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News articleYahoo Finance· February 10, 2026

Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results

View original at finance.yahoo.com
Teradata Reports Fourth Quarter and Full-Year 2025 Financial Results Fourth quarter Total ARR of $1.522 billion, an increase of 3% as reported and 1% in constant currency from the prior year period(1) Fourth quarter Recurring Revenue of $367 million, up 5% as reported and 3% in constant currency(1) Fourth quarter GAAP…
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  • Our full-year results demonstrate strong operational discipline and establish a solid foundation as we enter 2026

    80% confidence
  • We have confidence in our agentic AI-fueled future

    80% confidence
  • Total ARR growth expected to be 2% to 4% year-over-year for full-year 2026

    80% confidence
  • Recurring revenue expected in the range of 6% to 8% year-over-year for Q1 2026

    80% confidence
  • Teradata's Autonomous AI and Knowledge platform is soundly resonating with customers; they recognize that the strengths we have built over decades are ideal for today's market needs

    80% confidence
  • Non-GAAP diluted EPS expected to be in the range of $2.55 to $2.65 per share for full-year 2026

    80% confidence
  • Free cash flow expected to be $310 million to $330 million for full-year 2026

    80% confidence
  • Our differentiated performance, scale, and hybrid capabilities, supported by our AI services, are proving to be a valuable combination

    80% confidence
  • Teradata delivered another set of strong results in the 4th quarter, as we again exceeded expectations for Total Revenue, Recurring Revenue and Free Cash Flow

    80% confidence
  • Recurring revenue expected in the range of flat to 2% year-over-year for full-year 2026

    80% confidence

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Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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