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LiveRamp Holdings, Inc.

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
225 Bush Street, Seventeenth Floor, San Francisco, CA, 94104, United States
888-987-6764
liveramp.com
Market Cap
$1.81B
P/E (TTM)
44.9
31.3
Dividend Yield
--
52W High
$36.08
52W Low
$22.82
52W Range
37%
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

Q2 2026 Data

Revenue

$199.83M+7.73%
4-Quarter Trend

EPS

$0.42+1509.20%
4-Quarter Trend

FCF

$56.82M+2.65%
4-Quarter Trend

2026 Q2 Earnings Highlights

Key Highlights

Quarterly Revenue Increased Q3 revenues reached $199.8M, marking a 7.7% increase from $185.5M year ago period, driven by Subscription growth.
Operating Income Surges Income from operations was $21.4M, a 186% increase compared to $7.5M reported last year, positively impacted by lower expenses.
Strong Remaining Backlog Total remaining performance obligations grew 29% to $652M, indicating robust future contracted revenue recognized over time.
Net Earnings Rebound Net earnings totaled $27.4M for the quarter, significantly up from $1.7M net earnings reported previously, resulting in $0.42 diluted EPS.

Risk Factors

Subscription Retention Declines Subscription net retention fell 5 points to 102% due to lower net upsell revenue contribution from existing customer base.
Gross Margin Compression Noted Gross margin compressed to 70.2% from 72.4% due to 16.3% increase in cost of revenue outpacing revenue growth.
Legal Proceedings Initiated Purported class action lawsuit filed alleging privacy violations; management cannot yet determine financial impact of this preliminary litigation.
Tax Legislation Complexity New 2025 Tax Act provisions create complexity; final impact on AETR and deferred tax assets remains under assessment.

Outlook

Share Repurchase Program Extended Board authorized additional $200.0M for buybacks, extending common stock repurchase program duration through December 31, 2026.
Valuation Allowance Release Possible Sufficient profitability evidence may support releasing valuation allowance on deferred tax assets within the next 12 months.
Future Revenue Recognition Remaining performance obligations of $651.7M are expected to be recognized substantially by December 31, 2032.
New Tax Act Impact Expected 2025 Tax Act is expected to cause material decrease in estimated AETR and cash tax payments for fiscal 2026.

Peer Comparison

Revenue (TTM)

Teradata CorporationTDC
$1.65B
-8.2%
CSG Systems International, Inc.CSGS
$1.22B
+3.3%
Five9, Inc.FIVN
$1.13B
+12.5%

Gross Margin (Latest Quarter)

Adeia Inc.ADEA
83.2%
-16.8pp
DoubleVerify Holdings, Inc.DV
82.5%
+6.3pp
NetScout Systems, Inc.NTCT
80.1%
+2.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
TDC$3.02B25.368.8%32.5%
APPN$2.45B-353.717.5%50.1%
CSGS$2.21B26.329.1%38.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
0.7%
Moderate Growth
4Q Net Income CAGR
34.7%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$0.69
|
Revenue:$211.68M
Reports
All Years

  • Form 10-Q - Q2 2026

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $199.83M+7.7%
    |
    EPS: $0.42+1509.2%
    Miss

  • Form 10-Q - Q1 2026

    Period End: Jun 30, 2025|Filed: Aug 6, 2025|
    Revenue: $194.82M+10.7%
    |
    EPS: $0.12-209.1%
    Miss

  • Form 10-K - FY 2025

    Period End: Mar 31, 2025|Filed: May 21, 2025|
    Revenue: $745.58M+13.0%
    |
    EPS: $-0.01-106.8%
    Miss

  • Form 10-Q - Q3 2025

    Period End: Dec 31, 2024|Filed: Feb 5, 2025|
    Revenue: $195.41M+12.4%
    |
    EPS: $0.17-19.0%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Sep 30, 2024|Filed: Nov 6, 2024|
    Revenue: $185.48M+16.0%
    |
    EPS: $0.03-64.4%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Jun 30, 2024|Filed: Aug 7, 2024|
    Revenue: $175.96M+14.2%
    |
    EPS: $-0.11+360.3%
    Miss

  • Form 10-K - FY 2024

    Period End: Mar 31, 2024|Filed: May 22, 2024|
    Revenue: $659.66M+10.6%
    |
    EPS: $0.18+109.6%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Dec 31, 2023|Filed: Feb 8, 2024|
    Revenue: $173.87M+9.6%
    |
    EPS: $0.21-144.7%
    Miss