Interesting article on Teradata's performance and its ROCE
If you dig a bit deeper, suggestions are 'earnings are forecast to decline by an average of 31.4% per year for the next 3 years'
https://finance.yahoo.com/news/investors-concerned-whats-going-teradata-094143962.html
@1vya+1928Dfdc maybe learn how to spell "poll" first before trying to look smart. Otherwise you just end up looking silly.
@2lqq+1928Dfdc - your reply is "Love"ly for sure! the signature is obvious and sad.
@1wku+1928Dfdc, for context, maybe wouldn't be a bad idea to compare with competition. The same resource which was used by the Yahoo Finance article in the Teradata evaluation can be also used to compare with - say - Snowflake:
https://simplywall.st/compare/NYSE%3ASNOW%2CNYSE%3ATDC
There you will see that the reality is a bit more nuanced. I am still welcoming opinions on that comparison as my perspective may be limited, but it doesn't look like it's time to imminently run for the hills...
I think our new CEO should change his name by Deed Pole (US colleagues look that up) to Steve McQueen.... it’s going to take a lot to escape this situation. Start your bikes, rev your engines.
Scariest part of that article:
"with current liabilities at these levels, suppliers or short-term creditors are effectively funding a large part of the business"