 Teradata Corporation September 2007 Exhibit 99.1 |
 2 > 9/9/2007 Note to Investors • Certain non-GAAP financial information regarding operating results may be discussed during this presentation. Reconciliations of the differences between GAAP and non-GAAP measures are available on the Investor page at www.teradata.com/updates. • Remarks and responses associated with this presentation include forward-looking statements that are based on current expectations and assumptions. These forward-looking statements are subject to a number of risks and uncertainties that could affect our future results and could cause actual results to differ materially from those expressed in such forward-looking statements. • These risks and uncertainties are detailed in Teradata’s Registration Statement on Form 10 and in our SEC reports, including, but not limited to, our periodic and current reports on Forms 10-K, 10-Q, and 8-K, as well as the company’s annual report to shareholders. |
 3 > 9/9/2007 Operational/ Transactional Systems Business Intelligence/ Analytical Applications Transactional Databases Information Technology Landscape Enterprise Application Integration Informatica, IBM, Oracle Oracle, SAP Oracle, SAP, SAS, Business Objects, Cognos, Microsoft, Teradata Teradata Oracle, IBM, Microsoft IBM, BEA, TIBCO, Oracle, SAP Servers, Storage... Servers, Storage... Data Warehouse Databases Oracle, IBM, Microsoft Operational Systems Help Run the Business Analytic Systems Drive Business Decisions Data Acquisition & Integration Teradata Teradata |
 4 > 9/9/2007 The Problem Accts. Payable Accts. Receivable Invoicing Sales/Orders Finance G/L Customer Support HR Payroll Purchasing Order Fulfillment Manufacturing Inventory … Marketing Supply Chain Finance Risk Management Maintenance Sales Operations Inventory Call Center … Proliferation Proliferation of Data Marts of Data Marts has resulted in has resulted in fragmented data, higher costs, poor decisions fragmented data, higher costs, poor decisions Operational Systems Decision Makers |
 5 > 9/9/2007 The Teradata Solution Accts. Payable Accts. Receivable Invoicing Sales/Orders Finance G/L Customer Support HR Payroll Purchasing Order Fulfillment Manufacturing Inventory … Enterprise Enterprise Data Data Warehouse Warehouse (EDW) (EDW) Integrated data provides consistency of data, Integrated data provides consistency of data, lower costs, better decisions lower costs, better decisions Marketing Supply Chain Finance Risk Management Maintenance Sales Operations Inventory Call Center … Operational Systems Decision Makers |
 6 > 9/9/2007 The Value of EDW Product Data Transaction Data Customer Data Business Value EDW Investment Sales + Market Basket + Customer + Profitability + Inventory Analysis Analysis Analysis Analysis Financial Data Supplier Data Data Mart Consolidation |
 7 > 9/9/2007 Investment Highlights • Leader in enterprise data warehousing…market moving our way • Significant Enterprise Data Warehouse Market opportunity with compelling growth opportunities > $19B market, 6.3% CAGR • Strong and diversified customer base > 850+ customers worldwide; installed base drives 85%+ of Teradata revenues • Consistent financial performance and strong cash flow • Experienced management team |
 8 > 9/9/2007 Teradata Market Position Global 400 Penetration Global 3000 Penetration FIH – Financial, Insurance, Healthcare 51% 55% 33% 51% 25% Retail Comm FIH Tr/Trans Manuf 26% 31% 24% 24% 12% Retail Comm FIH Tr/Trans Manuf |
 9 > 9/9/2007 Teradata Growth Opportunity Data Warehouse Infrastructure Market for the Global 3000 ($19B, 6.3% CAGR from 2007-2010) Teradata (EDW) 9% 9% 91% Oracle IBM Microsoft Others 2007 Source: IDC, Gartner, Teradata Analysis |
 10 > 9/9/2007 Market Moving To EDW 15% 65% Today Future “Active” EDW Need Is Growing Sources: Q2-2006 Teradata EDW/ADW Survey, Source: The 2006 Teradata Report on Enterprise Decision-Making EDW Adoption is Growing Agree 85% Disagree 3% Neither 12% “Do you have a centralized EDW today? Will you have one in the future?” “… need more up-to-date information than in the past…?” |
 11 > 9/9/2007 Next Generation EDW – Active Data Warehousing Active Data Warehousing • Extends strategic intelligence (EDW) to front-line workers, suppliers, customers, … for operational decisions • Drives more users, decisions, data, and mission-critical environments • Provides customers with real- time competitive advantage Hundreds of Strategic Decisions Hundreds of Thousands of Operational Decisions Strategic Intelligence Operational Intelligence |
 12 > 9/9/2007 Teradata – Industry-Leading Technology Technology Demands • Extreme scalability • Extreme performance • Extreme availability • Extreme data load and access Mission critical 7 x 24 Teradata’s Multi-dimensional Scalability Data Volume (Raw, User Data) Schema Sophistication Query Freedom Query Complexity Query Concurrency Mixed Workload Query Data Volume Data Freshness Teradata can scale simultaneously across multiple dimensions. Driven by business! Competition scales one dimension at the expense of others. Limited by technology! |
 13 > 9/10/2007 Gartner Data Warehouse Magic Quadrants The Magic Quadrant is copyrighted 9/12/06 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. Gartner Magic Quadrant for Data Warehouse DBMS Servers, 2006 Feinberg, Hardcastle, Butler, Dawson (8/25/2006) Gartner Magic Quadrant for Data Warehouse DBMS, 2006 Feinberg & Beyer (9/2006) Software Hardware |
 14 > 9/9/2007 The Teradata Advantage Integrated Business 5,500+ associates Consulting Services Sales Support Services Research & Development Marketing Strategy & Planning Integrated Solution Implementation Services Architecture Consulting Services Business Consulting Services Storage Server Analytic Applications Support Services Database Software (inc. Tools and Utilities) Logical Data Models |
 15 > 9/9/2007 Experienced Management Team Saundra Davis VP, Human Resources 22 years with NCR/Teradata Michael Koehler President & Chief Executive Officer 32 years with NCR/Teradata Bruce Langos Chief Operations Officer 31 years with NCR/Teradata Stephen Scheppmann EVP and Chief Financial Officer 19 years CFO experience Robert Fair EVP, Global Field Operations 22 years with NCR/Teradata Daniel Harrington EVP, Technology & Support Services 22 years with NCR/Teradata Laura Nyquist General Counsel & Corporate Secretary 21 years with NCR/Teradata Darryl McDonald Chief Marketing Officer 25 years with NCR/Teradata Peter Hand President, APJ Region 27 years with NCR/Teradata Rocky Blanton President, Americas Region 25 years with NCR/Teradata Hermann Wimmer President, EMEA Region 11 years with NCR/Teradata Scott Gnau Chief Development Officer 12 years with NCR/Teradata Robert Young VP, Financial Planning & Operations 29 years with NCR/Teradata Stephen Brobst Chief Technology Officer 8 years with NCR/Teradata |
 16 > 9/9/2007 Growing Revenue and Operating Income Revenue $ in millions Operating Income 7% (1)% 12% 9% 6% 7-9% Revenue Growth Rate 8% 10% 15% 19% 20% 20-21% Operating Margin 1,217 1,203 1,349 1,467 1,560 2002 2003 2004 2005 2006 2007G 96 124 199 284 312 2002 2003 2004 2005 2006 2007G |
 17 > 9/9/2007 Revenue Reporting & Operating Segments Operating Segments Revenue Breakdown 2006 Products (SW/HW revenues) $ 820 Professional & Install Services 404 Support Services Revenue 336 Total Teradata Revenue $1,560 |
 18 > 9/9/2007 Pro forma Financial Performance 1) Revenue and Operating Income adjusted downward from previously reported results for business activity unrelated to Teradata going forward. 2) Assumes a 30% tax rate in all years. As part of NCR, Teradata’s earnings were taxed at lower tax rates. 181.1M diluted shares outstanding $0.31 $1.09 $1.14 $0.50 $0.76 27% 31% 27% 37% 41% 2002 2003 2004 2005 2006 2007G $0.31 $1.09 $1.14 $0.50 $0.76 27% 31% 27% 37% 41% 2002 2003 2004 2005 2006 2007G $0.37 $1.21 $1.10 $0.77 $0.48 2002 2003 2004 2005 2006 2007G 30% $0.37 $1.21 $1.10 $0.77 $0.48 2002 2003 2004 2005 2006 2007G 30% EPS (Actual tax rate %) (1) EPS (Normalized tax rate) (1) (2) |
 19 > 9/9/2007 Target Operating Model EPS Assumption Tax Rate Operating Margin Revenue Growth 14-18% CAGR $1.12-$1.17 (3) ~30% 39% (2) 22-23% 20-21% (1) 7-9% 7-9% Long-Term Objective FY 2007 Guidance Revenue Growth Objective: Grow 30% faster than the market Margin Expansion Objectives: • Short Term - Absorb $25-30M of incremental costs • Longer Term - Expect to expand margins, while continuing to invest in: > Sales & Marketing > Consulting > Solutions > R&D > Partnerships 1) Includes pension expense and incremental costs associated with Teradata being an independent publicly-traded company. 2) Assumes the 37% tax rate applied to Teradata’s 2006 financial results included in the Form 10, and includes a $7 million , or 2 percentage points of impact on the tax rate, from a tax adjustment included in NCR’s 2007 second quarter results. 3) In addition, there may be one-time costs associated with the spin-off, including, but not limited to, the establishment of a tax valuation allowance. |
 20 > 9/9/2007 Strong Cash Flow 137 151 68 55 58 219 192 181 123 2005 Shown in $ Millions 2006 Free Cash Flow is defined as “Cash from Operations” less “Capital Expenditures” for Property, Plant and Equipment and additions to Capitalized Software Cash from Operations Less: Capital Expenditures Free Cash Flow Capital Expenditures expected to have a baseline of $75-80M/year with normal inflationary increases 2004 |
 21 > 9/9/2007 Strong Balance Sheet Strong liquidity $200M cash (opening balance on Sept 30,2007) Negotiating $300M credit facility Solid Capital Structure 477 548 Total Shareholders Equity 0 0 Total long-term debt 244 244 Deferred Revenue 983 993 Total Assets 217 71 Working Capital Pro Forma Historical ($ in millions) As of June 30, 2007 |
 22 > 9/9/2007 Going Forward: Drive Value Teradata is investing to help Customers drive value from EDW… and drive Teradata’s future growth • Increase Market Coverage > Sales, Consulting, and Partners • Expand Solutions and Offers > Teradata and Partner Solutions • Extend Technology Leadership > Enterprise & Active Data Warehousing Target Revenue 7-9% growth EPS 14-18% CAGR |
 Teradata The Leader in Enterprise Data Warehousing NYSE: TDC NYSE: TDC |