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Informatica's Shy Mergers And Acquisitions
The 451 Group: Inorganic Growth • Thu, Feb 21
George Soros Bought Informatica Last Quarter
FAF Research • Wed, Dec 12, 2012
Should Investors Disregard Recent Upgrade Of Informatica?
Matt Schilling • Fri, Oct 5, 2012 • 2 Comments
3 Reasons To Buy Informatica, In The Wake Of Tuesday's Upgrades
Matt Schilling • Thu, Sep 6, 2012 • 2 Comments
Earnings Preview: Microsoft, Compuware, Informatica Report Results Thursday
Robert Weinstein • Mon, Oct 17, 2011
Informatica - Largest Independent, Publicly Traded Data Integration Vendor
Jeffrey Keene • Wed, Sep 14, 2011
Drilling Down With Informatica
Ted Stamas • Mon, Mar 21, 2011 • 2 Comments
Informatica Capitalizes on Information Business Growth Potential
Robert Freedland • Mon, Jul 26, 2010 • 2 Comments
Informatica: Cloud Computing's Next Winner?
Invest With An Edge • Thu, Mar 11, 2010 • 2 Comments
Informatica Parlays MDM Bets
The 451 Group: Inorganic Growth • Sun, Feb 14, 2010
Earnings Preview: Informatica Corp.
Theflyonthewall • Thu, Oct 22, 2009 • 1 Comment
Earnings Preview: Informatica Corp.
Theflyonthewall • Wed, Jul 22, 2009
Earnings Preview: Informatica
Theflyonthewall • Tue, Apr 21, 2009
Earnings Preview: Informatica
Theflyonthewall • Thu, Jan 29, 2009
Earnings Preview: Informatica
Theflyonthewall • Thu, Oct 16, 2008
Earnings Preview: Informatica
Theflyonthewall • Wed, Jul 16, 2008
Do Informatica's Exec Severance Upgrades Portend Acquisition?
Eric Savitz • Tue, Feb 5, 2008

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Tech Trends: Reflections From The Road (Part I)
Edward Schneider • Fri, Mar 15 • 12 Comments
5 Stocks Favored By Steve Mandel
Efsinvestment • Fri, Mar 8
Insiders Have Bought These Stocks Recently
Insider Monkey • Tue, Feb 5 • 1 Comment
VIX - Options Volatility Sonar: Tuesday Recap
Erick McKitterick • Tue, Nov 20, 2012 • 2 Comments
Are Cloud Data Stocks Approaching A Downtrend?
Adam Gefvert • Thu, Oct 4, 2012 • 17 Comments
Business Software And Services: 2 To Hire And 3 To Fire
Stocks & Shares • Mon, Oct 1, 2012 • 1 Comment
6 Low-Debt Mid Cap Tech Stocks With Great Earnings Trends
ZetaKap • Wed, Sep 19, 2012
Earnings Preview: TIBCO Software Reports September 20
Vytautas Drumelis • Mon, Sep 17, 2012
Verint: 'Big Data' For A Small Price
Value Hunter • Wed, Sep 12, 2012 • 16 Comments
Valuentum's Outlook For The Market
Brian Nelson • Fri, Jul 20, 2012 • 1 Comment
Accenture's Business Quality Is Solid
Valuentum • Thu, Jul 19, 2012 • 1 Comment
Cramer's Mad Money - Honeywell Busts The Gloom (7/18/12)
SA Editor Miriam Metzinger • Thu, Jul 19, 2012 • 1 Comment
Cash Rich Companies Choosing Stock Repurchases Rather Than Dividend Hikes - Part XXI
The Value Investor • Mon, Jul 9, 2012
Picking Up Intel At A Discount
Bret Jensen • Fri, Jul 6, 2012 • 16 Comments
Earnings Preview: TIBCO Software
Vytautas Drumelis • Fri, Jun 22, 2012
Earnings Preview: Progress Software Corporation
Vytautas Drumelis • Mon, Jun 18, 2012
11 High-Growth Tech Stocks With Strong Sources Of Profitability
Kapitall • Tue, May 22, 2012 • 2 Comments
Splunk Explodes On Big Data Demand -- Who's Next?
Mark Gomes • Fri, Apr 27, 2012 • 4 Comments
10 Technology Stocks To Watch
StockPandit • Tue, Apr 17, 2012 • 1 Comment
4 Leading Stocks Ready For New Highs
Joshua Hayes • Sun, Apr 15, 2012 • 7 Comments

Informatica's CEO Hosts 2013 Analyst Day (Transcript)
Tue, Jun 4
Informatica Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, Apr 25
Informatica Corporation Presents at Barclays Second Annual Big Data Conference, Feb-11-2013 10:40 AM
Mon, Feb 11
Informatica Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Jan 24
Informatica Management Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Oct 25, 2012
Informatica Management Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 26, 2012
Informatica's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Thu, Apr 26, 2012
Informatica's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Thu, Jan 26, 2012
Informatica's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Thu, Oct 20, 2011
Informatica's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Fri, Jul 22, 2011
Informatica's CEO Discusses Q1 2011 Results - Earnings Call Transcript
Fri, Apr 22, 2011
Informatica Corporation CEO Discusses Q4 2010 Results - Earnings Call Transcript
Thu, Jan 27, 2011
Informatica Corporation CEO Discusses Q3 2010 Results - Earnings Call Transcript
Thu, Oct 21, 2010
Informatica Corporation Q2 2010 Earnings Call Transcript
Fri, Jul 23, 2010
Informatica Corp. Q1 2010 Earnings Call Transcript
Thu, Apr 22, 2010
Informatica Q4 2009 Earnings Call Transcript
Thu, Jan 28, 2010
Informatica Corp. Q3 2009 Earnings Call Transcript
Thu, Oct 22, 2009
Informatica Corporation Q2 2009 Earnings Call Transcript
Thu, Jul 23, 2009
Informatica Q1 2009 Earnings Call Transcript
Fri, Apr 24, 2009
Informatica Corporation Q4 2008 Earnings Call Transcript
Thu, Jan 29, 2009

Multi-Media News Release: Informatica World Wraps Up a Week of Techology Innovation and Industry Leadership

GlobeNewswire (Thu, 7:00AM)
Actelion Drives Business Agility With Informatica Cloud

GlobeNewswire (Jun 11, 2013)
Informatica World Attendees Take Time Out to Support Education Programs for at Risk Youth

GlobeNewswire (Jun 6, 2013)
Informatica Announces 2013 Innovation Award Winners

GlobeNewswire (Jun 6, 2013)
Informatica PowerCenter Express Redefines Entry-Level Data Integration

GlobeNewswire (Jun 5, 2013)
Informatica and 10gen Partner to Expand Data Integration for MongoDB

GlobeNewswire (Jun 5, 2013)
Informatica Data Integration Hub Rewrites the Rules for Application Data Integration

GlobeNewswire (Jun 5, 2013)
Informatica MDM 9.6 Powers Universal Master Data Management

GlobeNewswire (Jun 5, 2013)
Informatica Chairman and CEO Sohaib Abbasi Unveils Vibe

GlobeNewswire (Jun 4, 2013)
Industry Leaders, Customers and Partners Support Informatica Vibe - The World's First Embeddable Virtual Data Machine

GlobeNewswire (Jun 4, 2013)
Informatica Vibe(TM) Turns Change Into Competitive Advantage to Unleash Information Potential

GlobeNewswire (Jun 4, 2013)
Informatica Executives Including CEO Sohaib Abbasi Keynote at Informatica World 2013

GlobeNewswire (Jun 3, 2013)
Canon Australia Manages Sales Success With Informatica Cloud

GlobeNewswire (May 30, 2013)
Informatica to Host Financial Analyst Meeting at Informatica World 2013

GlobeNewswire (May 28, 2013)
Federated Co-operatives Limited Puts Informatica at Center of System Modernization and Analytics Initiative

GlobeNewswire (May 20, 2013)
Informatica To Present At Barclays Global Technology, Media and Telecommunications Conference

GlobeNewswire (May 16, 2013)
New Informatica Ultra Messaging SMX Shatters 100 Nanosecond Latency Barrier

GlobeNewswire (May 15, 2013)
Informatica Takes Cloud Integration to New Heights

GlobeNewswire (May 14, 2013)
Leading Researcher Positions Informatica in Leadership Sector of Data Quality Landscape

GlobeNewswire (May 13, 2013)
Informatica To Present At JMP Securities Research Conference

GlobeNewswire (May 8, 2013)

INFA vs. ETF Alternatives

Company Description

Informatica Corporation (“Informatica”) is the leading independent provider of enterprise data integration and data quality software and services. Informatica’s mission is to enable organizations to reduce IT costs and gain a competitive advantage in today’s global information economy by... More

Sector: Technology

Industry: Business Software & Services

Country: United States

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| On the move

Wednesday, June 5, 9:42 AM Deutsche's Nandan Amladi is a busy man this morning. In addition to downgrading VMware to Hold, he's cutting Microsoft (MSFT -1.1%), Intuit (INTU -1%), and RealPage (RP -1.3%) to Hold, and upgrading Informatica (INFA +1.4%) to Buy. Regarding Microsoft, Amladi thinks "the risk/reward is neutral" at a valuation of 8x calendar 2014E EPS (exc. cash). Comment! [Tech]
Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
Tuesday, April 30, 2:20 PM Informatica (INFA -3%), Splunk (SPLK -1.9%), and Qlik (QLIK -3%), 3 names hyped as analytics/big data plays, slump in response to Microstrategy's (MSTR -11.1%) big Q1 miss, which includes a 24% Y/Y drop in produce license revenue. As is its custom, the business intelligence software vendor gives no reason for its miss, nor does it provide guidance or an earnings call. It is, however, happy to note its buyback program ($455M remaining) has been extended to April 2018. Microstrategy's numbers are overshadowing solid results from rival Actuate (BIRT +6.2%); the company posted 16% Y/Y Q1 license rev. growth, compared with nearly flat total rev. growth. Comment! [Tech, On the Move, Earnings]
Friday, April 26, 11:54 AM For the second quarter in a row (previous), Informatica (INFA +5.9%) is jumping post-earnings. In addition to beating Q1 estimates, the data warehousing software firm guided on its earnings call for 2013 revenue of $885M-$925M and EPS of $1.31-$1.46 vs. a consensus of $885.3M and $1.40. Q2 guidance, affected by sales/R&D investments, is for revenue of $215M-$225M and EPS of $0.29-$0.32 vs. a consensus of $212.5M and $0.32. Deferred revenue rose 6% Q/Q in Q1 to $267M. Teradata (TDC +2.9%) is getting a boost from Informatica, and perhaps also Qlik. Comment! [Tech, Earnings, On the Move]
Thursday, April 25, 5:55 PM After-hours top gainers, as of 5:15 p.m.: SYNA +18%. LOGM +15%. QLIK +13%. AMKR +10%. INFA +9%.
After-hours top losers: PKI -14%. ECHO -8%. CDNS -7%. CLGX -7%. MCRS -7%. Comment! [On the Move]
Thursday, April 25, 4:12 PM Informatica (INFA): Q1 EPS of $0.31 in-line. Revenue of $214.3M (+9% Y/Y) beats by $12.13M. Shares +6.5% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
Thursday, April 25, 12:10 AM Notable earnings after Thursday’s close: AEM, ALTR, AMCC, AMKR, AMZN, BIDU, BJRI, BLDR, BMRN, CALX, CAMP, CB, CBG, CENX, CERN, CINF, CLWR, CRUS, CSTR, CTCT, DECK, DLB, ELY, EMN, EXPE, FII, FR, FSL, GERN, IGT, IM, INAP, INFA, KBR, KEG, KLAC, LEG, MCRS, MXIM, N, NR, NTGR, OLN, PFG, PKI, PMCS, QLIK, RMD, RRC, RSG, SBUX, SIMO, SPN, SWKS, SYNA, TCO, THRX, TLAB, UHS, VPRT, VRSN, WRE, WYNN Comment! [Earnings]
Wednesday, April 24, 5:35 PM Notable earnings after Thursday’s close: AEM, ALTR, AMCC, AMKR, AMZN, BIDU, BJRI, BLDR, BMRN, CALX, CAMP, CB, CBG, CENX, CERN, CINF, CLWR, CRUS, CSTR, CTCT, DECK, DLB, ELY, EMN, EXPE, FII, FR, FSL, GERN, IGT, IM, INAP, INFA, KBR, KEG, KLAC, LEG, MCRS, MXIM, N, NR, NTGR, OLN, PFG, PKI, PMCS, QLIK, RMD, RRC, RSG, SBUX, SIMO, SPN, SWKS, SYNA, TCO, THRX, TLAB, UHS, VPRT, VRSN, WRE, WYNN Comment! [Earnings]
Tuesday, April 23, 8:11 AM Informatica (INFA) +1.3% after receiving an upgrade to Neutral from Credit Suisse just two days before its Q1 report arrives. Shares have sold off since mid-March in response to poor earnings and/or guidance from many enterprise software peers (I, II, III) Comment! [Tech]
Friday, April 5, 9:51 AM The bloodletting in enterprise IT and telecom equipment names that followed F5's March quarter warning yesterday afternoon has spread, with some telecom component/chip names now among the companies getting hit hard. This morning's weak NFP report certainly isn't helping matters. JDSU -5%. CVLT -6.1%. EZCH -4.5%. INFA -3.9%. QLIK -3.9%. MLNX -3.6%. CAVM -8.5%. RKUS -5%. FTNT -3.9%. FNSR -6%. Comment! [Tech, On the Move]
Friday, March 22, 11:31 AM "Our issues are primarily execution-related," Tibco (TIBX -15.3%) CEO Vivek Ranadive asserts on his company's FQ1 call. He suggests Tibco has "weak leadership" in the Americas and the U.K., and hints at a restructuring. Shares have been hit with 2 downgrades following a revenue miss and light guidance. An 8% Y/Y sales drop in the critical finance vertical and a decline in $1M+ deals offset 50% growth in telecom. Randadive argues Tibco's ability to process both business transactions and events through its middleware/analytics offerings is a key differentiator. INFA -5.6% (previous). QLIK -3.1%. MSTR -2.2%. 1 Comment [Tech, On the Move, Earnings]
Friday, March 22, 10:20 AM Nomura downgrades Informatica (INFA -3.8%) to Neutral from Buy citing a "less compelling" risk/reward tradeoff. "With [the stock] up 38% over the past six months … we see less incentive to be buyers at this point," analyst Jonathan Hodgkinson said in a note. Comment! [Tech]
Thursday, March 21, 5:58 PM Tibco (TIBX) guides on its FQ1 call for FQ2 revenue of $242M-$252M and EPS of $0.17-$0.19, below a consensus of $264.8M and $0.26. As was the case following its FQ4 warning, the middleware/analytics software vendor suggests execution issues are playing a role in its troubles. Shares -14.7% AH. INFA -2.1%. TDC -1.4%. QLIK -2.1%. Comment! [Tech, On the Move, Earnings]
Thursday, March 21, 11:39 AM Evercore and CLSA have downgraded Oracle (ORCL -8.8%) following its FQ3 miss and light top-line guidance. The numbers have many worried about the impact of cloud apps ... and not just on application software sales. "As customers move to the cloud, you get a lot of the functionality consolidated ... so you need less hardware and less databases and middleware," says Pac Crest. UBS is still bullish: "Historically when they have a miss it’s a great time to buy." Interestingly, cloud rivals are higher - WDAY +1.4%, CRM +0.4%, N +1.2% - even as other peers follow the tech sector lower. IBM -1.6%. INFA -1.6%. RHT -1.1%. (transcript) 4 Comments [Tech, On the Move]
Wednesday, March 6, 10:43 AM Tibco (TIBX +10.6%) soars following an upgrade to Buy from BofA/Merrill. The firm had downgraded Tibco to Neutral in December in response to its FQ4 warning. FQ1 results arrive on March 21. Informatica (INFA +1.6%) and Qlik (QLIK +2.3%) might be rising in sympathy. Comment! [Tech, On the Move]
Friday, February 22, 7:09 PM Informatica (INFA) is helping Workday (WDAY) and NetSuite (N) address one of the main critiques levied at enterprise cloud software firms: that their offerings (unlike traditional end-to-end solutions from the likes of Oracle and SAP) fail to play nice with complementary software. A new integration template from Informatica syncs data between Workday's cloud HR apps and Netsuite's cloud ERP apps in real-time. The announcement comes a week after Informatica unveiled a data connector for Amazon's Redshift service. Comment! [Tech]

Dhierin Bechai
[1/2] SMA cross on weekchart upcoming for: $ALXN, $ASNA, $AVGO, $BXP, $CCJ, $CAJ, $COF, $DVN, $DCM, $EQR, $FTR, $GRPN, $INFA, $INTC, $JBL.
May 19, 7:34 PM
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ltfinger
Today's Potential Downgrades (3/19/13): $DHR, $DIS, $E, $EOG, $ERJ, $ERX, $EXXI, $FRAN, $GCO, $GWRE, $INFA, $JOSB, $KMT, $KSS
Mar 20, 8:51 AM
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ltfinger
Today's New Upgrades (3/13/13): $AXLL, $CI, $EGN, $INFA, $LLL, $NBL, $OSK, $PPG, $PSE, $SQM, $VHC, $VMW, $WAG, $WLP
Mar 13, 10:45 PM
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Ryan Mallory
A Swing Trading Charts to Watch | $INFA $IOC $TIVO http://bit.ly/Skd175
Jan 9, 9:47 AM
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Ryan Mallory
LiveCharts: Market Analysis and Reader Requests | $INFA $KWK $UA $ANN $HHS $FSL $SPY http://bit.ly/X6lyZd
Jan 4, 12:24 PM
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David Jackson
$SAP down despite $ORCL results, while $VMW, $WDAY $SPLK $INFA $JIVE are up. Implications?
12/19/12
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Modernist: $INTC $AMD :: $ORCL $SAP
12/19/12
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David White
We've seen FDX, INFA, CAT, and others give bad forecasts. Yet many seem to believe Q3 EPS & revs will be great????
10/5/12
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David White
INFA down almost 25% today on early Q3 earnings warning. Doesn't bode well for the Q3 earnings season, especially for Tech in Europe.
10/4/12
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ZetaKap
6 Low-Debt Mid Cap Tech Stocks With Great Earnings Trends http://bit.ly/R0Nc8m $ANSS $FFIV $INFA $MCRS $NTES $SWI @ZetaKap
9/19/12
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Sunil Shah
INFA down 25% on a 10% rev miss. it has a 25 PE. what happens to CRM when it has even a 1% miss, on its infinite GAAP PE. disc: very short
7/6/12
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LATEST REPLIES

David Jackson
$SAP down despite $ORCL results, while $VMW, $WDAY $SPLK $INFA $JIVE are up. Implications?
12/19/12
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Modernist: $INTC $AMD :: $ORCL $SAP
12/19/12
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OneLongTrade
VMW is likely to get destroyed this earnings season. Heavy Europe exposure (see INFA for what happens) and horrible technicals.
7/6/12
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FortSumter: and taking EMC down along with it.......these will be great buys in the future.
7/6/12
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OneLongTrade: I like EMC, lots of fundamental reasons to own that name, especially when it gets cheap. VMW, not so much. Don't agree with their valuation.
7/6/12
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OneLongTrade
http://seekingalpha.com/n/8mdd INFA's scary guidance crushing cloud names AH, CRM down nearly 2%. Luck's on my side for now.
7/5/12
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DaLatin: 26% and woah
7/5/12
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realornot: 2% is nothing.... wait for 20% !
7/5/12
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INFA Informatica Corporation

INFA

Informatica Corporation