Informatica Inc Stock Price, News & Analysis

Informatica (NYSE:INFA), a leader in enterprise AI-powered cloud data management, has received two prestigious recognitions in 2025. The company has been named one of TIME's America's Best Mid-Size Companies and listed among Europe's Best Employers by the Financial Times.

The TIME recognition evaluates companies with revenues between $100 million and $10 billion, based on employee satisfaction, revenue growth, and sustainability metrics. The selection process involved analysis of over 70 million companies and 217,000 anonymous employee surveys. The Financial Times recognition, in partnership with Statista, acknowledges Informatica's excellence in workplace culture, diversity and inclusion, and employee well-being across European countries.

Informatica (NYSE: INFA) announced a strategic partnership with Krungsri, one of Thailand's leading financial institutions, to enhance the bank's digital transformation journey. The bank is implementing Informatica's Cloud Data Governance and Catalog (CDGC) and Cloud Data Quality (CDQ) solutions, powered by the AI-driven Intelligent Data Management Cloud platform.

With over 19 million customers across ASEAN, Krungsri aims to strengthen its data governance framework using Informatica's solutions in conjunction with their AWS hybrid cloud environment. The implementation focuses on improving data discovery, metadata management, and data quality to enhance operational efficiency and customer service while ensuring regulatory compliance.

Informatica (NYSE: INFA) reported strong Q2 2025 financial results, with Cloud Subscription ARR growing 28.2% year-over-year to $901 million. Total ARR reached $1.72 billion, up 3.1% YoY. The company posted total revenues of $407.3 million, representing 1.7% growth, with Cloud Subscription Revenue increasing 30.1% to $209.9 million.

The quarter highlighted significant AI-driven innovations, including the announcement of AI Agent Engineering, CLAIRE® Agents, and CLAIRE® Copilot. Informatica expanded partnerships with major tech companies including AWS, Databricks, Microsoft, NVIDIA, Oracle, Salesforce, and Snowflake. The company processed 128.2 trillion cloud transactions per month, up 33% YoY, and maintained a Cloud Subscription Net Retention Rate of 120%.

Notably, Informatica is in the process of being acquired by Salesforce, as announced on May 27, 2025.

Informatica (NYSE: INFA), a leader in AI-powered enterprise cloud data management, has scheduled its second quarter 2025 financial results release for August 6, 2025, after U.S. markets close. Due to the pending Salesforce transaction, the company will not host an earnings conference call or provide financial guidance.

Informatica's Intelligent Data Management Cloud™ platform serves over 5,000 customers across nearly 100 countries, including more than 80 Fortune 100 companies. The platform integrates with major cloud providers and analytics tools, powered by CLAIRE® AI technology.

Informatica (NYSE: INFA) announced major expansions to its Databricks partnership at the 2025 Data + AI Summit. As a launch partner, Informatica will support Databricks' new Managed Iceberg Tables and Lakebase, a Postgres-compatible OLTP database service. The company is enabling data ingestion, cleansing, and transformation for Iceberg-format data, while providing connectivity from 300+ sources to the new Databricks PostgreSQL service. Additionally, Informatica introduced new GenAI capabilities for Databricks Mosaic AI, including AI connectors for Cloud Application Integration and pre-configured GenAI templates. The partnership enhancements strengthen Informatica's position in cloud data management and deepen its integration with Databricks' Data Intelligence Platform.

Informatica (NYSE: INFA) announced significant product innovations at Snowflake Summit 2025, expanding its partnership with Snowflake. The key developments include new Cortex AI integration capabilities, enhanced Apache Iceberg Open Table connector with Snowflake Apache Polaris support (planned for July 2025), and a new Master Data Management SaaS Extension for the Snowflake AI Data Cloud. The Cortex AI integration features new connectors and simplified GenAI application development tools. The Apache Iceberg connector will enable data loading from over 300 sources using the Iceberg table format, while the MDM Extension allows consolidation of master and transaction data across multiple sources, facilitating analytics and AI use cases.

Salesforce (NYSE: CRM) has announced a definitive agreement to acquire Informatica (NYSE: INFA) for $8 billion in equity value. Under the deal, Informatica shareholders will receive $25 per share in cash. The acquisition aims to enhance Salesforce's data foundation for AI deployment by combining Informatica's data catalog, integration, governance, and Master Data Management (MDM) capabilities with Salesforce's platform.

The merger will strengthen Salesforce's position in the $150 billion-plus enterprise data market and create a unified architecture for agentic AI. The integration will enhance key Salesforce products including Data Cloud, Agentforce, Customer 360, MuleSoft, and Tableau. The transaction is expected to close in early fiscal year 2027 and will be funded through cash and new debt. Salesforce expects positive impacts on non-GAAP operating margin, earnings per share, and free cash flow starting in the second year post-closing.

Informatica (NYSE: INFA) has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Integration Platform as a Service (iPaaS). The recognition is based on Informatica's Completeness of Vision and Ability to Execute among 16 evaluated vendors. According to Gartner, the iPaaS market reached $9 billion in 2024, up from $7.8 billion in 2023, and is projected to exceed $17 billion by 2028. Informatica's iPaaS platform features CLAIRE Copilot, which offers AI-powered capabilities for creating complex app-to-app integrations. The platform provides consumption-based pricing and enhanced security features. Notable features include real-time data integration, API management, and AI automation for data integration processes. The company serves over 5,000 customers across nearly 100 countries, including more than 80 Fortune 100 companies.

Informatica (NYSE: INFA) has unveiled its comprehensive Agentic AI strategy, introducing several key offerings to its AI-powered cloud data management platform. The company announced AI Agent Engineering, a new service launching in fall 2025 that enables enterprises to build and manage intelligent AI agent workflows without coding. Additionally, Informatica introduced CLAIRE Agents, a suite of autonomous digital assistants for data management tasks, expected to be available in preview by fall 2025.

The company also announced the general availability of CLAIRE Copilot for Data Integration and Cloud Application Integration starting May 2025. Informatica expanded partnerships with major tech companies including AWS, Databricks, Microsoft, NVIDIA, Oracle, and Salesforce, enhancing its ecosystem integration capabilities.