Thread regarding Teradata Corp. layoffs

Wow, does he really think people will buy this.

"Despite a year of solid progress on our strategic and financial milestones, we ended the year below our 2023 outlook for cloud and total ARR. This was primarily due to deal timing issues. Let me explain. We are seeing that Teradata is becoming even more strategic to corporations and touching all levels of our customers’ organizations. For example, we have historically dealt primarily with IT. Over time, we have moved beyond IT with multiple business units now relying on Teradata.
This brings in more executive decision makers, including the Board, in order to close the deal. These dynamics cause a number of transactions to move into 2024. "

Wow!!!!
If I recall, we did our best over the last two decades to work with business who were the primary consumers of our analytics platform. IT supported business, and in turn was responsible for squeezing AE's ba--s when it came to spend, renewals and floors-weeps. Business always had the deep pockets.
Is this guy saying that now, in 2023, we just started talking with business and that our sales cycle has gone from one year to multi-year

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| 1141 views | | 5 replies (last February 14, 2024) | Reply
Post ID: @OP+1r4STczA

5 replies (most recent on top)

"Let me explain" is never a good thing to say to Wall Street analysts.

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Post ID: @uoc+1r4STczA

I thought the exact same thing. SM talking out of both sides of mouth. Subscription should be shorter sales cycles because it’s not a lock in, why would most of it all fall in Q4?
I’m at a Cloud TD “erosion” customer now, and they know exactly when the lights are turning off, it’s not a surprise, ITS IN A CONTRACT! How they think anyone will believe these lies baffles me. They know exactly what is happening. Yeah he’s got to take it on the chin but maybe invest in growth and building something rather than milking it dry - at that point you can at least say you tried. They are just as bad as the politicians we see today. Looks like it’s catching up with them with looming litigation. About time.

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Post ID: @obx+1r4STczA

ARR (subscription) doesn't doesn't depend on a couple of deals. The deals are spread out over several years as monthly payments.

Assuming a normal amout of volume you're either trending up or like in teradata case trending down.

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Post ID: @pcb+1r4STczA

Eroding customer base, no new logos and existing customers with plans to exit as soon as they can. Yep sounds all very strategic indeed.

Fact is that Teradata is rapidly losing market share. The historically large customers are migrating off.

This is all expected as once you drop out if the leaders quadrant, why would anyone even consider it.

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Post ID: @dbb+1r4STczA

This is possibly how it played out. They met in Atlanta. Everyone that attended had to come up with one good reason why they didn't meet the numbers. They had to write it on a piece of paper and drop it in a box. All suggestions were written on the white-board and voted. Everyone came to the consensus that this would the best false reason. The winner did receive a $25 amazon gift card. They skipped the Yammer photograph this time.

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Post ID: @rrt+1r4STczA

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