2016 Revenue was $2.32B, 2020 Revenue was down $1.83B. After 42 years in a high growth market segment this is pathetic. Management can try to spin it but the math is simple.
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But Cloud ARR will double! Starting from almost zero that’s easy to spin but laughable. Overall revenue is harder to spin.
Slowly sinking ship. In a rapid grow cloud analytics market but flat to declining revenue. They know how to exit consulting, services, and applications to cut costs but don’t know how to grow or make acquisitions. Still have only a direct sales channel and no meaningful partnerships. Once on-prem to cloud dries up they will be exposed since no new customers are buying.
Wall Street is driving Teradata’s solution delivery approach. Quarter by Quarter……. Their hardware solution had nothing proprietary. Dell servers and a Banyan network. Any customer could stand up their own server farm and run TD. Most prefer in house servers. Better control and security. Self maintain HW and OS with TD supporting TD SW and managing upgrades. No need to have TD team support off the shelf HW. Good for customer frees TD from logistic costs and field support teams. They have lost the HW sales margins of, 85-90%. Now stuck in a support quagmire with IBM. TDBMS is still strong. TD has no idea how to write or market a good AP. The Warehouse engine is strong.
TD always focused on the HW sales and support margins to meet their goals. Well that is gone. Get creative and get out of selling solutions you can’t deliver. Compile on every platform out there and grow.
Revenue (Quarterly) Range, Past 5 Years
Minimum 434.00M Mar 2020
Maximum 626.00M Dec 2016
Average 510.75M
Revenue (Quarterly) Related Metrics
Net Income (Quarterly) 44.00M
Total Expenses (Quarterly) 421.00M
EPS Diluted (Quarterly) 0.39
Enterprise Value 5.622B
Gross Profit Margin (Quarterly) 63.14%
Profit Margin (Quarterly) 8.96%
Earnings Yield 1.65%
Operating Earnings Yield 2.74%
June 30, 2021 491.00M
March 31, 2021 491.00M
Dec. 31, 2020 491.00M
Sept. 30, 2020 454.00M
June 30, 2020 457.00M
March 31, 2020 434.00M
Dec. 31, 2019 494.00M
Sept. 30, 2019 459.00M
June 30, 2019 478.00M
March 31, 2019 468.00M
Dec. 31, 2018 588.00M
Sept. 30, 2018 526.00M
June 30, 2018 544.00M
March 31, 2018 506.00M
Dec. 31, 2017 626.00M
Sept. 30, 2017 526.00M
June 30, 2017 513.00M
March 31, 2017 491.00M
Dec. 31, 2016 626.00M
Sept. 30, 2016 552.00M
June 30, 2016 599.00M
March 31, 2016 545.00M
Dec. 31, 2015 719.00M
Sept. 30, 2015 606.00M
June 30, 2015 623.00M
March 31, 2015 582.00M
Dec. 31, 2014 761.00M
Sept. 30, 2014 667.00M
June 30, 2014 676.00M
March 31, 2014 628.00M
Dec. 31, 2013 769.00M
Sept. 30, 2013 666.00M
June 30, 2013 670.00M
March 31, 2013 587.00M
Dec. 31, 2012 740.00M
Sept. 30, 2012 647.00M
June 30, 2012 665.00M
March 31, 2012 613.00M
Dec. 31, 2011 673.00M
Sept. 30, 2011 602.00M
June 30, 2011 581.00M
March 31, 2011 506.00M
Dec. 31, 2010 548.00M
Sept. 30, 2010 489.00M
June 30, 2010 470.00M
March 31, 2010 429.00M
Dec. 31, 2009 496.00M
Sept. 30, 2009 425.00M
June 30, 2009 421.00M
March 31, 2009 367.00M
So it looks like more layoffs soon!
21% decline last five years. Wow. Why are any of the senior leaders getting bonuses? All they can do is cut costs to drive short-term stock gains. None are in it long-term. They will take the money and leave the company in the ditch. The Board is worthless and obviously can’t offer advice.