Informatica
Informatica, founded in 1993 and headquartered in Redwood City, California, is a publicly traded enterprise data management company (NYSE: INFA) that has been acquired by Salesforce in a deal valued at $11.3 billion, completed in late 2025.
Profile
Informatica provides a cloud-based platform for integrating, managing, and governing enterprise data to make it usable for AI, analytics, and business operations.
Informatica, founded in 1993 and headquartered in Redwood City, California, is a publicly traded enterprise data management company (NYSE: INFA) that has been acquired by Salesforce in a deal valued at $11.3 billion, completed in late 2025. The company's core product is the Intelligent Data Management Cloud (IDMC), a platform that integrates data cataloging, integration, quality, governance, master data management, and AI agent engineering. As of Q3 2025, Informatica reported $439.2 million in quarterly GAAP revenue, $1.75 billion in total annual recurring revenue (ARR), and $968.6 million in cloud subscription ARR, which grew 29.5% year-over-year.
The company processed 143.3 trillion cloud transactions per month and had 2,545 cloud subscription ARR customers. In January 2026, following the Salesforce acquisition, Informatica laid off 35 employees (about 1% of its workforce), including its CEO Amit Walia, as part of a restructuring to eliminate overlapping roles in sales, marketing, and administration. Salesforce's Q4 FY26 earnings (February 2026) disclosed that Informatica contributed $1.1 billion in cloud ARR to the combined entity's $2.9 billion Agentforce & Data 360 ARR.
The acquisition positions Informatica as the data management layer within Salesforce's broader ecosystem, with a focus on powering agentic AI workflows. The company's financial trajectory shows steady cloud revenue growth but also reflects the challenges of integrating a large acquisition, including workforce reductions and the departure of top leadership.
Who buys this
- Large enterprises in financial services, retail, manufacturing, and healthcare
- Organizations undergoing digital transformation and cloud migration
- Companies deploying AI and machine learning models that require clean, governed data
Publicly disclosed clients
- Citizens Bank
- Petmate
- Holiday Inn Club Vacations
- Subaru
- MABE
Strengths and what to watch
Strengths
- Strong cloud subscription revenue growth: 29.5% year-over-year in Q3 2025, with cloud ARR reaching $969 million.
- High customer retention: Cloud subscription net retention rate of 120% as of September 2025.
- Deep integration with Salesforce ecosystem post-acquisition, providing a built-in data management layer for the combined entity's AI and agentic workflows.
Watch for
- Post-acquisition integration risks: 35 layoffs in January 2026 and departure of CEO Amit Walia signal potential cultural and operational friction.
- Dependence on Salesforce: Informatica's product roadmap and sales strategy are now subsumed under Salesforce, which may limit its independence and appeal to non-Salesforce customers.
- Competitive pressure from cloud-native data platforms like Snowflake, Databricks, and Google's BigQuery, which offer overlapping data integration and governance capabilities.
Recent moves
Key Information
- Industry
- Data Governance & Catalog
- Founded
- 1993
- Employees
- 2890
- Headquarters
- Redwood City, California
- Country
- United States
Frequently Asked Questions
What does Informatica do?
Informatica provides a cloud-based platform for integrating, managing, and governing enterprise data. Its Intelligent Data Management Cloud (IDMC) helps organizations make data usable for AI, analytics, and business operations by combining data cataloging, integration, quality, and governance tools.
What is the Intelligent Data Management Cloud (IDMC)?
IDMC is Informatica's core platform that integrates data cataloging, integration, quality, governance, master data management, and AI agent engineering. It processes over 143 trillion cloud transactions monthly and is designed to support enterprise data needs for analytics, AI, and operational workflows.
How did the Salesforce acquisition affect Informatica?
Salesforce acquired Informatica for $11.3 billion in late 2025. Following the deal, Informatica laid off 35 employees and its CEO Amit Walia departed as part of restructuring. The acquisition positions Informatica as the data management layer within Salesforce's ecosystem, contributing $1.1 billion in cloud ARR.
What are Informatica's key financial metrics?
In Q3 2025, Informatica reported $439.2 million in quarterly GAAP revenue and $1.75 billion in total annual recurring revenue. Cloud subscription ARR reached $968.6 million, growing 29.5% year-over-year, with a net retention rate of 120% and 2,545 cloud subscription customers.
Who are Informatica's main customers?
Informatica serves large enterprises in financial services, retail, manufacturing, and healthcare. Notable clients include Citizens Bank, Petmate, Holiday Inn Club Vacations, Subaru, and MABE. These organizations use the platform for digital transformation, cloud migration, and deploying AI models with clean, governed data.
What are the risks of Informatica's Salesforce acquisition?
Risks include integration challenges, as seen with 35 layoffs and CEO departure, and dependence on Salesforce, which may limit appeal to non-Salesforce customers. Informatica also faces competition from cloud-native platforms like Snowflake, Databricks, and Google BigQuery that offer overlapping data integration and governance capabilities.
Sources
- www.informatica.com — Company product overview, customer logos, and platform description.
- www.informatica.com — Q3 2025 financial results: revenue, ARR, cloud transactions, NRR, customer count.
- www.informatica.com — Q1 2025 financial results: revenue, ARR, cloud subscription growth.
- www.sec.gov — SEC filing of Q3 2025 earnings press release, confirming financial data.
- s205.q4cdn.com — Salesforce Q4 FY26 earnings deck showing Informatica contributed $1.1B cloud ARR.
- www.interviewpal.com — Details on 35 layoffs in January 2026 following Salesforce acquisition.