Teradata Corporation (TDC): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución del análisis de datos empresariales, Teradata Corporation se erige como una potencia transformadora, que ofrece soluciones sofisticadas que capacitan a las organizaciones para convertir datos complejos en ideas estratégicas. Al aprovechar un lienzo de modelo comercial integral que integra perfectamente la tecnología de punta, las asociaciones estratégicas y la prestación de servicios innovadores, Teradata se ha posicionado como un facilitador crítico para grandes empresas que buscan aprovechar todo el potencial de sus ecosistemas de datos. Esta profundidad de inmersión en el modelo de negocio de Teradata revela un enfoque meticulosamente elaborado que une análisis avanzado avanzado, flexibilidad en la nube e inteligencia específica de la industria, lo que lo convierte en un jugador fundamental en el viaje de transformación digital de las corporaciones globales.

Teradata Corporation (TDC) - Modelo de negocio: asociaciones clave

Asociaciones de proveedores de nubes estratégicas

Teradata mantiene asociaciones críticas en la nube con:

Proveedor de nubes	Detalles de la asociación	Nivel de integración
Servicios web de Amazon (AWS)	Implementación de la plataforma Vantage integrada	Integral
Microsoft Azure	Soluciones nativas de almacén de datos en la nube	Compatibilidad completa
Plataforma en la nube de Google	Integración de análisis de datos múltiples	Avanzado

Asociaciones de consultoría de tecnología

Teradata colabora con las principales firmas de consultoría:

• Deloitte: implementación de la estrategia de datos empresariales
• Accenture: transformación de análisis avanzado
• PWC: Servicios de gobernanza y optimización de datos

Colaboraciones de proveedores de hardware

Proveedor de hardware	Enfoque de asociación	Alcance de integración
Dell Technologies	Soluciones de hardware integradas	Soporte de infraestructura completo
HPE	Infraestructura de datos de grado empresarial	Configuración integral

Asociaciones de software OEM

Teradata mantiene las relaciones OEM con:

• SAP: Integración de planificación de recursos empresariales
• Salesforce: conectividad de plataforma de datos del cliente
• Oracle: interoperabilidad de la base de datos empresarial

Red de integradores de sistemas globales

Integrador de sistemas	Cobertura geográfica	Experiencia en implementación
Wipro	Global	Implementaciones de escala empresarial
Infosys	Multinacional	Implementaciones de análisis avanzados
Capgemini	Internacional	Proyectos de transformación de datos complejos

Teradata Corporation (TDC) - Modelo de negocio: actividades clave

Desarrollo de plataforma de análisis de datos avanzados

Teradata invirtió $ 226.6 millones en gastos de investigación y desarrollo en 2022. La compañía se enfoca en desarrollar plataformas de análisis de datos escalables con las siguientes características clave:

• Capacidades de la plataforma de análisis de análisis de Vantage
• Opciones de implementación de múltiples nubes
• Integración de datos de grado empresarial

Métricas de desarrollo de plataformas	2022 estadísticas
Inversión de I + D	$ 226.6 millones
Cartera de patentes de software	Más de 480 patentes activas
Actualizaciones de plataforma anual	3-4 lanzamientos principales

Diseño y optimización del almacén de datos empresarial

Teradata se especializa en el diseño de soluciones complejas de almacén de datos empresariales con capacidades a escala de petabyte.

• Admite más de 1.700 clientes empresariales a nivel mundial
• Tamaño promedio del almacén de datos: 50-500 terabytes
• Técnicas de optimización de rendimiento

Soluciones de gestión de datos en nube e híbrida

La estrategia en la nube de Teradata implica modelos de implementación híbridos múltiples e híbridos.

Métricas de soluciones en la nube	Datos 2022
Ingresos en la nube	$ 524 millones
Crecimiento del cliente en la nube	32% año tras año
Implementaciones de nubes híbridas	68% de los clientes empresariales

Aprendizaje automático e innovación analítica impulsada por la IA

Teradata integra capacidades avanzadas de aprendizaje automático en sus plataformas de análisis.

• Análisis predictivo con IA
• Flujos de trabajo de aprendizaje automático automatizado
• Inteligencia de decisión en tiempo real

Servicios de consultoría e implementación de clientes

Los servicios profesionales admiten la estrategia e implementación de datos empresariales.

Métricas de servicios profesionales	2022 estadísticas
Ingresos anuales de servicios profesionales	$ 342 millones
Tamaño del equipo de consultoría global	Más de 1.200 expertos
Duración promedio del proyecto	4-6 meses

Teradata Corporation (TDC) - Modelo de negocio: recursos clave

Plataforma de análisis de Vantage Propietario

A partir del cuarto trimestre de 2023, la plataforma Teradata Vantage admite 1.850 petabytes de datos activos bajo administración entre clientes empresariales globales. La plataforma procesa aproximadamente 6.3 millones de consultas diarias con un tiempo de respuesta promedio de 2.4 segundos.

Métrica de plataforma	Valor cuantitativo
Capacidad total de gestión de datos	1.850 petabytes
Procesamiento diario de consultas	6.3 millones de consultas
Tiempo de respuesta de consulta promedio	2.4 segundos

Gran equipo de expertos en ciencia de datos y análisis

A diciembre de 2023, Teradata emplea a 3.127 empleados en total, con aproximadamente el 42% dedicado a los roles de investigación, desarrollo y análisis.

• Total de empleados: 3,127
• I + D y personal de análisis: 1.313 empleados
• Experiencia técnica promedio de los empleados: 8.6 años

Propiedad intelectual y patentes de software

Teradata posee 287 patentes activas de software y tecnología a partir de enero de 2024, con una valoración estimada de la cartera de propiedades intelectuales de $ 412 millones.

Infraestructura global de investigación y desarrollo

Teradata mantiene 4 centros de I + D primarios ubicados en San Diego (CA), Bangalore (India), Dublín (Irlanda) y Beijing (China), con una inversión anual de I + D de $ 296 millones en 2023.

Ubicación de I + D	Región geográfica	Enfoque principal
San Diego	Estados Unidos	Arquitectura de análisis de nubes
Bangalore	India	Algoritmos de aprendizaje automático
Dublín	Irlanda	Plataformas de datos empresariales
Beijing	Porcelana	Investigación de integración de IA

Base de datos de clientes empresariales integrales

Teradata atiende a 1.600 clientes de nivel empresarial en 80 países, con una tasa de retención de clientes del 94% y un valor contractual promedio de $ 1.7 millones por cliente empresarial.

• Total de clientes empresariales: 1.600
• Cobertura geográfica: 80 países
• Tasa de retención de clientes: 94%
• Valor de contrato empresarial promedio: $ 1.7 millones

Teradata Corporation (TDC) - Modelo de negocio: propuestas de valor

Soluciones integradas de análisis de datos empresariales

La plataforma Teradata Vantage admite más de 100 petabytes de procesamiento de datos con capacidades de análisis en tiempo real.

Capacidad de solución	Métrico
Velocidad de procesamiento de datos	Hasta 1.2 millones de consultas por hora
Cobertura de análisis empresarial	85% de las empresas Fortune 1000
Soporte de plataforma en la nube	Entornos híbridos e híbridos

Capacidades de análisis predictivo y prescriptivo avanzado

La integración de aprendizaje automático permite el modelado predictivo con 99.5% de precisión.

• Motor de análisis de AI avanzado
• Flujos de trabajo de aprendizaje automático automatizado
• Modelado predictivo en más de 12 verticales de la industria

Gestión de datos de nubes escalables y locales

Teradata admite $ 1.2 mil millones en ingresos anuales en la nube con opciones de implementación flexibles.

Tipo de implementación	Cuota de mercado
Nube pública	42%
Nube privada	33%
Local	25%

Inteligencia empresarial en tiempo real y apoyo a la decisión

Los sistemas de soporte de decisiones procesan más de 500,000 solicitudes de usuarios concurrentes con tiempos de respuesta sub-segundo.

Ideas analíticas específicas de la industria

Teradata proporciona análisis especializados en múltiples sectores con Conjuntos de soluciones dirigidas.

• Servicios financieros: Análisis de gestión de riesgos
• Atención médica: predicción de resultados del paciente
• Minorista: pronóstico de comportamiento del cliente
• Fabricación: optimización de la cadena de suministro

Teradata Corporation (TDC) - Modelo de negocios: relaciones con los clientes

Equipos de gestión de cuentas dedicados

Teradata mantiene 350 profesionales de administración de cuentas dedicados a nivel empresarial a partir de 2024. Estos equipos gestionan las relaciones con los clientes de Fortune 1000 en múltiples verticales de la industria.

Segmento de clientes	Gerentes de cuentas dedicados	Valor anual promedio del cliente
Servicios financieros	85	$ 2.7 millones
Telecomunicaciones	62	$ 1.9 millones
Minorista	53	$ 1.6 millones
Cuidado de la salud	45	$ 1.4 millones

Soporte técnico continuo y consultoría

Teradata proporciona soporte técnico global 24/7 con tiempos de respuesta categorizados de la siguiente manera:

• Problemas críticos: respuesta inicial de 30 minutos
• Problemas de alta prioridad: respuesta de 2 horas
• Problemas estándar: respuesta de 4 horas

Canal de soporte	Volumen de soporte anual	Tiempo de resolución promedio
Soporte telefónico	42,000 incidentes	3.2 horas
Portal de soporte en línea	78,000 boletos	2.7 horas
Consultoría técnica en el sitio	1.200 compromisos	5.6 días

Programas regulares de capacitación en productos y educación

Teradata ofrece programas de capacitación integrales con las siguientes métricas:

• Participantes de capacitación anual: 5.600 profesionales
• Formatos de capacitación: en línea, en persona e híbrido
• Programas de certificación: 12 certificaciones técnicas diferentes

Enfoque de gestión del éxito del cliente

La estrategia de éxito del cliente de Teradata se centra en:

• Revisiones comerciales trimestrales para clientes empresariales
• Hojas de ruta de implementación personalizadas
• Seguimiento de ROI y optimización del rendimiento

Métrica de éxito del cliente	2024 rendimiento
Tasa de retención de clientes	92.3%
Puntuación del promotor neto	67
Puntuación de satisfacción del cliente	8.6/10

Plataformas de soporte digital de autoservicio

La infraestructura de soporte digital incluye:

• Base de conocimiento con 4.200 artículos técnicos
• Foro de la comunidad con 22,000 usuarios registrados
• Video Tutorial Biblioteca con 340 Guías técnicas

Plataforma digital	Usuarios activos mensuales	Tiempo de compromiso promedio
Portal de soporte al cliente	18,500	47 minutos
Foro de la comunidad en línea	12,300	33 minutos
Biblioteca de video tutorial	9,700	22 minutos

Teradata Corporation (TDC) - Modelo de negocios: canales

Equipo de ventas de Enterprise Direct

A partir del cuarto trimestre de 2023, el equipo de ventas empresariales directas de Teradata constaba de 487 profesionales de ventas dedicados dirigidos a grandes clientes empresariales en múltiples industrias.

Métrica del equipo de ventas	Valor 2023
Representantes de ventas totales	487
Tamaño promedio de la oferta empresarial	$ 1.2 millones
Cobertura geográfica	América del Norte, Europa, Asia-Pacífico

Marketing digital en línea y generación de leads

En 2023, Teradata invirtió $ 6.3 millones en canales de marketing digital y estrategias de generación de leads.

• Gasto publicitario digital: $ 2.7 millones
• Presupuesto de marketing de contenido: $ 1.5 millones
• SEO y SEM Investments: $ 2.1 millones

Ecosistema de socios y redes de referencia

Teradata mantiene una red de socios robusta con 214 socios de tecnología activa y consultoría a partir de 2024.

Categoría de socio	Número de socios
Socios tecnológicos	127
Socios consultores	87
Ecosistema total de socios	214

Sitio web corporativo y plataformas digitales

Las plataformas digitales de Teradata generaron 342,000 visitantes únicos del sitio web mensualmente en 2023, con una duración de sesión promedio de 4.2 minutos.

Conferencias de la industria y eventos tecnológicos

En 2023, Teradata participó en 37 principales conferencias de tecnología e industria, con un presupuesto estimado de marketing de eventos de $ 1.9 millones.

• CONFERENCIAS TOTALES CONTENIDAS: 37
• Presupuesto de marketing de eventos: $ 1.9 millones
• Generación de leads a partir de eventos: aproximadamente 2,100 clientes potenciales calificados

Teradata Corporation (TDC) - Modelo de negocio: segmentos de clientes

Grandes corporaciones empresariales

Teradata atiende a 1,258 clientes empresariales globales a partir de 2023. El valor contrato anual promedio para grandes empresas es de $ 2.7 millones.

Industria	Número de clientes	Valor de contrato promedio
Minorista	312	$ 3.1 millones
Fabricación	276	$ 2.9 millones
Energía	204	$ 3.4 millones

Instituciones de servicios financieros

Teradata admite 465 clientes de servicios financieros en todo el mundo. Los ingresos totales de este segmento fueron de $ 412.6 millones en 2023.

• Los 50 principales bancos globales usan soluciones de Teradata
• Valor promedio de contrato anual: $ 1.9 millones
• Penetración del mercado: 68% de las instituciones financieras de Fortune 500

Empresas de atención médica y farmacéutica

Los ingresos del segmento de salud alcanzaron los $ 287.3 millones en 2023, con 342 clientes activos.

Tipo de cliente	Número de clientes	Gasto anual promedio
Compañías farmacéuticas	186	$ 1.6 millones
Proveedores de atención médica	156	$ 1.2 millones

Proveedores de telecomunicaciones

El segmento de telecomunicaciones generó $ 329.7 millones en 2023, atendiendo a 276 clientes a nivel mundial.

• Los 10 mejores operadores de telecomunicaciones globales usan teradata
• Valor promedio del contrato: $ 2.3 millones
• Cuota de mercado en Telecom Analytics: 42%

Organizaciones gubernamentales y del sector público

Los ingresos del segmento gubernamental totalizaron $ 198.5 millones en 2023, con 214 clientes activos.

Nivel gubernamental	Número de clientes	Tamaño de contrato promedio
Federal	86	$ 1.7 millones
Estado/local	128	$ 1.1 millones

Teradata Corporation (TDC) - Modelo de negocio: Estructura de costos

Inversiones de investigación y desarrollo

Para el año fiscal 2022, Teradata invirtió $ 175.4 millones en gastos de investigación y desarrollo, lo que representa el 13.6% de los ingresos totales.

Año fiscal	Inversión de I + D	Porcentaje de ingresos
2022	$ 175.4 millones	13.6%
2021	$ 161.2 millones	12.9%

Gastos de ventas y marketing

Los gastos de ventas y marketing de Teradata para 2022 totalizaron $ 294.7 millones, lo que representa el 22.9% de los ingresos totales.

• CUENTA DEL EQUIPO DE VENTAS: aproximadamente 800 profesionales de ventas globales
• Asignación del presupuesto de marketing: centrado principalmente en marketing digital y conferencias de la industria

Infraestructura en la nube y mantenimiento de tecnología

Los costos de mantenimiento de la infraestructura y tecnología relacionados con la nube para 2022 fueron de aproximadamente $ 86.3 millones.

Categoría de costos	Gasto anual
Infraestructura en la nube	$ 53.6 millones
Mantenimiento de la tecnología	$ 32.7 millones

Compensación y capacitación de empleados

La compensación total de los empleados para 2022 fue de $ 456.8 millones, incluidos salarios, beneficios y compensación basada en acciones.

• Compensación promedio de empleados: $ 127,000 por año
• Inversión de capacitación por empleado: aproximadamente $ 2,500 anualmente
• CUENTA DEL TOTAL DE LOS EMPLEADOS: 3,591 al 31 de diciembre de 2022

Sobrecarga operativa global

Global Overhead para Teradata en 2022 ascendió a $ 118.5 millones.

Categoría de gastos operativos	Costo anual
Gestión de instalaciones e instalaciones	$ 42.3 millones
Viajes y entretenimiento globales	$ 22.1 millones
Gastos administrativos	$ 54.1 millones

Teradata Corporation (TDC) - Modelo de negocios: flujos de ingresos

Tasas de licencia de software

Teradata reportó ingresos por licencia de software de $ 153 millones en el cuarto trimestre de 2023. Tarifas anuales de licencia de software para las soluciones de plataforma de datos de nivel empresarial varía de $ 250,000 a $ 2.5 millones dependiendo de la complejidad y la escala.

Tipo de licencia	Costo anual promedio	Segmento de clientes
Enterprise a gran escala	$1,750,000	Fortune 500 Companies
Solución de mercado medio	$450,000	Empresas medianas
Paquete de pequeñas empresas	$95,000	Organizaciones de PYME

Servicios de suscripción en la nube

Los ingresos por suscripción de Teradata Vantage Cloud alcanzaron los $ 236 millones en 2023, lo que representa un crecimiento año tras año del 22%.

• Suscripción de la nube pública: $ 127 millones
• Suscripción en la nube híbrida: $ 109 millones

Servicios de consultoría profesional

Los servicios profesionales generaron $ 184 millones en ingresos durante 2023, con tarifas promedio del proyecto que van desde $ 75,000 a $ 750,000.

Tipo de servicio de consultoría	Valor promedio del proyecto
Diseño de arquitectura de datos	$275,000
Estrategia migratoria	$195,000
Implementación de análisis avanzado	$425,000

Implementación de la plataforma de datos

Los servicios de implementación contribuyeron con $ 142 millones a los ingresos 2023 de Teradata, con costos de implementación que varían según la complejidad.

Contratos continuos de soporte técnico y mantenimiento

Los contratos de soporte técnico y mantenimiento generaron $ 198 millones en 2023, con valores anuales de contratos que van desde $ 50,000 a $ 500,000.

Nivel de apoyo	Valor anual del contrato	Nivel de servicio
Soporte básico	$50,000	Soporte de horario comercial
Soporte premium	$175,000	Respuesta dedicada 24/7
Soporte crítico empresarial	$475,000	Resolución de incidentes inmediatos

Teradata Corporation (TDC) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Teradata Corporation, and honestly, the numbers coming out in late 2025 are compelling, especially around AI enablement and proven return on investment.

Trusted AI and harmonized data for mission-critical, enterprise-scale analytics is a key pillar. Teradata Corporation has been recognized as a Leader in The Forrester Wave™: Data Management for Analytics Platforms, Q2 2025. This focus on harmonized data and Trusted AI is validated by their recognition in the 2025 Gartner® Critical Capabilities for Cloud Database Management Systems for Analytical Use Cases. As of 2025, 1,092 verified companies use Teradata Database for large-scale data management.

The platform delivers hybrid cloud flexibility, supporting both cloud and on-premise environments. The company projected exiting 2025 with more than $700 million of cloud business, up from $609 million in Cloud ARR exiting 2024. This is reflected in their Q3 2025 public cloud ARR reaching $633 million, an increase of 11% year-over-year. The full-year 2025 outlook for Public cloud ARR growth remains targeted between 14% and 18%.

The High ROI is not just theoretical; an independent study from Nucleus Research on Teradata VantageCloud customers showed an average 427% ROI over three years, with a payback period of just 11 months. The average annual benefit realized by these organizations was $7,917,573.

For AI/ML pipelines, ClearScape Analytics is positioned to eliminate data movement friction. A Forrester Consulting study from 2024 showed that models enabled by ClearScape Analytics drove $125 million in profits and a 244% ROI over three years for one customer. Furthermore, maintenance time for data scientists on models dropped from 10% to 15% down to only 2% after deploying ClearScape Analytics.

When you look at cost-effective data management, the ROI study provides concrete savings. Administrative overhead was reduced by 43% through the fully managed service model, resulting in annual direct cost savings of $735,000 for the average analyzed organization. One specific customer example showed savings of $350K annually by avoiding a 7-year infrastructure upgrade. The platform also delivered tangible performance gains:

• Data processing performance improved by 25% to 30%.
• Backup operations accelerated by 87% to 90%.

Here's a quick look at the key financial and performance metrics supporting these value claims:

Metric	Value / Range	Context
Average ROI (VantageCloud)	427% over three years	Nucleus Research Study (Announced July 2025)
Average Payback Period (VantageCloud)	11 months	Nucleus Research Study (Announced July 2025)
Average Annual Benefit (VantageCloud)	$7,917,573	Nucleus Research Study (Announced July 2025)
Public Cloud ARR (Q3 2025)	$633 million	Year-over-year increase of 11%
Total ARR (Q3 2025)	$1.490 billion	Flat in constant currency
ClearScape Analytics Customer ROI	244% over three years	Forrester TEI Study (2024)
Data Scientist Maintenance Time Reduction	From 10%-15% to 2%	With ClearScape Analytics

You can see the platform is designed to handle massive scale while delivering immediate financial impact. Finance: draft 13-week cash view by Friday.

Teradata Corporation (TDC) - Canvas Business Model: Customer Relationships

You're looking at how Teradata Corporation (TDC) keeps its enterprise customers engaged and growing their spend, especially as they navigate the shift to hybrid cloud and AI. Honestly, the relationship strategy is a blend of old-school, deep-dive support and modern, outcome-focused metrics. It's about proving value quickly, which is key when you see the payback period for their cloud offering is as short as 11 months.

Dedicated, high-touch enterprise sales and account management.

The sales motion is clearly geared toward large accounts, which makes sense given the scale of their platform. You see this reflected in the Annual Recurring Revenue (ARR) figures, which is the core measure of the ongoing relationship health. For the third quarter of 2025, Total ARR stood at $1.490 billion, which was up 1% as reported from the prior year period. This stabilization, after some earlier declines, suggests the high-touch sales efforts are helping lock in the base. The focus is on the recurring nature of the business, where recurring revenue made up 88% of total revenue in Q3 2025.

Here's a quick look at the recurring revenue base evolution through 2025:

Metric	Q1 2025 Value	Q3 2025 Value	Year-over-Year Growth (Reported)
Public Cloud ARR	$606 million	$633 million	Q1: 15% / Q3: 11%
Total ARR	$1.442 billion	$1.490 billion	Q1: -3% / Q3: 1%

Professional services and Customer Intelligence Maturity workshops.

While the long-term goal is cloud subscription, the professional services arm is still active, though its revenue contribution is shrinking and margins are under pressure. For instance, Consulting Services revenue in the third quarter of 2025 was $47 million, representing a significant year-over-year decrease of 23%. This aligns with the broader trend where consulting services revenue in Q2 2025 was down 19% year-over-year. The workshops, however, tie directly into the platform's evolution; Teradata Corporation launched an autonomous customer intelligence platform in October 2025, which requires customers to mature their intelligence usage to adopt.

Fully managed cloud service model for reduced administrative overhead.

The fully managed cloud service, Teradata VantageCloud, is the engine for driving customer ROI and stickiness. An independent study found that organizations using it achieved an average ROI of 427% over three years, with an average annual benefit of $7.9 million. This value proposition directly addresses the administrative overhead concern by delivering results fast. The company's guidance for 2025 reinforced this focus, projecting Cloud ARR growth between 14% and 18%. The Cloud Net Expansion Rate in Q1 2025 was 115%, meaning existing cloud customers, on average, increased their spend by 15%.

Direct technical support and customer success programs.

Customer Success Managers at Teradata Corporation focus on three main areas to maintain and enhance relationships:

• Customer relationship health checks with stakeholders.
• Tracking usage of the Teradata investment.
• Driving adoption of new platform features.

This proactive engagement is designed to improve key metrics that signal customer health and loyalty. You should be watching these indicators closely:

• Customer Health Score.
• Net Promoter Score (NPS).
• Customer Satisfaction Score (CSAT).
• Renewal Rate.
• Upsell and Cross-sell Rates.

The management noted that improved retention rates seen in late 2024 were projected to continue into 2025, which is a direct outcome of these programs.

Partner-led co-sell motions for accelerated cloud adoption.

The strategy for accelerating cloud adoption heavily relies on ecosystem partnerships, which feed directly into the sales pipeline. Teradata Corporation is actively building out hybrid AI capabilities through announced partnerships with major players like Nvidia, AWS, and Google Cloud. These co-sell motions are critical because they embed Teradata Vantage into broader, modern data and AI initiatives customers are already undertaking. The goal is to stabilize and then grow Total ARR, with the 2025 guidance aiming for Total ARR growth of flat to 2%.

Finance: draft the Q4 2025 customer retention forecast by January 15th.

Teradata Corporation (TDC) - Canvas Business Model: Channels

You're looking at how Teradata Corporation (TDC) gets its platform and services into the hands of enterprise customers as of late 2025. The channel strategy is clearly multi-pronged, balancing high-touch direct sales with the scale of the cloud and partners. Honestly, the shift to recurring revenue is the key metric here, showing how well these channels are converting deals.

Direct Enterprise Sales Force

Teradata Corporation relies heavily on its direct sales force, which is led by the Chief Revenue Officer. This team is the core engine for landing large, strategic enterprise deals. To give you a sense of the scale, the company stated that it has more than 80% of its employees in customer-facing and/or revenue-driving roles, which includes sales, marketing, consulting, and customer services. This structure suggests a significant investment in direct relationship management for complex, high-value transactions.

The focus is on selling the full spectrum of solutions, supporting cloud-only, multi-cloud, and hybrid deployments. This direct effort is supported by marketing designed to drive adoption across the enterprise.

Public Cloud Marketplaces

Public cloud marketplaces are a critical, easy-consumption channel, especially for customers utilizing their existing cloud commitments. Teradata Corporation has expanded its availability significantly across the major hyperscalers. You can transact for Teradata VantageCloud and Teradata AI Unlimited directly through AWS Marketplace. Furthermore, Teradata added Google Cloud availability in addition to Amazon Web Services (AWS) and Microsoft Azure. This multi-cloud marketplace presence helps customers consolidate purchasing and draw down on their existing cloud commitments.

The results show this channel is performing well. For the third quarter of 2025, Public cloud Annual Recurring Revenue (ARR) reached $633 million, up 11% year-over-year. The cloud net expansion rate was reported at 109%, indicating existing cloud customers are expanding their usage. For the full year 2025, Teradata Corporation is projecting Public cloud ARR growth in the range of 14% to 18% in constant currency.

Here's a quick look at the cloud ARR momentum:

Metric	Q3 2025 Value	Year-over-Year Change (Reported)
Public Cloud ARR	$633 million	11% increase
Cloud Net Expansion Rate	109%	N/A
Full-Year 2025 Cloud ARR Growth Projection (cc)	N/A	14% to 18%

Global and Regional System Integrators

System Integrators (SIs) are essential for implementation, modernization, and driving joint opportunities. Teradata Corporation structures its partner program to incentivize these players across different tiers. The Consulting and Systems Integrator partner tiers are Bronze, Silver, and Gold, with associated annual program fees of Free, $1,000, and $2,000, respectively. This tiered structure helps manage engagement levels.

Partnerships are recognized globally. For instance, Dell Technologies was named the Europe, Middle East, and Africa Partner of the Year for 2025 due to exceptional engagement. Other regional winners included ATPeak for Australia, New Zealand, and Japan, and Master Works for Growth Markets. Major firms like Deloitte are positioned as preferred systems integrators, specifically collaborating on migrating customers from on-premise environments to Teradata Vantage in the cloud, aiming for low-risk migrations.

• Europe, Middle East, and Africa Partner of the Year (2025): Dell Technologies
• Australia, New Zealand, and Japan Partner of the Year (2025): ATPeak
• Growth Markets Partner of the Year (2025): Master Works

OEM Channel via Hardware Partners

The OEM channel leverages hardware partners to deliver integrated, optimized solutions, especially for on-premises and hybrid deployments. Dell Technologies is a key OEM partner. Their work with Teradata Corporation's OEM Sales team has been instrumental in fueling pipeline growth and securing new logos in sectors like defense and aerospace. The joint roadmap focuses on delivering AI-powered infrastructure.

Solutions like Teradata VantageCore powered by Dell Technologies combine Teradata's software with Dell's compute, storage, and networking infrastructure. This provides customers with secure, scalable, plug-and-play deployment options for their on-premises and hybrid environments. The goal is to allow customers to start solving business challenges within hours with quick-start options.

Teradata's Own AI Services and Consulting Arm

Teradata Corporation maintains a direct consulting arm that supports its platform sales and drives adoption of advanced capabilities. Services revenue in the third quarter of 2025 was $47 million. However, you should note that consulting services saw a sharp decline of 19% in the second quarter of 2025, reflecting the ongoing shift in revenue mix toward more predictable recurring streams.

The focus here is increasingly on AI-driven offerings. The company launched Autonomous Customer Intelligence, which is described as a software and services offering that embeds Teradata agents across the customer experience journey. This service component is designed to monetize the company's AI platform advancements, such as the Enterprise Vector Store. Overall, recurring revenue-which encompasses cloud subscriptions and maintenance-represented 88% of total revenue in Q3 2025, up from 85% in Q3 2024, showing the success of shifting the business model away from one-time license and services revenue.

Finance: draft 13-week cash view by Friday.

Teradata Corporation (TDC) - Canvas Business Model: Customer Segments

You're looking at the core customer base for Teradata Corporation (TDC) as of late 2025. Honestly, the numbers show a clear focus on the top tier of the market, which makes sense given the complexity and scale of their platform.

The foundation of their customer base is built on large organizations. As of 2025, our data indicates that 1,092 verified companies use the Teradata Database specifically. Furthermore, when looking at their usage across the broader Other BI and Analytics tool category, over 7,490 companies globally use Teradata.

The financial muscle behind this usage is concentrated in the largest firms. Here's a quick look at the revenue-based segmentation:

Customer Size Segment	Percentage of Userbase	Relevant Financial Metric (Q3 2025)
Large Enterprises (>1000M USD Revenue)	59%	Total ARR: $1.490 billion
Medium-sized Organizations	12%	Public Cloud ARR: $633 million
Small-sized Businesses (<50M USD Revenue)	24%	Projected Full-Year 2025 Free Cash Flow: $260 million to $280 million

The profile of these customers points directly to data-intensive, high-stakes environments. You see a strong presence in sectors where data governance and scale are non-negotiable. For instance, Financial Services is cited as a top industry using Teradata.

The strategic shift toward modern workloads is clearly reflected in who they are targeting now. Management has been emphasizing a push into agentic AI. This means their ideal customer isn't just running reports; they need to implement complex, mission-critical AI/ML workloads that demand trusted, governed data foundations. Teradata AI Services are explicitly designed to help customers deploy these agentic systems across both cloud and on-premises environments.

This hybrid focus directly addresses the segment of existing customers. Teradata maintains its 'longstanding strength in on-prem' while pushing cloud growth. This means a significant portion of their customer base is actively engaged in data modernization, looking for flexible deployment options that mix on-premises infrastructure with public cloud capabilities-what they call a hybrid cloud approach.

The value proposition for these segments centers on trust and autonomy in AI. Customers are seeking solutions that deliver 'Trusted AI'. The platform's ability to handle massive, complex query volumes for trusted results is positioned as Teradata's sweet spot for these agentic AI workloads.

Here are the key characteristics defining the target customer segments:

• Large enterprises, with 59% of users being over $1000M in revenue.
• Companies in highly regulated sectors like Financial Services.
• Organizations needing hybrid environments, mixing on-premises and cloud.
• Users focused on complex, mission-critical AI/ML workloads.
• Firms prioritizing data governance for 'Trusted AI' outcomes.

To be fair, the full-year 2025 outlook suggests some near-term pressure, with total revenue projected to decline between -5% and -7% year-over-year in constant currency. Still, the Public Cloud ARR growth projection remains strong, targeted between 14% and 18% year-over-year.

Finance: draft 13-week cash view by Friday.

Teradata Corporation (TDC) - Canvas Business Model: Cost Structure

You're looking at the major drains on Teradata Corporation's cash flow as they push their cloud and AI platform, VantageCloud. Honestly, running a modern, high-performance data platform means certain costs are baked in, and they aren't small. The cost structure is heavily weighted toward innovation and getting that cloud platform into the hands of global enterprises.

High R&D costs for cloud-native and AI platform innovation.

Teradata Corporation is spending heavily to keep its platform competitive, especially with the focus on AI integration like ClearScape Analytics and AI Unlimited. For the full calendar year 2024, Research and Development (R&D) expenses totaled $216 million. This investment fuels the engineering required to maintain and advance the hybrid cloud capabilities of VantageCloud. This is a non-negotiable cost for a company whose value proposition rests on technology leadership.

Sales and Marketing expenses for global enterprise acquisition.

Acquiring and retaining large enterprise customers for subscription and cloud services requires a significant field presence. For the twelve months ending December 31, 2024, Selling, General and Administrative (SG&A) expenses-which capture most Sales and Marketing costs-were $429 million. Looking at the most recent quarter, for the three months ended September 30, 2025, SG&A was $158 million, representing 19.1% of that quarter's total revenue of $418 million. That's a big chunk dedicated to the global sales engine.

Cloud infrastructure costs (COGS) for operating VantageCloud.

While Teradata Corporation doesn't break out cloud infrastructure costs specifically within Cost of Goods Sold (COGS), the gross margin figures tell the story of the cost of service delivery. For the three months ended September 30, 2025, Total Revenue was $418 million, and Total Gross Profit was $252 million. This implies that the cost of revenue, which includes cloud infrastructure hosting fees paid to public cloud providers, was approximately $166 million for that quarter. The Non-GAAP Gross Margin for the full year 2024 was 62.2%, showing the efficiency they aim for in delivering the cloud service.

Personnel costs for specialized engineering and consulting talent.

The talent required to build, sell, and implement a complex data platform is a primary cost driver. Teradata Corporation has approximately 5,700 employees across 41 countries as of mid-2025. A substantial portion of the R&D spend ($216 million in 2024) and SG&A spend ($429 million in 2024) is personnel-related, covering the specialized engineering teams working on AI/ML integration and the consulting talent needed for customer onboarding and complex deployments. Honestly, retaining this specialized talent in a competitive market is a constant pressure point.

Costs associated with restructuring and optimization initiatives.

Teradata Corporation has been actively managing its cost base through organizational changes. The company announced restructuring actions in August 2024, expecting total charges between $20 million and $25 million. Cash expenditures related to these actions were estimated at $45 million to $50 million in total, with approximately $30 million to $35 million expected to occur during 2025. For the three months ended March 31, 2025, Reorganization and other costs recognized were $0.03 million (or $30,000).

Here's a quick look at the scale of these major cost components based on the latest available full-year 2024 and Q3 2025 data:

Cost Category	Latest Period Reported	Amount (in millions USD)
Research & Development (R&D)	Full Year 2024	216
Selling, General & Administrative (SG&A)	Full Year 2024	429
SG&A as Percentage of Revenue	Q3 2025 (3 Months)	19.1%
Implied Cost of Revenue (COGS)	Q3 2025 (3 Months)	166 (Calculated: $418 Revenue - $252 Gross Profit)
Restructuring Cash Spend Expected	Full Year 2025 Guidance	30 to 35
Total Employees	Mid-2025	~5,700

Finance: draft 13-week cash view by Friday.

Teradata Corporation (TDC) - Canvas Business Model: Revenue Streams

You're looking at the financial streams Teradata Corporation is relying on as we move through late 2025. The focus is clearly on transitioning that installed base to the cloud while maintaining high-margin subscription value.

The primary driver for future growth is the cloud segment, with management reaffirming strong expectations for the full fiscal year 2025.

• Public Cloud ARR, projected to grow between 14% and 18% year-over-year for full-year 2025, in constant currency.
• Full-year 2025 Non-GAAP EPS is expected to be in the range of $2.38 and $2.42 per share.
• Full-year 2025 Recurring revenue is projected to be between -3% and -5% year-over-year, in constant currency.

Looking at the most recent reported quarter, Q3 2025, gives us a clearer picture of the current mix:

Revenue Component	Q3 2025 Amount (Reported)	Year-over-Year Change (Reported)
Recurring Revenue (Subscription Base)	$366 million	Decrease of 2%
Services Revenue (Professional/Consulting)	$47 million	Consistent with recent performance
Recurring Revenue as % of Total Revenue	88%	Up from 85% in Q3 2024

Subscription revenue from VantageCloud licenses is captured within the Recurring Revenue line, which stood at $366 million in the third quarter of 2025. This recurring base is the core of the subscription model.

Revenue from on-premise software licenses and maintenance is represented by the portion of Total Annual Recurring Revenue (ARR) that is not Public Cloud ARR. Here's the quick math based on Q3 2025 figures:

• Total ARR was $1.490 billion.
• Public Cloud ARR reached $633 million.
• The implied on-premise/other component of ARR is approximately $857 million ($1.490 billion minus $633 million).

Professional and consulting services revenue, which now includes new offerings like AI Services, was reported at $47 million for the third quarter of 2025. Services gross margin showed substantial improvement, swinging from -2% in Q2 to +8.5% in Q3 2025.