Informatica (Nasdaq: INFA ) reported earnings on Jan. 24. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended Dec. 31 (Q4), Informatica beat expectations on revenues and beat expectations on earnings per share.
Compared to the prior-year quarter, revenue increased and GAAP earnings per share dropped significantly.
Margins shrank across the board.
Informatica tallied revenue of $234.7 million. The 26 analysts polled by S&P Capital IQ predicted sales of $217.3 million on the same basis. GAAP reported sales were 3.3% higher than the prior-year quarter's $227.1 million.
Source: S&P Capital IQ. Quarterly periods. Dollar amounts in millions. Non-GAAP figures may vary to maintain comparability with estimates.
EPS came in at $0.41. The 26 earnings estimates compiled by S&P Capital IQ averaged $0.37 per share. GAAP EPS of $0.28 for Q4 were 26% lower than the prior-year quarter's $0.38 per share.
Source: S&P Capital IQ. Quarterly periods. Non-GAAP figures may vary to maintain comparability with estimates.
For the quarter, gross margin was 85.2%, 20 basis points worse than the prior-year quarter. Operating margin was 19.2%, 660 basis points worse than the prior-year quarter. Net margin was 13.2%, 550 basis points worse than the prior-year quarter.
Next quarter's average estimate for revenue is $197.3 million. On the bottom line, the average EPS estimate is $0.30.
Next year's average estimate for revenue is $866.7 million. The average EPS estimate is $1.42.
The stock has a three-star rating (out of five) at Motley Fool CAPS, with 222 members out of 242 rating the stock outperform, and 20 members rating it underperform. Among 75 CAPS All-Star picks (recommendations by the highest-ranked CAPS members), 73 give Informatica a green thumbs-up, and two give it a red thumbs-down.
Of Wall Street recommendations tracked by S&P Capital IQ, the average opinion on Informatica is outperform, with an average price target of $31.36.
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