Informatica, Inc. ( (INFA) ) has released its Q2 earnings. Here is a breakdown of the information Informatica, Inc. presented to its investors.
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Informatica, Inc., a leader in AI-powered enterprise cloud data management, provides solutions to help businesses manage and unify data across various environments, leveraging its Intelligent Data Management Cloud platform. In its second quarter of 2025, Informatica reported a robust financial performance, highlighted by a significant increase in Cloud Subscription Annualized Recurring Revenue (ARR) to $901 million, marking a 28.2% year-over-year growth. The company’s total ARR also saw a modest increase to $1.72 billion, reflecting a 3.1% growth compared to the previous year.
Key financial metrics for the quarter included a GAAP total revenue increase to $407.3 million, a 1.7% rise from the previous year, and a notable 30.1% growth in GAAP Cloud Subscription Revenue, which reached $209.9 million. Despite a slight GAAP operating loss of $0.1 million, Informatica achieved a Non-GAAP operating income of $109.4 million, with a Non-GAAP operating margin of 26.9%. The company processed 128.2 trillion cloud transactions per month, a 33% increase year-over-year, and reported a Cloud Subscription Net Retention Rate of 120%.
Informatica continues to innovate with the announcement of AI Agent Engineering and CLAIRE Agents, enhancing its platform’s capabilities to manage intelligent AI systems and automate data operations. The company also expanded partnerships with major tech firms like AWS, Databricks, Microsoft, NVIDIA, Oracle, Salesforce, and Snowflake, further strengthening its market position.
Looking ahead, Informatica remains focused on advancing its AI and cloud capabilities, with management optimistic about future growth prospects. The pending acquisition by Salesforce is expected to further bolster its strategic initiatives, although the company has not provided specific financial guidance due to the ongoing transaction.