Informatica (INFA) Plunges 28% on Q3 Earnings Warning by TechStockProspector


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									Robert DeFrancesco’s
October 4, 2012

Informatica (INFA) Plunges 28% on Q3 Earnings Warning
ONE WEEK REMAINING to order the September 2012 issue of Tech-Stock
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*Google & Facebook seek growth in mobile
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*Ciena bets on ramping bandwidth demand
*Electronic Arts pivots for a turnaround
*Akamai Technologies holds a secret growth weapon
*Figuring out a realistic valuation for Yahoo
*Zillow attracts a record number of Web & mobile users
*Cisco Systems battles to stay relevant to investors
*Behind the sharp rebound in Aruba Networks shares
* builds up its new Marketing Cloud
*Why some big investors like Jive Software
*ExactTarget delivers the right message
*Intel trims guidance on weak PC demand
*Fusion-IO offers bullish fiscal 2013 revenue outlook
*Deal Report: The next big enterprise tech IPO

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Informatica (INFA, $23.95) shares today are plummeting more than 28%, hitting a
new 52-week low, after issuing a negative Q3 pre-announcement. This is the
company’s second miss in a row, having pre-announced a Q2 shortfall in July.

Blaming “continued operational challenges” in Europe, Informatica, a provider of
data-integration software, sees Q3 revenue coming in at $189 million to $191
million, below the consensus estimate of $200.7 million, with per-share earnings of
25 cents to 27 cents, vs. the consensus of 34 cents. Informatica sees Q3 license
revenue in a range of $65 million to $67 million.
In the July 2012 issue (TSP #125) of Tech-Stock Prospector, we wrote about the
elevated risk in Informatica shares associated with the “cockroach theory,” which
basically states that one earnings miss is often followed by another.


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Tech-Stock Prospector Managing Editor Rob DeFrancesco has more than 20
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