NYSE$INFA

Informatica Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Informatica reported Q2 2025 revenue of $407.3M, a net loss of $4.6M, diluted EPS of $-0.02.

For Q2 2025, Informatica reported Revenue was $407.3M, net loss was $4.6M, diluted EPS was $-0.02. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $407.3M for Q2 2025.
  • Net loss $4.6M.
  • Diluted EPS $-0.02.

Headline financials

Total Revenue

$407M

Previous: $401M+1.7%
EPS (adj)

-$0.02

Previous: $0.02-200.0%
Total ARR

$1.72B

No prior period
Cloud Subscription ARR

$901M

No prior period
Cloud transactions processed per month

128200.0B

Previous: 96600.0B+32.7%
Cloud Subscription NRR

120.0%

Previous: 126.0%-4.8%
Cloud Subscription ARR customers

2.5K

No prior period
Self-managed Subscription ARR

$399M

No prior period
Maintenance ARR on Perpetual Licenses

$420M

No prior period
Maintenance Renewal Rate

89.0%

Previous: 96.0%-7.3%
Capital Expenditures

-$4.71M

Previous: -$1.57M-200.8%
Net Income

-$4.65M

Previous: $4.83M-196.3%
Operating Income

-$89K

Previous: $9.46M-100.9%
Gross Profit

$326M

Previous: $318M+2.6%

Revenue & EPS history

Informatica · Revenue · Quarterly

$407M

Q2 2025+1.7%vs Q2 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Informatica · $407M total across 3 segments · Q4 2021

  • Cloud subscription revenue
    $230M+23.5%
  • Maintenance revenue
    $167M
  • Self-managed subscription license revenue
    $10.2M-60.1%

Forward guidance

Outlook emphasizes path to profitability, liquidity, and cost discipline.

Tailwinds

  • Operating initiatives and partnership milestones.
  • Cash runway and restructuring progress.

Headwinds

  • Operating losses and financing needs.
  • Competitive and regulatory uncertainty.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-0.2%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.1%

Avg return

30 days after

45%

10 / 22 earnings

Positive

+17.7%

Q3 2023

Best reaction

-26.6%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025
Q3 2025+0.1%+0.0%
Q2 2025-0.1%-0.0%+0.2%
Q1 2025+0.4%+2.3%+26.8%
Q4 2024-21.5%-20.7%-27.4%
Q3 2024+1.9%-4.3%-1.4%
Q2 2024-1.8%-2.4%+3.1%
Q1 2024-2.1%-3.1%-6.9%
Q4 2023+15.1%+15.6%+16.3%
Q3 2023+17.7%+18.7%+31.0%
Q2 2023+11.5%+13.4%+10.2%
Q1 2023-6.8%-3.0%+17.1%
Q4 2022-0.1%-1.0%-15.3%
Q3 2022-4.6%-3.1%-13.1%
Q2 2021+2.6%-1.4%-7.5%
Q2 2022+11.8%+13.2%+17.9%
Q1 2021-10.9%-7.0%+2.6%
Q1 2022-0.6%-6.3%-4.6%
Q4 2019-0.7%+7.2%+11.3%
Q4 2021-26.6%-25.8%-31.6%
Q4 2020+5.9%-0.5%-17.2%
Q3 2020+5.9%-0.5%-17.2%
Q3 2021-1.3%-5.8%+8.5%
Q2 2020
Q1 2020
Q1 2015
Q4 2014

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