Teradata will be losing market share and shrinking. The bulk of revenue traditionally was/is coming from on-prem hardware refreshes and there is limited future with this business model. Core database technology is good, but it’s complex and there are a lot of moving parts. Cloud providers such as SF, Redshift, Google are good enough and provide cheaper, easier to use and more scalable solutions while Teradata’s strength in the cloud is not so evident. Vantage is not a game changer. It’s great to have Aster functionality finally merged with a core product, why would customers pay for it with so many alternatives for ML.
Think that @Yb8qRwy-3avk said it right.