We are not financial analysts but we do know the pulse.
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Thanks for the explanations. Appreciate your analysis.
Well... its a mixed bag of results and given the economy and spending reduction in enterprises, this is a pretty decent result. For valuation of the company right now, two things matter... Cloud ARR bookings (which grew very well in Q1) and EPS (which was flat-ish). If they end up with a $1B cloud ARR by 2025 (guidance) then investors would want to put a multiplier larger than what they are today. Ignore total revenue as it does not matter unless it impacts the EPS. So if Teradata can grow its cloud ARR and keep the EPS healthy, the valuation will continue to rise. People are selectively taking some stats and making a big deal about it. Look at it objectively..... Investors do that and hence the stock is up....
Why the stock is up so much (TDC +8.44%), significantly more than the market (e.g. S&P500 +1.85%)? I am confused. I thought the earning was more or less neutral.
We’re not making any money, but we’re up to our eyes In useless diversity hires!
Teradata, posted revenues of $476 million for the quarter ended March 2023. This compares to year-ago revenues of $496 million.
What this means is that revenue was down $20 million from the same period last year.
Good job ELT keep cashing out stock you've earned it!
That $1000 today is only worth $826 dollars back in 2018. This company is dying.
From StockStory:
Teradata is up 23.3% since the beginning of the year, and at $41.17 per share it is trading close to its 52-week high of $42.42 from February 2023. Investors who bought $1,000 worth of Teradata's shares 5 years ago would now be looking at an investment worth $1,000.
Wow, what an incredible success story…not!
Stock bumped up 3 points because Teradata announced an integration with Google AI? How is this a benefit for Teradata it's an API connection into a competitor. A competitor who will steal customers as soon as they're able.
While integrations mean customer choice which is a good thing for customers. This is like Ford announcing "now with wheels". ELT shouldnt be rewarded for table stakes functionality.
Who needs more customers? We are number one!
See if anyone asks about new customer wins
Analysts are all over the place but mostly flat or down.
Several have identified how insiders (ELT) are selling stock like crazy.