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  "documentTitle": "Informatica | Investor Presentation Deck | 51 slides",
  "authorId": "informatica",
  "authorName": "Informatica",
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  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
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      "text": "Informatica",
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      "text": "Deal terms: 2 year contract; $1M annual contract value (ACV); $2M total contract value (TCV)\nARR is constant at $1M per year for both Cloud and Self-Managed",
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      "text": "Revenue:\nCloud revenue recognition is ratable over the 2 year period, $1M each year\nSelf-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year); for a total of $1.7M in year 1",
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      "text": "COGS is constant at the example rate of 80% Gross Margin each year; Booking Quarter impact estimated as half a month of COGS",
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      "text": "Booking Quarter Revenue (BQ22):\nAssumes order is booked on day 75 of the booking quarter\nCloud revenue recognition is ratable over the 2 year period, $42K for half a month of revenue\nSelf-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year/12 months/2 = $13K); for a total of $1.4M in the booking quarter",
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      "kind": "source-note",
      "text": "© Informatica. Proprietary.",
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      "text": "2-Year Cloud ($1M ACV, $2M TCV)\nFY22E FY23E Total BQ22\nSubscription ARR $1,000 $1,000 $1,000 $1,000\nRevenue $1,000 $1,000 $2,000 $42\nCOGS $200 $200 $400 $8\nGross Profit $800 $800 $1,600 $34\nGross Margin 80% 80% 80% 81%\n2-Year Self-Managed ($1M ACV, $2M TCV)\nFY22E FY23E Total BQ22\n$1,000 $1,000 $1,000 $1,000\n$1,700 $300 $2,000 $1,412\n$200 $200 $400 $8\n$1,500 $100 $1,600 $1,404\n88% 33% 80% 99%",
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      "kind": "title",
      "text": "Cloud vs. Self-Managed 2 Year Contract Term Illustrative Example",
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