Here is the Teradata Scoreboard (From ChatGPT)
Q1 2025 Customers are cautious, more eyes on every deal
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Q2 2025 Deals slip into next quarter
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Q3 2025 Lake adoption is taking longer
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Q4 2025 Customers want ROI first
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Q1 2026 AI projects were progressing deliberately as customers established governance and production readiness
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Q2 2026 Enterprise buying cycles remained elongated, with customers taking longer to commit to AI investments despite continued interest
3 replies (most recent on top)
Very simple. Teradata ELT is not strong enough to compete with their competitors.
Saying 'the technology is the easy part' oversimplifies the challenge. Building a cloud-native data platform that can compete with leaders in the market is an extremely difficult engineering problem. Organizational change matters, but so does product execution.
At some point, the conversation has to come back to the product. GTM can only sell what engineering builds. If the platform doesn't solve customers' problems or doesn't meet expectations, no amount of messaging or sales execution changes that.
Nobody has Teradata in mind when they're thinking about buying a seat of an AI product. We could be using the chatbots to improve our existing software to make it actually usable (it very much isn't), but instead we use them to churn out new, esoteric slop that nobody will buy.
We're not competing with Claude code. The fact that much of product thinks that we are shows how delusional they are.