Salesforce plans to acquire Informatica in an $8 billion deal, saying Informatica's cloud data management capabilities will enhance the agentic artificial intelligence features of Salesforce's customer relationship management platform.
Salesforce (NYSE:CRM) is set to announce its earnings on Wednesday, May 28, 2025. For traders who operate based on events, historical trends around earnings announcements can serve as a significant reference.
Salesforce Inc (NYSE:CRM, ETR:FOO) announced that it has signed a definitive agreement to acquire Informatica (NYSE:INFA), a leader in cloud data management, in an $8 billion all-cash deal aimed at accelerating its artificial intelligence (AI) capabilities. The company will pay $25 per share for Informatica, significantly below the mid-$30s per share price previously discussed in April.
The software giant faces “growing pressure to increase adoption of Agentforce,” its agentic AI offering, according to an analyst. Informatica's data-management platform could help.
Salesforce to acquire software company Informatica in $8 billion deal
The two companies had been close to clinching a deal in 2024.
Salesforce is likely to sustain growth momentum in Q1 amid rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.
Markets will be digesting Trumps new tariff threats, while Dell, Autozone, Macy's, and more report earnings. Plus, economic data on consumers and home prices.
Salesforce (CRM) is scheduled to report fiscal first-quarter results after the closing bell Wednesday, with analysts largely bullish on the cloud software company's stock.
The earnings release from Nvidia NVDA is the true highlight of this week's earnings docket, though there are a few other bellwethers on deck to report results as well, including Costco COST, Salesforce.com CRM, and Ulta Beauty ULTA. We have close to 100 companies reporting results this week, including 14 S&P 500 members.
The two companies had been close to clinching a deal in 2024.
Salesforce Inc (NYSE:CRM, ETR:FOO) is set to deliver first-quarter revenue in line with guidance, but investors should expect limited upside on remaining performance obligations and conservative comments from management, according to analysts at Jefferies. The company will hand down its fiscal Q1 earnings for the three months ending in April on Wednesday, May 28, after markets close.