Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q _____________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40936 _____________________________ Informatica Inc. _______________________ ...

Core Insights - Informatica Inc. reported quarterly earnings of $0.37 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, and up from $0.28 per share a year ago, representing an earnings surprise of +8.82% [1] - The company posted revenues of $439.16 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.51% and increasing from $422.48 million year-over-year [2] - Informatica Inc. has surpassed consensus EPS estimates two out of the last four quarters and topped consensus revenue estimates three times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.40 on revenues of $452.26 million, and for the current fiscal year, it is $1.11 on revenues of $1.7 billion [7] - The estimate revisions trend for Informatica Inc. was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Internet - Software industry, to which Informatica belongs, is currently in the top 34% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Revenue Growth - Cloud Subscription Annualized Recurring Revenue (ARR) increased to $969 million, representing 29.5% year-over-year growth[7] - Total ARR increased to $1.75 billion, representing 3.9% year-over-year growth[7] - GAAP Total Revenues increased to $439.2 million, representing 3.9% year-over-year growth[8] - GAAP Cloud Subscription Revenue increased to $230.4 million, representing 31.0% year-over-year growth[8] - Subscription revenue for Q3 2025 reached $320.661 million, a 11.3% increase from $287.934 million in Q3 2024[41] - Total revenues for the nine months ended September 30, 2025, were $1.250 billion, compared to $1.212 billion for the same period in 2024, reflecting a growth of 3.1%[41] - Total GAAP revenue for Q3 2025 reached $439,161,000, an increase of 3.9% from $422,481,000 in Q3 2024[51] - Total Annual Recurring Revenue (ARR) rose to $1,747,823,000 in Q3 2025, compared to $1,681,776,000 in Q3 2024, marking a 3.9% increase[52] Customer Metrics - Achieved a Cloud Subscription Net Retention Rate (NRR) of 120% as of September 30, 2025[12] - Reported 2,545 Cloud Subscription ARR customers, an increase of 6% year-over-year[12] - The Cloud Subscription Net Retention Rate (NRR) is crucial for measuring the growth from existing customers, reflecting the company's ability to sell additional products[31] - The Cloud Subscription Net Retention Rate decreased to 120% in Q3 2025 from 126% in Q3 2024[52] Operational Performance - Processed 143.3 trillion cloud transactions per month, an increase of 41% year-over-year[12] - Total number of cloud transactions processed per month increased to 143.3 trillion in Q3 2025, up from 101.3 trillion in Q3 2024[54] Profitability - The company reported a net income of $3.998 million for Q3 2025, compared to a net loss of $13.985 million in Q3 2024[41] - Operating income for Q3 2025 was $60.866 million, compared to $50.933 million in Q3 2024, showing an increase of 19.0%[41] - Non-GAAP net income for the three months ended September 30, 2025, reached $115,220 thousand, up from $88,948 thousand in the prior year, representing a year-over-year increase of 29.6%[47] - Non-GAAP income from operations for Q3 2025 was $161,449,000, compared to $151,044,000 in Q3 2024, reflecting a 6.5% growth[48] Expenses and Investments - Research and development expenses for Q3 2025 were $85.356 million, up from $80.316 million in Q3 2024, indicating a continued investment in innovation[41] - Total operating expenses for the nine months ended September 30, 2025, were $912.506 million, slightly up from $901.832 million in the same period of 2024[41] Cash Flow and Financial Position - Cash and cash equivalents at the end of the period were $1,349,474 thousand, compared to $912,460 thousand at the beginning of the period, marking a net increase of 47.9%[45] - The company reported net cash provided by operating activities of $148,707 thousand for the three months ended September 30, 2025, compared to $106,498 thousand in the prior year, an increase of 39.6%[45] - Total current liabilities decreased to $946,200 thousand as of September 30, 2025, down from $1,090,717 thousand at the end of 2024, a reduction of 13.2%[43] - Total stockholders' equity increased to $2,448,570 thousand as of September 30, 2025, from $2,307,314 thousand at the end of 2024, reflecting a growth of 6.1%[43] - Total net debt as of September 30, 2025, was $337 million, down from $591 million as of December 31, 2024[55] Strategic Initiatives - Launched new capabilities in CLAIRE GPT, enhancing natural language understanding and data workflow automation[12] - Announced expansion of partnership with Oracle, including new capabilities on Oracle Cloud Infrastructure[14] - Informatica is in the process of being acquired by Salesforce, expected to close in Q4 FY 2026 or early FY 2027[15] Revenue Components - Maintenance and professional services revenue decreased to $118.500 million in Q3 2025 from $134.547 million in Q3 2024, a decline of 11.9%[41] - The company expects a decrease in Self-managed Subscription ARR as it shifts focus from perpetual licenses to cloud solutions[28]

NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Informatica Inc. (NYSE: INFA) resulting from allegations that Informatica may have issued materially misleading business information to the investing public. So What: If you purchased Informatica securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangeme. ...

Core Insights - Informatica Inc. (NYSE:INFA) is recognized as one of the best growth stocks under $25, particularly following the announcement of four new integrations on Oracle Cloud Infrastructure [1] - The new integrations aim to assist Oracle customers in unifying and managing master data from both Oracle and non-Oracle sources [1][2] Group 1: New Integrations - The new integrations include Blueprint for Agentic AI on OCI, IDMC MCP Server Support, Master Data Management (MDM) Capability on OCI, and Informatica's Intelligent Data Management Cloud on OCI Dedicated Region [2] - These solutions are designed to provide Oracle customers with a fast route to intelligent, high-quality, and trusted data for AI across all cloud environments [3] Group 2: Company Overview - Informatica Inc. operates the Informatica Intelligent Data Management Cloud platform and is recognized as an enterprise AI-powered cloud management company [3] - The company is also an Oracle Partner, enhancing its collaboration and integration capabilities within the Oracle ecosystem [3]

LOS ANGELES, Oct. 15, 2025 /PRNewswire/ -- The DJS Law Group announces that it is investigating claims on behalf of investors of Informatica Inc. ("Informatica" or "the Company") (NYSE: INFA) for violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. Informatica's Q4 2024 and full year 2024 financial results were released on February 13, 2025, disappointing invest ...

Attorney advertising. Prior results do not guarantee similar outcomes. CONTACT: Danielle Peyton Pomerantz LLP [email protected] 646-581-9980 ext. 7980 SOURCE Pomerantz LLP WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM? , /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Informatica Inc. ("Informatica" or the "Company") (NYSE: INFA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whethe ...

Group 1 - Informatica Inc. is under investigation for potential securities fraud violations [1] - The DJS Law Group is reaching out to discuss rights related to the investigation [1]

Core Viewpoint - The Schall Law Firm is investigating Informatica Inc. for potential violations of securities laws following a significant drop in its stock price after disappointing financial results [1][2]. Group 1: Investigation Details - The investigation is centered on whether Informatica made false or misleading statements or failed to disclose important information to investors [2]. - Informatica reported its Q4 2024 and full year 2024 financial results on February 13, 2025, missing financial projections [2]. - The company experienced a year-over-year decrease in GAAP total revenues, subscription revenues, and the midpoint of non-GAAP operating income [2]. Group 2: Market Reaction - Following the release of the financial results, Informatica's shares fell by more than 21% [2].

Company Overview - Informatica develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems [3] Financial Performance - On February 13, 2025, Informatica reported its fourth quarter of 2024 and fiscal 2024 financial results, missing financial projections - The company experienced a 3.8% year-over-year decrease in GAAP total revenues - There was a 2% year-over-year decrease in GAAP subscription revenues - Non-GAAP operating income decreased by 3.9% year-over-year at the midpoint of the range - Following the financial results announcement, Informatica's share price fell by more than 21% [4] Legal Investigation - The law firm Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Informatica and its top executives for making false and/or misleading statements and/or failing to disclose material information to investors [1]