{ "docId": "019de518-0de1-7487-8755-afefc636bc9d", "docSlug": "ef4f9aad1a6f3cab0c7c8b1289e5d15f", "documentTitle": "Informatica | Results Presentation Deck | 63 slides", "authorId": "informatica", "authorName": "Informatica", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 4, "pageCount": 63, "prevPage": 3, "nextPage": 5, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 10, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de518-0de1-7487-8755-afefc636bc9d/4", "deckHref": "/decks/019de518-0de1-7487-8755-afefc636bc9d", "deckJsonHref": "/decks/019de518-0de1-7487-8755-afefc636bc9d.json", "deckAnchorHref": "/decks/019de518-0de1-7487-8755-afefc636bc9d#slide-4", "components": [ { "bbox": { "h": 0.22, "w": 0.28, "x": 0.65, "y": 0.2 }, "kind": "list", "text": "High Growth, Cloud-Only Strategy\nQ4 2023 Cloud Subscription ARR 3\nQ4 2023 YoY Cloud Subscription ARR Growth", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "47ea80c1-74b2-4bb2-b4dd-a04e379fddd4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.2, "x": 0.38, "y": 0.54 }, "kind": "list", "text": "Customers with $1M+ in\nSubscription ARR\nQ4 2023 YoY Growth", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "67cc28c8-5983-49ce-9373-0936280d87d9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.21, "x": 0.38, "y": 0.2 }, "kind": "list", "text": "High Growth Subscription ARR\nQ4 2023 Subscription ARR2\nQ4 2023 YoY Subscription ARR Growth", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6de11a46-2a24-4d95-ac95-72f11d70b9e5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.28, "x": 0.65, "y": 0.54 }, "kind": "list", "text": "Proven Margins\nand FCF Generation\nQ4 2023 Adjusted Unlevered Free Cash Flow\nMargin (after-tax)6", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "74b53b25-3020-48a3-b46a-d6c78911a0e1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.2, "x": 0.11, "y": 0.54 }, "kind": "list", "text": "Cloud Subscription\nNet Retention Rate\nEnd-user level4\nGlobal Parent level4", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a0095a13-2075-4146-b2ab-21dce6270cce", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.18, "x": 0.11, "y": 0.2 }, "kind": "list", "text": "Growth at Scale\nQ4 2023 Total ARR¹\nQ4 2023 YoY Total ARR Growth", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e578946e-3e22-4d64-b490-3b426dd4123a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.432, "y": 0.36 }, "kind": "metric", "text": "14%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "12a1f705-c409-4b47-a774-2ae167eb9627", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.714, "y": 0.36 }, "kind": "metric", "text": "37%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1c64e8c6-bf1e-4fb3-b66f-2ec062905ea9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.08, "y": 0.64 }, "kind": "metric", "text": "119%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "79cd86bf-25ac-412e-b07e-44933e7c74d4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.198, "y": 0.64 }, "kind": "metric", "text": "125%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "89d410b2-fa60-4274-86fb-951c0dadbfb4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.44, "y": 0.7 }, "kind": "metric", "text": "17%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8d9dd0e2-00c6-4612-9aa9-232ac3296986", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.69, "y": 0.64 }, "kind": "metric", "text": "34.8%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a684d7fd-3aee-4fde-bab8-ea6f45141631", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.684, "y": 0.24 }, "kind": "metric", "text": "$617M", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b971eb4a-b4ad-4b06-ac1c-46c633033fa6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.15, "y": 0.36 }, "kind": "metric", "text": "7%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "bc78393b-712c-4cba-9406-bdcf296e4433", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.402, "y": 0.24 }, "kind": "metric", "text": "$1.13B", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f0291b6d-cf6c-4d61-a309-7ac59c1ae5f6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.44, "y": 0.64 }, "kind": "metric", "text": "240", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f2cb6f78-8009-40de-80c4-92f05beb0c1b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.12, "y": 0.24 }, "kind": "metric", "text": "$1.63B", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fbb7235e-ef34-4dcc-99f5-61c1322ed251", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.91, "x": 0.04, "y": 0.81 }, "kind": "source-note", "text": "1 Annual Recurring Revenue represents the expected annual billing and revenue amounts from all active maintenance and subscription agreements\n2 Subscription ARR represents the portion of ARR only attributable to our subscription contracts\n3 Cloud Subscription ARR represents the portion of ARR that is attributable to our hosted cloud contracts\n4 Cloud Subscription Net Retention Rate compares the contract value for Cloud Subscription ARR from the same set of customers at the end of a period compared to the prior year. We treat divisions, segments or subsidiaries inside companies that contract with us as separate customers\nwhen defining the End-user level. We treat divisions, segments, or subsidiaries of a company as one customer when defining the Global Parent level. Global parent customers are determined using Dun & Bradstreet GDUNS identifiers\n5 Customers that spend more than $1 million in subscription ARR\n6 Adjusted Unlevered free cash flow margin is a non-GAAP financial measure. See appendix for reconciliation to most directly comparable GAAP measure", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a1186d72-e9aa-4157-9abb-d5d5a9d68f24", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.61, "x": 0.039, "y": 0.06 }, "kind": "title", "text": "Informatica at a Glance - Q4'23", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "491c7161-188e-4c7a-9601-45927ffb3557", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "from": 1, "beatId": "3e13a40a-5365-44e8-97b0-548608796001", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "The deck starts with a strong attention-grabbing headline and key metrics", "position": 0, "confidence": 0.8, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }