Informatica (US:INFA) ZACKS·2025-05-07 23:20Group 1: Earnings Performance - Informatica Inc. reported quarterly earnings of $0.22 per share, matching the Zacks Consensus Estimate, and consistent with the earnings from the previous year [1] - The company posted revenues of $403.9 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 2.58% and up from $388.61 million year-over-year [2] - Over the last four quarters, Informatica has surpassed consensus EPS estimates two times and has also topped consensus revenue estimates two times [2][3] Group 2: Stock Performance and Outlook - Informatica shares have declined approximately 27.8% since the beginning of the year, compared to a decline of 4.7% for the S&P 500 [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is $0.25 on revenues of $410.69 million, and for the current fiscal year, it is $1.21 on revenues of $1.7 billion [7] Group 3: Industry Context - The Internet - Software industry, to which Informatica belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5][6]