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Cloud Net Expansion Rate
Tracks how much existing cloud customers increase or decrease their spending; a rising rate signals strong upsells and higher customer lifetime value, while a declining rate points to churn or weak cross-sell execution.The Cloud Net Expansion Rate’s steady slide since its 2023 high points to weakening upsell/expansion inside Teradata’s cloud base; even with solid cloud ARR growth, this erosion means growth increasingly depends on new logos and timing of upfront on‑prem license recognition (a material driver of Q1 outperformance and Q2 normalization). That raises revenue volatility and makes sustained ARR/margin improvement more dependent on successful AI product adoption, pricing discipline, and converting one‑time wins into repeatable cloud expansion.
Date | Cloud Net Expansion Rate |
|---|---|
Dec 31, 2025 | 108.00 |
Sep 30, 2025 | 109.00 |
Jun 30, 2025 | 112.00 |
Mar 31, 2025 | 115.00 |
Dec 31, 2024 | 117.00 |
Sep 30, 2024 | 120.00 |
Jun 30, 2024 | 123.00 |
Mar 31, 2024 | 123.00 |
Dec 31, 2023 | 124.00 |
Sep 30, 2023 | 123.00 |