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Teradata Corporation (TDC)
NYSE - NYSE Delayed Price. Currency in USD
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The company competes in the same industry as Snowflake and can't seem to get a sniff. Are their cloud solutions really that bad or is it confusion as long term transition to SaaS and consulting services continues?
I'm @ 2,500 June 25 calls
THIS BOARD NEEDS TO BE FIRED BY THE SHAREHOLDERS:
Workforce Reduction Plan
On November 11, 2019, the Company approved a plan to reduce its workforce. This plan, which is incremental to Teradata’s comprehensive business transformation discussed in Note 15, is intended to reduce costs and increase efficiencies in certain of the Company’s operations. The Company expects that it will incur cost and cash expenditures in the range of $20 to $25 million related to the plan, consisting primarily of employee severance and other employee-related cash expenditures.
Approximately half of these cash expenditures, which relate to cash payments for its international employees, will not have a material impact on the Condensed Consolidated Statements of Income (Loss) due to the Company accounting for its International postemployment benefits under Accounting Standards Codification 712, Compensation - Nonretirement Postemployment Benefits (“ASC 712”), which uses actuarial estimates and defers the immediate recognition of gains or losses. The Company expects these actions will be substantially completed by the first half of 2020.
Up Najarian highlighted unusual action in June & July call options .
Boom! 5% jump today. Thanks for the easy money.
you would think it would move slowly upward in the next few weeks.. A lot of call option buying for June
I started following "awesomestokcalerts" (Gooogle it - off course without any space or dash in between the words) and their notifications are better than anyone else.
It’s not their marketing, it’s their execution. Moving to a subscription model as quickly as they have sacrificed revenues and profits. This is all water under the bridge and profits plus earnings consistency will be better next year. A new CEO will help too but the transition over the next 6-8 months will be a bit shaky. With this said, chaos offers opportunities.
Wall Street Degenerate
I’ve been watching this company for ages now trying to gauge my sentiment on it. After this earning miss and taking another critical look at the company and what it offers, I think one of the biggest thing it needs is a total marketing overhaul. They seem to be in this awkward stage of being in the right place at the wrong time; competing with Facebook and google in the data sector. Thoughts?
7 times normal vol today. That's a response to new CEO and his plans.
From CFRA, maintaining their "buy" opinion on TDC at 2:45p today:
"Shares are up today on an unconfirmed article from Reorg stating there could be potential takeover interest for TDC. We think recent M&A chatter is partially attributed to recent news flow around fellow competitor, Cloudera (CLDR 12 NR), which spiked higher earlier this week, as the company cited it held discussions with several potential acquirers, including private equity firms. We see some validity in the speculation for TDC, given the recent stretch of mixed quarters, prompted by its plan to pivot towards subscription-based cloud services. We also think TDC's balance sheet capacity (net debt-to-EBITDA of 1.9x) and lagging segments (e.g., consulting) could be potential levers to create value in a privately-held company setting. We maintain our Buy rating on shares, on the belief that TDC's growing pains are reflected in the multiple (12.7x our '21 EPS view), and upside exists, as investors fixate on near-term risk, despite the longer-term strategy remaining intact."
tom and dangermaus, how did you guys stumble upon this
Great results! Look at the after hours trading. It's on the rise.
Glad to see this company finally getting some respect. New management has a good grasp on increasing their subscription model and there is a big positive surprise coming before next Earnings report. Long TDC since $24.
Board needs to be replaced and get a CEO instead of a tired grocery clerk
Sales are so great there were major layoffs Monday 1/7/19. Pre-sales teams, consultants, technical, senior managers, etc. 20-25% U.S. and international. I guess no one wants to buy the turkey, so it slowly proceeds down the tubes. Thinkbig renamed to Thinknot.
Ok that is two quarter the so called CEO Oliver Rat has missed. Mr. Lund obviously picked the wrong guy. They will never make up the revenue decline on the loss hardware sales and hardware maintenance through their ARR model. This puppy is getting a big reset and their ARR growth will never experience the growth they had when the real management team made the company what it was regardless of what Oliver Rat tries to blame his problems with results on them.
Mystery company. No competition from the Blue Chip as the DW/analytics market is too narrow to justify a profit center. As a consequence TD owns like a monopoly position inside his Customers (who can't switch to competition). Business model switched classically from hardware to maintenance services to guarantee smooth life and lack of development. Management happy with strange and unique strategy, shares stable in time. King kingdom of nothing new but zen
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