NYSE$INFA
Informatica Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
Informatica reported a decline in revenue but strong growth in cloud subscription ARR.
Informatica's Q4 2024 revenue declined by 3.78% YoY, primarily due to lower self-managed subscription renewals. However, Cloud Subscription ARR grew 34% YoY, highlighting the company's continued cloud transition. Operating margin improved significantly, driven by cost efficiencies.
- Revenue declined 3.78% YoY to $428,305,000 due to lower self-managed subscription renewals.
- Cloud Subscription ARR grew 34% YoY to $827,307,000, reflecting strong demand.
- Non-GAAP EPS increased 28.13% YoY to $0.41, indicating profitability improvements.
- Operating margin rose 650 basis points to 14.80%, driven by cost optimizations.
Headline financials
Revenue & EPS history
Informatica · Revenue · Quarterly
$428M
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 expects moderate revenue growth in FY25, driven by continued cloud transition but offset by foreign exchange headwinds and weaker self-managed subscription renewals.
Tailwinds
- Cloud Subscription ARR expected to reach approximately $1 billion by FY25-end.
- Total revenue guidance for FY25 in the range of $1.67B - $1.72B (+3.4% YoY at midpoint).
- Non-GAAP operating income expected to grow 3.5% YoY to a range of $546M - $566M.
- Strategic partnerships with AWS, Databricks, and Google Cloud expanding.
- Cost efficiencies expected to drive improved profitability metrics.
Headwinds
- Lower-than-expected self-managed subscription renewals impacting revenue.
- FX headwinds projected to negatively impact total revenue by $20M in FY25.
- Subscription renewal rates slightly declining YoY.
- Net new bookings for cloud subscriptions were below expectations in Q4.
- Maintenance ARR expected to decline as customers transition to cloud offerings.
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 2024
-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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