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  "documentTitle": "Informatica | Results Presentation Deck | 63 slides",
  "authorId": "informatica",
  "authorName": "Informatica",
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  "presentationDate": "2024-02-01 00:00:00",
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      "text": "Deal terms: 3 year contract; $1M annual contract value (ACV); $3M total contract value (TCV)\nARR is constant at $1M per year for both Cloud and Self-Managed\nRevenue:\nCloud revenue recognition is ratable over the 3 year period, $1M each year\nSelf-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being\nrecognized ratably over the 3 years ($3M x 40% = $1.2M/3 years = $0.4M per year); for a total of $2.2M in year 1\nBooking Quarter Revenue (BQ22):\nAssumes order is booked on day 75 of the booking quarter\nCloud revenue recognition is ratable over the 3 year period, $42K for half a month of revenue\nSelf-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being\nrecognized ratably over the 3 years ($3M x 40% = $1.2M/3 years/12 months/2 = $17K); for a total of $1.8M in the booking quarter",
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      "text": "3-Year Cloud ($1M ACV, $3M TCV)\n3-Year Self-Managed ($1M ACV, $3M TCV)\nContract Deal ($000s)\nFY22E FY23E FY24E Total BQ22\nFY22E FY23E FY24E Total BQ22\nSubscription ARR $ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000\n$ 1,000 $ 1,000 $ 1,000 $ 1,000 $ 1,000\nRevenue $ 1,000 $ 1,000 $ 1,000 $ 3,000 $ 42\n$ 2,200 $ 400 $ 400 $ 3,000 $ 1,817\nCOGS $ 200 $ 200 $ 200 $ 600 $ 8\n$ 200 $ 200 $ 200 $ 600 $ 8\nGross Profit $ 800 $ 800 $ 800 $ 2,400 $ 34\n$ 2,000 $ 200 $ 200 $ 2,400 $ 1,809\nGross Margin 80% 80% 80% 80% 81%\n91% 50% 50% 80% 99%",
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