Loading...
•
Jun 30, 2025
Informatica Q2 2025 Earnings Report
Informatica reported its second quarter 2025 financial results, exceeding midpoint expectations across key revenue and profitability metrics.
Key Takeaways
Informatica delivered a strong second quarter in 2025, with total revenues increasing to $407.3 million, a 1.7% year-over-year growth. Cloud Subscription ARR saw significant growth of 28.2% year-over-year, reaching $901.0 million. The company reported a GAAP operating loss of $0.1 million but a non-GAAP operating income of $109.4 million, demonstrating strong underlying profitability.
Total revenues for Q2 2025 increased to $407.3 million, up 1.7% year-over-year.
Cloud Subscription Annual Recurring Revenue (ARR) grew by 28.2% year-over-year to $901.0 million.
Non-GAAP Operating Income reached $109.4 million, with a Non-GAAP Operating Margin of 26.9%.
The company processed 128.2 trillion cloud transactions per month, a 33% increase year-over-year.
Revenue by Segment
Forward Guidance
Informatica will not be providing financial guidance for the second quarter due to its pending acquisition by Salesforce. Further details on financial performance will be available in their upcoming Quarterly Report on Form 10-Q.
Positive Outlook
- Continued focus on closing the transaction with Salesforce.
- Ongoing product innovation with new AI Agent Engineering and CLAIRE® Agents.
- Expansion of partnerships with major cloud providers like AWS, Databricks, Microsoft, NVIDIA, Oracle, and Snowflake.
- Integration with Salesforce’s Agentforce for Sales and Agentforce for Service capabilities.
- Strong industry recognition as a Leader in various Gartner, Forrester, Nucleus Research, and Bloor Research reports.
Challenges Ahead
- No specific financial guidance provided for future quarters due to the pending acquisition.
- Potential risks and uncertainties associated with the proposed acquisition by Salesforce.
- Impact of adverse global macroeconomic conditions and geopolitical uncertainty.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...