As the last pure-play ETL company, Informatica continues to be of interest in integration circles, which always seem to wonder whether this will be the year Informatica is acquired by a bigger vendor. Recently the company issued its fourth-quarter earning results, and, consequently, there have been a few trade press articles ruminating about Informatica's health.
CRN published the more traditional analysis article, reporting that the last quarter was largely positive for Informatica - something of a novelty in and of itself, given recent headlines about layoffs at Microsoft and SAP. Informatica had a 9 percent rise in revenue last quarter when compared to the same 2007 quarter, though the piece also notes profits "remained largely flat, decreasing slightly from US$20.6m to US$19.9m."
The writer also interviewed several analysts, who discussed how new products might impact this year's growth. Overall, I walked away with the feeling Informatica is walking a thin line and could tumble over the buy-out brink at any time. But, honestly, that seems to be the underlying motif in all articles about Informatica for the past two years now. The current economy just adds a layer of credibility to the general sense of impending doom.https://o1.qnsr.com/log/p.gif?;n=203;c=204663295;s=11915;x=7936;f=201904081034270;u=j;z=TIMESTAMP;a=20410779;e=i
If you'd like more details about the company's plans and standing, you should also check out TDWI's recent interview with Adam Wilson, Informatica's senior vice-president of product management and marketing. Obviously, it's a bit more optimistic, but it does take a closer look at the data integration market and how Informatica plans to compete with Oracle, SAP and IBM.