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LiveRamp Holdings, Inc.

NYSE•RAMP
CEO: Mr. Scott E. Howe
セクター: Technology
業種: Software - Infrastructure
上場日: 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.
連絡先情報
225 Bush Street, Seventeenth Floor, San Francisco, CA, 94104, United States
888-987-6764
liveramp.com
時価総額
$1.82B
PER (TTM)
26.7
25.1
配当利回り
--
52週高値
$35.20
52週安値
$21.71
52週レンジ
51%
順位46Top 59.5%
3.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$212.20M+0.00%
直近4四半期の推移

EPS

$0.63+0.00%
直近4四半期の推移

フリーCF

$67.10M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

TDC stock ticker logoTDC
$1.66B
-5.0%
PGY stock ticker logoPGY
$1.26B
+25.6%
CSGS stock ticker logoCSGS
$1.22B
+2.2%

粗利益率 (最新四半期)

ADEA stock ticker logoADEA
92.2%
-0.4pp
DV stock ticker logoDV
82.5%
-0.4pp
NTCT stock ticker logoNTCT
81.6%
+2.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
ADEA$2.55B22.926.3%41.9%
TDC$2.54B19.566.4%31.5%
CSGS$2.28B39.319.5%38.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
4.0%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月19日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし