TDC · CIK 816761
What Teradata Corporation told the SEC could break it.
Teradata buys some components of its solutions from single sources — for price, quality or technology reasons — relying on key vendors such as Flex, Dell, NetApp and NVIDIA, so the loss of one could interrupt supply of its offerings. With roughly half its revenue international, it is also exposed to U.S. export controls and foreign import controls: changes to those regulations, adverse tariffs, or targeted-country restrictions could delay or prevent sales to international customers or block deployment across their global systems. And its headquarters and data lab sit in California, a region prone to earthquakes, wildfires, drought and flooding that could disrupt its facilities and operations.
3 self-disclosed vulnerabilities, pulled from its own filings, each in the company’s words, with the source. This is the risk register almost nobody reads.
In its own words
What could break it.
Sole-source dependency
- single-source components from third-party vendorsmedium
Some components of Teradata's solutions are purchased from single sources (for price/quality/technology reasons), relying on key vendors such as Flex, Dell, NetApp and NVIDIA; vendor loss could interrupt supply of its offerings.
“There are some components of our solutions that we purchase from single sources due to price, quality, technology or other reasons.”
SEC filing →As of 2026
Climate & physical
- California HQ/data lab — seismic, wildfire, drought, floodlow
Teradata's San Diego headquarters and data lab are in California, exposed to earthquakes, wildfires, drought/water scarcity and flooding that could disrupt facilities and operations.
“Our headquarters and data lab are located in California, a region with a history of seismic activity, wildfires and an extreme risk of drought, flooding, and vulnerability to future water scarcity.”
SEC filing →As of 2026
Regulatory & policy
- U.S. export/import controls and tariffslow
Teradata's offerings are subject to U.S. export controls and foreign import controls; changes to export/import regulations, adverse tariffs or targeted-country restrictions could delay or prevent sales to international customers (~50% of revenue).
“Changes in our offerings or changes in export or import regulations, including the implementation of adverse tariffs, may create delays in the introduction of our offerings in international markets, prevent our customers with international operations from deploying our offerings throughout their global systems or, in some cases, prevent the export or import of our offerings to certain countries or customers altogether.”
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings, including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its suppliers
“For example, we rely on Flex as a key contract manufacturer for certain on-premises hardware offerings. In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”
Cited →“For example, we rely on Flex as a key contract manufacturer for certain on-premises hardware offerings. In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”
Cited →“For example, we rely on Flex as a key contract manufacturer for certain on-premises hardware offerings. In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”
Cited →
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