Earnings summaries and quarterly performance for LiveRamp Holdings.
Executive leadership at LiveRamp Holdings.
Board of directors at LiveRamp Holdings.
Research analysts who have asked questions during LiveRamp Holdings earnings calls.
Jason Kreyer
Craig-Hallum Capital Group LLC
3 questions for RAMP
Also covers: CDLX, CREX, DSP +14 more
Mark Zgutowicz
The Benchmark Company
3 questions for RAMP
Also covers: CART, CRTO, DASH +7 more
Shyam Patil
Susquehanna Financial Group
3 questions for RAMP
Also covers: CHKP, MGNI, MNTN +3 more
Alec Brondolo
Wells Fargo
2 questions for RAMP
Also covers: APP, COMP, CRTO +5 more
Aaron Samuels
Susquehanna Financial Group, LLLP
1 question for RAMP
Also covers: CTV, RPD, ZD
Alex Lavigne
The Benchmark Company, LLC
1 question for RAMP
Also covers: GDDY, GETY
Cal Bartyzal
Craig-Hallum Capital Group LLC
1 question for RAMP
Also covers: CDLX, CREX, DSP +5 more
Clark Wright
D.A. Davidson & Co.
1 question for RAMP
Also covers: AMPL, CXM, MSBI +3 more
Elizabeth Elliott
Morgan Stanley
1 question for RAMP
Also covers: ADSK, AMPL, CXM +8 more
Elizabeth Porter
Morgan Stanley
1 question for RAMP
Also covers: ADSK, AMPL, CXM +12 more
Josh Baer
Morgan Stanley
1 question for RAMP
Also covers: ASAN, BIGC, BOX +16 more
Peter Burkly
Evercore ISI
1 question for RAMP
Also covers: IOT
S. Kirk Materne
Evercore ISI
1 question for RAMP
Also covers: ADBE, AVPT, BLKB +16 more
Recent press releases and 8-K filings for RAMP.
LiveRamp Discusses Strategic Growth Drivers, New Pricing Model, and Infrastructure Migration
RAMP
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- LiveRamp's long-term thesis remains unchanged, with strong conviction in its strategy and market positioning, driven by increased demand in commerce media, CTV, and AI integrations. The company has seen business acceleration, with CRPO growth accelerating to 15% and annualized recurring revenue (ARR) growing 7% year-on-year, up two points from the previous quarter, alongside an improved average sales cycle of 9 months.
- The company is piloting a new pricing model, launched in July, designed to unlock incremental revenue by offering a lower upfront commitment and usage-based options, aiming to expand into the mid-market and facilitate customer growth across its product suite. This model is expected to be rolled out more broadly in fiscal 2027.
- An infrastructure migration to a more modern back end is expected to be completed by fiscal Q4 (March quarter), which is currently causing duplicative cloud hosting costs and a temporary reduction in gross margins to 72% this year. Post-migration, margins are anticipated to return to the mid-70% range, while enhancing platform speed, reliability, and scalability.
- LiveRamp's capital allocation priorities include organic investment for sustained double-digit top-line growth, maintaining flexibility for strategic M&A, and returning the majority of excess free cash flow to shareholders through share repurchases. The company aims to achieve 10%+ revenue growth and 25%+ operating margins in the coming years.
Nov 18, 2025, 8:45 PM
LiveRamp Discusses Strategic Growth Initiatives and Financial Outlook
RAMP
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- LiveRamp maintains its unchanged long-term thesis, seeing increased demand in commerce media, CTV, and AI.
- The company reported accelerated CRPO growth to 15% and ARR growth to 7% year-on-year, with the average sales cycle improving to 9 months.
- A new pricing model, piloting now and rolling out broadly in fiscal 2027, aims to unlock incremental revenue by attracting mid-market customers with a lower upfront fixed commitment.
- An infrastructure migration, expected to complete by fiscal Q4 (March quarter), will normalize cloud hosting costs and allow gross margins to return to the mid-70% range.
- LiveRamp projects continued non-GAAP operating margin expansion, targeting mid-20s and higher over the next couple of years, aligning with a "rule of 40" aspiration (10-15% top-line growth and 25%+ operating margins).
Nov 18, 2025, 8:45 PM
LiveRamp Discusses Strategy, Product Momentum, and Financial Outlook
RAMP
Revenue Acceleration/Inflection
New Projects/Investments
Share Buyback
- LiveRamp's longer-term thesis remains unchanged, with strong conviction in its strategy and market positioning, driven by increased demand in commerce media, CTV, and AI integrations. The company has seen CRPO growth accelerate to 15% and average sales cycles decrease to 9 months.
- The new Cross Media Intelligence product, launched in May, is generating strong demand and is anticipated to be a meaningful driver of revenue in fiscal 2027 by enhancing cross-platform ad measurement.
- A new pricing model, currently in pilot and rolling out in fiscal 2027, aims to unlock incremental revenue by targeting the mid-market with more flexible terms, expected to be neutral or positive for revenue.
- LiveRamp is completing an infrastructure migration by fiscal Q4 (March quarter), which is temporarily impacting gross margins (expected 72% this year vs. historical 75%) due to duplicative costs, but margins are projected to return to the mid-70% range post-migration.
- Despite gross margin headwinds, LiveRamp expects 22-23% non-GAAP operating margin this year, with a clear path to 25%+ and a long-term aspiration to be a Rule of 40 company. Capital allocation priorities include organic investment, strategic M&A, and share repurchases, with $370 million in cash and $160 million in free cash flow expected this year.
Nov 18, 2025, 8:45 PM
LiveRamp Announces Q2 FY26 Financial Results and Provides Q3 & FY26 Outlook
RAMP
Earnings
Guidance Update
- LiveRamp reported Q2 FY26 revenue of $200 million, an 8% year-over-year increase, alongside non-GAAP operating income of $45 million and non-GAAP EPS of $0.55.
- The company's Annual Recurring Revenue (ARR) grew 7% year-over-year to $516 million, with Remaining Performance Obligations (RPO) totaling $652 million.
- LiveRamp maintains a strong financial position, holding $377 million in cash and short-term investments with no gross debt.
- For Q3 FY26, LiveRamp anticipates revenue between $209 million and $213 million, and projects full-year FY26 revenue to range from $804 million to $818 million.
Nov 5, 2025, 9:30 PM
RAMP Reports Strong Q2 2026 Results, Raises Full-Year Revenue Guidance
RAMP
Earnings
Guidance Update
New Projects/Investments
- LiveRamp reported strong Q2 2026 results, with revenue increasing 8% to $200 million and non-GAAP operating income climbing 10% to $45 million. GAAP operating income more than doubled to $21 million.
- Key growth indicators showed positive momentum, including net new ARR of $14 million, the largest organic increase in seven quarters, and an increase of five million-dollar-plus subscription customers to a new high of 132.
- The company updated its FY2026 revenue guidance to $804 million-$818 million, representing 8%-10% growth, and reiterated non-GAAP operating income guidance at $178 million-$182 million, projecting a 22% operating margin.
- Strategic investments are focused on AI product enhancements and a new usage-based pricing model, with positive early feedback on the pricing model pilot. LiveRamp remains confident in achieving its Rule of 40 target by FY2028.
Nov 5, 2025, 9:30 PM
LiveRamp Announces Q2 FY26 Results and Fiscal Year 2026 Guidance
RAMP
Earnings
Guidance Update
Share Buyback
- LiveRamp (RAMP) reported Q2 FY26 total revenue of $200 million, an 8% increase year-over-year, with Non-GAAP diluted earnings per share of $0.55.
- Annualized recurring revenue (ARR) reached $516 million, up 7% compared to the prior year, and Current Remaining Performance Obligations (CRPO) increased 15% to $430 million.
- The company repurchased $50 million of shares during Q2 FY26, contributing to a fiscal year-to-date total of $80 million in share repurchases.
- LiveRamp provided Q3 FY26 revenue guidance of $209 million to $213 million and fiscal year 2026 revenue guidance of $804 million to $818 million.
Nov 5, 2025, 9:13 PM
LiveRamp Announces Second Quarter Fiscal 2026 Results
RAMP
Earnings
Guidance Update
Share Buyback
- LiveRamp reported Q2 FY26 total revenue of $200 million, an 8% increase year-over-year, and non-GAAP diluted earnings per share of $0.55 for the quarter ended September 30, 2025.
- Annualized Recurring Revenue (ARR) increased by $14 million quarter-over-quarter to $516 million, representing a 7% increase compared to the prior year period.
- The company repurchased $50 million of shares in Q2 FY26, bringing fiscal year-to-date share repurchases through September 30, 2025, to $80 million.
- For Q3 FY26, LiveRamp expects revenue between $209 million and $213 million, and for FY26, revenue between $804 million and $818 million.
- Key business highlights include the launch of three new AI tools for its data collaboration platform and the expansion of first-party data activation capabilities on Netflix to ten new geographic markets.
Nov 5, 2025, 9:05 PM
LiveRamp Launches New AI Capabilities and Expands Partner Network
RAMP
Product Launch
New Projects/Investments
- LiveRamp (RAMP) has launched new AI tools, including agentic AI solutions, which enable autonomous AI agents to collaborate with governed access to identity, segmentation, activation, and measurement solutions for marketers.
- The company introduced AI-Powered Segmentation for creating precise audience segments using natural language prompts and AI-Powered Search to enhance the discovery of third-party audiences in its Data Marketplace.
- LiveRamp has expanded its data collaboration network, adding over 25 partner integrations, including Netflix, to unlock more AI use case opportunities for marketers.
Oct 1, 2025, 12:00 PM
Quarterly earnings call transcripts for LiveRamp Holdings.
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