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Informatica Management Discusses Q2 2012 Results - Earnings Call Transcript

Informatica (INFA)

Q2 2012 Earnings Call

July 26, 2012 5:00 pm ET


Stephanie Wakefield - Vice President of Investor Relations

Sohaib Abbasi - Chairman, Chief Executive Officer and President

Earl E. Fry - Chief Financial Officer, Chief Administration Officer, Principal Accounting Officer, Executive Vice President of Global Customer Support and Secretary


Brent Thill - UBS Investment Bank, Research Division

Mark R. Murphy - Piper Jaffray Companies, Research Division

Raimo Lenschow - Barclays Capital, Research Division

Edward Maguire - Credit Agricole Securities (USA) Inc., Research Division

Tom Roderick - Stifel, Nicolaus & Co., Inc., Research Division

Michael Turits - Raymond James & Associates, Inc., Research Division

Nathan Schneiderman - Roth Capital Partners, LLC, Research Division

Stewart Materne - Evercore Partners Inc., Research Division

Karl Keirstead - BMO Capital Markets U.S.

Michael B. Nemeroff - Crédit Suisse AG, Research Division

Aaron Schwartz - Jefferies & Company, Inc., Research Division

Kash G. Rangan - BofA Merrill Lynch, Research Division

James Derrick Wood - Susquehanna Financial Group, LLLP, Research Division

Shaul Eyal - Oppenheimer & Co. Inc., Research Division



Good afternoon. My name is Christian, and I will be your conference operator today. At this time, I would like to welcome everyone to the Informatica Second Quarter 2012 Earnings Release Conference Call. [Operator Instructions] Thank you. I'll now turn over the call over to our host, Ms. Stephanie Wakefield. Madam, you may begin your conference.

Stephanie Wakefield

Good afternoon, and thank you for joining us today. I'm here with Sohaib Abbasi, our CEO; and Earl Fry, our CFO, to discuss our Q2 2012 results and to talk about our outlook for the business. I'll read the Safe Harbor and then hand it over to Sohaib for his comments. Some of the comments we will make today are forward-looking statements, including statements concerning our projected financial results for future periods, our growth and operational strategies, our key initiatives to address recent operational challenges, our marketing growth opportunities, our ability to scale our business, our technology leadership and product development, our product portfolio and product opportunities, customer adoption of and demand for our products and services, including product upgrades, new releases and new products, the expected use of and benefits of our products and services, the expected benefits from our partnerships and acquisitions, the effective tax rates and income tax provisions, our pipeline conversion rates, our hiring plans, our international and public sector businesses, and our expectations regarding industry trends and macroeconomic developments. All forward-looking statements are based upon current expectations and beliefs. However, actual results could differ materially. There are many reasons why actual results may differ from our current expectations. These forward-looking statements should not be relied upon as representing our views as of any subsequent date, and Informatica undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date that they are made. Please refer to our recent SEC filings, including our quarterly report on Form 10-K and Q for our quarter ended March 31, 2012, for a detailed description of the risk factors that may affect our results. Copies of these documents may be obtained from the SEC or by contacting our Investor Relations Department. During this afternoon's discussion, we will be using GAAP and non-GAAP numbers. Our GAAP results and the reconciliation of the GAAP results to the non-GAAP results are attached in the earnings press release and are also available in the Supplemental Metrics section of our Informatica Investor Relations website. Before I hand it off to Sohaib, I'd like to remind you that this call is being webcast and will also be available for replay at [Operator Instructions] Sohaib?

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