Third Quarter 2021 Earnings Report

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#1Investor Presentation Third Quarter 2021 Ended September 30, 2021 November 30, 2021 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 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 otherwise. 2 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 this presentation are included under the caption "Risk Factors" and elsewhere in our Form 10-Q that will be filed for the third quarter ended September 30, 2021, and other filings and reports we make with the Securities and Exchange Commission from time to time, including our final prospectus dated October 26, 2021, and filed with the SEC pursuant to Rule 424(b)(4). All forward-looking statements contained herein are based on information available to us as of the date hereof and we do not assume any obligation to update these statements as a result of new information or future events. In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin, unlevered free cash flow, 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#3Business Highlights 3 © Informatica. Proprietary. Informatica#4Informatica at a Glance – Q3'21 Growth at Scale $1.29B Q3 2021 Total ARR¹ 17% Q3 2021 YoY Total ARR Growth High Growth Subscription ARR $736M Q3 2021 Subscription ARR² 36% Q3 2021 YoY Subscription ARR Growth Cloud Differentiation $287M Q3 2021 Cloud ARR 3 44% Q3 2021 YoY Cloud ARR Growth 4 Large, Growing Customer Base $44B TAM Estimate4 Customers with $1M+ in Subscription ARR5 127 44% Q3 2021 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 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 Unlevered free cash flow margin is a non-GAAP financial measure. See appendix for reconciliation to most directly comparable GAAP measure Informatica. Proprietary. Proven Margins and FCF Generation 17% Q3 2021 Unlevered Free Cash Flow Margin (after-tax)6 Informatica#5Q3'21 Business Highlights Product Innovation: Announced on-premises to Cloud Modernization Program with Snowflake that modernizes PowerCenter ETL and ELT Workloads to the Cloud 12X Faster with 90% or greater automated conversion to the Snowflake Data Cloud Introduced Unified Data Governance and Catalog As-A-Service, a new service bringing together data cataloging, data quality, and data governance capabilities on the Informatica Intelligent Data Management Cloud (IDMC) with unified metadata-driven intelligence delivered natively in the cloud Leadership Update: Appointed Elizabeth Rafael to the Board of Directors and chair of the audit committee. Ms. Rafael brings 30 years of executive financial experience in the technology industry LO 5 Informatica. Proprietary. Informatica#66. Q3'21 Business Highlights (continued) Industry Recognition: Named a Leader in the 2021 Gartner® Magic Quadrant for Data Quality SolutionsTM report, making this Informatica's 14th time being named to the Leaders quadrant. Informatica is positioned the highest for ability to execute Named a Leader in the 2021 Gartner® Magic Quadrant for Enterprise Integration Platform as a Service™ report, making this Informatica's eighth year in a row being named to the Leaders quadrant. Informatica is positioned farthest to the right on vision and highest for ability to execute Awarded the 2021 Data Digital Innovation Award by Ventana Research for Informatica's CLAIRE application of AI/ML Recognized as a Leader in GigaOm reports for MDM Radar and Data Governance Solutions Named a Leader in IDC MarketScape Worldwide Product Information Management Applications for Commerce 2021 Vendor Assessment for the 2nd time Recognized for "An Outstanding Customer Service Experience" by J.D. Power in Certified Technology Service & Support Program 2021 Informatica. Proprietary. Informatica#7Best of Breed Products - A Leader in Five GartnerⓇ Magic Quadrant™ Reports Informatica is placed highest in ability to execute in ALL of these Magic Quadrant Reports Enterprise Integration Platform as a Service Figure 1: Magic Quadrant for Enterprise Integration Platform as a Service CHALLENGERS LEADERS Data Quality Solutions Figure 1: Magic Quadrant for Data Quality Solutions CHALLENGERS LEADERS Master Data Management Solutions Figure 1: Magic Quadrant for Master Data Management Solutions CHALLENGERS EL LEADERS Metadata Management Solutions Figure 1: Magic Quadrant for Metadata Management Solutions CHALLENGERS Data Integration Tools Figure 1: Magic Quadrant for Data Integration Tools LEADERS CHALLENGERS LEADERS Informatica Boom Workato Mulesche SAP -Grade Microsoft 1800 Software Toyo- Talend O Celigo-> Hawe Integromit Experian SAS Precisely Talend Innovative Systems Redpoint Ataccama Jeb Sohware AG SnapLogic BM TECO Software Melissa Data Msoft Datactics informatica SAP EM Semachy Profor Rversand Sabo Systems Acaccine Contentar Putto -> Winshumle Vanedici ( PLog- Symis Informatic NCHE PLAYERS COMPLETENESS OF VISION VISIONARES As of September 2021 Gartner, Inc NOCHE PLAYERS COMPLETENESS OF VISION VISIONARIES As of August 2021 Gartner, Inc I NICHE PLAYERS COMPLETENESS OF VISION VISIONARIES As of Sep 2020 Gartner, Inc Source: Gartner (September 2021) Source: Gartner (September 2021) ABILITY TO EXECUTE erwin Cobra Adaptive data world Oracle SAP Alex Solutions Alation Infogie Smartlogic Data Advantage Group ASG Solda Syni Semantic Web Company EM Informatics NICHE PLAYERS VISIONARIES As of November 2020 Gartner, Inc COMPLETENESS OF VISION Source Gartner (November 2020) Precisely Moot Denodo Talend SAS Safe Softwar Adeptio Fran Snaplog Maon MAR CloveCx->> NICHE PLAYERE VISIOHANES COMPLETENESS OF VISION As of June 2021 Source: Gartner (August 2021) Infomatics Gartner, Inc Sep 2021 Eric Thoo, et al., 29 Sep 2021 Sep 2021 Melody Chien, et al., 29 Sep 2021 Jan 2021 Simon Walker, et al., 27 Jan 2021 Nov 2020 Guido De Simoni, et al., 11 Nov 2020 These graphics were published by Gartner, Inc. as part of larger research documents and should be evaluated in the context of the entire document. The Gartner documents are available upon request from Informatica. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER and Magic Quadrant are registered trademarks and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. 7 Informatica. Proprietary. Aug 2021 Ehtisham Zaidi, et al., 25 Aug 2021 Informatica#88 Product Innovation Led Transformation Journey Kept Traditional data integration product (PowerCenter) separate المد 36% YoY Subscription ARR growth1 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 Business 360 85% of Subscription ARR from new products1 44% YoY Cloud ARR growth¹ 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 2021 Informatica. Proprietary. 1% of installed base has migrated to cloud Informatica#9Pioneering A New Layer in the Enterprise Data Stack Application Cloud Salesforce | Oracle | SAP | Adobe | ServiceNow | Coupa | Workday | Apptio INTELLIGENT DATA MANAGEMENT CLOUD (IDMC) Data Cloud Snowflake | Amazon Redshift | Google Big Query' Azure Databricks 9 0000 INFRASTRUCTURE Informatica. Proprietary. Database Cloud Microsoft SQL Azure | MongoDB Oracle | | Amazon Aurora MULTI-HYBRID Analytics Cloud Tableau | ThoughtSpot | Power BI Infrastructure Cloud Azure | Amazon | Google Cloud | Oracle Rackspace DATABASES DATA WAREHOUSE PACKAGED APPS CUSTOM APPS BUSINESS INTELLIGENCE TOOLS#10IDMC - Details of Cloud-Native Platform Intelligent Data Management Cloud Best of Breed Products tr('data [^\s]+)/ Mass('caroA')) extend() $target.dat Intelligence & Automation options) Metadata System of Record 10 Informatica. Proprietary. DATA INTEGRATION API & APP INTEGRATION DATA QUALITY MASTER DATA MANAGEMENT CUSTOMER & BUSINESS 360 DATA CATALOG GOVERNANCE & PRIVACY SaaS CLAIRE Al-Powered Metadata Intelligence & Automation Connectivity Metadata System of Record Self-Managed aws Microsoft Google Cloud A Hybrid Enterprise Cloud Informatica#1111 Automate Anything Al-Powered Intelligence Enterprise Metadata Growth Proactive and Strategic Data Management CLAIRE 11 Petabytes of TM Active Metadata Smarter Recommendations, Greater Automation Informatica. Proprietary. Continuous Scanning of Transactions, Configurations, Decisions Google-like search Amazon-like recommendations Social-graph of data Democratization of data Natural Language Processing to create rules Intelligent and automated match, merge and consolidation Informatica#12Metadata System of Record • Data type Data domain Data structure TECHNICAL BUSINESS Associated business terms • Data quality standards • Data privacy policies · Data usage • Data access • Consumption frequency ш USAGE OPERATIONAL 12 Informatica. Proprietary. SOCIAL · Data likes . Data shares • • ⚫ Utilization • Runtimes • Data comments Performance Informatica#1313 Single Platform - Multiple Customer Journeys Analytics Business 360 Data Governance & Privacy ◆ Cloud data warehouses/lakes ◆ Analytical workloads Operational workloads ◆ Customer experience ◆ Digital supply chain Single view - any entity ◆ Data governance ◆ Data privacy ◆ Data democratization Informatica. Proprietary. Informatica#1414 Next-gen Enterprise Data Architecture Hybrid Stream Processing SaaS Cloud IoT Data Ingestion amazon S3 Landing Zone CLOUD DATA LAKE Data Integration Data Quality Azure Data Lake Storage Gen2 Google Cloud Storage snowflake databricks Data Enrichment Enterprise Zone Storage Elastic Compute - Spark kafka Google Cloud Pub/Sub Data Integration API & Application Integration Data Catalog Governance and Privacy Informatica. Proprietary. CLAIRE: Intelligence and Automation amazon KINESIS Acura Ever Hub Stream Storage Customer & Business 360 MDM Cloud DataWarehouse amazon REDSHIFT Google Q BigQuery Azure snowflake Synapse Analytics Data Science / Al Amazon SageMaker Azure Machine Learning Data Delivery and Marketplace Business User Data Analyst Line of Business Data Engineer Data Scientist Governance Manager IDMC Informatica#15Neutral and Scaling Across the Cloud Ecosystem 0.2 Trillion TRANSACTIONS PER MONTH IN 2015 15 Informatica. Proprietary. salesforce snowflake 10010 0101100 1000110 23+ Trillion TRANSACTIONS PER MONTH TODAY Google Cloud aws Microsoft +ableau TWARE salesforce databricks Informatica#16Large and Expanding Addressable Market $31B 2021 TOP-DOWN TAM 16 Informatica. Proprietary. +16% CAGR $56B 2025 BOTTOMS-UP TAM # Addressable Companies Globally Potential All-Product ARR per Company, Assuming Cloud Migration $44B 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) Informatica#17Market Landscape COMPETITION 'መ talend Collibra 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 IBM. ORACLE SAP PARTNERSHIPS snowflake Microsoft Google Cloud aws salesforce databricks 77 17 Informatica. Proprietary. 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#1818 Strategic Hyperscaler and GSI Partnerships ECOSYSTEMS Strategic relationships with 3 leading cloud snowflake Microsoft hyperscalers - AWS, Microsoft Azure, GCP Google Cloud aws salesforce Snowflake and Azure Data Lake Partner of the Year (2020) +ableau SOFTWARE databricks GLOBAL SYSTEM INTEGRATORS accenture Cognizant KPMG Informatica. Proprietary. Availability on marketplaces Capgemini❤ Deloitte. ◆ Dedicated Informatica practice Co-create and co-sell solutions to solve customer needs Combine power of innovation and services tos TATA CONSULTANCY SERVICES Wipro Informatica#19Customer Leadership - Global and Across all Key Verticals Auto / Transportation M ASTON MARTIN TOYOTA Ford AVIS H HONDA SUBARU Banking / Insurance Retail stripe PayPal =SoftBank PELOTON amazon Group JANUS CAPITAL BNY MELLON MetLife Deutsche Bank Flagstar Bancorp, Inc. RBS charles HBL SCHWAB THE REAL LIFE COMPANY Technology / Services amazon salesforce 116% Subscription Net Retention Rate 1,2 Coca-Cola P&G adidas Unilever twitch Lincoln (AOR) Financial Group Hello FRESH Kroger H-E-B NISSAN WELLS FARGO mastercard Nationwide JPMORGAN CHASE & CO. P Peet's Coffee ... CISCO 84 M&T Bank Bank of New Zealand Goldman Sachs MATTEL DANONE Bloomberg of Fortune 1001 Cognizant TIFFANY & CO. BNP PARIBAS HARBOURVEST Santander LOWE'S accenture Audi MITSUBISHI ELECTRIC Changes for the Better MAERSK easyJet Govt. / Public Sector / Edu. STATE GRID CORPORATION OF CHINA Healthcare / Pharma 国家电网公司 FDOT KOMTAS SANOFI Lilly Australian Government Australian Taxation Office STATE REVENUE OFFICE VICTORIA U.S. Customs and Border Protection AF UNITED STATES Ministerie van Defensie. AIR FORCE ACADEMY Queen's UNIVERSITY Department for Work & Pensions UNITEDHEALTH GROUP Johnson & Johnson Anthem. BlueCross BlueShield Pfizer Genentech A Member of the Roche Group Cleveland Clinic PROVIDENCE Health & Services AmerisourceBergen Manufacturing Zstat Raytheon Your Claimstat Connection EATON PACCAR PPG ebmpapst TATA STEEL Y/TC Yangtze Memory Technologies KM muRata INNOVATOR IN ELECTRONICS Kiewit Energy / Utilities Enel xp genesis enel MITSUBISHI CHEMICAL BHP Trust power HEO ENEOS EDF JEA WESTNETZ nationalgrid 55% of Subscription Customers are Net New¹ 127 >$1M Subscription ARR Customers¹ 5,000+ Customers1 19 1 As of Q3 2021 2 Net retention rate is calculated by dividing the aggregate Subscription ARR in the current period by the prior year period © Informatica. Proprietary. Informatica#20Our Competitive Moat Al embedded, cloud-native data management platform solving multi-hybrid workloads Best of breed products catered for Analytics, Data Governance & Privacy, and Business 360 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 - Snowflake, Azure, AWS, GCP, Databricks, Tableau, Salesforce 5,000+ global customers with ample land and expand opportunities 20 20 Barriers to entry to migrate complex PowerCenter integration mappings Informatica. Proprietary. Informatica#21Financial Highlights 21 21 © Informatica. Proprietary. Informatica#22Initial Public Offering ☐ Completed successful initial public offering of Informatica's Class A common stock with commencement of trading on the New York Stock Exchange on October 27, 2021. The Company issued a total of 33,350,000 shares of Class A common stock at $29.00 per share, inclusive of the greenshoe, for a total of $967.2 million in gross proceeds and $915.7 million of net proceeds. ■ As of September 30, 2021, prior to the completion of its initial public offering, the Company had cash and cash equivalents of $417.0 million. In conjunction with the initial public offering, the Company used $30.2 million of cash from the balance sheet and $915.7 million of net proceeds from the initial public offering to refinance and retire outstanding borrowings under its Term Loan Facilities. ☐ ■ The Company's gross debt was reduced from $2.79 billion prior to the initial public offering to $1.875 billion as of October 29, 2021. Proforma net of cash, cash equivalents, and short-term investments totaling $422 million, pro forma Net Debt Leverage ratio as of September 30, 2021, was 3.6x. 22 22 Informatica. Proprietary. Informatica#23Q3'21 Financial Highlights Rapid Growth 23 23 at Scale 31% YOY SUBSCRIPTION REVENUE GROWTH Significant Expansion 116% SUBSCRIPTION NET REVENUE RETENTION with Existing Customers Strong Large 127 CUSTOMERS > $1M SUBSCRIPTION ARR Customer Momentum Proven Unit 83% Economics NON-GAAP GROSS MARGIN Note:. All figures are as of Q3 FY21 and, are 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 © Informatica. Proprietary. Informatica#2424 Strong Growth With Increasing Mix Shift to Subscription Revenue $1,414 $1,323 $105 Non-recurring $105 $45 Services $63 License $704 Subscription $594 $561 $561 Maintenance Dollars in millions Quarterly Revenue $377 $362 $25 $334 $342 $327 $28 $26 $25 $27 $3 $24 $9 $14 $186 $194 $148 $158 $167 Recurring $141 $140 $142 $141 $138 2020 Q3 2021 Q3 2020 LTM Informatica. Proprietary. Q2 2021 Q4 2020 Q1 2021 Maintenance Subscription License Services Q3 2021 Informatica#25Accelerating ARR Growth at Scale Total ARR $1,240 $1,287 $1,195 $1,160 $1,100 $552 $554 $551 $553 Maintenance $558 Majority of ARR from subscription 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 116% as $607 $643 $686 $736 $541 Subscription Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 of 03 2021 Subscription ARR % Total 49% 52% 54% 55% 57% Total ARR YOY Growth Rate 13% 14% 15% 16% 17% Dollars in millions 25 25 Informatica. Proprietary. Informatica#26High-Growth Subscription ARR Subscription ARR Subscription ARR YOY Growth Dollars in millions 26 26 Informatica. Proprietary. $686 $643 $607 $541 Q3 2020 Q4 2020 Q1 2021 Q2 2021 38% 36% 36% 34% $736 We believe Subscription ARR is a better indicator of business growth Subscription revenue is subject to ASC 606 and subscription mix variances Q3 2021 36% Informatica#27Cloud ARR Growth Accelerating at Scale Cloud ARR Cloud ARR YOY Growth 27 27 $264 $240 $227 $200 Q3 2020 Q4 2020 Q1 2021 Q2 2021 27% 36% 36% 39% Dollars in millions O Informatica. Proprietary. $287 Cloud ARR growth accelerating with a Q3 2021 YoY growth rate of 44% Cloud ARR growth continues to accelerate YoY driven by expanded IDMC offerings and supported by the macro trend of cloud modernization Q3 2021 44% Informatica#2828 Large Customer Momentum Customers > $100K Subscription ARR 1,236 1,498 1,421 1,361 1,577 Customers > $1M Subscription ARR 127 116 109 104 88 Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 Informatica. Proprietary. Informatica#29Consistent Net Retention Rate Subscription Net Retention Rate¹ 29 29 115.7% 115.9% 114.5% 114.7% 112.5% Q3 FY20 Q4 FY20 Q1 FY21 1 Net retention rate is calculated by dividing the contract value for Subscription ARR from the same set of customers at the end of a period compared to the prior year Informatica. Proprietary. Q2 FY21 Q3 FY21 Informatica#3030 Landing Strategic Customers Average Subscription ARR per Customer¹ $198 $193 $183 $167 Q3 FY20 Q4 FY20 1 Subscription ARR represents the portion of ARR only attributable to our subscription contracts Informatica. Proprietary. 25% YOY Growth $208 Q1 FY21 Q2 FY21 Q3 FY21 Informatica#31Operating Leverage While Investing in Growth Non-GAAP Operating Expenses as % of Revenue¹ UFCF and Non-GAAP Operating Margin 28% as % of Revenue 1,2 6% 8% 26% 17% 18% 33% 32% FY20 FY21 YTD S&M R&D G&A FY20 25% 22% FY21 YTD Unlevered Free Cash Flow (uFCF) -Non GAAP Operating Margin Leverage Drivers · Economies of scale Net retention on growing subscription base 31 ¹Non-GAAP operating expenses and margin excludes the effect of stock-based compensation expense-related charges, including employer payroll items on employee stock transactions, amortization of acquired intangibles, expenses associated with acquisitions, and strategic investments 2Unlevered 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, sponsor management fees, legal settlements, restructuring costs, and executive severance. Please see appendix for reconciliation Informatica. Proprietary. Informatica#32Cloud Migration Opportunity Cloud Migration Total ARR $1.29B Over next few years, self- managed likely to start migrating to cloud Cloud $287 Self-Managed Subscription $449 Maintenance $552 1% Cloud Migration 99% Maintenance ARR To date, Cloud and Self- managed subscription growth driven by new products and new workloads Migration of maintenance to Cloud IDMC just beginning (1% of installed base) Initial migrations indicate that maintenance ARR converts to cloud ARR at a 1.8x ratio 32 32 Dollars in millions © Informatica. Proprietary. Q3 2021 Q4 2020 to Q3 2021 Informatica#33Consistent High Non-GAAP Gross Profit Margins Despite Mix Shift Non-GAAP Gross Profit Margin¹ 84% 85% 82% 82% 83% Q3 FY20 Q4 FY20 Q1 FY21 Q2 FY21 Q3 FY21 'See appendix for reconciliation to most directly comparable GAAP measure 33 © Informatica. Proprietary. Consistent gross margins despite the continued shift from maintenance to subscription ARR Increasing despite an increasing mix of cloud versus on-premises Informatica#34Adjusted EBITDA and Unlevered FCF Ramping as Subscription Transition Nears Completion Adjusted EBITDA¹ and EBITDA Margin 30% 27% Unlevered FCF 2 and Net Leverage Ratio $400M FY20 34 Informatica. Proprietary. $276M FY21 YTD 6.2x $339M 3.6x $228M FY20 FY21 YTD UFCF -Net Leverage Ratio 1Adjusted EBITDA is non-GAAP Adjusted EBITDA and is calculated as GAAP operating income/(loss) as adjusted for stock-based compensation, amortization of intangibles, equity compensation related payments, one-time fees related to acquisitions, costs related to discrete payments for legal settlements, restructuring costs and executive severance, one-time impairment on restructured facilities, sponsor-related costs and depreciation. 2 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, sponsor management fees, legal settlements, restructuring costs, and executive severance Informatica#3535 55 Financial Outlook GAAP Total Revenues % Growth Y/Y Subscription ARR % Growth Y/Y Cloud ARR % Growth Y/Y Non-GAAP Operating Income 1 Unlevered Free Cash Flow (after-tax) 1 Q4 2021 $393.5-398.5m ~5% $795.5 800.5m ~31% $314.5 319.5m - ~40% $90.0 - 95.0m Full-Year 2021 - $1,430.8 1,435.8m ~8% $795.5 800.5m - ~31% $314.5 319.5m - ~40% $347.5-352.5m $288.7 298.7m 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#36Long-term Target Model (Non-GAAP) % of Total Revenue / ARR Subscription ARR % Gross Margin Sales and Marketing Research & Development General & Administrative FY2019 FY2020 Long-term 44% 52% >90% 83% 84% 82-84% 36% 33% 24-26% 17% 17% 14-16% 6% 6% ~5% Non-GAAP Operating Income. 24% 28% 36-39% Unlevered Free Cash Flow (after-tax) 14% 26% 30-32% 36 36 Informatica. Proprietary. Informatica#37Appendix 37 © Informatica. Proprietary. Informatica#3838 88 GAAP to Non-GAAP Reconciliations (in thousands) GAAP net income (loss) Stock-based compensation Amortization of intangibles Equity compensation payments Acquisition transaction fees Loss on debt refinancing Restructuring costs and executive severance Sponsor-related costs Income tax expense Non-GAAP net income Informatica. Proprietary. 2021 $ 2,727 4,033 61,450 105 Three Months Ended September 30, 2020 Nine Months Ended September 30, 2021 2020 $ (32,309) $ (33,597) $ (135,127) 2,879 9,918 72,586 184,931 392 (77) 9,527 214,995 17,723 --- 564 128 1,299 589 500 (12,318) 14,982 500 (21,118) 2,288 $ 57,086 $ 39,775 1,500 (24,087) $ 141,004 $ 104,199 2,834 --- 37,400 16,309 1,500 (60,962) Informatica#39GAAP to Non-GAAP Reconciliations (in thousands) GAAP income (loss) from operations Stock-based compensation Amortization of intangibles Equity compensation payments Acquisition transaction fees Restructuring costs and executive severance Sponsor-related costs Non-GAAP income from operations 39 Informatica. Proprietary. 2021 $ 28,657 4,033 61,450 105 Three Months Ended September 30, 2020 2021 Nine Months Ended September 30, 2020 $8,138 $ 61,103 $ (7,630) 2,879 9,918 72,586 184,931 9,527 214,995 392 (77) 17,723 --- 564 128 2,834 --- 14,982 16,309 500 $ 94,745 500 1,500 1,500 $ 100,041 $ 257,503 $ 255,258 Informatica#40GAAP to Non-GAAP Reconciliations (in thousands) Three Months Ended September 30, 2021 June 30, 2021 March 31, 2021 December 31, 2020 September 30, 2020 September 30, 2021 Nine Months Ended September 30, 2020 GAAP gross profit $281,225 $ 262,623 $ 256,284 $293,727 $ 249,547 $ 800,132 $ 711,384 Stock-based 302 241 239 242 271 782 674 compensation Equity compensation Amortization of acquired 11 13 18 20 37 42 2,915 18,353 18,496 18,599 25,269 25,123 55,448 73,189 technology Non-GAAP gross profit $ 299,891 $281,373 $275,140 $319,258 $274,978 $ 856,404 $788,162 40 40 Informatica. Proprietary. Informatica#4141 GAAP to Non-GAAP Reconciliations (in thousands) GAAP research and development Stock-based compensation Equity compensation Non-GAAP research and development GAAP sales and marketing Stock-based compensation Equity compensation Restructuring costs and executive severance Non-GAAP sales and marketing Informatica. Proprietary. (1,791) Year Ended December 31, 2020 $ 230,151 (2,531) (8,291) $219,329 Three Months Ended September 30, Nine Months Ended September 30, 2021 2020 2021 2020 $ 63,079 $ 56,902 $ 186,910 $ 168,772 (1,344) (897) (16) (34) (3,148) (38) (8,282) $ 61,719 $ 55,971 $ 183,724 $ 158,699 Three Months Ended September 30, Nine Months Ended September 30, Year Ended December 31, 2020 2021 2020 2021 2020 $ 116,761 (1,453) (13) $ 102,215 $ 337,699 $ 324,495 $ 451,839 (930) (138) (3,323) 422 (2,223) (3,270) (3,035) (3,720) --- (8,197) $ 115,295 $ 101,147 $ 334,798 $ 319,002 $ 436,887 Informatica#42GAAP to Non-GAAP Reconciliations (in thousands) GAAP general and administrative Stock-based compensation Equity compensation Restructuring costs and executive severance Sponsor-related costs Non-GAAP general and administrative 42 42 Informatica. Proprietary. Three Months Ended September 30, Nine Months Ended September 30, 2020 Year Ended December 31, 2020 2021 2020 2021 $ 29,631 $ 19,283 $ 84,809 $ 66,125 $93,548 (934) (781) (2,665) (4,839) (5,562) (65) (183) (264) (3,255) (3,263) (1,327) (3,544) (500) (500) (1,500) (1,500) (2,000) $ 28,132 $ 17,819 $ 80,380 $ 55,204 $ 79,179 Informatica#4343 Adjusted EBITDA Reconciliation (in thousands) GAAP net income (loss) Income tax expense (benefit) Interest income Interest expense Loss on debt refinancing Other income (expense), net Stock-based compensation Amortization of intangibles Equity compensation payments Acquisition transaction fees Restructuring costs and executive severance Sponsor-related costs Depreciation Adjusted EBITDA Informatica. Proprietary. Three Months Ended September 30, 2021 2020 2021 Nine Months Ended September 30, 2020 $2,727 3,783 $ (32,309) $ (33,597) $ (135,127) (9,899) 15,683 (31,572) (311) (1,254) (845) (1,996) Year Ended December 31, 2020 $ (167,887) (22,321) (2,254) 36,423 37,108 108,606 112,968 149,445 --- 1,299 --- 37,400 37,400 (13,965) 13,193 (28,744) 10,697 26,404 4,033 2,879 9,918 9,527 12,044 61,450 72,586 184,931 214,995 287,767 105 392 (77) 17,723 18,210 --- 564 128 2,834 3,001 --- 14,982 --- 16,309 28,216 500 6,190 500 6,471 1,500 18,700 $ 100,935 $ 106,512 $276,203 1,500 2,000 19,244 27,586 $274,502 $ 399,611 Informatica#44Unlevered Free Cash Flows (in thousands, except percentages) Three Months Ended September 30, 2021 2020 Nine Months Ended September 30, 2021 2020 $327, 243 $ 42,929 (4,783) $1,037,345 $946,571 $ 142,393 $ 89,211 (6,015) 28,399 29,085 84,911 219 867 (9,061) 114,869 25,903 Total GAAP revenue Net cash provided by operating activities Less: Purchase of property, plant, and equipment Add: Cash paid for interest Add: Equity compensation payments Add: Executive severance Add: Restructuring costs Add: Sponsor-management fees Unlevered Free Cash Flows (after-tax) Unlevered Free Cash Flows (after-tax) margin $361,807 $ 37,944 (4,722) 563 500 $ 62,903 17% 44 Informatica. Proprietary. 986 578 111 10,986 3,333 10,986 500 1,500 $ 79,584 $227,686 1,500 $233,408 24 % 22% 25%#45Unlevered Free Cash Flows (in thousands, except percentages) Total GAAP revenue Net cash provided by operating activities Less: Purchase of property, plant, and equipment Add: Cash paid for interest Add: Equity compensation payments Add: Executive severance Add: Legal settlement and restructuring costs Add: Sponsor-management fees Unlevered Free Cash Flows (after-tax) Unlevered Free Cash Flows (after-tax) margin 45 45 Informatica. Proprietary. Year Ended December 30, 2019 $ 1,306,530 $ 3,138 2020 $ 1,323,096 $167,754 (13,835) 143,833 146,601 26,654 39,836 (29,688) 2018 $ 1,228,362 $ 200,252 (27,584) 140,415 --- 13,006 21,870 2,000 2,000 $339,412 $183,757 26% 14% 2,000 $315,083 26%#46Thank you Informatica

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