Informatica slightly beats Q3 revenue estimates

Informatica

05/11/2025 21:54

Overview

Informatica Q3 revenue slightly beats analyst expectations

Net income for Q3 misses analyst estimates

Cloud Subscription ARR grows 29.5% yr/yr, driven by AI platform demand

Outlook

Company will not provide financial guidance due to pending Salesforce acquisition

Result Drivers

AI PLATFORM DEMAND - Cloud Subscription ARR grew 29.5% yr/yr due to demand for AI-powered IDMC platform

INCREASED CLOUD TRANSACTIONS - Processed 143.3 trillion cloud transactions per month, up 41% yr/yr

PRODUCT INNOVATION - Launch of CLAIRE Agents enhanced data management and integration capabilities

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$439.16 mln
$435.97 mln (13 Analysts)
Q3 Net Income
$4 mln
Q3 Adjusted Operating Income
Beat
$161.40 mln
$156.36 mln (13 Analysts)
Q3 Pretax Profit
$49.05 mln
Q3 ARR
$969 mln
Q3 Gross Profit
$358.20 mln
Q3 Software Revenue
$320.66 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 12 "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 $25.00, about 0.6% above its November 4 closing price of $24.86

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

Press Release: ID:nBw5cX6HRa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)