Silent, thought so. Results speak louder than Trolls, oh I mean words.
24 replies (most recent on top)
Ah yes, the marketing team members out there trying to manipulate the media presence.
You're not fooling anyone, 'trolls' know how to read SEC reports and can tell when current year numbers LESS than previous years' numbers.
But let's not let actual numbers, or their true meaning confuse the message... No no! Let's also ignore the incredible brain drain from the past 36 months --- the extremely quick cycling of ELT members... Again, HOW MANY different CEO's has TD had in the past 36 months?
I especially love the part where one of the more recent CEOs first words to TD was, 'When I was at IBM we could never beat you guys...', love how TD hired a self-admitted loser, LOL!
Cloud growth 90%? Sure. And adding one customer to one previous customer is 100% growth. Get it? We will watch pterodactyl slowly circle the drain as anyone with a brain leaves.
Teradata is best data mgmt platform, full stop. The cloud growth 90%! Beat that trolls
Most of those logos are taken by us , we give fre migration from TD to snowflake .
Our best architects are from teradata
Snowflake
U||U
U
“
“
‘ “ ‘
Teradata
Lost LOGOS in Scandinavia .
Results speak lowder
Statoil
Ericsson
Nordea
Volvo (almost out )
Axfood
Danske bank
IKEA
Maersk
Nokia
Novo nordisk
$250m in SHARE REPURCHASES when there isn't even enough parking for the employees when campus is fully-staffed, says SMOKE & MIRRORs.
CRO now
C U next time
Regular contributors (greetings and salutations to both of you, NC & NotNC), you will be happy/unhappy to know that I still work for Teradata.
Somehow I’ve managed to make it through all the layoffs to date and there have been quite a few.
The lack of management attention and focus on tangible deliverables allows me to spend most of my time doing whatever I like and I get pretty well paid for the limited hours that I spend replying to emails and Teams messages.
Occasionally, I post some old stuff with new templates on Seismic to make it look like I contribute but quite frankly no one really notices it’s a rehash and I really wouldn’t care too much if they did anymore.
One day they will probably lay me off but given that I several lucrative consulting contracts in place, I’ll just use the severance package for a nice vacation (probably with my Moms).
How many other people are in a similar position ? I don’t know but I think it’s fair to say that most customer facing employees don’t have a huge amount to do anymore so there is probably a decent sized cohort of similar minded people left in the company.
To dare, is to loose - after all.
Crow now. See you in three months.
earnings call is a joke.. just number shuffling so they can try to sell it to the investors.. thats how the game is played and TD plays it very poorly.. We have a great product... for on prem.. for cloud we were late to the game and tried too long to put a square peg in round ho-e.. Antares may be to little too late.. Time will tell, but laying people off just before an earnings call doesn't send a good message no matter what angle you look at it from.
20 year TD vet
Bar is so low now that we're proud of such embarrassing results? Stock price is nowhere near all time highs despite the rally today, he-l it's not even near where it was back in October 2021.
Layoffs don't equal growth, but rinse/repeat and keep drinking the Kool-Aid.
Don't scare away the trolls. It's fun reading their silly posts. Usually it's the one guy and he hasn't even worked for tdc. I figure he was locked in his mom's basement today
Anyone working directly with customers competing for new workloads knows exactly what's going on in the market. The future of data management and analytics is not IBM, Oracle, or Teradata. I'm kinda surprised Gartner would shill for Teradata, but I guess everyone has their price.
I don’t usually feed the Trolls
But when I do - I just love seeing their reaction, Trolls are so easy to wind up
Stay stupid my Trolls
Brought to you by Dos Equis
Amazing growth and superb execution - the Q4 numbers are testimony to that. Well done SM. So trolls, what's next? Bring on all these fake news. Reality is company is growing and hiring sprea will follow in no time!
Raimo Lenschow
Congrats from me as well. Going back to the Gartner report, you talked quite a bit about Steve. There seem to be like, what are you doing in terms of closing that information gap with customers because you clearly like Teradata is number one, Oracle number two, IBM three, and a lot of them and SAP, and then the cloud guys much, much lower. So there seems to be a disconnect between what -- how good you are as a product versus kind of where customers are buying at the moment, if I look at the numbers. Can you talk a little bit of what you can do there and [indiscernible]? Thank you.
Steve McMillan
Thanks, Raimo. It’s a great question and something that we're continuously focused on enabling our sales teams on a global basis to take our cloud message and their cloud value proposition to our customers, ensuring that our customers know that we are the fastest least risked, least cost path for the cloud, is incredibly important. I spoke in my prepared remarks about recruiting a new Chief Marketing Officer, Jacqueline Woods. We're incredibly excited to have Jacqueline on the team. She's a transformational marketing leader that we know will make a difference in terms of how we get our value proposition to the marketplace.
But to your point, we plan from an execution capability on a day-to-day basis to get our customer success teams and our sales teams to utilize that Gartner report where -- just from a data warehouse perspective, as you said, Teradata number one, Databricks is number 10, and Snowflakes number 11. From a data lake perspective, Teradata number one and Databricks is at number five and Snowflake down at number 12. Those are the kind of key facts that we need to get out into the marketplace. And that's exactly what we're going to do. I think the future is really bright for Teradata as we do that.
Analyst calling out the disconnect between how Gartner ranks TD and how actual businesses rank TD was savage. The two companies (DB and SF) that SM called out in ranking don’t even consider TD a competitive threat.
Sanity check required.
In October, our share price was nearly $60 and now it’s low $40s. Probably more indicative of the health of this business than attempting to big up a single quarter of numbers that are quite frankly mediocre, especially given how highly Gartner rate the product.
You’d think that Vantage would be flying off the shelf and exciting new customer names would be plastered everywhere if you believed everything you were told.
What’s the market cap now, approx 2.3 times turnover ? Hardly something to boast about and spread all over social media.
So which part of the business is actually growing ?
Quarterly revenue was down year on year and it’s also down compared to Q1 and Q2.
Marginal increase from Q3 (also down from Q2) but Q4 is traditionally the best quarter of the year, which doesn’t bode well for the next quarter.
Hence the difficult questions on the investor call that yet again didn’t get very good answers.
All the friction of moving money from one pot to another seems to be wearing some of it away.
Trolls? Hiding under a bridge would be my guess.
4% revenue growth and projected flat revenue for 2022. Wow! Amazing company.
Smug much, NC?
Laying off is indication of good results? Are the employees happy? Or are you all about the money?