Domo vs Teradata: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Domo Inc (DOMO)

Teradata Corp (TDC)

Q3 202622 Jun – 3 Sep 2026

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Teradata's AI pivot lifts cloud ARR, but guidance and AI fears weigh

AI pivot drives cloud growth Teradata's shift to AI helped public cloud annual recurring revenue rise 13% to $686 million, with total recurring revenue hitting $1.49 billion. The company also launched its Autonomous Knowledge Platform and signed AI deals with three global banks.
This shows the core positive force behind Teradata's business momentum in the quarter.
Stronger cloud partnerships and guidance raise Teradata deepened partnerships with AWS, Azure, and Google Cloud, and added a Microsoft OneLake integration. It beat Q2 estimates and raised full-year earnings and free cash flow guidance, signaling confidence in its AI strategy.
These moves expand Teradata's reach and financial outlook, supporting the stock.
AI fears and software selloff hit stock Investor worries that AI agents could disrupt subscription software models triggered a 5% drop in Teradata shares amid a broad software selloff. This reflects a market-wide concern rather than company-specific weakness.
This was a major negative price driver during the quarter, even if not fundamental to Teradata alone.
Weak Q3 guidance and downgrade Teradata issued weak Q3 guidance and was downgraded by Morgan Stanley, pointing to near-term demand concerns. These factors pressured the stock and highlighted risks to the AI transition.
This directly explains negative sentiment and price pressure in the period.

August 202628 Jul – 3 Sep 2026

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Teradata's AI wins and raised guidance offset weak Q3 outlook

AI platform wins at three global banks Teradata showed its AI platform is being used by three major banks for fraud detection, plain-language data queries, and a secure internal chatbot. This proves real customer demand for its products, which supports future revenue and helps the stock price.
Shows real customer demand for Teradata's AI products, a key growth driver.
Raised full-year profit and cash flow outlook Teradata beat second-quarter estimates and raised its full-year earnings and free cash flow guidance. Strong cash flow and margin expansion show the business is becoming more profitable, which usually lifts the stock price.
Directly affects earnings expectations and cash generation, key for valuation.
Weak third-quarter guidance and analyst downgrade Teradata's third-quarter earnings guidance came in below estimates, and Morgan Stanley downgraded the stock, preferring storage over servers. This suggests near-term demand may be weaker than hoped, putting downward pressure on the stock.
Highlights a real counterweight: soft near-term outlook and negative analyst view.
New Microsoft OneLake integration for AI Teradata announced it can run AI workloads directly on Microsoft OneLake data without copying it. This makes Teradata's platform more useful and could attract more customers, supporting revenue growth and the stock price.
Expands product capabilities and potential customer base, a positive for future revenue.

Latest28 Jul – 3 Sep 2026

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Teradata's AI wins and raised guidance offset weak Q3 outlook

AI platform wins at three global banks Teradata showed its AI platform is being used by three major banks for fraud detection, plain-language data queries, and a secure internal chatbot. This proves real customer demand for its products, which supports future revenue and helps the stock price.
Shows real customer demand for Teradata's AI products, a key growth driver.
Raised full-year profit and cash flow outlook Teradata beat second-quarter estimates and raised its full-year earnings and free cash flow guidance. Strong cash flow and margin expansion show the business is becoming more profitable, which usually lifts the stock price.
Directly affects earnings expectations and cash generation, key for valuation.
Weak third-quarter guidance and analyst downgrade Teradata's third-quarter earnings guidance came in below estimates, and Morgan Stanley downgraded the stock, preferring storage over servers. This suggests near-term demand may be weaker than hoped, putting downward pressure on the stock.
Highlights a real counterweight: soft near-term outlook and negative analyst view.
New Microsoft OneLake integration for AI Teradata announced it can run AI workloads directly on Microsoft OneLake data without copying it. This makes Teradata's platform more useful and could attract more customers, supporting revenue growth and the stock price.
Expands product capabilities and potential customer base, a positive for future revenue.

July 202622 Jun – 17 Jul 2026

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Teradata's AI pivot gains traction as cloud growth offsets software selloff

AI fears hit software stocks Teradata fell 5% in a broad software selloff as investors worried AI agents could erode traditional subscription models. Accenture's weak outlook, citing AI pressure on IT services, deepened the concern. This fear pushes TDC down by making its core business look vulnerable to AI disruption.
Explains a key negative force weighing on TDC's price this period.
Cloud and AI demand drive gains Teradata shares jumped 5% on improving cloud growth and AI demand. Public cloud annual recurring revenue hit $686 million, up 13% year over year, and total ARR rose to $1.49 billion. This supports the stock by showing its cloud pivot is producing real revenue growth.
Shows the positive fundamental driver behind TDC's price strength.
Expanded cloud partnerships Teradata deepened ties with AWS, Microsoft Azure, and Google Cloud as VantageCloud adoption picked up. These partnerships could broaden its customer reach and strengthen its competitive position against cloud-native analytics rivals, supporting the stock by improving long-term revenue mix and margins.
Highlights a strategic positive that affects TDC's competitive standing.
Autonomous Knowledge Platform launch Teradata commercially launched its Autonomous Knowledge Platform across cloud, on-premises, and hybrid environments, unifying its AI products for agentic AI. Bulls see accelerating enterprise AI adoption driving demand. This supports the stock by positioning Teradata in the fast-growing enterprise AI market.
A major new product launch that could drive future revenue and sentiment.

22 Jun – 17 Jul 2026

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Teradata's AI pivot gains traction as cloud growth offsets software selloff

AI fears hit software stocks Teradata fell 5% in a broad software selloff as investors worried AI agents could erode traditional subscription models. Accenture's weak outlook, citing AI pressure on IT services, deepened the concern. This fear pushes TDC down by making its core business look vulnerable to AI disruption.
Explains a key negative force weighing on TDC's price this period.
Cloud and AI demand drive gains Teradata shares jumped 5% on improving cloud growth and AI demand. Public cloud annual recurring revenue hit $686 million, up 13% year over year, and total ARR rose to $1.49 billion. This supports the stock by showing its cloud pivot is producing real revenue growth.
Shows the positive fundamental driver behind TDC's price strength.
Expanded cloud partnerships Teradata deepened ties with AWS, Microsoft Azure, and Google Cloud as VantageCloud adoption picked up. These partnerships could broaden its customer reach and strengthen its competitive position against cloud-native analytics rivals, supporting the stock by improving long-term revenue mix and margins.
Highlights a strategic positive that affects TDC's competitive standing.
Autonomous Knowledge Platform launch Teradata commercially launched its Autonomous Knowledge Platform across cloud, on-premises, and hybrid environments, unifying its AI products for agentic AI. Bulls see accelerating enterprise AI adoption driving demand. This supports the stock by positioning Teradata in the fast-growing enterprise AI market.
A major new product launch that could drive future revenue and sentiment.