Company
Informatica is a data management software company providing cloud-based data integration, governance, and master data management tools, now owned by Salesforce.
Salesforce put about $50 million into Anthropic in 2023 and kept buying in rounds it has not sized. Its ownership share is undisclosed, so the 100-times figure measures one payment.
Reality
Salesforce is reportedly talking to Listen Labs at $2bn, four times the startup's valuation eight months ago and 67 times its $30m of annualised revenue. The seller's refusal of a signed round looks well timed.
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Salesforce put Data 360, Informatica, MuleSoft, Tableau, Agentforce and Guardian under one new control plane on Thursday. The loops that run agents inside its own tools still belong to Mastra and the Claude Agent SDK.
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Listen Labs walked away from a signed $125m round at $1.5bn, which on the numbers leaves its existing holders about 45 per cent better off if the Salesforce talks close. Its smaller rival still carries the richer multiple.
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Anil Chakravarthy takes over on 1 December with a record built on Adobe Experience Platform, Workfront and Semrush, so the case that the board is ranking enterprise plumbing over creative tools rests on that CV rather than on anything it said.
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A 23% one-day move rewarded an EPS figure that doubled while operating income stayed flat, and the arithmetic behind it runs through a $2,613M investment mark-up and 141 million shares retired on borrowed money.
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The close hands an application vendor the catalog, lineage and master data plumbing that agentic AI depends on, which leaves customers whose pipelines terminate outside Salesforce needing a dated roadmap answer from their account team.
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cRPO of $33.5bn, up 14%, is the metric the market trades on. $440m of Informatica revenue now sits inside the subscription line that feeds it. Back out the current portion and the remainder grew about 8%.
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The comparison buyers of AI data-governance tooling get shown is governed metadata against full-context stuffing; this harness also ran it against a cheap keyword filter, four times, under contracts frozen before collection.
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Contracted revenue due in the next twelve months grew 14%, faster than the full book. But the $200 million guidance raise is, arithmetically, the two pending acquisitions.
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A $25 billion accelerated repurchase, funded with new debt, was the biggest capital decision of the quarter. The guidance arithmetic puts second-half organic growth about where the first quarter left it.
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Fourth-quarter revenue grew 12 percent with $399 million of it acquired, and Agentforce ARR reached $800 million. The CFO's actual promise is organic reacceleration in the second half of FY27.
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