Salesforce adds Informatica to Data 360, MuleSoft fold

Salesforce has acquired Informatica for $8 billion and plans to integrate it with Data 360 and Agentforce to enhance AI workflows. Informatica's data management tools will provide context to AI by managing external data. This integration aims to improve AI accuracy and consistency in customer experience workflows. Salesforce will combine its metadata model with Informatica's Enterprise Data Catalog. The acquisition is expected to retain Informatica's user base and culture, similar to Salesforce's previous acquisition of Tableau.

Informatica Named a Leader in 2025 Gartner® Magic Quadrant™ for Data Integration Tools for 20 Consecutive Years | CRM Stock News

Informatica, part of Salesforce, has been named a Leader in the 2025 Gartner Magic Quadrant for Data Integration Tools for the 20th consecutive year. Gartner highlighted Informatica's completeness of vision for the 12th year. The recognition underscores Informatica's commitment to AI-powered data management solutions, essential for AI initiatives. Gartner predicts AI-enhanced workflows will reduce manual effort by 60% by 2027. Informatica's solutions support data integration, transformation, and governance, enabling effective AI model development.

Salesforce (Minutes): The foundation of technology and sales has been laid, looking forward to the harvest period

The following are the minutes of the FY26Q3 earnings call for $Salesforce(CRM.US) compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article "Salesforce: Is the AI Agent 'Delayed', and Has the SaaS Leader Become a Value Stock?" 1. Review of Core Financial Information Guidance: The company is still expected to reaccelerate revenue growth within the next 12 to 18 months. Net new AOV growth: Net new AOV growth in the second half of FY26 is expected to exceed AOV growth in the second half...

Salesforce: AI Agent 'Delayed', Has the SaaS Leader Become a Value Stock?

The SaaS leader $Salesforce(CRM.US), announced its Q3 FY2026 financial results (ending October 31) after the US stock market closed on December 4. The performance for the quarter was not good, with most key metrics falling short of market expectations. The relatively comforting aspect is that leading indicators (cRPO and new orders) showed a slight improvement on a low base. The highlight is that the company guided for significant growth improvement in the next quarter, mainly due to the consolidation impact of the acquisition of Informatica. Specifically: 1. Overall revenue growth continues to slow down...

Salesforce F3Q26 Quick Interpretation: Overall, Salesforce's financial performance for the quarter was average, with most indicators slightly below market expectations. However, more critical operational metrics such as cRPO and new orders were satisfactory. The more notable aspect was the acceleration in revenue and cRPO growth in the next quarter guidance, boosted by the acquisition of Informatica. Specifically: 1) Total revenue for this quarter increased by 8.6% year-on-year, slowing down by about 1 percentage point compared to the previous quarter, slightly below expectations. Meanwhile, due to the impact of AI investments, the year-on-year increase in gross margin was only 0.3 percentage points, resulting in a gross profit growth rate of only 9%, also slightly below expectations. As total operating expenses grew by 6.8% year-on-year, without significant acceleration, actual spending was slightly below market expectations, partially offsetting the slowdown in growth for the third quarter. Ultimately, operating profit and free cash flow fell short of expectations. The quarterly financial report performance was evidently not good. 2) Partly due to the low base in the same period last year, this quarter's cRPO (+11% yoy) and new order growth rates accelerated quarter-on-quarter, showing a better trend compared to past performance. 3) The bigger highlight is that the company has guided next quarter's revenue growth to increase to 11%~12%, and cRPO growth to 15%. However, it should be noted that the acceleration is almost entirely due to the benefits of consolidating Informatica and favorable exchange rates. 4) The most watched Agentforce-related business also made steady progress this quarter. Agentforce and Data 360 annualized revenue reached 1.4 billion, up from 1.2 billion last quarter, continuing to rise. Among them, Agentforce contributed annualized revenue of over 500 million, a year-on-year increase of 330%, with user numbers also increasing by 70%. $Salesforce(CRM.US)