TERADATA CORPORATION Citi’s 2026 Global TMT Conference

Yeah. It is great to be here, YC. Looking forward to the discussion and telling you everything that has been going on at Teradata.

Yeah. I joined Teradata in June of 2020, really with a mission to look at how do we modernize the company and make it relevant in the cloud space. So really taking Teradata's fantastic on-premise technology and making it available to customers in the cloud as they modernize their data estates and started using cloud technologies to really support their data platform. So when I joined Teradata, I said, "Look, at our core, we are a technology company." We had been doing a lot of services up until that point, but we have got so much intellectual property in our Teradata software and the platform that we have that I think that exploiting that for the benefit of our customers is really the core for us. Over that period of time, we actually transformed the company. Now almost half of our recurring revenues are in the cloud.

We made tremendous progress there, and developed a really open and connected data platform for our customers. I think what's been really interesting is, if you think of that as Teradata 2.0, we've actually moved into a new phase of Teradata 3.0 when we're looking at AI now.

Yeah. That's driven a number of changes for us recently.

Yeah, I think, really addressing this new world, what we did, we brought in new talent at all layers in the organization, so a refreshed management team to look at the world of AI. We have a new Chief Product Officer that has been with us for 14 months now, and really the whole team came together, not just to repackage what we are doing, but to really think about what is the platform of the future where AI agents and humans can work together, and get the most out of their data to really cause business impact. That Teradata Autonomous Knowledge Platform is essentially a complete architecture and framework where we have launched new products and capabilities at every single layer of the stack. By the word autonomous, we are really agentifying our technology as well. Not just using agents to code, but actually agentifying the entire product stack.

I think nothing symbolizes that more than the very top of the stack, which we think of our workspaces, where humans and agents work together. We have a technology there called Tera, which is a harness that we have developed for AI agents. It means that our customers can use whatever language model that they want. They can use ChatGPT or Claude. What is becoming more interesting is using smaller language models, and working with customers in Europe, looking at some of their requirements around regulatory compliance, using models like Mistral.

What this harness enables the Teradata platform to do is use the right agent at the right time for the right outcome, and you can really optimize the cost of running your overall environment. That is just one example of some of the innovation right at the top of our stack. On the very bottom of the stack, if you look at our infrastructure, we actually announced a new Teradata AI Factory offering, a new on-prem technology, GPU accelerated, using the NVIDIA product stack built into the data platform, so that on-prem you can run your AI solution and your data platform right next to each other without moving data around, and still have all of that great data and financial governance that Teradata provides. So new innovations at every single layer of the stack.

The context work that we have been doing is super exciting, in terms of letting AI agents really understand what enterprise data is all about. You can do something like define what a customer is, so you can ask interactive questions around a customer. It is not just a repackaging, it is a completely new, innovative technology set.