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Sep 30, 2025
Informatica Q3 2025 Earnings Report
Informatica reported strong third quarter 2025 financial results, driven by significant growth in Cloud Subscription ARR and continued demand for its AI-powered IDMC platform.
Key Takeaways
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.
Revenue by Segment
Forward Guidance
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.
Positive Outlook
- Continued strong demand for AI-powered IDMC platform.
- Ongoing product innovation with new CLAIRE® Agents and capabilities.
- Expanded partnerships, including with Oracle, to accelerate agent development and cloud deployments.
- Strong customer retention as indicated by the Cloud Subscription Net Retention Rate.
- Positive impact from foreign currency exchange rates on total revenues and ARR.
Challenges Ahead
- No financial guidance provided due to pending acquisition by Salesforce.
- Self-managed Subscription ARR is expected to decrease in future quarters due to the shift to cloud.
- Maintenance ARR is expected to decrease in future quarters due to the shift to cloud.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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