Informatica
Informatica added $456 million of revenue in Q2 FY2027 and about 3 points of FY2027 revenue growth.
The numbers
What it is
Informatica is an enterprise data management business (catalog, integration, governance, quality and master data) that Salesforce bought in November 2025. Press coverage put the equity value near $8 billion. Its cloud products now sit inside Salesforce's data stack, and its revenue is reported mainly in Platform, Slack and Other.
Why it matters to the stock. Salesforce borrowed the full $6.0 billion available under the Informatica credit agreements in November 2025. Traders watch whether its revenue contribution holds up once the deal stops adding inorganic growth.
News
Salesforce beats on Agentforce growth and raises FY27 revenue guidance, lifting software peers
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11%, and non-GAAP EPS of $5.90.
Agentforce ARR reaches $1.2 billion in Salesforce's first quarter of fiscal 2027
Salesforce said Agentforce ARR was $1.2 billion in its first quarter of fiscal 2027, up 205% from a year earlier.
Salesforce says Agentforce annual recurring revenue reached $800 million, up 169%
In its fiscal fourth-quarter 2026 report, Salesforce disclosed that Agentforce ARR reached $800 million, up 169% from a year earlier, and that it closed 29,000 Agentforce deals in the quarter.