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Informatica (INFA)
NYSE:INFA
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.22Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 13, 2025
|% Change Since: -21.22%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture, with strong growth in cloud subscriptions and successful on-premises to cloud migrations. However, challenges with renewal rates, GAAP revenue impacts, and a lower uplift ratio for modernizations tempered the positive developments. The overall sentiment is balanced, with both positive and negative aspects highlighted.Company Guidance
In the Informatica Inc. Fiscal Q4 2024 call, several key metrics and guidance for 2025 were discussed. The company reported a total ARR of $1.73 billion, marking a 6.1% year-over-year increase, with cloud subscription ARR growing 34% to $827 million, now representing 48% of total ARR. Despite these growth figures, the quarter fell short of expectations due to lower renewal rates and an elevated mix of modernization projects, impacting GAAP revenue. Informatica anticipates cloud subscription ARR will reach $1 billion in 2025, contributing about 60% of total ARR by year-end. For 2025, the company expects total ARR growth of approximately 2.9% and GAAP total revenue growth of about 3.4%. The guidance reflects adjustments for lowered renewal rates, a higher proportion of modernization deals, and a modest decline in the average modernization uplift ratio.Cloud Subscription ARR Growth
Cloud subscription ARR grew 34% year-over-year in Q4, representing nearly half of the total ARR. Cloud net retention rate was 124%, and cloud customer count grew by 8% for the year.
Record On-Premises to Cloud Migrations
Informatica closed a record year for on-premises to cloud migrations, growing 42% year-over-year. This development is positive for long-term upsell and cross-sell opportunities.
AI and GenAI Capabilities
Informatica's platform processed over 110 trillion cloud transactions per month, growing over 29% year-over-year. Informatica for GenAI now has about 100 customers using GenAI capabilities on the platform.
Non-GAAP Operating Income and Free Cash Flow Growth
Full-year 2024 non-GAAP operating income grew 16% year-over-year, and adjusted unlevered free cash flow after tax grew 28% year-over-year.
Leadership in Data Management Market
Informatica was named a leader in the 2024 Gartner Magic Quadrant for Data Integration Tools for the 19th consecutive time.
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INFA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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INFA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 13, 2025 | $25.17 | $19.75 | -21.53% |
| Oct 30, 2024 | $26.68 | $27.30 | +2.32% |
| Jul 30, 2024 | $24.07 | $23.94 | -0.54% |
| May 01, 2024 | $30.85 | $30.32 | -1.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Informatica (INFA) report earnings?
Informatica (INFA) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
What is Informatica (INFA) earnings time?
Informatica (INFA) earnings time is at Apr 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is INFA EPS forecast?
INFA EPS forecast for the fiscal quarter 2025 (Q1) is 0.24.
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