LiveRamp Holdings Earnings Call Transcripts
Fiscal Year 2026
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AI and data collaboration are driving rapid product innovation, with expanded offerings in AI orchestration, Data Marketplace, and CTV. A shift to usage-based pricing is fueling customer growth, while strategic partnerships and vertical expansion support a path to double-digit growth and margin improvement.
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Q3 results exceeded expectations with 9% revenue growth, record margins, and strong free cash flow. AI is a major growth driver, with expanded partnerships and a shift to usage-based pricing supporting future growth. The outlook remains positive, with a focus on achieving Rule of 40 by FY 2028.
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Q2 results exceeded expectations with 8% revenue growth, record ARR gains, and strong operating income. Strategic investments in AI, CTV, and a new pricing model are driving momentum, while guidance for FY 2026 was raised and the Rule of 40 target reaffirmed.
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Q1 delivered double-digit revenue growth, record margins, and 34% higher non-GAAP operating income, prompting an increase in FY 2026 revenue and free cash flow guidance. Strong sales momentum in Cross-Media Intelligence, Commerce Media, and CTV, plus a new pricing model pilot, support a positive outlook.
Fiscal Year 2025
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Management reaffirmed its long-term strategy, highlighted strong demand for new products, and outlined a new pricing model to expand into the mid-market. Financial performance is robust, with revenue and ARR growth accelerating, and operational improvements expected to restore margins.
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The meeting established a quorum and approved all agenda items, including director reelections, an increase in equity compensation shares, executive compensation, and auditor ratification, each with strong shareholder support. No questions were submitted during the Q&A.
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Delivered double-digit revenue growth and record free cash flow, with strong performance in large customer renewals and expanding operating margins. FY26 guidance reflects macro uncertainty but anticipates continued growth, driven by new measurement solutions and platform modernization.
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The event highlighted strong momentum in data collaboration, with major clients driving network effects and growth. Expansion into new industries, a flexible pricing model, and AI integration are key strategies. Financial targets include double-digit revenue growth and significant margin expansion, with Clean Room adoption and operational efficiency as primary levers.
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LiveRamp is leveraging its unique data collaboration network and platform to drive durable, double-digit growth, expanding into new verticals and use cases while maintaining strong financial discipline. Clean room adoption, AI integration, and a simplified pricing model are key growth levers.
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Q3 delivered double-digit revenue growth, record operating margin, and strong sales momentum, driven by robust demand for data collaboration and product enhancements. FY 2025 guidance was raised, with continued progress toward higher margins and network expansion.
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Q2 delivered double-digit revenue and operating income growth, record operating margin, and strong customer retention. FY 2025 guidance was raised, with continued investment in clean room and data collaboration driving future growth.
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Q1 FY25 results exceeded expectations with double-digit revenue and ARR growth, record operating margin, and strong Marketplace performance, especially in CTV. Guidance for FY25 was raised, but macro uncertainty continues to elongate sales cycles and drive a cautious outlook.
Fiscal Year 2024
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Data collaboration is becoming central to industry strategy, with a focus on building scalable networks and practical use cases. Product innovation has improved ease of use and processing speed, while the Habu acquisition enhances cloud capabilities. Financially, revenue is strong, bookings are delayed, and CTV data growth is robust.