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LiveRamp Holdings, Inc.

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
$1.56B
PER (TTM)
23.0
23
配当利回り
--
52週高値
$35.20
52週安値
$21.71
52週レンジ
21%
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 Q2 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

Teradata CorporationTDC
$1.66B
-5.0%
Pagaya Technologies Ltd.PGY
$1.26B
+25.6%
CSG Systems International, Inc.CSGS
$1.22B
+2.2%

粗利益率 (最新四半期)

Payoneer Global Inc.PAYO
84.3%
-0.4pp
Adeia Inc.ADEA
83.2%
-0.4pp
DoubleVerify Holdings, Inc.DV
82.3%
-0.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TDC$3.08B23.366.4%31.3%
CSGS$2.27B25.030.6%38.0%
IE$2.23B-37.3-19.1%19.2%

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
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 10-Q - Q2 2026

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $199.83M+7.7%
    |
    EPS: $0.42+1509.2%
    予想を下回る

  • Form 10-Q - Q1 2026

    会計期末: 2025年6月30日|提出日: 2025年8月6日|
    売上高: $194.82M+10.7%
    |
    EPS: $0.12-209.1%
    予想を下回る

  • Form 10-K - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年5月21日|
    売上高: $745.58M+13.0%
    |
    EPS: $-0.01-106.8%
    予想を下回る

  • Form 10-Q - Q3 2025

    会計期末: 2024年12月31日|提出日: 2025年2月5日|
    売上高: $195.41M+12.4%
    |
    EPS: $0.17-19.0%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2024年9月30日|提出日: 2024年11月6日|
    売上高: $185.48M+16.0%
    |
    EPS: $0.03-64.4%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年6月30日|提出日: 2024年8月7日|
    売上高: $175.96M+14.2%
    |
    EPS: $-0.11+360.3%
    予想を下回る

  • Form 10-K - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年5月22日|
    売上高: $659.66M+10.6%
    |
    EPS: $0.18+109.6%
    予想を下回る

  • Form 10-Q - Q3 2024

    会計期末: 2023年12月31日|提出日: 2024年2月8日|
    売上高: $173.87M+9.6%
    |
    EPS: $0.21-144.7%
    予想を下回る