Informatica Inc Stock Price, News & Analysis

Informatica (NYSE: INFA) announced the upcoming availability of its Master Data Management (MDM) service on Oracle Cloud Infrastructure (OCI) in October 2025. The company has also been designated as a preferred partner for enterprise cloud data integration, data governance, and MDM for data warehouse and lakehouse solutions on OCI.

The MDM service on OCI will enable customers to create a unified view of business data, ensuring data consistency and accuracy. Customers can purchase MDM through Oracle Cloud Marketplace using OCI credits. The integration aims to provide trusted data for GenAI and agentic AI applications across various industries, including customer experience optimization, supplier management, healthcare outcomes, and financial services.

Informatica (NYSE: INFA) reported strong Q1 2025 financial results, with Cloud Subscription ARR growing 30% year-over-year to $848 million. The company's Total ARR increased 4.1% to $1.70 billion. GAAP Total Revenues rose 3.9% to $403.9 million, with Cloud Subscription Revenue reaching $199.9 million, up 32% YoY.

Key operational metrics showed solid performance with 119.3 trillion cloud transactions processed monthly (up 30% YoY), a Cloud Subscription Net Retention Rate of 120%, and 2,475 Cloud Subscription ARR customers. The company maintained strong profitability with a GAAP Operating Income of $33.8 million and Non-GAAP Operating Income of $121.6 million.

During Q1, Informatica repurchased 4.9 million shares for $100 million and introduced new AI innovations including CLAIRE Copilot and expanded partnerships with Databricks and Google Cloud.

Informatica (NYSE: INFA) has announced a strategic partnership with Carnegie Mellon University's (CMU) School of Computer Science to advance generative AI technologies for data management. The collaboration will focus on enhancing Informatica's CLAIRE® AI suite through three key areas:

• AI-Driven Automation to streamline data management processes
• Metadata-Driven Agentic AI for multi-source enterprise GenAI applications
• Optimized AI Training & Inference for efficient multi-model enterprise environments

The partnership aims to integrate research findings into Informatica's Intelligent Data Management Cloud™ (IDMC) platform and contribute to the broader AI research community. The initiative will enhance CLAIRE GPT and CLAIRE AI Copilot, bringing advanced AI capabilities to enterprise customers.

Informatica (NYSE: INFA), a leader in AI-powered enterprise cloud data management, has scheduled its first quarter 2025 earnings release for May 7, 2025, after U.S. markets close. The company will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the quarterly results.

The conference call will be accessible via phone at (833) 470-1428 (US) or (404) 975-4839 (International) with access code 203129. A live webcast and replay of the call, along with earnings presentation materials, will be available on Informatica's investor relations website.

Informatica operates the Intelligent Data Management Cloud™ (IDMC), powered by CLAIRE® AI, serving customers in approximately 100 countries, including more than 80 Fortune 100 companies.

Informatica (NYSE: INFA) announced an expansion of its Intelligent Data Management Cloud (IDMC) platform services on Google Cloud at Google Cloud Next 2025. The enhanced capabilities include support for the Databricks Data Intelligence Platform, API Center, and Cloud Data Access Management (CDAM) services running natively on Google Cloud.

Key features include:

• Full Support for Databricks with 300+ connectors for data ingestion
• No-code data pipelines for data preparation
• Enterprise-wide data governance with Unity Catalog integration
• Next-generation API Management system
• Enhanced API security features
• Automated controls for data access compliance

The expansion aims to accelerate GenAI, AI, and analytics initiatives while maintaining data governance and security standards. The integration supports BigQuery for scale and governance, and Vertex AI for advanced use cases.

Informatica (NYSE: INFA) has unveiled new AI-powered data management innovations within its Intelligent Data Management Cloud (IDMC). The updates feature enhanced capabilities powered by their CLAIRE AI engine, including CLAIRE Copilot and CLAIRE GPT.

Key innovations include:

• CLAIRE Copilot for data integration (in preview): Enables natural language processing for data pipeline generation
• CLAIRE Copilot for iPaaS (in preview): Facilitates creation of complex app-to-app integration processes
• Unstructured data processing with new chunking and PDF-parsing capabilities
• GenAI Recipes for application integration with major platforms
• CLAIRE GPT integration for Master Data Management (MDM)

McGraw-Hill Education reports significant time savings using CLAIRE Copilot for mapping analysis. The new capabilities will be globally available by April 2025, with some features currently in preview phase.

Informatica (NYSE: INFA) has announced key leadership appointments to strengthen its product development team. Krish Vitaldevara joins as Executive Vice President and Chief Product Officer, bringing extensive experience from NetApp, Microsoft, and Google. At NetApp, he led a 2,000-strong team and successfully implemented AI strategies to modernize their product portfolio. Vitaldevara, who holds over 30 patents, will focus on product strategy, customer engagement, and AI-powered innovations.

Additionally, Bala Kumaresan has been appointed as Executive Vice President & Global Head of Engineering. With experience from F5, Symantec, and Oracle, Kumaresan brings expertise in multi-cloud enterprise data management and holds multiple patents in clustered storage and data management. Both executives will serve on Informatica's Executive Committee, contributing to the company's strategic vision in AI-powered data management.

Informatica (NYSE: INFA) has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Augmented Data Quality Solutions for the 17th time, positioning highest on both the Ability to Execute and Completeness of Vision axes. The company's data quality capabilities are integrated into their Intelligent Data Management Cloud (IDMC), powered by the CLAIRE® AI engine.

According to Gartner's projections, 70% of organizations will adopt modern data quality solutions by 2027 to support AI adoption and digital initiatives. The research firm also predicts that generative AI will accelerate data and analytics governance programs by 40%.

Brett Roscoe, SVP and GM of Data Governance and Cloud Operations at Informatica, emphasized that data quality and observability have become important for GenAI success in 2025, with their CLAIRE® AI engine automating data quality improvements at petabyte scale.

Informatica (NYSE: INFA) reported mixed Q4 and full-year 2024 results. Cloud Subscription ARR grew 34% year-over-year to $827 million, while Total ARR increased 6% to $1.73 billion. GAAP Total Revenues for FY2024 rose 3% to $1.64 billion.

Q4 2024 showed some challenges with GAAP Total Revenues decreasing 3.8% to $428.3 million, missing guidance by $29.7 million due to lower renewal rates and shorter durations of self-managed subscriptions. The company maintained strong cloud performance with Cloud Subscription Revenue increasing 33% to $186.8 million.

For 2025, Informatica guides Total Revenues of $1.67-1.72 billion and expects to reach $1 billion in Cloud Subscription ARR. The company announced a new $400 million stock repurchase authorization, bringing the total to $800 million.