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Informatica (INFA) investor relations material
Informatica Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
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