)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Informatica
Informatica (INFA) investor relations material
Informatica has been acquired by Salesforce Inc
Informatica Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Entered into a definitive merger agreement with Salesforce, expected to close in Q4 FY26 or early FY27, making the company a wholly owned subsidiary and ceasing public trading.
Q3 2025 saw total revenues of $439.2 million, up 4% year-over-year, driven by a 31% increase in cloud subscription revenue.
Cloud Subscription ARR reached $968.6 million, up 29.5% year-over-year, with total ARR at $1.75 billion, up 3.9%.
Processed 143.3 trillion cloud transactions per month, a 41% increase year-over-year.
Launched multiple AI-powered product innovations and expanded partnerships, notably with Oracle.
Financial highlights
Q3 2025 GAAP total revenues: $439.2 million, up 4% year-over-year; nine months: $1,250.4 million, up 3%.
Cloud subscription revenue: $230.4 million for Q3 2025, up 31% year-over-year.
Q3 2025 net income: $4.0 million (GAAP); Non-GAAP net income: $115.2 million.
Adjusted EBITDA: $164.8 million for Q3 2025; trailing twelve months: $568.2 million.
Gross margin: 82% for Q3 2025, up from 81% in Q3 2024.
Outlook and guidance
Expect continued growth in cloud subscription revenue as the business transitions to a cloud-only, consumption-driven model.
Maintenance and self-managed subscription revenues are expected to decline as customers migrate to cloud offerings.
Macroeconomic headwinds, including interest rate volatility and geopolitical disruptions, are expected to continue impacting sales cycles and pipeline conversion rates.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Informatica
- Cloud-native transformation and expanding AI use cases are fueling growth and margin expansion.INFA
UBS Global Technology and AI Conference - Cloud-driven growth accelerates as on-prem declines, with GenAI as a future opportunity.INFAWells Fargo 8th Annual TMT Summit Conference
- Cloud ARR growth, innovation, and rising liquidity set the stage for accelerating performance.INFA2024 RBC Capital Markets Global Technology, Internet, Media and Telecommunications Conference
- Cloud ARR up 36%, non-GAAP margin at 35.8%, and $400M buyback approved.INFAQ3 2024
- Cloud-first platform and GenAI strategy drive rapid growth and industry leadership.INFAGoldman Sachs Communacopia + Technology Conference 2024
- Cloud-only strategy, strong partner ecosystem, and flexible model drive 31-33% CAGR to 2026.INFACiti's 2024 Global TMT Conference
- Cloud ARR growth accelerates as migration and AI readiness drive future expansion.INFADeutsche Bank's 2024 Technology Conference
- Cloud subscription ARR surged 37% year-over-year, driving raised guidance and strong profitability.INFAQ2 2024
- Cloud-native platform growth, Gen AI innovation, and strong partnerships drive accelerating ARR.INFABaird 2024 Global Consumer, Technology, & Services Conference
- Cloud-first, AI-powered data management drives strong growth and strategic relevance.INFABofA Securities 2024 Global Technology Conference
Informatica
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Informatica Inc offers enterprise cloud data management software, enabling organizations to integrate, manage, and analyze data across multi-cloud environments. The company provides tools for data governance, data quality, and AI-powered automation. The company is headquartered in Redwood City, California, and its shares are listed on the NYSE.