We are the only company who celebrates treading water. Our revenue is flat but SM will tell the analysts “our strategy is working. Who buys the house of cards?
23 replies (most recent on top)
Sounds like the investors aren’t buying the steaming heap the id--t ELT is putting out for them.
I spoke too soon. After this earning call we are taking on water fast and starting to sink. Find a lifeboat! I’d love to get a job at a real cloud company like AWS, Google, Snowflake, or Databricks.
- The Panic of 1907 ...
- Wall Street Crash of 1929 ...
- 'Black Monday' Crash of 1987 ...
- Japanese Asset Bubble Burst of 1992 ...
- Asia Financial Crash of 1997 ...
- Dot-Com Bubble Burst of 2000 ...
- Subprime Mortgage Crisis of 2007-08 ...
- The COVID-19 Crash of 2020 ...
- The Q4 2023 Earnings Call by SM of Teradata...
65min mark comment on how everyone just needs to keep watching the bouncing period. you are getting sleepy, very sleepy..
"Stock will rally. SM and his ELT are doing a great job. These backwater rant sites have zero impact. Keep ranting and we will keep cashing in."
I guess we know what the marketing folks are up to these days. Meanwhile, Teradata is down 23% at the opening. The hairdresser might be getting a pay cut.
Link to earnings call transcript.
https://seekingalpha.com/article/4669652-teradata-corporation-tdc-q4-2023-earnings-call-transcript
Is there a transcript?
CB stated "In addition, we are taking cost optimization actions to continue
driving efficiencies across the entire company".
I'd say the best cost optimisation she could take would be to get rid of overpaid ELT that add zero value to the business.
SM also said at the 54 min mark that "TD signed more new logos in Q4 than all of 2023". What new logos? Was there 1 new logo in Q4 that constituted for more than all of 2023?
If I heard SM correctly, Is it a problem when he blames our poor pipeline on the sales software tool? Isn’t Salesforce the best tool out there? Investment analyst guy wasn’t buying it.
where can i listen to the earnings call recording?
I believe she coined them as “cost optimizations”. Was this label output from a new Teradata AI function?
What did CB just say about additional rif’s? At :51 last the hour (just a few moments ago)?
What a sh** show investors call.
Investors giving the most intense questioning since SM started
Today’s earnings call questions: 🍿
We were told all is good by the ELT. But seeing the results tells us all is not good and watching the share price dropping tells me that the market knows all is not good either.
Its time to look for a new job because this can only be bad from here onwards.
@ymr+1r11OPmk Wrong! Stock is sinking fast since earnings were released. The market has finally realised the sinking ship is going down faster than previously expected. Remove the best staff out of the business and what did they expect
Well the "stock that will rally" is cratering and down 13% after hours (as of 4:43PM EST)
Thanks to the diversity hire and her boot licking directors for weighing in. We can only hope she will be out the door soon.
Results will tank. Even CB admitted to a miss last year which sent the SP spiralling. We know internally that the numbers aren't going to be good, strap in for the horror show to begin
Stock will rally. SM and his ELT are doing a great job. These backwater rant sites have zero impact. Keep ranting and we will keep cashing in.
So many bitter people here. Move on or get a hobby, have you tried knitting or crochet? Great for anger management I hear.
Go Chiefs!
Y/E results on Monday so we'll see what SM will spin to try to deceive the street. I really hope more analysts will ask him the new logo question as he always stumbles on that one.
More than likely revenue will be down.
Sounds like a new TDC marketing slogan #WeDidn’tDrown!