradata continues its trend of strong earnings surprises, it could signal robust demand for its analytics solutions, leading to higher stock prices.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock value.

Key Metrics to Watch

Earnings Per Share (EPS)

Expectations are not available.

EPS is a key indicator of profitability and financial health, showing how much profit a company makes for each share of its stock.

Revenue Growth

Expectations are not available.

Revenue growth is crucial for assessing the company's ability to expand its business and market presence.

Operating Margin

Expectations are not available.

Operating margin indicates how efficiently a company is managing its operations and controlling costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and how does it compare to previous quarters?

Given the company's history of beating EPS estimates, this will be a key indicator of ongoing financial health and market confidence.

How is revenue growth trending, particularly in cloud services?

As cloud services are a major growth area, any insights on revenue performance will be critical for assessing future growth potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Teradata's ability to sustain high EPS growth, given its recent performance and market demand for data analytics.

Supporting Evidence

Teradata has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting heightened investor interest and potential for positive surprises.

The company's focus on cloud services aligns with growing market trends, which could drive future revenue.

Key Risk

If EPS comes in below $0.70, it could undermine confidence in the company's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is closely watching Teradata's ability to maintain its earnings momentum and revenue growth, especially in a competitive landscape.

Bull Confirmed If

An EPS of $1.00 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $0.70 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.58%

Historical Avg

±2.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±18.6% while TDC has averaged ±2.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

47.0%

Calls (154K)P/C Ratio: 0.15Puts (21K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teradata beats expectations, history suggests the stock could rise by around 2.59%, confirming strong demand for its services.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future growth.

Miss

If Teradata misses expectations, history suggests a potential decline of around 0.43%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cloud service revenue growth and its impact on overall revenue.
2Management's outlook on future EPS and revenue guidance.
3Details on customer acquisition and retention strategies.
4Insights into competitive positioning in the data analytics market.
5Any commentary on macroeconomic factors affecting business performance.