US EditionTeradata Reports Fourth Quarter and Full-Year 2025 Financial Results
Cognex's 2025 revenue reached $994 million, up 9%, with adjusted EBITDA margin expanding 440 basis points to 21.5%, surpassing 20% milestone ahead of schedule.
- Cognex announced its fourth-quarter and full-year 2025 results and hosted an earnings call during the past week, on February 11, 2026.
- Management emphasized that the results reflect strong operational discipline as Teradata credits customer demand for its Autonomous AI and Knowledge platform, driving adoption and revenue.
- The company reported Q4 Total ARR of $1.2 billion and public cloud ARR of $701 million, with recurring revenue of $367 million and total revenue of $421 million.
- For the first quarter of 2026, Teradata guided to 8.3 billion in Total ARR and provided ranges for GAAP and non‑GAAP diluted EPS and cash‑flow targets.
- The company noted it reconciled its GAAP results to non‑GAAP measures, warning these metrics may not be comparable, as stated by Steve McMillan.
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