Informatica (INFA) investor relations material

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.