LiveRamp Holdings, Inc. (NYSE:RAMP) Q3 2021 Earnings Conference Call February 8, 2021 4:30 PM ET Company Participants Lauren Dillard - Chief Communications Officer Scott Howe - Chief Executive Officer Warren Jenson - President, Chief Financial Officer and Executive Managing Director of International Anneka Gupta - President and Head of Products and Platforms Conference Call Participants Shyam Patil - Susquehanna Financial Kirk Materne - Evercore ISI Brian Fitzgerald - Wells Fargo Stan Zlotsky - Morgan Stanl ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Commission file number 001-38669 LiveRamp Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 | Securities regist ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q2 2021 Earnings Conference Call November 9, 2020 4:30 PM ET Company Participants Lauren Dillard - Chief Communications Officer Scott Howe - CEO Warren Jenson - President and CFO Conference Call Participants Daniel Salmon - BMO Kyle Evans - Stephens Melissa Dunn - Morgan Stanley Kirk Materne - Evercore ISI Brian Fitzgerald - Wells Fargo Tim Nollen - Macquarie Operator Good afternoon, ladies and gentlemen. And welcome to LiveRamp's Fiscal 2021 Second Quarter Earnings Call ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- (Registrant's Telephone Number, Including Area Code) Commission file number 001-38669 LiveRamp Holdings, Inc. (Exact Name of Registrant as ...

| --- | --- | --- | --- | |---------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Q1 FY21 Earnings Slides | | | | | August 10, 2020 | | | | Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncerta ...

Summary of LiveRamp Holdings, Inc. Fiscal 2021 First Quarter Earnings Conference Call Company Overview - **Company**: LiveRamp Holdings, Inc. (NYSE:RAMP) - **Date of Call**: August 10, 2020 - **Participants**: - Lauren Dillard – Chief Communications Officer - Scott Howe – Chief Executive Officer - Warren Jenson – President and Chief Financial Officer Key Industry Insights - **Industry**: Digital Advertising and Data Connectivity - **Market Context**: The call occurred during the COVID-19 pandemic, which has accelerated digital transformation across industries. Core Themes and Financial Performance 1. **Durability of SaaS Model**: - Total revenue reached $99 million, up 21% year-over-year. - Subscription revenue, which constitutes 80% of total revenue, also increased by 21% due to advanced use cases like measurement and advanced television [7][30]. - The company achieved its first profitable quarter, indicating strong gross margin improvement [9][31]. 2. **Client Demand and Digital Transformation**: - Clients increasingly rely on LiveRamp for guidance during uncertain times, with a notable shift towards data-driven marketing strategies [11][12]. - Total growth bookings increased by over 50% year-over-year, with annual recurring revenue (ARR) up 28% [13][30]. 3. **Strategic Investments for Future Growth**: - LiveRamp's investments in products like Safe Haven and ATS (Authenticated Traffic Solution) are expected to drive future growth [17][18]. - The company is positioned to capitalize on the $70 billion U.S. television market, which is undergoing significant transformation towards data-driven advertising [23][25]. Additional Insights - **Television and Connected TV (CTV)**: - Television-related revenues increased over 50%, with CTV revenue up over 100% [30][66]. - The pandemic has accelerated the shift from traditional TV to CTV, with advertisers seeking measurable outcomes [47][66]. - **Safe Haven and ATS**: - Safe Haven's revenue, bookings, and ARR were all up triple digits, indicating strong market reception [30][72]. - ATS is gaining traction, with over 125 publishers signed, allowing access to 90% of addressable U.S. audiences [53][60]. - **Regulatory Environment**: - The current regulatory climate is seen as a tailwind for LiveRamp, as clients seek guidance on navigating complex privacy regulations [74][75]. - **Market Trends**: - The marketplace is benefiting from a secular trend towards performance-based buying, with expectations for growth in both subscription and marketplace revenue for the year [51][38]. Conclusion - LiveRamp is well-positioned for continued growth, leveraging its SaaS model and strategic investments in data solutions to meet the evolving needs of clients in a rapidly changing digital landscape. The company remains optimistic about its trajectory, despite the challenges posed by the pandemic and economic uncertainty [27][34].

OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Commission file number 001-38669 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 225 Bush Street, Seventeenth Floor San Francisco, CA (Address of Principal Executive Offices) (866) 352-3267 (R ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Commission file number 001-38669 LiveRamp Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Jurisdiction o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Commission file number 1-38669 LiveRamp Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware (State or Other Juris ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Commission file number 1-38669 LiveRamp Holdings, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware (866) 352-3267 (Regi ...