What guidance did Informatics provide for revenue, EPS, and ARR for the remainder of FY 2025 and how does it compare to analyst forecasts?

Answer

The Business Wire release you quoted reports Informatica’s (NYSE: INFA) second‑quarter 2025 results and highlights a 28 % year‑over‑year growth in Cloud‑Subscription ARR, but it does not include the company’s forward‑looking guidance for the rest of fiscal 2025 (i.e., the full‑year revenue, earnings‑per‑share (EPS) or ARR targets) nor does it provide any comparison to Wall‑Street analyst expectations.

Below is a concise breakdown of what the release does and does not contain, together with the logical next steps you can take to obtain the missing guidance figures.

How to obtain the missing guidance and analyst forecast data

1. Read the full press release – The complete Business Wire article (or the filing on Informatica’s investor‑relations site) typically includes a “Guidance” section that lists FY 2025 targets for:

   • Revenue (often presented as a range, e.g., $X billion to $Y billion)
   • GAAP/Non‑GAAP EPS (or “adjusted EPS”)
   • ARR (annualized recurring revenue, sometimes broken out by Cloud‑Subscription vs. total)

2. Check the earnings call transcript – Companies usually reiterate guidance during the post‑release conference call. Transcripts posted on platforms such as Seeking Alpha, FactSet, or NASDAQ often capture management’s exact wording and any “take‑away” commentary on how the guidance compares to prior expectations.

3. Consult analyst consensus estimates –

   • Refinitiv/FactSet/ Bloomberg: Look up the “Informatica consensus” view for FY 2025. These services aggregate forecasts from sell‑side analysts and will show the median/mean expectations for revenue, EPS, and ARR.
     
   • S&P Capital IQ or Thomson Reuters I/B/E/S: These databases also provide “forecast vs. actual” tables that can be used to benchmark the company’s guidance against the street.

4. Compare side‑by‑side – Once you have both sets of numbers, you can construct a simple comparison table, e.g.:

1. Interpret the comparison –
   
   • If guidance is **above consensus** → the market may view the outlook as more optimistic, potentially leading to a price rally if the guidance is credible.
     
   • If guidance is **below consensus** → analysts may have already priced in stronger performance; a “miss” could pressure the stock unless management provides compelling qualitative reasons (e.g., macro‑headwinds, product rollout timing).
     
   • If guidance is **in‑line with consensus** → the market reaction will likely hinge on the tone of the management commentary (e.g., confidence in execution, new AI‑driven initiatives, or margin‑improvement plans).

Bottom line

• From the excerpt you provided: No FY 2025 guidance figures (revenue, EPS, ARR) or analyst forecast data are disclosed.
  
• To answer your question fully: You’ll need to retrieve the complete press release or the accompanying earnings‑call transcript, and then pull the latest analyst consensus numbers from a financial data provider (Refinitiv, Bloomberg, FactSet, etc.). Once you have those two data sets, you can directly compare Informatica’s guidance to the Street’s expectations and assess whether the company is forecasting a beat, miss, or meet relative to analyst forecasts.
  

If you locate the full release and can share the specific guidance numbers, I can immediately construct a side‑by‑side comparison and highlight any notable upside or downside relative to analyst expectations.