Informatica delivered a strong third quarter in 2025, with total revenues increasing to $439.2 million and Cloud Subscription ARR growing by 29.5% year-over-year to $968.6 million. The company processed 143.3 trillion cloud transactions per month, a 41% increase from the prior year, and achieved a Cloud Subscription Net Retention Rate of 120%. GAAP net income was $3.998 million, and non-GAAP net income was $115.220 million.
Cloud Subscription ARR increased by 29.5% year-over-year to $968.6 million, demonstrating strong demand for AI-powered cloud data management.
Total revenues reached $439.2 million, marking a 3.9% year-over-year growth.
The company processed 143.3 trillion cloud transactions per month, a significant 41% increase compared to the same quarter last year.
Cloud Subscription Net Retention Rate stood at 120%, indicating strong customer loyalty and expansion within the cloud subscription base.
Informatica will not be providing financial guidance for the third quarter or future periods due to its pending acquisition by Salesforce, which is expected to close in the fourth quarter of Salesforce's fiscal year 2026 or early in fiscal year 2027.
Visualization of income flow from segment revenue to net income
Analyze how earnings announcements historically affect stock price performance