4.6 • 854 Ratings
🗓️ 15 October 2021
⏱️ 28 minutes
🧾️ Download transcript
We take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it.
The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market.
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking tech. |
0:23.7 | Let's dive in. |
0:27.0 | It's Friday October 15th, and we're talking about Informatica. |
0:30.9 | I'm your host, Ellen Lewis, and I'm joined by Fool Fool com's idealistic ignoramus of unindexed information Brian Feraldi. |
0:37.3 | Brian how's it going? |
0:38.3 | Dylan it is good to be back it's been a couple of weeks since we've been |
0:41.3 | together so it's nice to see your smiling |
0:43.2 | face yet again. It's always good to hang out with your friends you know I mean and |
0:46.6 | we get the benefit of doing it on a show for for listeners every week or almost every |
0:51.0 | week we take some weeks off here and there. We also in a way Brian gets a |
0:54.8 | hang out with our listeners because you know we get ideas for shows from the |
0:58.2 | folks who listen to the show and we got one recently from one of our listeners |
1:02.0 | John and you know sometimes a company comes |
1:05.0 | across our radar you know by way of you know someone we work with or someone that listens to the show |
1:09.0 | and I and I haven't heard much about it and I don't know you know what kind of direction is going to go |
1:12.8 | on for conversation in this case informatic a company I didn't know but company that |
1:17.6 | lends itself to so many interesting conversations about investing this |
1:21.2 | company is involved in data and it is a company that I got first about It since went private and John put it back on our radar because they are now coming back to the public market. |
1:35.9 | So thank you John for the show idea. |
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