NYSE$INFA
Informatica Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Informatica's Q4 2021 financial results were reported, demonstrating strong cloud growth and global expansion of the Intelligent Data Management Cloud platform.
Informatica reported strong Q4 2021 results, with subscription ARR increasing 32% year-over-year to $802 million and cloud ARR increasing 40% year-over-year to $317 million. Total revenue increased 8% year-over-year to $406.7 million, and subscription revenue increased 23% year-over-year to $229.7 million.
- Subscription annualized recurring revenue (ARR) increased 32% year-over-year to $802 million.
- Cloud ARR increased 40% year-over-year to $317 million.
- Subscription revenue increased 23% year-over-year to $230 million.
- Total revenue increased 8% year-over-year to $406.7 million.
Headline financials
Revenue & EPS history
Informatica · Revenue · Quarterly
$407M
Revenue by segment
Informatica · $407M total across 3 segments · Q4 2021
- Cloud subscription revenue$230M+23.5%56.5%
- Maintenance revenue$167M—41.0%
- Self-managed subscription license revenue$10.2M-60.1%2.5%
Forward guidance
Informatica provided financial guidance for Q1 2022 and full-year 2022.
Tailwinds
- Total Revenues in the range of $357.0 million to $367.0 million for Q1 2022.
- Subscription ARR in the range of $830.0 million to $840.0 million for Q1 2022.
- Cloud ARR in the range of $333.0 million to $339.0 million for Q1 2022.
- Non-GAAP Operating Income in the range of $66.5 million to $73.5 million for Q1 2022.
- Total revenues in the range of $1,585.0 million to $1,605.0 million for full year 2022.
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 Q4 2021
-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
| Quarter | Report date | Reaction (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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