Informatica Inc Stock Price, News & Analysis

Informatica (NYSE: INFA) reported third quarter 2025 results for the period ended September 30, 2025, with GAAP total revenue $439.2M (up 3.9% YoY) and GAAP cloud subscription revenue $230.4M (up 31.0% YoY).

Cloud Subscription ARR rose to $968.6M (+29.5% YoY) and Total ARR reached $1.75B (+3.9% YoY). Cloud subscription NRR was 120% and the company processed 143.3 trillion cloud transactions per month (+41% YoY). GAAP operating income was $60.9M (13.9% margin); non-GAAP operating income was $161.4M (36.8% margin). Operating cash flow was $148.7M and adjusted unlevered free cash flow (after-tax) was $180.8M. The company reiterated the pending acquisition by Salesforce, expected to close subject to regulatory approvals.

Informatica (NYSE: INFA) announced its Fall 2025 release on October 29, 2025, adding AI agent capabilities and governance features to its Intelligent Data Management Cloud (IDMC).

Key updates include generally available CLAIRE Agents for autonomous data management, enhanced CLAIRE GPT using Azure OpenAI and AWS Bedrock Claude models, CLAIRE Copilot for MDM, AI Agent Engineering and AI Agent Hub (both Private Preview), unstructured data governance (Private Preview), improved data access policy plugins, and Agentic PIM and MDM Agentforce extensions.

Informatica (NYSE: INFA) on October 22, 2025 launched enhanced 2025 Customer Success Offerings to accelerate ROI and lower TCO for IDMC customers. New in-product AI capabilities at no extra cost include Platform Insights, Upgrade Intelligence and Deployment Automation. Support upgrades feature 50% faster target response for high-impact incidents, automated business-impact analysis, and 24x7 global coverage. Priority Event Assurance adds proactive technical support for major releases, go-lives and cloud migrations. Informatica also received J.D. Power certification for Outstanding Customer Service Experience for the fifth consecutive year and the 2025 TSIA Star Award for Excellence in Content Strategy.

Informatica (NYSE: INFA) said it will report third quarter 2025 financial results for the period ended September 30, 2025 after U.S. market close on Wednesday, November 5, 2025. The company also said that, due to a pending transaction with Salesforce, it will not host an earnings conference call or provide a financial outlook when results are released.

This notice informs investors of the timing and the absence of a call or guidance because of the pending strategic transaction.

Informatica (NYSE: INFA) announced expanded OCI-native integrations to speed AI-driven data management and agentic AI adoption. Key highlights: Agentic AI blueprint on OCI is now generally available with no-code connectors and APIs; IDMC MCP server support is planned (MCP server for Claire agents targeted April 2026); MDM SaaS on OCI will begin availability November 2025 on Oracle Dedicated Region Cloud@Customer PoDs; and IDMC support for OCI Dedicated Region is now generally available. These updates target faster time-to-value for AI initiatives, governance of master records across hybrid sources, and sovereign-cloud deployments for compliance.

Informatica (NYSE: INFA) announced that Yamaha Motor has selected its AI-powered Master Data Management (MDM) solution to enhance its digital transformation strategy. The implementation addresses Yamaha's challenges in managing complex data across global operations and ERP systems.

The solution, powered by Informatica's CLAIRE® AI engine, will create a centralized platform for cross-domain data management, enabling Yamaha to achieve a comprehensive 360-degree view of its operations. This implementation aims to improve productivity, data quality, and decision-making processes while streamlining ERP system deployment across regions.

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.