Koji Ikeda

Matthew Hedberg

Howard Ma

Pinjalim Bora

Aleksandr Zukin

Alex Zukin

Kasthuri Rangan

Patrick Colville

William Power

Andrew Nowinski

Austin Dietz

Brad Zelnick

Ioannis Samoilis

Miller Jump

Thomas Blakey

Tyler Radke

William Miller Jump

William Vandrick

Yoni Simoes

- Informatica (NYSE: INFA) will report its **third quarter 2025 financial results** on **November 5, 2025**, following the close of the U.S. markets.  **[1868778_a45ae8fb3e944a75b8b2d308dedfa2f5_0]** 
- The financial results will cover the quarter that ended on **September 30, 2025**.  **[1868778_a45ae8fb3e944a75b8b2d308dedfa2f5_0]** 
- Due to a **pending transaction with Salesforce**, Informatica will **not host an earnings conference call** or provide a financial outlook.  **[1868778_a45ae8fb3e944a75b8b2d308dedfa2f5_0]**

Informatica to Report Q3 2025 Financial Results

- 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.  **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_0]** **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_1]** 
- 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**.  **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_0]** 
- 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.  **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_1]** **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_2]** 
- **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.  **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_2]** 
- 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.  **[1868778_cf0c168f012d44cf820bb4f77d6b4c2e_2]**

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

- 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.  **[1868778_b14c057d8b234d6696b922e47e57cbc8_0]** 
- The company announced a **$20 billion increase** to its existing share repurchase program, bringing the total authorized to **$50 billion**.  **[1868778_b14c057d8b234d6696b922e47e57cbc8_0]** 
- 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%**.  **[1868778_b14c057d8b234d6696b922e47e57cbc8_0]** **[1868778_b14c057d8b234d6696b922e47e57cbc8_1]** 
- Data Cloud and AI annual recurring revenue exceeded **$1.2 billion**, growing **120%** year-over-year.  **[1868778_b14c057d8b234d6696b922e47e57cbc8_0]**

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

Informatica (INFA)