Informatica Maintains Product Innovation Pace, Reports Revenue Growth Amid Pending Acquisition By Salesforce

This week Informatica reported solid second-quarter revenue growth and significant gains in cloud subscriptions and cloud ARR, while in an interview with CRN CEO Amit Walia noted the company’s recent new product innovations in data management and agentic AI.

Informatica is in the process of being acquired by Salesforce in a blockbuster $8 billion deal announced in May. But the developer of data management and AI technology isn’t hitting the pause button while the acquisition process proceeds.

This week Informatica released financial results for its second quarter ended June 30 in which the Redwood City, Calif.-based company reported strong growth in cloud subscription revenue and cloud annual recurring revenue (ARR) and solid revenue gains.

That closely follows the debut of the summer 2025 release of the company’s flagship Intelligent Data Management Cloud (IDMC) platform on July 31 and a number of breakthrough AI agent technology announcements in May.

[Related: Salesforce CEO Says $8B Informatica Buy Will Create ‘Most Complete’ AI Data Platform In The Industry]

CEO Amit Walia said preparations for the acquisition continue and appear to be on track for the acquisition to be completed sometime early in Salesforce’s fiscal 2027, which begins Feb. 1, 2026.

“So far, I’ve seen nothing but tremendous excitement, [that] is what customers and partners are telling us,” Walia said in an interview with CRN this week. “I have talked personally to many of our customers and our partners, and I think everybody totally gets the rationale of the acquisition because it’s great for our customers, great for our employees, great for our partners, and people seem excited about it.”

While companies sometimes experience slowdowns amid the uncertainties that acquisitions-in-progress can create, Informatica has not seen any signs of slackening demand for its IDMC and related products and services. Walia pointed to several metrics from the second quarter that came in at the high end of the company’s guidance.

Since the acquisition announcement publicly traded Informatica is no longer providing guidance on future financials nor doing earnings calls.

In the second quarter cloud subscription revenue came in at $210 million, up 30 percent from the same period one year earlier. Walia said that puts Informatica on track to meet its goal of generating $1 billion in total cloud revenue for all of 2025.

Cloud annual recurring revenue was $901 million, up 28 percent from $703 million in the second quarter of 2024 and above the company’s earlier guidance of 25 percent growth. Total revenue for the quarter was $407 million, up 1.7 percent year over year, while total ARR was $1.72 billion, up 3.1 percent from one year earlier.

Walia also pointed to several other statistics from the quarter, including the $359,000 average cloud subscription ARR per customer (up 20 percent year over year) and the 128 trillion-plus cloud transactions per month processed by the company—up 33 percent from the second quarter of 2024.

Walia emphasized that while Informatica and Salesforce are taking the needed steps to complete the acquisition, neither is pausing its business in any way.

“Right now, we are basically two independent companies, and we are running our businesses as usual. Our goal is to continue to delight our customers, continue to drive our innovation,” the CEO said.

The two companies are operating as partners in the field, as they did before the acquisition deal, and share some of the same customers. “But other than that, right now our goal is to make sure that we focus on executing our business,” Walia said.

Salesforce is going big on agentic AI and knows that requires a foundation of trusted data. That’s a key driver behind its pending acquisition of Informatica, a leading developer of data integration, data catalog, master data management, and data quality and governance software.

Salesforce and Informatica announced plans to link Informatica’s IDMC platform with Salesforce Agentforce, utilizing Informatica’s master data management (MDM) software and other technologies to integrate customer data from enterprise systems to ensure data quality and enrich AI agents for sales and service use cases.

But in the interview with CRN, Walia said the Informatica-Salesforce synergies go far beyond the planned IDMC-Agentforce integration.

“If you think about us, we provide [Salesforce] with the whole data management stack, which is critical in the world of GenAI. First of all, [Informatica is] in the world of data management, where quality governance, MDM and integration—all of them—are critical for large enterprise customers,” Walia said.

“Second, that that feeds into Agentforce and drives Agentforce adoption because, ultimately, agents and GenAI are all about good quality data, good governance of data. And, of course, many other things like having a single customer data platform—there are many, many opportunities. So overall there’s tremendous value creation for our customers,” he added.

Informatica, meanwhile, continues to innovate around its core platform and related technologies. The summer 2025 release of the IDMC with new capabilities around master data management (including match analysis and explainability using the company’s CLAIRE AI engine), data integration (expanded connectivity and CLAIRE Copilot for data integration) and data governance (including AI governance inventory and workflows). Many of the new capabilities are geared toward improving access to AI-ready data.

That follows the slew of announcements made at the Informatica World event in May, including the AI Agent Engineering service for linking and managing networks of AI agents, along with the general availability of the CLAIRE Copilot for data integration and application integration tasks. This fall the company will launch a portfolio of autonomous AI agents that incorporate the company’s technology and expertise in such areas as data discovery, data transformation and data quality management.

And Walia emphasized the opportunities all this is creating for Informatica’s partners.

“More and more opportunity,” he said, when asked for his key message for partners. “Look, this is all about growth. We’ve been very clear, we are very partner-led and we cannot grow without the help of our partners. Channel partners play a critical role in that. To me, this is a tremendous opportunity for our channel partners, for the incremental business that will come their way as we grow and scale with Salesforce.”