LiveRamp Holdings, Inc.
NYSE•RAMP
CEO: Mr. Scott E. Howe
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 1983-12-14
LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally. The company operates LiveRamp Data Collaboration platform enables an organization to unify customer and prospect data to build a single view of the customer in a way that protects consumer privacy. Its platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and data marketplace. The company sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers in various industry verticals, such as financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, and non-profit. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. The company was incorporated in 2018 and is headquartered in San Francisco, California.
Contact Information
Market Cap
$1.85B
P/E (TTM)
27.2
23.2
Dividend Yield
--
52W High
$35.20
52W Low
$21.71
52W Range
Rank46Top 59.5%
3.5
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q3 2026 Data
Revenue
$212.20M+0.00%
4-Quarter Trend
EPS
$0.63+0.00%
4-Quarter Trend
FCF
$67.10M+0.00%
4-Quarter Trend
2026 Q3 Earnings Highlights
Key Highlights
Quarterly Revenue Growth Strong Revenues reached $212.2M for the quarter, marking an 8.6% increase from prior year period revenue of $195.4M.
Operating Income Surges Income from operations grew 169% to $39.5M this quarter, driven by lower operating expenses compared to $14.7M last year.
Operating Expenses Decline Total operating expenses decreased 10.1% to $113.0M for the three months ended December 31, 2025, reflecting cost discipline.
Nine Month Cash Flow Strong Net cash provided by operating activities totaled $108.9M for the nine months ended December 31, 2025, up from $91.4M.
Risk Factors
Subscription Retention Rate Falls Subscription net retention rate declined 6 points to 101% for the quarter, indicating slower growth from existing customer base.
ARR Growth Deceleration Noted Annualized Recurring Revenue growth slowed to 7% compared to 10% in the prior period due to lower net growth contribution.
New Class Action Lawsuit Purported class action filed January 2025 alleging privacy violations; financial impact remains undetermined at this preliminary stage.
Gross Margin Slightly Compressed Nine-month gross margin decreased to 70.7% from 71.6% due to increased cloud infrastructure costs offsetting amortization roll-off.
Outlook
Backlog Revenue Remains High Current Remaining Performance Obligations (CRPO) grew 9% to $471M, representing strong contracted future revenue visibility.
Continued Stock Repurchase Activity Company spent $39.2M repurchasing 1.4M shares this quarter; $137.4M capacity remains under the extended program.
CTO Role Transition Announced Chief Technology Officer Mohsin Hussain will cease serving in role effective end of fiscal 2026, receiving $862.5K severance.
Assessing New Tax Legislation Management is evaluating the impact of the 2025 Tax Act on estimated AETR and expected cash tax payments for fiscal 2026.
Peer Comparison
Revenue (TTM)
$1.66B
$1.26B
$1.22B
Gross Margin (Latest Quarter)
92.2%
82.5%
81.6%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| TDC | $2.60B | 20.0 | 66.4% | 31.5% |
| ADEA | $2.52B | 22.6 | 26.3% | 41.9% |
| CSGS | $2.28B | 39.3 | 19.5% | 38.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.0%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:May 19, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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