Informatica (INFA) Company Report

Informatica Inc. completed its merger with Phoenix I Merger Sub, Inc., a wholly owned subsidiary of Salesforce, Inc., on November 18, 2025, resulting in Informatica becoming a wholly owned subsidiary of Salesforce.
Shareholders of Informatica's Class A Common Stock received $25.00 per share in cash as merger consideration.
Following the merger, Informatica's Class A Common Stock was delisted from the New York Stock Exchange (NYSE), and all members of its board of directors and officers ceased their positions.
The company also terminated and repaid in full its Credit and Guaranty Agreement dated October 29, 2021.

Nov 18, 2025, 9:17 PM

Informa TechTarget Announces Q3 2025 Results and Reaffirms Full Year Guidance

INFA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Informa TechTarget reported Q3 2025 revenues of $122 million, reflecting 2% sequential growth from Q2 and 1% year-on-year growth on a Combined Company basis.
The company achieved Adjusted EBITDA of $23 million in Q3 2025, demonstrating over 30% sequential growth and 9% year-on-year growth on a Combined Company basis.
A Q3 net loss of $(77) million was recognized, primarily impacted by an $80.3 million non-cash impairment reflecting the difference between market capitalization and book value.
Informa TechTarget reaffirmed its full-year 2025 guidance, targeting broadly flat revenues and an Adjusted EBITDA of at least $85 million, supported by an expected minimum of $10 million in cost synergies.

Nov 10, 2025, 9:25 PM

Informatica Reports Strong Q3 2025 Financial Results with Cloud Growth

INFA

Earnings

Product Launch

New Projects/Investments

Informatica reported Q3 2025 GAAP Total Revenues of $439.2 million, marking a 3.9% year-over-year growth, with GAAP Cloud Subscription Revenue increasing 31.0% year-over-year to $230.4 million.
Cloud Subscription Annualized Recurring Revenue (ARR) grew 29.5% year-over-year to $969 million, contributing to a Total ARR of $1.75 billion, which increased 3.9% year-over-year.
The company's cloud business demonstrated strong performance with a Cloud Subscription Net Retention Rate (NRR) of 120% and 143.3 trillion cloud transactions processed per month, representing a 41% year-over-year increase.
Informatica achieved GAAP Operating Income of $60.9 million (13.9% margin) and Non-GAAP Operating Income of $161.4 million (36.8% margin), alongside $180.8 million in Adjusted Unlevered Free Cash Flow (after-tax).
The company launched several AI-powered CLAIRE® Agents and enhanced CLAIRE® GPT capabilities, while also expanding its partnership with Oracle for AI and cloud data management solutions.

Nov 5, 2025, 9:07 PM

Informatica to Report Q3 2025 Financial Results

INFA

Earnings

M&A

Informatica (NYSE: INFA) will report its third quarter 2025 financial results on November 5, 2025, following the close of the U.S. markets.
The financial results will cover the quarter that ended on September 30, 2025.
Due to a pending transaction with Salesforce, Informatica will not host an earnings conference call or provide a financial outlook.

Oct 15, 2025, 12:30 PM

Informatica: Data Warehouse as a Service Market Projected to Reach $390 Billion by 2032

INFA

New Projects/Investments

Revenue Acceleration/Inflection

The Data Warehouse as a Service (DWaaS) market was valued at USD 80.6 billion in 2024 and is projected to grow to USD 390.0 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 21.80% from 2025 to 2032.
The market's expansion is primarily driven by the shift from conventional on-premise solutions to cloud infrastructure, offering scalable analytics capabilities, integration with AI/ML technologies, and an attractive pay-as-you-go pricing model.
In 2024, Enterprise DWaaS led the market by services with a 65% share, Business Intelligence (BI) dominated by application, BFSI by vertical, Public Cloud by deployment mode with a 69% revenue share, and Large Enterprises by size.
North America held the largest revenue share in the DWaaS market in 2024 at 37%, while Asia-Pacific is anticipated to register the fastest CAGR during 2024-2032.
In February 2025, Informatica deepened its integration with Databricks, enabling advanced AI-powered data ingestion and ELT within Databricks SQL, thereby establishing Informatica's IDMC as a preeminent platform for modernizing enterprise data warehousing using cloud computing.

Sep 11, 2025, 2:06 PM

Salesforce Reports Second Quarter Fiscal 2026 Results and Raises Full-Year Guidance

INFA

Earnings

Guidance Update

Share Buyback

Salesforce reported second quarter fiscal 2026 revenue of $10.2 billion, an increase of 10% year-over-year, and a non-GAAP operating margin of 34.3% for the quarter ended July 31, 2025.
The company announced a $20 billion increase to its existing share repurchase program, bringing the total authorized to $50 billion.
Salesforce raised the low end of its full year fiscal 2026 revenue guidance to $41.1 billion to $41.3 billion and increased its non-GAAP operating margin guidance to 34.1%.
Data Cloud and AI annual recurring revenue exceeded $1.2 billion, growing 120% year-over-year.

Sep 3, 2025, 8:01 PM

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