Informatica | Investor Presentation Deck | 46 slides

Informatica · 2022-04
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
other
Open slide detailBeat · Setup
03
transition
Open slide detailBeat · Setup
04
The slide uses a grid layout to present six distinct business performance indicators.summarize
Open slide detailBeat · Setup
05
show_traction
Open slide detailBeat · Complication
06
Uses the Gartner Magic Quadrant framework (a 2x2 matrix).show_traction
Open slide detailBeat · Complication
07
The slide uses a process-oriented layout to show how product strategy (left) correlates with financial outcomes (right).plan_implementation
Open slide detailBeat · Complication
08
The slide uses a hub-and-spoke diagram to position the company's product as the central integration layer for enterprise data.present_solution
Open slide detailBeat · Complication
09
The slide uses a layered architecture diagram to show the platform stack.present_solution
Open slide detailBeat · Complication
10
The slide uses a flywheel diagram to represent the CLAIRE engine's continuous learning process.present_solution
Open slide detailBeat · Development
11
present_solution
Open slide detailBeat · Development
12
The diagram uses a hub-and-spoke style flow with a central Cloud Data Lake and various integration layers, highlighting Informatica's IDMC platform components.present_solution
Open slide detailBeat · Development
13
The slide uses a visual contrast between a small circle (2015) and a large circle (today) to emphasize scale.show_traction
Open slide detailBeat · Development
14
The slide uses two distinct methodologies for market sizing: top-down (IDC forecast) and bottoms-up (company count x ARR).size_opportunity
Open slide detailBeat · Development
15
compare_peers
Open slide detailBeat · Development
16
The slide is divided into two sections: Ecosystems (hyperscalers/tech partners) and Global System Integrators (consulting firms).establish_context
Open slide detailBeat · Development
17
The slide uses a grid layout to categorize logos by industry and a sidebar for high-level KPIs.show_traction
Open slide detailBeat · Development
18
present_solution
Open slide detailBeat · Development
19
transition
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
20
The slide uses a central column of circular metrics to anchor the key performance indicators.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
21
The chart shows a clear shift towards subscription revenue as the primary driver of growth.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
22
The chart shows a clear trend of subscription revenue increasing as a percentage of total ARR.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
23
Includes a disclaimer regarding ASC 606 accounting standards.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
24
The slide uses an orange arrow overlay to emphasize the upward trend in ARR.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
25
show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
26
The slide includes a footnote defining the calculation method for the Net Retention Rate.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
27
The chart includes an orange trend arrow indicating 19% YOY growth.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
28
The slide uses a stacked bar chart for expense breakdown and a line chart for margin/cash flow trends.show_traction
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
29
The slide illustrates a conversion opportunity from maintenance to cloud, highlighting that only 2% of the base has migrated so far.size_opportunity
Open slide detailBeat · ClimaxLoop · Cost Of Inaction
30
show_traction
Open slide detailBeat · ClimaxLoop · Cost Of Inaction
31
The slide uses a dual-chart layout to show financial health metrics during a business model transition.analyze_data
Open slide detailBeat · ClimaxLoop · Cost Of Inaction
32
Includes non-GAAP financial measures disclaimer.analyze_data
Open slide detailBeat · ClimaxLoop · Cost Of Inaction
33
The slide uses a table structure to show historical trends and future targets for key financial metrics.analyze_data
Open slide detailBeat · Resolution
34
appendix
Open slide detailBeat · Resolution
35
The table compares FY22E, FY23E, Total, and BQ22 (Booking Quarter) metrics for two $2M TCV deals.analyze_data
Open slide detailBeat · Resolution
36
The slide explains the accounting mechanics behind revenue recognition differences for the same $3M TCV deal.compare_peers
Open slide detailBeat · Resolution
37
The table displays financial adjustments including stock-based compensation, amortization, and tax effects.analyze_data
Open slide detailBeat · Resolution
38
The table includes data for three months ended March 31 (2022, 2021) and twelve months ended December 31 (2021, 2020, 2019).analyze_data
Open slide detailBeat · Resolution
39
The table includes adjustments for stock-based compensation, equity compensation, and amortization of acquired technology.analyze_data
Open slide detailBeat · Resolution
40
The table includes adjustments for stock-based compensation, equity compensation, and amortization of acquired technology.analyze_data
Open slide detailBeat · Resolution
41
The slide presents two distinct tables for R&D and S&M expenses, reconciling GAAP figures to Non-GAAP by removing stock-based compensation, equity compensation,analyze_data
Open slide detailBeat · Resolution
42
Includes adjustments for stock-based compensation, equity compensation, restructuring costs, and sponsor-related costs.analyze_data
Open slide detailBeat · Resolution
43
The table includes columns for Three Months Ended March 31 (2022, 2021), Trailing Twelve Months (TTM) Ended March 31, 2022, and Twelve Months Ended December 31 analyze_data
Open slide detailBeat · Resolution
44
The table shows adjustments for CapEx, interest, equity compensation, severance, restructuring, and management fees.analyze_data
Open slide detailBeat · Resolution
45
analyze_data
Open slide detailBeat · Resolution
46
state_next_steps
Open slide detailBeat · Resolution