Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Teradata (NYSE: TDC) and its peers.

Generating insights from system level data is an increasing priority for most businesses, but to do so requires connecting and analyzing piles of data stored and siloed in separate databases. This is the demand driver for cloud based data infrastructure software providers, who can more readily integrate, distribute and process information vs. legacy on-premise software providers.

The 4 data infrastructure stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

Weakest Q1: Teradata (NYSE: TDC)

Pioneering data warehousing technology in the 1980s before "big data" was a common term, Teradata (NYSE: TDC) provides cloud-based data analytics and AI platforms that help large enterprises integrate, analyze, and leverage their data across multiple environments.

Teradata reported revenues of $444 million, up 6.2% year on year. This print exceeded analysts’ expectations by 3.4%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ billings estimates but revenue guidance for next quarter missing analysts’ expectations.

"Teradata delivered a strong first quarter, outperforming on key growth and performance metrics as we enter 2026. Enterprises are discovering that winning with AI requires context, governed data, codified industry knowledge, and a hybrid infrastructure that meets them wherever they operate," said Steve McMillan, President and CEO of Teradata.

Teradata achieved the biggest analyst estimate beat of the whole group. Unsurprisingly, the stock is up 8.9% since reporting and currently trades at $32.76.

Is now the time to buy Teradata? Access our full analysis of the earnings results here, it’s free.

Best Q1: Oracle (NYSE: ORCL)

Starting as a database company in 1977 and now powering mission-critical systems across the globe, Oracle (NYSE: ORCL) provides enterprise software and hardware products and services that help businesses manage their information technology needs.

Oracle reported revenues of $19.18 billion, up 20.6% year on year, in line with analysts’ expectations. The business had a strong quarter with a solid beat of analysts’ billings estimates and full-year guidance of accelerating revenue growth.

Oracle pulled off the fastest revenue growth and highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 10.4% since reporting. It currently trades at $180.70.

Is now the time to buy Oracle? Access our full analysis of the earnings results here, it’s free.

C3.ai (NYSE: AI)

Named after the three Cs of its original focus—carbon, cloud computing, and customer relationship management—C3.ai (NYSE: AI) provides enterprise AI software that helps organizations develop, deploy, and operate large-scale artificial intelligence applications across various industries.

C3.ai reported revenues of $51.6 million, down 52.5% year on year, exceeding analysts’ expectations by 2.2%. Still, it was a mixed quarter as it posted a significant miss of analysts’ billings estimates.

C3.ai delivered the slowest revenue growth in the group. The stock is flat since the results and currently trades at $10.66.

Read our full analysis of C3.ai’s results here.

Elastic (NYSE: ESTC)

Built on the powerful open-source Elasticsearch technology that powers search functionality for thousands of websites worldwide, Elastic (NYSE: ESTC) provides a search and AI platform that helps organizations find insights from their data, monitor applications, and protect against security threats.

Elastic reported revenues of $450.7 million, up 16% year on year. This number beat analysts’ expectations by 0.9%. Aside from that, it was a satisfactory quarter as it also produced an impressive beat of analysts’ billings estimates but EPS guidance for next quarter missing analysts’ expectations.

Elastic had the weakest full-year guidance update among its peers. The stock is up 3.7% since reporting and currently trades at $59.73.

Read our full, actionable report on Elastic here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand-wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

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