This company has been acquired
Informatica Gestion
Gestion contrôle des critères 4/4
Le PDG Informatica est Amit Walia, nommé en Jan2020, a un mandat de 5.83 ans. La rémunération annuelle totale est $ 8.61M, composée du salaire de 11.6% et des bonus 88.4%, y compris les actions et options de la société. détient directement 0.25% des actions de la société, d'une valeur de $ 18.81M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.3 ans et 5.9 ans.
Informations clés
Amit Walia
Directeur général
US$8.6m
Rémunération totale
| Pourcentage du salaire du PDG | 11.61% |
| Durée du mandat du directeur général | 5.8yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 3.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.9yrs |
Mises à jour récentes de la gestion
Recent updates
Cloud-Only Strategy And AI Capabilities Will Unlock Future Opportunities In Data Management
With Informatica’s consensus analyst price target and key valuation metrics—including the discount rate and future P/E ratio—remaining effectively unchanged, analysts see little revision to fair value, which holds steady at $24.40. What's in the News Completed repurchase of 8,749,000 shares (2.87%) for $203.31 million under the ongoing buyback program, with no additional shares repurchased in the latest tranche.Informatica Continues Transition With Weak Revenue Growth (Downgrade)
Summary Informatica faces revenue growth challenges but has improved its operating cost structure. Despite a growing enterprise data management market, some of INFA's revenue sources continue to decline. Financial trends show improved operating income and gross margins, but revenue growth remains weak, and market valuation multiples have dropped. Management's forward guidance is not encouraging, and I expect low growth to continue. I'm bearish on INFA for the near term, as it will likely need many quarters to return to material organic growth as it continues its transition. Read the full article on Seeking Alpha'The Elephant Scratched Its Pimple': Informatica Shares Tumbled, But The Business Is Fine
Summary Data management company Informatica committed the cardinal Wall Street sin. It slashed revenue guidance. The Street administered its usual form of punishment… It knocked 21.5% off the stock price. In the past, I’ve characterized the Wall Street’s usual guidance game as an obsession with something that’s no more important than a 'pimple on an elephant.' That’s how unimportant the guidance cut is to INFA’s business prospects, only this time, the metaphorical elephant scratched the metaphorical pimple and hence worsened the short-term the situation. Informatica didn’t predict well, but its business is proceeding on plan and the stock, a “Buy” when I first covered it on 11/4/24, is more so now. Read the full article on Seeking AlphaInformatica: High Competition Lowers Growth Potential
Summary Informatica's solutions cater to large enterprises with complex data needs, but high stock-based compensation and slow revenue growth hinder significant revenue per share expansion. Despite a comprehensive strategy and significant opportunities, strong competition from cloud providers limits Informatica's market share potential. Informatica's 2024 performance has been poor, and future returns are expected to be low due to fair valuation and minimal revenue growth. Read the full article on Seeking AlphaAI Needs Data, Data Needs Informatica, So AI Investors Also Need Informatica
Summary AI isn’t designed to produce accurate facts… all of its information must come outside sources. So, data, important enough as it is given increasing needs to track and analyze, becomes even more critical if we expect AI to produce real benefits. It’s important to have, store and move data… but we also need to manage it. Informatica is a big gorilla in data management. Business model transformation is leaving Informatica with uninspiring numbers today, but it’s trending the right way and shaping up to be a big-time data winner. Read the full article on Seeking AlphaInformatica's Growth Slows And Valuation Remains Full
Summary Informatica's revenue growth is slowing, and earnings growth is stalling. The enterprise data management market is expected to grow significantly, but INFA faces stiff competition. Financial metrics show fluctuating earnings, high stock-based compensation, and a modest free cash flow net of SBC. Until INFA completes its cloud transition and reignites growth, I remain neutral on the stock. Read the full article on Seeking Alpha
CLAIRE GPT And Cloud Expansion Drive Growth, Despite Concerns Over Shrinking Profit Margins And Revenue Risks
Launching CLAIRE GPT underscores Informatica's edge in AI-driven data management, promising improved user experiences and operational efficiencies.Is Informatica Stock A Good Buy Ahead Of Its Q2 Results
Summary Informatica's stock has had a volatile year, initially surging on takeover speculation but now down -14% YTD. INFA's upcoming Q2 results, due to be announced on the 30th of July could determine the next course of action for the share price. We cover the major sub-plots surrounding INFA's earnings. INFA is poised to deliver impressive operating leverage through the next 3 years and forward valuations don't necessarily reflect this. Bearish conditions still linger on the charts. Read the full article on Seeking AlphaInformatica: Growth, Cash Flow, Valuation, And M&A Target
Summary Informatica has successfully transformed into a software-as-a-service data management business model. EBITDA margins have doubled to 30% since 2018 on revenue growth of just 5%. Valuation may be clouded by significant goodwill amortization that hides significant cash earnings. Consensus YE24 price target of US$38.5 backs into a 1.5x PEG (cash ESP). I rate it a BUY given low growth expectations, high free cash flow, reasonable valuations, and M&A target status. Read the full article on Seeking AlphaInformatica Inc.: Growth Should Accelerate From Here
Summary Informatica Inc. is recommended as a buy due to expected growth acceleration from cloud revenue and increased penetration of large customers. Recent results show strong performance, with subscription revenue growing 26% and cloud ARR growing 37% year-over-year. As the transition from legacy to cloud reaches an inflection point, INFA is expected to capture more market share and improve margins. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Sep 30 2025 | n/a | n/a | US$10m |
| Jun 30 2025 | n/a | n/a | -US$8m |
| Mar 31 2025 | n/a | n/a | US$2m |
| Dec 31 2024 | US$9m | US$1m | US$10m |
| Sep 30 2024 | n/a | n/a | US$64m |
| Jun 30 2024 | n/a | n/a | US$158m |
| Mar 31 2024 | n/a | n/a | US$405k |
| Dec 31 2023 | US$41m | US$700k | -US$125m |
| Sep 30 2023 | n/a | n/a | -US$194m |
| Jun 30 2023 | n/a | n/a | -US$289m |
| Mar 31 2023 | n/a | n/a | -US$167m |
| Dec 31 2022 | US$32m | US$700k | -US$54m |
| Sep 30 2022 | n/a | n/a | -US$116m |
| Jun 30 2022 | n/a | n/a | -US$97m |
| Mar 31 2022 | n/a | n/a | -US$101m |
| Dec 31 2021 | US$19m | US$684k | -US$100m |
| Sep 30 2021 | n/a | n/a | -US$66m |
| Jun 30 2021 | n/a | n/a | -US$101m |
| Mar 31 2021 | n/a | n/a | -US$118m |
| Dec 31 2020 | US$10m | US$601k | -US$168m |
Rémunération vs marché: La rémunération totale de Amit ($USD 8.61M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.41M ).
Rémunération et revenus: La rémunération de Amit a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Amit Walia (52 yo)
Mr. Amit Walia serves as Independent Director of Box, Inc. since August 18 2022. He has been Chief Executive Officer of Informatica LLC since January 2020 and serves as its Director. Mr. Walia was the Pres...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$8.61m | 0.25% $ 18.8m | |
| Executive VP & CFO | 2.8yrs | US$3.40m | 0.10% $ 7.9m | |
| Executive VP & Chief Revenue Officer | 4.7yrs | US$3.42m | 0.024% $ 1.8m | |
| Executive Vice President & Chief Customer Officer | no data | US$3.42m | 0.037% $ 2.8m | |
| Chief Accounting Officer & Principal Accounting Officer | less than a year | pas de données | 0.014% $ 1.1m | |
| Senior VP & Chief Information Officer | no data | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP & Chief Legal Officer | less than a year | pas de données | pas de données | |
| Executive VP & CMO | 3.8yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | no data | pas de données | pas de données | |
| EVP & Chief Business Officer | no data | pas de données | pas de données | |
| Senior Vice President of Global Partners | no data | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de INFA est considérée comme expérimentée (ancienneté moyenne 3.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 5.8yrs | US$8.61m | 0.25% $ 18.8m | |
| Independent Chairman | 10.3yrs | US$490.00k | 0.35% $ 26.5m | |
| Independent Director | 4.5yrs | US$295.00k | 0.013% $ 964.7k | |
| Independent Director | 6.1yrs | US$292.50k | 0.018% $ 1.4m | |
| Independent Director | 17yrs | US$292.50k | 0.061% $ 4.7m | |
| Independent Director | 5.9yrs | pas de données | pas de données | |
| Independent Director | 1.1yrs | US$468.02k | pas de données | |
| Independent Director | 10.3yrs | pas de données | pas de données | |
| Independent Director | 3.3yrs | pas de données | pas de données | |
| Independent Director | less than a year | pas de données | pas de données |
Conseil d'administration expérimenté: Les membres du conseil d'administration de INFA sont considérés comme expérimentés (ancienneté moyenne 5.9 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2025/11/17 01:36 |
| Cours de l'action en fin de journée | 2025/11/17 00:00 |
| Les revenus | 2025/09/30 |
| Revenus annuels | 2024/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Informatica Inc. est couverte par 9 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Edward Magi | Berenberg |
| Tyler Radke | Citigroup Inc |
| Tyler Radke | Citigroup Inc |