{
  "docId": "019de518-bbc5-7552-b19a-f354b2e5b34c",
  "docSlug": "2de2d195dd9c6656a744fbb78161bb7a",
  "documentTitle": "Informatica | Investor Presentation Deck | 79 slides",
  "authorId": "informatica",
  "authorName": "Informatica",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 60,
  "pageCount": 79,
  "prevPage": 59,
  "nextPage": 61,
  "slideType": "comparison_table",
  "function": "compare_peers",
  "density": "overcrowded",
  "nDataPoints": 48,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de518-bbc5-7552-b19a-f354b2e5b34c/60",
  "deckHref": "/decks/019de518-bbc5-7552-b19a-f354b2e5b34c",
  "deckJsonHref": "/decks/019de518-bbc5-7552-b19a-f354b2e5b34c.json",
  "deckAnchorHref": "/decks/019de518-bbc5-7552-b19a-f354b2e5b34c#slide-60",
  "components": [
    {
      "bbox": {
        "h": 0.035,
        "w": 0.12,
        "x": 0.035,
        "y": 0.92
      },
      "kind": "image",
      "text": "Informatica",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79c6ad94-54b2-4c89-ae6b-342667d82fbf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.349,
        "w": 0.92,
        "x": 0.04,
        "y": 0.484
      },
      "kind": "list",
      "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 recognized 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 recognized 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",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cc188a6d-a28d-4af3-ac4d-7ca787578b60",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.017,
        "w": 0.024,
        "x": 0.936,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "60",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7cb35fae-db6f-41e9-b9f4-c722a800c018",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.202,
        "w": 0.759,
        "x": 0.119,
        "y": 0.238
      },
      "kind": "table",
      "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\n2,200 $ 400 $ 400 $ 3,000 $ 1,817\nCOGS $ 200 $ 200 $ 200 $ 600 $ B\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%",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15951fbb-9339-43cb-bfa0-90310ec7527d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.879,
        "x": 0.059,
        "y": 0.06
      },
      "kind": "title",
      "text": "Cloud vs. Self-Managed 3 Year Contract Term Illustrative Example",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6eeaf76a-c060-4827-9848-9c08ac4f7cbe",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Comparison frame",
      "slug": "comparison-frame",
      "agent": null,
      "layer": "slide",
      "matchId": "7179f8e4-e455-44d0-811a-3951332a2c2f",
      "evidence": "Comparison of Cloud vs. Self-Managed 3 Year Contract Term",
      "confidence": 0.7
    },
    {
      "name": "Table data",
      "slug": "table-data",
      "agent": null,
      "layer": "slide",
      "matchId": "09e4562f-26a4-4650-9552-998af4b99235",
      "evidence": "table/data: 3-Year Cloud ($1M ACV, $3M TCV) 3-Year Self-Managed ($1M ACV, $3M TCV)",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}