TDC: CEO McMillan’s Cost Management May Not Offset Competitive Losses for ARR Growth

Last Updated: October 7, 2025

Analyzing Management

Leadership at public companies serves as a crucial variable for hedge funds and asset managers during both initial due diligence and continual risk assessment. ManagementTrack offers a consistent methodology that eliminates distractions—highlighting distinct strengths and vulnerabilities, pinpointing warning signs and positive indicators, and creating a clear connection between CEO actions and financial performance.

CEO McMillan’s cost management may not offset competitive losses for ARR growth

Analysis of Teradata CEO Steve McMillan

Despite his proven ability to manage costs, Steve McMillan’s status-quo approach and history of losing to competitors may leave him poorly aligned with Teradata’s urgent need for ARR growth.

ManagementTrack’s analysis focuses on Steve McMillan’s track record and skillset against the following key factors for TDC:

Achieving operating leverage and profitable cloud growth.
Stabilizing the on-premise business to mitigate total ARR erosion.
Navigating intense competition and cautious enterprise spending.
Executing the return to positive full-year total ARR growth.

Report Available: Proprietary Interviews & Analysis on Steve McMillan Answers Key Questions

ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.

Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.

Question Answered #1

How will McMillan’s history of prioritizing margin improvement over transformational change impact Teradata’s ability to compete in the cloud?

Question Answered #2

How will McMillan’s leadership style, characterized by managing the status quo, manifest in his strategic decisions and hinder the urgency needed for a turnaround?

Question Answered #3

How is McMillan expected to leverage his expertise in running profitable services businesses to manage Teradata’s decline rather than reverse it?

Why Do Investors Use ManagementTrack?

How does ManagementTrack evaluate Steve McMillan at TDC?

Through its proprietary career analysis and interviews with former colleagues, ManagementTrack assesses an executive’s track record, key strengths, and weaknesses. This profile is then evaluated against TDC’s most pressing challenges: achieving profitable cloud growth with operating leverage, stabilizing the on-premise business to counter ARR erosion, navigating intense competition amid cautious enterprise spending, and executing a return to positive full-year total ARR growth.

What other methods does ManagementTrack use to link executive teams to company performance?

ManagementTrack utilizes proprietary models to flag atypical executive evasion during earnings call Q&As. Its analysis also extends to all insider transactions to isolate outlier trades that can predict future stock performance. These inputs, combined with the ManagementTrack Rating—a predictive 1-10 score for every executive—give investors a clear, forward-looking view on how leadership will likely impact company results.

What is ManagementTrack’s coverage?

ManagementTrack offers continuous, real-time coverage of the C-suite for every public company.

How to Learn More

Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.

Author

Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.

Sources

Verified Career History by ManagementTrack for Steve McMillan
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
Teradata Corp. 10Q
Teradata Corp. 10K
Teradata Corp. Earnings Calls
Teradata Corp. Press Releases

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