Informatica Investor Presentation Deck
4
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
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