Subscription growth and Informatica contribution drove revenue
Revenue increased 13% year over year to $11.1B, led by 14% growth in subscription and support revenue to $10.6B; management said the increase was primarily volume-driven from new customers, upgrades, and additional subscriptions rather than pricing. Informatica, acquired in November 2025, contributed approximately $444M of total revenue during the quarter. Source: 10-Q Item 2 MD&A, pp.34-35.