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Informatica (INFA)
NYSE:INFA
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.21Last Year’s EPS
0.23Same Quarter Last Year
Moderate Buy
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 0.58%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a positive sentiment overall. Informatica demonstrated strong growth in its cloud subscription business, improved operational processes, and maintained robust financial performance. Despite the decline in on-premise business and a slight dip in net retention rates, the company's strategic shift towards cloud and AI innovations is yielding positive results.Company Guidance
Informatica Inc.'s fiscal first quarter 2025 call highlighted several key metrics and updates that reflect the company's ongoing transition to a cloud-only business model. Cloud subscription annual recurring revenue (ARR) reached $848 million, a 30% year-over-year increase, and now represents approximately 50% of total ARR. Informatica reaffirmed its full-year guidance, expecting cloud subscription ARR to be 58% of total ARR by year-end. Total ARR for the quarter was $1.7 billion, showing a 4% year-over-year growth, while total revenue grew 4% to $404 million. The company's non-GAAP operating income increased by 11% year-over-year to $121 million. Informatica's commitment to cloud modernization and AI capabilities, along with operational improvements in customer renewals, are driving this growth. Despite macroeconomic uncertainties, Informatica remains confident in its growth trajectory, aiming to achieve a milestone of $1 billion in cloud subscription ARR.Strong Cloud Subscription ARR Growth
Cloud subscription ARR grew 30% year-over-year to over $848 million, representing an increase from 40% to 50% of total ARR compared to the previous year.
Increased Cloud Customer Engagement
Cloud subscription ARR customer count grew by 8% year-over-year, and the number of cloud subscription ARR customers spending greater than $1 million grew by 48% year-over-year.
Operational Improvements in Renewals
New retention operating model leveraging internal AI models has improved renewal processes, resulting in sequential improvement in cloud renewal rates.
Maintained Strong Financial Performance
Delivered total revenue of $404 million, growing 4% year-over-year, and non-GAAP operating income grew 11% year-over-year to over $121 million.
Notable Customer Wins and Expansion
New deals and expansions with companies like 7 Brew, Longchamp, and TaylorMade, showcasing the adoption of Informatica’s cloud solutions.
Recognition and Innovation in AI
Introduced AI-driven innovations such as Informatica for GenAI and Clear GPT, with over 175 customers using GenAI capabilities.
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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 |
|---|---|---|---|
| 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% |
| Jul 30, 2024 | $24.07 | $23.94 | -0.54% |
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 Jul 30, 2025, TBA Not Confirmed.
What is Informatica (INFA) earnings time?
Informatica (INFA) earnings time is at Jul 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 (Q2) is 0.21.
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