Predictions please.
12 replies (most recent on top)
A footnote in a Gartner Magic Quadrant
Tera flop
Not bankrupt or acquired. Simply slowly circling the drain.
Employee morale is at an all-time low. The results of the Employee Survey:
- Leadership needs improvement
- Lack of career development
- Lack of belonging
The recent events show that management doesn't give a care about employees. In hindsight the employee survey was a waste of time and money. There are problems at all levels of the company. Teradata cannot survive as it is today with the current leadership.
PETA Data
Revenue wise shrinking another 20% and loosing more existing customers to the competition (old and new). There would be more layoffs and the so called “transformation” would continue. As mentioned below there is nothing to acquire here except for the customer base.
Maybe TD should use Vantage to predict its future LOL.....
Bankrupt with VL and his friends in management positions. Rest of the employees laid off in next 12 months. SD and Dayton will be graveyard. Thanks to Oliver, VL, Karen they have done a wonderful job of taking this company down. The board should give themselves a Christmas gift before Christmas for the wonderful job they have done. More power to VL and his board. I hope that the SEC will come and look into the books.
Bankrupt...the problem is that there's nothing to acquire. Why would Google, Amazon, SAP buy a 40 year old technology and try to retrofit/rearchitect for the Cloud or next generation when they easily have the resources to build their own (and they have).
The problem is that it's a dying business with revenue down YOY, it spends as much as it gets ($2.1b), and its consulting (50% of the employees) are at negative margins vs. most consulting is at 40% margins. The other 25% of the employees is Sales.
$300M on R&D every year - no result other than a poor quality product.
What is there for private equity to buy - usually they buy to sell off pieces - there's nothing to sell.
They will be a small shop in SD and maybe go private. NOBODY will acquire them ... they have nothing of use left to buy them for.
Probably buying google. No one can predict anything in this market
Acquired