Salesforce expects $8B Informatica deal to boost operating margin from year two

Salesforce announced on Tuesday its intention to acquire Informatica for approximately $8 billion, aiming to strengthen its foothold in the rapidly expanding artificial intelligence and data management market.

Salesforce CEO Marc Benioff emphasized the strategic value of the acquisition, stating, "Salesforce and Informatica will create the most complete, agent-ready data platform in the industry," highlighting the move as a key step to bolster Salesforce's position in the $150 billion-plus data enterprise market.

The purchase price is set at $25 per share, representing a premium of about 30% over Informatica's closing price on May 22, just before renewed talks surfaced.

Financially, Salesforce expects the acquisition to be accretive to its operating margin starting from the second year after closing. The company plans to fund the transaction through a mix of cash and new debt.

The deal is anticipated to close early in Salesforce's fiscal year 2027, marking a significant investment in data management capabilities that could sharpen its competitive edge in the booming AI market.

This acquisition reflects Salesforce's strategic focus on expanding its data platform offerings to meet growing enterprise demand for AI-driven solutions, positioning the company for long-term growth and enhanced profitability.

Salesforce announced plans to acquire Informatica for about $8 billion, aiming to enhance its AI-driven data management capabilities. The deal, expected to close early fiscal 2027, is projected to boost Salesforce's operating margin starting in the second year post-closing.