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LiveRamp (RAMP) - 2022 Q2 - Quarterly Report
2021-11-02 20:52
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, 2021 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 Ju ...
LiveRamp (RAMP) - 2022 Q1 - Earnings Call Presentation
2021-08-09 18:06
| --- | --- | --- | |---------------------------|-------|-------| | | | | | | | | | | | | | | | | | Q1 FY22 Earnings Slides | | | | August 5, 2021 | | | Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncertaintie ...
LiveRamp (RAMP) - 2022 Q1 - Earnings Call Transcript
2021-08-08 03:34
LiveRamp Holdings, Inc. (NYSE:RAMP) Q1 2022 Earnings Conference Call August 5, 2021 4:30 PM ET Company Participants Lauren Dillard - CCO Scott Howe - CEO Warren Jenson - President, CFO Diego Panama - CCO Conference Call Participants Shyam Patil - SIG Kirk Materne - Evercore Tim Nollen - Macquarie William Lowden - BMO Brian Fitzgerald - Wells Fargo Operator Good afternoon, ladies and gentlemen, and welcome to LiveRamp's Fiscal 2022 First Quarter Earnings Call. My name is Beth, and I will be coordinating this ...
LiveRamp (RAMP) - 2022 Q1 - Quarterly Report
2021-08-05 21:06
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, 2021 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 Jurisdi ...
LiveRamp (RAMP) - 2021 Q4 - Annual Report
2021-05-27 17:16
Commission file number 001-38669 LiveRamp Holdings, Inc. 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, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Securities registered pursuant to Section 12(b) of the Act: | Title of each class | Trading Sy ...
LiveRamp (RAMP) - 2021 Q4 - Earnings Call Transcript
2021-05-26 02:05
LiveRamp Holdings, Inc. (NYSE:RAMP) Q4 2021 Earnings Conference Call May 25, 2021 4:30 PM ET Company Participants Lauren Dillard – Chief Communications Officer Scott Howe – Chief Executive Officer Warren Jenson – President and Chief Financial Officer Conference Call Participants Shyam Patil – SIG Stan Zlotsky – Morgan Stanley Brian Fitzgerald – Wells Fargo Nick Zangler – Stephens Jack Andrews – Needham Tim Nollen – Macquarie Jason Cryer – Craig Hallum Daniel Salmon – BMO Operator Good afternoon, ladies and ...
LiveRamp (RAMP) - 2021 Q3 - Earnings Call Transcript
2021-02-09 05:15
Financial Data and Key Metrics Changes - Total revenue increased by 17% and subscription revenue rose by 15% [9][41] - Annual Recurring Revenue (ARR) at the end of the quarter was up 17% [11][42] - Marketplace and other revenue grew by 27%, with data marketplace revenue up 60% [9][41] - The company achieved its first-ever double-digit operating margin, marking a significant milestone [11] Business Line Data and Key Metrics Changes - The average Annual Contract Value (ACV) of brand deals won in Q3 increased by nearly 30% [11] - The number of customers generating over $1 million in revenue increased by 30% year-over-year, totaling 65 [11] Market Data and Key Metrics Changes - More than 325 publishers have adopted the Authenticated Traffic Solution (ATS), up from 215 in the previous quarter [13] - ATS-enabled campaigns tripled in Q3 compared to the prior quarter, indicating strong market momentum [13] Company Strategy and Development Direction - The company is focusing on the adoption of ATS as a key strategy to replace third-party cookies, which is expected to drive growth [12][19] - LiveRamp is broadening its core subscription offerings with new features and use cases, particularly in connected television and Safe Haven [22][23] - The acquisition of DataFleets is aimed at enhancing privacy-preserving data collaboration capabilities, opening new markets such as healthcare and financial services [29][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning despite the uncertain macroeconomic environment, highlighting the importance of data for clients [8][38] - The transition away from third-party cookies is seen as a long-term positive for the company, although it may have short-term financial implications [18][60] - The company expects topline growth of up to 15% in FY 2022, factoring in a $30 million headwind from sunsetting cookie-based revenue [60] Other Important Information - The company reported a gross margin improvement of 400 basis points to 73% [49] - Operating cash flow was $15 million, and free cash flow was positive at $2 million [50] - The cash balance at the end of the quarter was $663 million, indicating a strong financial position [50] Q&A Session Summary Question: Can you discuss the DataFleets acquisition and its potential benefits? - Management highlighted that DataFleets technology will enhance Safe Haven by allowing complex analytics without moving data, expected to be integrated by mid FY 2022 [68][69] Question: What is the expected growth framework for subscription versus marketplace in FY 2022? - Management indicated strong growth in both areas, with underlying growth expected to exceed 20% when excluding the $30 million headwind [70] Question: Can you elaborate on the headwinds from platform relationships? - Management explained that the $30 million headwind is due to the sunsetting of cookie-based licensing relationships, which are expected to change in nature rather than disappear entirely [74][106] Question: What drove the recent increase in ATS adoption? - Management attributed the increase to a combination of improved results from ATS and a growing recognition among clients of the need for sophisticated data solutions [78][99] Question: How will the DataFleets acquisition be monetized? - The acquisition will be embedded into the Safe Haven solution and is expected to open new opportunities in low-penetration verticals like healthcare and financial services [101]
LiveRamp (RAMP) - 2021 Q3 - Quarterly Report
2021-02-08 21:56
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 (RAMP) - 2021 Q2 - Earnings Call Transcript
2020-11-10 03:01
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 ...
LiveRamp (RAMP) - 2021 Q2 - Quarterly Report
2020-11-09 21:50
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 ...