Third Quarter 2021 Earnings Report
Informatica 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
InformaticaView entire presentation