Informatica's earnings call highlighted strong growth in cloud subscription ARR and positive financial performance. However, challenges remain with the decline in on-premise businesses and a slightly reduced growth outlook. There is a balanced outlook, with operational improvements and customer engagement offsetting some concerns.

Company Guidance

During Informatica Inc.'s fiscal first quarter 2025 earnings call, the company outlined several key metrics and guidance updates. Informatica reported total annual recurring revenue (ARR) of $1.704 billion, reflecting a 4.1% year-over-year increase, with cloud subscription ARR growing 30% to $848 million. This growth was primarily driven by new cloud workloads and migrations from on-premise to cloud platforms. The company is on track to achieve its target of $1 billion in cloud subscription ARR by the end of the year, with the cloud business expected to represent 58% of total ARR. Informatica reaffirmed its full-year guidance, projecting continued strong cloud growth and a decline in on-premise maintenance and self-managed subscriptions. The company also highlighted a 48% year-over-year increase in cloud subscription ARR customers spending over $1 million and an average cloud subscription ARR per customer growth of 20% to $343,000. Despite macroeconomic uncertainties, Informatica remains confident in its strategic direction and operational improvements, maintaining a focus on sustainable growth and profitability.

Cloud Subscription ARR Growth

Cloud subscription ARR grew 30% year-over-year to over $848 million, representing a significant achievement for Informatica's transition to a cloud-only company.

Strong Financial Performance

Total revenue grew 4% year-over-year to $404 million, and non-GAAP operating income increased by 11% year-over-year to over $121 million, exceeding the high end of the guidance range.

Operational Changes Bearing Fruit

Informatica implemented operational changes in renewals, leading to improvements in cloud renewal rates and alignment between customer success and field sales teams.

Increased Customer Engagement

Cloud subscription ARR customer count grew by 8% year-over-year, with a 48% increase in customers spending more than $1 million with Informatica.

Informatica (INFA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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INFA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.34 / -	0.28	―	―	―
Aug 06, 2025	2025 (Q2)	0.20 / 0.18	0.23	-21.74% (-0.05)	―	―
May 07, 2025	2025 (Q1)	0.23 / 0.22	0.22	0.00% (0.00)
Feb 13, 2025	2024 (Q4)	0.38 / 0.41	0.32	28.12% (+0.09)
Oct 30, 2024	2024 (Q3)	0.30 / 0.28	0.27	3.70% (+0.01)
Jul 30, 2024	2024 (Q2)	0.22 / 0.23	0.17	35.29% (+0.06)
May 01, 2024	2024 (Q1)	0.20 / 0.22	0.15	46.67% (+0.07)
Feb 14, 2024	2023 (Q4)	0.30 / 0.32	0.24	33.33% (+0.08)
Nov 01, 2023	2023 (Q3)	0.23 / 0.27	0.18	50.00% (+0.09)
Aug 02, 2023	2023 (Q2)	0.12 / 0.17	0.16	6.25% (+0.01)

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

INFA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$24.72	$24.68	-0.16%
May 07, 2025	$19.03	$19.14	+0.58%
Feb 13, 2025	$25.17	$19.75	-21.53%
Oct 30, 2024	$26.68	$27.30	+2.32%

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.

FAQ

When does Informatica (INFA) report earnings?

Informatica (INFA) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Informatica (INFA) earnings time?

Informatica (INFA) earnings time is at Oct 29, 2025, Before Open (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 (Q3) is 0.34.

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