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Timothy Nolan

Managing Director and Senior Research Analyst at SSR

Timothy Nolan is a Managing Director and Senior Research Analyst at SSR Inc., specializing in equity research within the technology sector, with a particular focus on software, SaaS, and enterprise applications. He covers key companies including ServiceNow (NOW), Workday (WDAY), Snowflake (SNOW), and Palantir (PLTR), boasting a strong performance track record with a 68% success rate on stock ratings and an average return of 22% per recommendation according to TipRanks, where he ranks in the top 5% of analysts covering tech stocks. Nolan joined SSR in 2020 after spending over a decade at firms like William Blair & Company and Needham & Company, where he honed his expertise in software analysis starting from his early career in the mid-2000s. He holds Series 7, 63, and 86/87 FINRA licenses, underscoring his professional credentials in securities research and trading.

Timothy Nolan's questions to LiveRamp Holdings (RAMP) leadership

Question · Q3 2026

Timothy Nolan asked for assurance regarding AI's potential disruption to the software subscription business model, seeking comments on customer spending health and any observed acceleration in LiveRamp's business. He also inquired about the progress toward commercialization of agentic AI and the Ad Context Protocol (AdCP).

Answer

CEO Scott Howe emphasized LiveRamp's consistent performance and commitment to double-digit growth, positioning AI as an enabler for safe data utilization. He noted that LiveRamp is essential for clients to use their first-party data with AI. He also mentioned that LiveRamp supports industry standards like AdCP, which the IAB is commercializing, as common standards are crucial for widespread AI adoption in marketing. CFO Lauren Dillard confirmed no negative impact on demand, citing strong Q3 sales, consistent conversion rates, and double-digit average deal size growth. Scott Howe estimated about 10% of current activations are already AI-related.

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Question · Q3 2026

Timothy Nolan raised concerns about AI disrupting software subscription business models, seeking assurance on customer spending and potential acceleration in LiveRamp's business due to AI. He also asked for an update on the progress toward commercialization of agentic AI and the Ad Context Protocol (AdCP) made available to organizations like the IAB.

Answer

CEO Scott Howe emphasized LiveRamp's consistent track record of improving revenue and margin, reiterating AI as an enabler for safe AI usage by providing controlled first-party data, which he believes will drive double-digit growth. CFO Lauren Dillard confirmed no negative impact on demand, citing a strong sales quarter with consistent conversion rates and increased average deal size. Scott added that approximately 10% of LiveRamp's activations are already going to AI-enabled partnerships. Regarding standards, Scott stated that common standards like the one given to the IAB or AdCP are crucial for widespread AI adoption, and LiveRamp supports the emergence of any such standard.

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