Comments on: Teradata Amps Up Cloud And Consulting Offerings

By: jimenobaeznarvaez

jimenobaeznarvaez — Wed, 21 Jun 2017 11:34:16 +0000

(5) It’s a bit late for TDC to get into solutions. Highlights of the conference: Teradata cloud […]

By: Doug Henschen

Doug Henschen — Sun, 14 May 2017 21:24:53 +0000

I think it’s a bit too late for Aster. More importantly, Teradata has thrown its weight behind Presto and has open sourced Kylo. I think these have better community support and potential than Aster ever could.

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By: Programming Lang

Programming Lang — Sun, 14 May 2017 06:28:51 +0000

Regards,
Thomas
(4) If TDC were serious about transforming itself into a services business, it should have open sourced its more marginal products (like Aster), as Pivotal did with Greenplum.

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By: Strata + Hadoop World Highlights Long-Term Bets on Cloud | DATA TO DECISIONS

Mon, 03 Oct 2016 15:48:25 +0000

[…] Reading: Oracle Vs. Salesforce on AI: What to Expect When Teradata Amps Up Cloud And Consulting Offerings SAP Reportedly Buying Altiscale to Power Big Data […]

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By: Big Analytics Roundup (September 19, 2016) | The Big Analytics Blog

Big Analytics Roundup (September 19, 2016) | The Big Analytics Blog — Mon, 19 Sep 2016 20:34:56 +0000

[…] Henschen reports from Teradata’s Partner Conference in Atlanta. Highlights of the conference: Teradata cloud […]

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By: Thomas W. Dinsmore

Thomas W. Dinsmore — Thu, 15 Sep 2016 00:23:28 +0000

Doug,

(1) Sell the company to an acquirer or take it private. “Grow or Go” is the mantra for publicly traded companies; TIBCO and Informatica figured that out a couple of years ago.

(2) Once the company is private, focus on profitably serving the existing customer base, which is locked into Teradata for many years to come.

Regards,

Thomas

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By: Doug Henschen

Doug Henschen — Wed, 14 Sep 2016 23:08:05 +0000

Thomas,

I know you have consistently strong opinions about Teradata (and SAS). If you had to run the company, what would you do/do differently?

Thanks
Doug

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By: Thomas W. Dinsmore

Thomas W. Dinsmore — Wed, 14 Sep 2016 18:43:10 +0000

Doug,

Interesting post, as always. Several comments:

(1) Teradata’s consulting revenue is largely driven by its product sales, which are in a long term decline. Cloud isn’t going to stop the decline, and if TDC offers elastic pricing it will get worse. The company is addicted to perpetual licenses, and can’t kick the habit.

(2) Even with acquisitions, TDC’s consulting revenue is flat. Declining product sales and flat consulting services add up no credible growth strategy, which means the company is roadkill in the equity markets.

(3) It’s very difficult to simultaneously manage a services business and a software business. Customers trust the consulting divisions of software companies for technical services related to implementing products, but not for strategic projects. (See point 1, above).

(4) If TDC were serious about transforming itself into a services business, it should have open sourced its more marginal products (like Aster), as Pivotal did with Greenplum.

(5) It’s a bit late for TDC to get into solutions. The solutions the company touts compete with similar offerings from folks who have been selling and delivering the same thing for a decade or more.

Regards,

Thomas

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