Informatica Investor Presentation Deck

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#1Investor Presentation Third Quarter 2023 Ended September 30, 2023 November 1, 2023 O Informatica. Proprietary. Where data & Al come to LIFE 11010 001100 1100 Informatica#2Safe Harbor and Statement Regarding Use of Non- GAAP Financial Measures This presentation contains forward-looking statements about Informatica and the environment in which Informatica operates. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth opportunities, the calculation of certain of our key financial and operating metrics, capital expenditures, plans for future operations, competitive position, technological capabilities and new product releases, including those that use artificial intelligence and machine learning, our efforts to reduce operating expenses and adjust cash flows in light of current business needs and priorities, our expected costs related to restructuring and related charges, including the timing of such charges, the impact of the restructuring and related charges on our business, results of operations and financial condition, plans regarding our stock repurchase authorization, the effect of the distribution of class A common stock by certain of our stockholders the effect of foreign currency exchange rates, the effect of macro-economic conditions, and strategic relationships, as well as assumptions relating to the foregoing. Such statements are subject to known and unknown uncertainties and contingencies outside of Informatica's control and are largely based on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, and financial needs. Informatica's actual results, events, or circumstances may differ materially from these statements. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "intend," "may," "plan," "potential," "predict," "project," "should," "target," "will," "would," or similar expressions and the negatives of those terms. You should not put undue reliance on any forward- looking statements. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if at all. Forward-looking statements are based on information available at the time those statements are made and/or management's good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this presentation may not occur, and actual results, performance or achievement could differ materially from those anticipated or implied in the forward-looking statements. Moreover, we operate in a very competitive and rapidly changing environment. New risks and uncertainties emerge from time to time and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this presentation. Except as required by law, Informatica does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments or 2 otherwise. Informatica. Proprietary. Further information on these and additional risks, uncertainties, and other factors that could cause actual outcomes and results to differ materially from those included in or contemplated by the forward-looking statements contained in the earnings release issued on November 1, 2023, are included under the caption "Risk Factors" and elsewhere in our Quarterly Report on Form 10-Q that will be filed for the third quarter ended September 30, 2023, and other filings and reports we make with the Securities and Exchange Commission ("SEC") from time to time, including our Annual Report on Form 10-K that was filed for the fiscal year ended December 31, 2022. In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin, Adjusted unlevered free cash flow, Adjusted unlevered free cash flow margin, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating margin, non-GAAP net income, and non-GAAP operating loss (income). These non-GAAP measures are in addition to, not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. The non-GAAP financial measures used by Informatica may differ from the non-GAAP financial measures used by other companies. A reconciliation of these measures to the most directly comparable U.S. GAAP measure is included in the Appendix to this presentation. This presentation contains statistical data, estimates and forecasts that are based on independent industry publications or other publicly available information, as well as other information based on our internal sources. This information involves many assumptions and limitations, and you are cautioned not to give undue weight to these estimates. We have not independently verified the accuracy or completeness of the data contained in these industry publications and other publicly available information. Accordingly, we make no representations as to the accuracy or completeness of that data nor do we undertake to update such data after the date of this presentation. Unless otherwise indicated, all references in this presentation to "Informatica," "we," "our," "us," or similar terms refer to (i) Ithacalux Topco S.C.A. and its consolidated subsidiaries for the periods prior to the completion of certain restructuring transactions and (ii) Informatica Inc. and its consolidated subsidiaries for the periods subsequent to the completion of such restructuring transactions. Informatica#311 1 11 6 1111 1 111 1 11 0 1 0 3 O Informatica. Proprietary. Business Highlights Informatica#44 Informatica at a Glance – Q3'23 Growth at Scale $1.58B Q3 2023 Total ARR¹ 7% Q3 2023 YOY Total ARR Growth Large, Growing Customer Base $44B TAM Estimate4 High Growth Subscription ARR $1.08B Q3 2023 Subscription ARR² 15% Q3 2023 YOY Subscription ARR Growth Customers with $1M+ in Subscription ARR³ 224 17% Q3 2023 YOY Growth 1 Annual Recurring Revenue represents the expected annual billing and revenue amounts from all active maintenance and subscription agreements 2 Subscription ARR represents the portion of ARR only attributable to our subscription contracts 3 Cloud Subscription ARR represents the portion of ARR that is attributable to our hosted cloud contracts 4 Total Addressable Market is an internal Informatica estimate based on the potential ARR per company times the total number of companies that we could sell to globally 5 Customers that spend more than $1 million in subscription ARR 6 Adjusted Unlevered free cash flow margin is a non-GAAP financial measure. See appendix for reconciliation to most directly comparable GAAP measure O Informatica. Proprietary. Cloud Differentiation $550M Q3 2023 Cloud Subscription ARR ³ 3 37% Q3 2023 YOY Cloud Subscription ARR Growth Proven Margins and FCF Generation 23.5% Q3 2023 Adjusted Unlevered Free Cash Flow Margin (after-tax)6 Informatica#55 Q3'23 Financial Results Summary GAAP Total Revenues Subscription ARR Cloud Subscription ARR Non-GAAP Operating Income ¹ Guidance Q3 2023 $395 - 405M ~8% YoY Change at Midpoint $1,050 1,060M ~13% YoY Change at Midpoint $537543M ~35% YoY Change at Midpoint $110 - 120M ~37% YoY Change at Midpoint Results Q3 2023 $409M 10% YoY Growth $1,077M 15% YoY Growth $550M 37% YoY Growth $128M 53% YoY Growth 1 Non-GAAP financial measures. For historical information, see appendix for reconciliation to most directly comparable GAAP measure. A reconciliation of non-GAAP guidance measures to corresponding GAAP guidance measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, expenses that may be incurred in the future. O Informatica. Proprietary. Informatica#66 Q3'23 Business Highlights Product Innovation: Announced CLAIRE GPT, a generative Al-powered capability that will deliver the advancements of a natural language-based interface to Informatica's Intelligent Data Management Cloud (IDMC), is available in private preview. Expanded partnership with Oracle: launched Oracle Cloud (OCI) Point of Delivery (POD) in North America to scale our market reach; expanded data governance capabilities with native scanners to collect metadata and profile data for insights on Oracle Autonomous Data and Oracle GoldenGate; and named launch partner for Private Offers on Oracle Cloud Marketplace. Expanded partnership with Google: launched a new solution combining SaaS Master Data Management on Google Cloud with Google Cloud's customer data platform based on Google BigQuery. Industry Recognition: Named "An Outstanding Customer Service Experience" by J.D. Power for the third consecutive year in Certified Assisted Technical Support Program. Named a Winner in the Technology & Services Industry Association® (TSIA) 2023 Innovation in Customer Portals that Improve Digital Customer Experience category. Ranked #1 in the Dresner Advisory Services 2023 Master Data Management Market Study. Named a Champion in the Bloor Research Market Update for Master Data Management 2023 for the third consecutive year. Recognized in Constellation Research ShortListTM for Metadata Management, Data Cataloging and Data Governance for the fourth consecutive year. O Informatica. Proprietary. Informatica#77 Company Updates Restructuring Plan: On November 1, 2023, the Company announced a plan to reduce its workforce by approximately 545 employees, representing 10% of the Company's current global workforce, and to reduce its global real estate footprint (the “November Plan”). The November Plan is intended to further streamline the Company's cost structure as a direct result of its cloud-only, consumption-driven ("CoCd") strategy announced in January 2023. The increased focus and simplicity of the CoCd strategy enables the Company to deliver continued Al-powered product innovation and strong Cloud Subscription ARR growth with a lower expense base and higher operating margins. The Company estimates that it will incur non-recurring charges of approximately $35 million to $45 million in connection with the November Plan, primarily related to cash expenditures for employee transition, notice period and severance payments, employee benefits, real estate-related charges, and other costs. The Company expects that the majority of these charges will be incurred by the end of the first quarter of 2024 and that the implementation of the November Plan will be substantially complete by the end of the third quarter of 2024. The Company estimates the cost savings benefit of these actions to be approximately $84 million on a GAAP basis or approximately $70 million on a non-GAAP basis in fiscal 2024. Potential position eliminations in each country are subject to local law and consultation requirements, which may extend this process beyond the first quarter of 2024 in limited cases. The charges that the Company expects to incur are subject to a number of assumptions, including local law requirements in various jurisdictions, and actual expenses may differ materially from such estimates. ● Ithaca L.P. Update: As disclosed in the Company's Quarterly Report on Form 10-Q for the quarter ended June 30, 2023, Ithaca L.P. (“Ithaca”), a limited partnership affiliated with the funds advised by Permira Advisors LLC, had an obligation to distribute its Class A Common Stock to its limited partners as soon as practicable after October 29, 2023, the two-year anniversary of the closing of the Company's initial public offering. We have been advised that on or about November 3, 2023, Ithaca plans to distribute approximately 8.6 million shares of the Company's Class A Common Stock to four of its limited partners. Following this distribution, approximately 51.4 million shares of Class A Common Stock will continue to be held in Ithaca for approximately one year, unless otherwise sold by Ithaca or distributed to Ithaca's limited partners prior to such time. Permira will continue to retain voting and investment power over the shares held by Ithaca. The Company's Class A Common Stock to be distributed by Ithaca to its limited partners will be available for immediate resale in the public market at the discretion of the applicable limited partner. Share Repurchase Authorization: On October 31, 2023, the Company's Board of Directors (the "Board") approved a new share repurchase authorization which enables the Company to repurchase up to $200 million of its Class A Common Stock through privately-negotiated purchases with individual holders or in the open market. A committee of the Board will determine the timing, amount and terms of any repurchase. Investor Day: On December 5, 2023, the Company will host its 2023 Investor Day in San Francisco at 1:00 p.m. PT. A live webcast and replay will be available on the Company's Investor Relations website. O Informatica. Proprietary. Informatica#88 Product Innovation Led Transformation Journey Mחב Kept Traditional data integration product (PowerCenter) separate Built net new products on a new cloud-native multi-hybrid platform (IDMC) Drove subscription growth by selling net new products on IDMC for next-gen workloads across Analytics, Data Governance & Privacy, and MDM & 360 Applications Next-gen workloads powered by cloud that is growing much faster Migration not part of current growth; future growth continues to be from cloud powered next-gen workloads; migration is a medium-term incremental upside 1 Metric as of Q3 2023 O Informatica. Proprietary. 15% YoY Subscription ARR growth¹ 37% YoY Cloud Subscription ARR growth¹ 60% YoY Cloud Processed Transactions growth on IDMC¹ Informatica#99 Intelligent Data Management Cloud (IDMC) 000 000 DISCOVER & UNDERSTAND Q DATA CATALOG ¯ ETL Developer O Informatica. Proprietary. 可 Data Engineer ACCESS & INTEGRATE DATA INTEGRATION SaaS Apps Sources Citizen Integrator CONNECT & AUTOMATE API & APP INTEGRATION + Intelligent Data Management Cloud DATA CONSUMERS 100 Mainframe CLEANSE & TRUST DATA QUALITY Data Scientist Connectivity Metadata System of Record DATA SOURCES CLAIRE Al-Powered Metadata Intelligence & Automation ooo 000 Applications MASTER & RELATE Databases MDM & 360 APPLICATIONS Data Analyst On-premises Sources + GOVERN & PROTECT GOVERNANCE & PRIVACY loT Business Users Machine Data SHARE & DEMOCRATIZE DATA MARKETPLACE Logs Real-time / Streaming Sources Informatica#10Modern Data Architecture 10 O Informatica. Proprietary Business Users BI & Analytics | Apps ML | Data Science Data Warehouse Data Lake Landing Staging Warehouse Mart Layer Layer Area Layer Ingestion / Replication ELT Data Lakes >> Lakehouse Operational DB Reverse ETL Data Analyst Message Queue Consumer Sources Data Scientist Data Catalog Scanning Data Marketplace & Data Product API Consumption Technical Lineage Metadata Classification Data Discovery Data Consumers Hybrid Data Quality & Observability Profiling Business Rules Verification Alerting Exception Mgmt Monitoring Quality & Observability Analytics Data Governance & Privacy Policies Data Dictionaries Business Glossary Business Lineage Data Processes Collaboration SaaS Data Sources Citizen Integrator Workflows Cloud API & App Integration | Process Automation 360 Data Apps Match, Merge, Survivorship Workflows Data Engineer Multidomain MDM Ingestion / Replication loT CLAIRE | Unified Metadata | Orchestration | Elastic | Secure Reverse ETL Data Warehouses ETL Developer Other Data Tools Machine Data 0 10 1 1 1 1 1 0 1 0 1 1#1111 CLAIRE Copilot Powered by CLAIRE® Automation & Intelligence Automate data cataloging by classifying, labeling and relating datasets A leading healthcare provider saves $1M every month using automated organization and discovery capabilities using Informatica's Data Catalog. Automate data governance by enabling access to safe, relevant and compliant datasets A leading shipping and logistics firm achieved an impressive 95% precision rate in minutes by automating the association of business terms to 970K out of 1.04M, which would otherwise require many months of manual effort. O Informatica. Proprietary. CLAIRE Al-powered Metadata Intelligence & Automation Automate data quality by identifying issues, and recommending, creating and executing rules to fix them Available Today Automate data engineering with Al co-pilot to quickly connect and integrate data 90% of Informatica Cloud Data Integration customers use Next Transformation Recommendation daily for data pipeline development, resulting in over 20% productivity improvement. Automate master data management with Al-based matching of records that refer to same real-world entities A leading non-profit organization streamlined their supporter records from 10 million to 3 million, including 1 million unengaged past supporters, instantly boosting their potential recurring donor base by 50%. Informatica#1212 Introducing CLAIREⓇ GPT Generative Al-powered Data Management O Informatica. Proprietary. Adapt Learn from feedback from users and continuously adapt to generate more accurate and relevant responses Discover Use natural language to find trusted datasets, explore relevance and understand business context CLAIREⓇ Al-powered Metadata Intelligence & Automation In Private Preview Today ? Answer Ask the right questions and get answers to inform your data-driven insights Generate Generate pipelines, recipes, rules, connections glossaries, policies, and datasets from simple text Informatica#1313 Secure and Trusted Cloud Data Management Provider AICPA SOC Soc AICPA SOC 2 Ro HIPAA ART ISO Hatzs Aligned Program cloud CSA security alliance Privacy Shield Framework FR FedRAMP CYBER ESSENTIALS Informatica aws 1 Metric as of Q3 2023 O Informatica. Proprietary. Microsoft Google Cloud salesforce VENDOR A VENDOR B VENDOR C X X X X X X X X X VENDOR D X X X X (X) X (X) VENDOR E VENDOR F (X) (X) (X) (X) X (X) (X) (X) (X) X VENDOR G (X) X X VENDOR H X X MULTI-CLOUD, INDEPENDENT & NEUTRAL aws salesforce workday. Microsc Azure Google Cloud Platform 71T TRANSACTIONS PER MONTH¹ Adobe ORACLE Other snowflake databricks SAP Informatica#1414 Customer Use Cases Cloud-Only IT HORIZONTAL Office of the CDO O Informatica. Proprietary. LOB B Healthcare & Life Sciences VERTICAL Banking & Financial Services Higher Education Insurance State and Local Government ESG SUSTAINABILITY Retail & CPG Informatica#1515 Customer Leadership-Global and Across All Key Verticals AUTO / TRANSPORTATION Ford AVIS NISSAN CD easyJet Audi MAERSK Australian Government Australian Taxation Office STATE ASTON MARTIN FDOT KOMTAS REVENUE OFFICE VICTORIA UNITED STATES AIR FORCE ACADEMY GOVT./ PUBLIC SECTOR / EDU. MITSUBISHI ELECTRIC Changes for the Better SUBARU II.S. Castoms and Burder Primertion H HONDA ADA IOL. Ministerie van Defensie TOYOTA 国家电网公司 STATE GRID CORPORATE OPGRINA Queen's Department for Work & Pensions BANKING / INSURANCE stripe GS MAN 41P Flagstar Bancorp, Inc. WELLS FARGO mastercare M&T Bank Nationwide BNP PARIBAS PayPal JANUS CAPITAL Group Lincoln Financial Grup charles JPMORGAN CHASE & CO. HARBOURVEST Cleveland Clinic Bank of New Zealand H Health & Services RBS SoftBank BNY MELLON HBL (AOR) HEALTHCARE / PHARMA SANOFI Lilly MetLife Santander Anthem. BlueCross BlueShield Goldman Sachs AmerisourceBergen UNITEDHEALTH GROUP Johnson & Johnson Genentech A Member of the Roche Group Pfizer PELOTON Coca-Cola Unilever Hello FRESH DANONE RETAIL amazon TIFFANY & Co. LOWE'S Kroger H-E-B Raytheon EATON TATA STEEL MANUFACTURING stat Sir Clamar Casin ¹ As of Q3 2023 2 Net retention rate is calculated by dividing the aggregate Cloud Subscription ARR in the current period by the prior year period Informatica. Proprietary. P&G adidas D Pects Coffee PACCAR ebmpapst KM PPG MATTEL Y/TC muRata INNOVATOR IN ELECTRONICS Kiewit TECHNOLOGY / SERVICES twitch salesforce Cognizant CISCO genesis amazon xp ENERGY / UTILITIES Bloomberg accenture WESTNETZ enel ENEOS BHP eDF JEA MITSUBISHI CHEMICAL Trust power nationalgrid 118% Cloud Subscription Net Retention Rate ¹,² 85 of Fortune 100¹ 1,978 >$100K Subscription ARR Customers¹ 224 >$1M Subscription ARR Customers¹ ~3,800 Subscription ARR Customers¹#1616 Strategic Hyperscaler and GSI Partnerships ECOSYSTEMS Microsoft KPMG ORACLE snowflake® Google Cloud aws O Informatica. Proprietary. databricks GLOBAL SYSTEM INTEGRATORS accenture Capgemini Cognizant Deloitte. Infosys tcs TATA CONSULTANCY SERVICES LTIMindtree wipro IQ Joint industry-leading cloud innovations and solutions Accelerate cloud modernization with high-impact joint programs Available via Microsoft Azure, Google Cloud, and AWS Marketplaces Dedicated Informatica practice Co-create and co-sell solutions to solve customer needs Combine power of innovation and services Informatica#1717 Q3'23 Industry Recognition ● Analytics ●Total Master Data Management Vendor Ratings Informatica 32 Challenger SAS Civica Precisely Boomi Contentserv Pimcore Pilog Stibo Systems Packaging & Deployment Options Data Integration Viamedici SAP Oracle Syniti IBM Magnitude 16 Prospecta ibi Oracle Informatica Cluedin SAP Champion IBM Semarchy ● RANKED #1 IN 2023 DRESNER ADVISORY SERVICES MDM STUDY Syndigo Master data management Stibo Systems Tamr Profisee Architecture Data Quality / Data Governance / Collaboration Embedded ML/AI Ataccama Ataccama TIBCO Cluedin Magnitude Profisee Viamedici Innovator CHAMPION IN BLOOR RESEARCH MARKET UPDATE FOR MASTER DATA MANAGEMENT 2023 O Informatica. Proprietary. We are proud to be 2023 TSIA STAR Awards Winners 2023 WINNER *tsia STAR Awards WINNER FOR 2023 INNOVATION IN CUSTOMER PORTALS THAT IMPROVE DIGITAL CUSTOMER EXPERIENCE I.D.POWER 2023 CERTIFIED ASSISTED TECHNICAL SUPPORT NAMED "OUTSTANDING CUSTOMER SERVICE EXPERIENCE" Constellation ShortList TOP SOLUTION 2023 NAMED IN CONSTELLATION RESEARCH SHORTLIST METADATA MGT, DATA CATALOGING & DATA GOVERNANCE#18Commitment to Environmental, Social and Governance (ESG) Five Sustainability Pillars Seventeen priority factors for sustainability 18 Investing in Our People Employee Engagement, Health and Wellness Inclusion, Diversity, Equity and Belonging • Labor Practices and Employee Welfare Informatica. Proprietary. Environmental Sustainability • Energy Management • Environmental Management • Greenhouse Gas (GHG) Management Recycling and Waste Management Customers and Community • Digital Inclusion • Date Privacy and Protection . Philanthropy and Volunteerism Business Model Governance and and Innovation Leadership • Business Continuity and Risk Management • Sustainable Solutions • Intellectual Property and Competitive Behavior • Supply Chain Management . Board Independence and Diversity • Business Ethics • Stakeholder Engagement and Government Regulations Informatica#1919 Large and Expanding Addressable Market $31B 2021 TOP-DOWN TAM +16% CAGR O Informatica. Proprietary. $56B 2025 BOTTOMS-UP TAM # Addressable Companies Globally X IDC Worldwide Data Integration and Intelligence Software Forecast, 2021-2025 (June 2021, US #US46382521) IDC Worldwide Business-to-Business Integration Middleware and Managed File Transfer Software Forecast, 2021-2025 (July 2021, #US46382421) IDC Semiannual Software Tracker, 2020H2, May 13, 2021 IDC Worldwide Master Data Management Competitive Software Forecast, 2019-2023 (July 2019, IDC #US45331719) extrapolated by IDC through 2025 IDC Worldwide Data Privacy Management Software Forecast, 2021-2025 (IDC #US47676821) Potential All-Product ARR per Company, Assuming Cloud Migration $44B Informatica#2020 Market Landscape COMPETITION talend IBM snowflake Collibra Informatica. Proprietary. SAP PARTNERSHIPS Microsoft aws Google Cloud ORACLE databricks T salesforce WHY INFORMATICA? HOME-GROWN / MANUAL Multi-cloud, hybrid interoperability Ease of Deployment and Scale ◆ Performance, Reliability and Security POINT SOLUTIONS Comprehensive Platform, Best-of-Breed Products ◆ Strength of Cloud Ecosystem Partnerships Support for Full Breadth of Data Practitioners STACK VENDORS Advanced Al and Machine Learnings Elasticity and Ability to Quickly Scale Services Responsiveness to Evolving Customer Needs & Use Cases CLOUD PARTNERS Independence and Neutrality Strong Partnerships Informatica#2121 Our Competitive Moat ga E Al-embedded, cloud-native data management platform solving multi-hybrid workloads Best -of-breed products catered for Analytics, Data Governance & Privacy, Application Integration and Hyperautomation, and Master Data Management & 360 Application initiatives for Chief Data Officer, Chief Data Architect, Chief Privacy Officer, etc. Vendor neutrality - deep partnerships with key players in data, data infrastructure and BI space -Azure, AWS, GCP, Oracle, Snowflake, Databricks, Tableau, Salesforce 5,000+ global customers with ample land and expand opportunities Barriers to entry to migrate complex PowerCenter integration mappings O Informatica. Proprietary. Informatica#2211 1 11 6 1111 1 111 1 11 0 1 0 22 O Informatica. Proprietary. Financial Highlights Informatica#2323 Q3'23 Financial Highlights Rapid Growth at Scale Significant Expansion with Existing Customers Strong Large Customer Momentum Proven Unit Economics 37% 118% 224 82% YOY CLOUD SUBSCRIPTION ARR GROWTH CLOUD SUBSCRIPTION NET RETENTION RATE CUSTOMERS > $1M SUBSCRIPTION ARR NON-GAAP GROSS MARGIN Note: All figures are as of Q3 2023, and Gross Margin is presented on a non-GAAP basis. Please see the appendix for reconciliations of these non-GAAP financial measures to their nearest GAAP equivalents and for the calculation of certain other financial metrics O Informatica. Proprietary. Informatica#2424 Strong Growth With Increasing Mix Shift to Subscription Revenue Dollars in millions $372 $29 $1 $214 $128 Q3 2022 O Informatica. Proprietary. $399 $28 $4 $238 $128 Quarterly Revenue $365 $25 $214 $125 Q1 2023 Q4 2022 Maintenance Subscription $376 $228 $125 Q2 2023 License Services $409 $323 $262 $124 Q3 2023 Subscription Revenue is 64% of Total Revenues and grew 22% YoY in Q3'23 95% of Total Revenues is recurring in Q3'23 Total Revenues in Q3'23 include ~$5M positive impact from foreign currency exchange rates YoY Informatica#2525 Annual Recurring Revenue (ARR) Business Metrics Year-over-Year Growth Cloud Subscription Annual Recurring Revenue Self-managed Subscription Annual Recurring Revenue Subscription Annual Recurring Revenue Maintenance Annual Recurring Revenue on Perpetual Licenses Total Annual Recurring Revenue In thousands, except percentages O Informatica. Proprietary. Q3 2023 Ś $ 549,507 $ 400,271 527,686 1,077,194 Q3 2022 498,697 536,123 936,394 531,357 1,575,891 $ 1,467,751 37% -2% 15% -6% 7% % of Total ARR 35% 33% 68% 32% Informatica#26Strong ARR Growth at Scale 26 Maintenance $531 Subscription Subscription ARR % Total Total ARR YOY Growth Rate $1,468 $936 Q3 2022 Dollars in millions O Informatica. Proprietary. 64% 14% Total ARR $1,517 $523 $994 Q4 2022 66% 12% $1,533 $513 $1,021 Q1 2023 67% 10% $1,548 $505 $1,042 Q2 2023 67% 8% $1,576 $499 $1,077 Q3 2023 68% 7% Subscription growth rate driven by product portfolio innovation and other commercial initiatives Maintenance declining YoY with migration to cloud emerging as a net new opportunity for subscription Subscription NRR was 106% and Cloud Subscription NRR was 118% as of Q3'23 Total ARR in Q3'23 includes ~$1.4M negative impact from foreign currency exchange rates YOY Informatica#2727 High-Growth Subscription ARR Subscription ARR Subscription ARR YOY Growth $936 Q3 2022 27% Dollars in millions O Informatica. Proprietary. $994 Q4 2022 24% $1,021 Q1 2023 20% $1,042 Q2 2023 16% $1,077 Q3 2023 15% We believe Subscription ARR is a better indicator of business growth Subscription revenue is subject to ASC 606 and subscription mix variances Subscription ARR in Q3'23 includes $1.5M negative impact from foreign currency exchange rates Informatica#28Cloud Subscription ARR Growth at Scale Cloud ARR YOY Growth 28 $400 Q3 2022 39% Dollars in millions Informatica. Proprietary. Cloud Subscription ARR $451 Q4 2022 42% $483 Q1 2023 41% $513 Q2 2023 37% $550 1 Q3 2023 37% Cloud Subscription ARR growth continues with a Q3'23 YOY growth rate of 37% Cloud Subscription ARR growth driven by expanded IDMC offerings such as new workloads and use cases supported by the macro trend of cloud modernization Informatica#2929 Large Customer Momentum Customers > $100K Subscription ARR 1,852 Q3 2022 1,916 Q4 2022 O Informatica. Proprietary. 1,921 Q1 2023 1,940 Q2 2023 7% YOY Growth 1,978 Q3 2023 Customers > $1M Subscription ARR 191 Q3 2022 206 Q4 2022 208 Q1 2023 213 Q2 2023 17% YOY Growth 224 Q3 2023 Informatica#3030 Landing Strategic Customers. $252 Dollars in thousands Q3 2022 Average Subscription ARR per Customer¹ Informatica. Proprietary. $263 1 Subscription ARR represents the portion of ARR only attributable to our subscription contracts Q4 2022 $270 Q1 2023 $275 Q2 2023 13% YOY Growth $284 Q3 2023 Informatica#3131 Customer Expansion through Cloud Offerings 115% Q3 2022 Cloud Subscription Net Retention Rate¹ O Informatica. Proprietary. 117% Q4 2022 118% Q1 2023 1 Cloud Subscription NRR compares the contract value for Cloud Subscription ARR from the same set of customers at the end of a period. 116% Q2 2023 118% Q3 2023 Informatica#3232 Consumption Based Pricing - Informatica Processing Unit (IPU) Customer Use Case IPU Usage Invoicing Pricing Model Cloud Friendly Cloud-native services aligned to customer needs O Informatica. Proprietary. Monthly IPU Customer has predictable and consistent usage patterns Monthly IPU Use-or-lose-it Annual, up-front Volume tier pricing Usage Based Interchangeably use units across eligible IDMC service Flex IPU (Launched February '23) Customer has seasonal or inconsistent usage patterns Annual IPU Use-or-lose-it Annual, up-front Volume tier pricing Comprehensive Use full breadth of services available on the platform Chargebacks Track consumption for departmental chargebacks 60% of Q3'23 cloud new bookings were IPU deals IPUS represented 45% of total Cloud Subscription ARR, an increase of 2 ppts sequentially Elastic Scale up or down to meet business demands Informatica®#3333 Operating Leverage While Investing in Cloud Growth Non-GAAP Operating Expenses as % of Revenue¹ Adjusted uFCF and Non-GAAP Operating Margin as % of Revenue¹, 2 6% 19% 33% Q3 2022 6% 17% 28% Q3 2023 S&M R&D = G&A 23% 21% 31% Q3 2022 24% Q3 2023 -Non-GAAP Operating Margin -Adjusted UFCF Margin Leverage Drivers Economies of scale Larger customer relationships • Net retention on growing subscription base ● ¹Non-GAAP operating expenses and margin excludes the effect of stock-based compensation expense-related charges, amortization of acquired intangibles, and expenses associated with restructuring and acquisitions. Please see appendix for reconciliation to most directly comparable GAAP measure. 2Adjusted unlevered free cash flow (after-tax) is calculated as operating cash flow less purchases of property and equipment, and is adjusted for interest payments, equity compensation payments, restructuring costs, and executive severance. Please see appendix for reconciliation to most directly comparable GAAP measure. Informatica. Proprietary. Informatica#34Cloud Migration Opportunity Over next few years, self- managed likely to start migrating to cloud 34 Dollars in millions Total ARR $1.58B Cloud Subscription $550 Informatica. Proprietary. Self-Managed Subscription $528 Maintenance $499 Q3 2023 Cloud Migration 5.0% Cloud Migration 95.0% Maintenance ARR Q4 2020 to Q3 2023 To date, Cloud and Self- managed subscription growth driven by new products and new workloads Migration of maintenance to Cloud IDMC just beginning (5.0% of installed base) Initial migrations indicate a 2.0x conversion ratio to Cloud ARR Informatica#3535 Consistent High Non-GAAP Gross Profit Margins Despite Mix Shift 80% Q3 2022 Non-GAAP Gross Profit Margin¹ 82% Q4 2022 80% Q1 2023 ¹ Please see appendix for reconciliation to most directly comparable GAAP measure O Informatica. Proprietary. 80% 82% II Q2 2023 Q3 2023 Consistent gross margins despite the continued shift from maintenance to subscription ARR Consistently high despite an increasing mix of cloud versus on-premises Informatica#36Adjusted EBITDA and Adjusted Unlevered FCF as Subscription Transition Nears Completion. 36 Adjusted EBITDA¹ and Adjusted EBITDA Margin 24% $89M Q3 2022 O Informatica. Proprietary. 32% $132M Q3 2023 Adjusted Unlevered FCF 2 and Net Leverage Ratio 3 $77M 2.7x $96M 2.3x Q3'23 Cash paid for interest was ~$38M Q3 2023 Q3 2022 Adjusted uFCF -Net Leverage Ratio ¹Adjusted EBITDA is a non-GAAP financial measure and is calculated as GAAP net loss as adjusted for income tax benefit (expense), interest income, interest expense, loss on debt refinancing, other income (expense), stock-based compensation, amortization of intangibles, equity compensation related payments, restructuring, acquisition and other charges, and depreciation. See appendix for reconciliation to most directly comparable GAAP measure. 2 Adjusted Unlevered free cash (after-tax) is calculated as operating cash flow less purchases of property and equipment, and is adjusted for interest payments, equity compensation payments, restructuring costs, and executive severance. See appendix for reconciliation to most directly comparable GAAP measure. 3 Net leverage ratio is calculated as net debt (gross debt less cash plus short-term investments) divided by Adjusted EBITDA. Informatica#3737 Financial Outlook GAAP Total Revenues Total ARR % Growth YoY at Midpoint Subscription ARR % Growth YoY at Midpoint Cloud Subscription ARR % Change YoY at Midpoint Non-GAAP Operating Income ¹ % Growth YoY at Midpoint 1 Adjusted Unlevered Free Cash Flow (after-tax) ¹ ● ● % Growth YoY at Midpoint ● % Growth YoY at Midpoint Q4 2023 $420 – 440M ~8% ~ $1,098 1,118M ~11% $604-614M ~35% $130 - 150M ~23% Full-Year 2023 $1,570 1,590M ~5% $1,585 1,615M ~5% $1,098 1,118M ~11% - $604-614M For modeling purposes: For the fourth quarter 2023, we expect Adjusted Unlevered Free Cash Flow (after-tax) to be in the range of $114 million to $134 million. For the fourth quarter 2023, we estimate cash paid for interest to be approximately $40 million. For the full-year 2023, we estimate cash paid for interest to be approximately $149 million. For the fourth quarter 2023, we expect basic weighted-average shares outstanding to be approximately 292 million shares and diluted weighted-average shares outstanding to be approximately 297 million shares. For the full-year 2023, we expect basic weighted-average shares outstanding to be approximately 288 million shares and diluted weighted-average shares outstanding to be approximately 293 million shares. ~35% previous $420 - 440M revised $430 - 450M ~25% previous $370 - 390M revised $410 - 430M ~46% 1 Non-GAAP financial measures. A reconciliation of non-GAAP guidance measures to corresponding GAAP guidance measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, expenses that may be incurred in the future. Informatica. Proprietary. Informatica#3838 Financial Outlook The Company is assuming constant FX rates for the year based on the rates at the start of the fiscal 2023 planning period. For reference purposes, the assumed FX rates for our top four currencies in full-year 2023 are as follows: Total Revenues Total ARR Subscription ARR Cloud Subscription ARR Currency EUR/$ GBP/$ $/CAD $/JPY Using the foreign exchange rate assumptions noted above, the Company has incorporated the following FX impact into 2023 guidance: O Informatica. Proprietary. Planned Rate 1.07 1.20 1.35 132 Q4 2023 ~$5m positive impact y/y ~$3m negative impact y/y ~$3m negative impact y/y ~$1m negative impact y/y Full-year 2023 ~$1m positive impact y/y ~$10m negative impact y/y ~$7m negative impact y/y ~$3m negative impact y/y Informatica#3911 1 1111 1 111 1 11 0 1 0 39 11 6 O Informatica. Proprietary. Appendix Informatica#40Cloud vs. Self-Managed 2 Year Contract Term Illustrative Example 40 Contract Deal ($000s) Subscription ARR Revenue COGS Gross Profit Gross Margin $ ● 2-Year Cloud ($1M ACV, $2M TCV) Total FY23E 1,000 $1,000 $ 1,000 $ 2,000 200 $ 800 $ 80% FY22E 1,000 $ 1,000 200 $ 800 $ 80% O Informatica. Proprietary. 400 $ 1,600 $ 80% BQ22 1,000 42 8 34 81% $ $ $ $ Deal terms: 2 year contract; $1M annual contract value (ACV); $2M total contract value (TCV) ARR is constant at $1M per year for both Cloud and Self-Managed 2-Year Self-Managed ($1M ACV, $2M TCV) FY22E FY23E Total BQ22 1,000 $ 1,000 $ 1,000 $1,000 1,700 $ 300 $ 2,000 $ 1,412 200 $ 200 $ 400 $ 8 1,500 $ 100 $ 1,600 $ 33% 80% 88% Revenue: Cloud revenue recognition is ratable over the 2 year period, $1M each year Self-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year); for a total of $1.7M in year 1 1,404 99% Booking Quarter Revenue (BQ22): Assumes order is booked on day 75 of the booking quarter Cloud revenue recognition is ratable over the 2 year period, $42K for half a month of revenue Self-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year/12 months/2 = $13K); for a total of $1.4M in the booking quarter COGS is constant at the example rate of 80% Gross Margin each year; Booking Quarter impact estimated as half a month of COGS Informatica#41Cloud vs. Self-Managed 3 Year Contract Term Illustrative Example 41 Contract Deal ($000s) Subscription ARR Revenue COGS Gross Profit Gross Margin ● $ 3-Year Cloud ($1M ACV, $3M TCV) FY23E FY24E Total 1,000 $1,000 $ 1,000 $ 1,000 $ 3,000 $ 200 $ 600 $ 800 $ 2,400 $ 80% 80% FY22E 1,000 $ 1,000 $ 200 $ 800 $ 80% 1,000 $ 200 $ 800 $ 80% Deal terms: 3 year contract; $1M annual contract value (ACV); $3M total contract value (TCV) ARR is constant at $1M per year for both Cloud and Self-Managed O Informatica. Proprietary. BQ22 1,000 42 8 34 81% Booking Quarter Revenue (BQ22): Assumes order is booked on day 75 of the booking quarter Cloud revenue recognition is ratable over the 3 year period, $42K for half a month of revenue $ $ 3-Year Self-Managed ($1M ACV, $3M TCV) FY22E FY23E FY24E Total 1,000 $ 1,000 $ 1,000 $ 1,000 $ 2,200 $ 400 $ 400 $ 3,000 $ 200 $ 200 $ 200 $ 600 $ 2,000 $ 200 $ 2,400 $ 80% 200 $ 91% 50% 50% Revenue: Cloud revenue recognition is ratable over the 3 year period, $1M each year Self-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being recognized ratably over the 3 years ($3M x 40% = $1.2M/3 years = $0.4M per year); for a total of $2.2M in year 1 BQ22 1,000 1,817 8 1,809 99% Self-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being recognized ratably over the 3 years ($3M x 40% = $1.2M/3 years/12 months/2 = $17K); for a total of $1.8M in the booking quarter COGS is constant at the example rate of 80% Gross Margin each year; Booking Quarter impact estimated as half a month of COGS Informatica#4242 GAAP to Non-GAAP Reconciliations (in thousands) GAAP net income (loss) Stock-based compensation Amortization of intangibles Equity compensation Restructuring Acquisition costs Executive severance Income tax effect Non-GAAP net income O Informatica. Proprietary. Three Months Ended September 30, 2022 2023 $ 79,276 56,508 37,494 407 1,584 (94,653) $ 80,616 $ (15,602) 34,155 46,934 19 -- -- 33 (12,932) $ 52,607 Nine Months Ended September 30, 2023 2022 $ (189,544) $ (49,294) 162,058 97,988 111,896 142,127 147 28,131 1,584 59,269 $ 173,394 -- 99 (35,662) $ 155,405 Informatica#4343 GAAP to Non-GAAP Reconciliations (in thousands) GAAP income (loss) from operations Stock-based compensation Amortization of intangibles Equity compensation Restructuring Acquisition costs Non-GAAP income from operations Non-GAAP operating margin (% of total revenue) O Informatica. Proprietary. Three Months Ended September 30, 2022 2023 $ 32,064 56,508 37,494 407 1,584 $ 128,057 31% $ 2,589 34,155 46,934 19 == $ 83,697 23% Nine Months Ended September 30, 2023 $ (3,269) 162,058 111,896 28,131 1,584 $300,400 26% 2022 $ (3,295) 97,988 142,127 147 -- $ 236,967 21% Informatica#4444 GAAP to Non-GAAP Reconciliations (in thousands) GAAP gross profit Stock-based compensation Equity compensation Acquisition costs Amortization of acquired technology Non-GAAP gross profit Non-GAAP gross margin (% of total revenue) O Informatica. Proprietary. September 30, 2023 $ 324,722 8,764 —— 162 3,013 $ 336,661 82% June 30, 2023 Three Months Ended March 31, 2023 $ 290,396 8,944 T T 2,889 $ 302,229 80% $ 283,534 7,366 1 ! 2,874 $ 293,774 80% December 31, 2022 $ 312,677 5,699 18 I 8,578 $ 326,972 82% September 30, 2022 $ 284,760 5,247 (2) 8,703 $ 298,708 80% Nine Months Ended September 30, 2023 $ 898,652 25,074 162 8,776 $ 932,664 81% September 30, 2022 $ 848,938 15,064 22 26,776 $ 890,800 81% Informatica#4545 GAAP to Non-GAAP Reconciliations (in thousands) GAAP research and development Stock-based compensation Equity compensation Acquisition costs Non-GAAP research and development % of total revenue O Informatica. Proprietary. Three Months Ended September 30, 2023 $ 85,862 (16,671) (91) $ 69,100 17% 2022 $ 80,403 (10,329) (4) $ 70,070 19% Nine Months Ended September 30, 2023 $ 255,608 (47,003) (91) $ 208,514 18% 2022 $ 239,590 (29,750) (12) $ 209,828 19% Informatica#4646 GAAP to Non-GAAP Reconciliations (in thousands) GAAP sales and marketing Stock-based compensation Equity compensation Acquisition costs Non-GAAP sales and marketing % of total revenue O Informatica. Proprietary. Three Months Ended September 30, 2023 $ 129,997 (16,317) (447) $ 113,233 28% 2022 $ 132,282 (10,500) 9 == $ 121,791 33% Nine Months Ended September 30, 2022 2023 $393,035 (45,854) (447) $ 346,734 30% $ 404,831 (28,072) (14) $ 376,745 34% Informatica#4747 GAAP to Non-GAAP Reconciliations (in thousands) GAAP general and administrative Stock-based compensation Equity compensation Acquisition costs Non-GAAP general and administrative % of total revenue O Informatica. Proprietary. Three Months Ended September 30, 2023 $ 41,911 (14,756) (884) $ 26,271 6% 2022 $ 31,255 (8,079) (26) $ 23,150 6% Nine Months Ended September 30, 2023 $ 122,027 (44,127) (884) $ 77,016 7% 2022 $ 92,461 (25,102) (99) $ 67,260 6% Informatica#4848 Adjusted EBITDA Reconciliation (in thousands) GAAP net income (loss) Income tax expense (benefit) Interest income Interest expense Other income, net Stock-based compensation Amortization of intangibles Equity compensation Restructuring Acquisition costs Depreciation Adjusted EBITDA % of total revenue O Informatica. Proprietary. Three Months Ended September 30, 2023 $ 79,276 (70,573) (10,447) 39,327 (5,519) 56,508 37,494 -- 407 1,584 4,132 $ 132,189 32% 2022 $ (15,602) 2,782 (2,813) 22,185 (3,963) 34,155 46,934 19 5,092 $ 88,789 24% Nine Months Ended September 30, 2023 $(189,544) 111,061 (27,950) 111,844 (8,680) 162,058 111,896 28,131 1,584 12,540 $ 312,940 27% 2022 $ (49,294) 10,757 (4,308) 51,570 (12,020) 97,988 142,127 147 -- 16,286 $ 253,253 23% Trailing Twelve Months ("TTM") Ended September 30, 2023 $ (193,925) 119,782 (32,866) 138,294 (5,656) 199,932 158,594 185 28,131 1,584 17,261 $ 431,316 28% Informatica#4949 Adjusted Unlevered Free Cash Flows (in thousands, except percentages) Total GAAP revenue Net cash provided by operating activities Less: Purchases of property, plant, and equipment Add: Equity compensation payments Add: Executive severance Add: Restructuring costs Adjusted Free Cash Flows (after-tax)* Add: Cash paid for interest Adjusted Unlevered Free Cash Flows (after-tax)* Adjusted Free Cash Flows (after-tax) margin (% of total revenue)* Adjusted Unlevered Free Cash Flows (after-tax) margin (% of total revenue)* Three Months Ended September 30, 2023 2022 $ 408,563 $ 58,718 (1,804) 47 1,144 $ 58,105 38,027 $ 96,132 14% 24% $ 371,951 $ 53,259 (573) 159 182 $ 53,027 23,753 $ 76,780 14% 21% Nine Months Ended September 30, 2023 2022 $ 1,149,982 $ 165,305 (4,919) 168 26,764 $ 187,318 109,089 $ 296,407 16% 26% $ 1,106,337 $ 139,347 (1,573) 504 3,919 575 $ 142,772 54,234 $ 197,006 13% 18% *Includes cash tax payments of $25.3 million and $22.5 million for the three months ended September 30, 2023 and 2022, respectively, and $74.1 million and $73.0 million for the nine months ended September 30, 2023 and 2022, respectively. Informatica O Informatica. Proprietary.#5050 Net Debt Reconciliation (in millions) Dollar Term Loan Less: Cash, cash equivalents, and short-term investments Total net debt O Informatica. Proprietary. September 30, 2023 $ 1,847 (869) $ 978 December 31, 2022 $ 1,861 (716) $ 1,145 Informatica#51O Informatica. Proprietary. Where data & Al come to 100 1 1010 1100 11010 1 011 100 1 111 001100 011 1100 10 11 1 10011 0011 1000 1100 01 10 1100 000011 11100 111 1100 Informatica

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