Brief: Informatica Q2 Revenue USD 407.344 Million Vs. IBES Estimate USD 401.9 Million

Informatica

06/08/2025 21:05

Overview

Informatica Q2 revenue rises 1.7% yr/yr, beating analyst expectations

Net loss of $4.65 mln misses analyst estimates, per LSEG data

Adjusted operating income of $109.4 mln beats analyst expectations

Outlook

Informatica will not provide financial guidance due to pending Salesforce acquisition

Result Drivers

CLOUD SUBSCRIPTION GROWTH - Cloud Subscription ARR rose 28.2% yr/yr, driven by increased demand for AI-powered data management solutions

REVENUE IMPACT - Total ARR grew 3.1% yr/yr, with a positive FX impact of $2.4 mln

PRODUCT INNOVATION - New AI Agent Engineering service and CLAIRE Agents suite announced to enhance data management capabilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$407.34 mln
$401.90 mln (13 Analysts)
Q2 Net Income
Miss
-$4.65 mln
$63.10 mln (12 Analysts)
Q2 Adjusted Operating Income
Beat
$109.40 mln
$100.90 mln (13 Analysts)
Q2 Pretax Profit
Miss
-$35.46 mln
$83.50 mln (10 Analysts)
Q2 ARR
$901 mln
Q2 Gross Profit
$326.03 mln
Q2 Software Revenue
$287.03 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Informatica Inc is $24.01, about 2.9% below its August 5 closing price of $24.70

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nBw1Wrwqza

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)