... added to the pipeline. (direct from the earnings call) Which means absolutely nothing. I could add 500 new logos to the pipeline by the end of the week just by adding companies into Salesforce. What a joke. New logos -- none. New logos "in the pipeline"?? -- we're ki-ling it!!
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100 new logos? they don't have a scooby doo how to win net new. Look at Possible London event, makes me laugh, same old companies speaking, just new faces to put on stage. Richard Petley the CRO, winning net new, I very much doubt that.
It's in the detail. They are counting an existing customer that gets a free instance of vantagelake as a new logo. Ie. New logo for vantagelake but not net new logo for TDC. I haven't seen a customer buy vantagelake yet let alone use it. They get it for free and just leave the junk there
Look at these results. In a market that’s exploding. The board and C-suite should be fired.
100 New logos were added. Don't be a cry baby. An intern went and added those logos to a powerpoint. They used google images and cut and pasted them to an ELT slide deck. Stop poopooing the vision.
BofA doesn't believe the Leprechaun.
Just downgraded from neutral to underperform.
https://seekingalpha.com/news/4101051-teradata-tumbles-10-after-bofa-cuts-rating-on-lack-of-near-term-positive-catalysts
I'm sure the class action lawyers are filing paperwork this morning.
Perhaps it is just me but the repeated statement carried with it a tinge of desperation.
“100 new logos added”. At what point do analysts start questioning this nonsense? Are the hard questions asked after the call so as not to make TDC execs look even more foolish on the call? I don’t get it
Be fun to hear the analyst ask how many of those close each quarterly call, and even better to hear how that question is answered.