Core Insights - LiveRamp reported a strong financial performance for Q4 FY25, with total revenue increasing by 10% year-over-year to $189 million, and operating cash flow rising by 46% year-over-year [1][8][6] - The company achieved a total revenue of $746 million for FY25, reflecting a 13% increase compared to the previous fiscal year [1][8][6] - LiveRamp's CEO emphasized the focus on enhancing platform usability and managing costs while navigating an uncertain macro environment [6] Q4 Financial Highlights - Subscription revenue reached $145 million, up 9% year-over-year, while Marketplace & Other revenue was $44 million, up 14% [7][8] - GAAP gross profit for Q4 was $131 million, with a gross margin of 69%, down 3 percentage points from the previous year [7][8] - Non-GAAP operating income was $23 million, with a non-GAAP operating margin of 12%, an increase of 3 percentage points year-over-year [7][8] Fiscal Year Financial Highlights - For FY25, subscription revenue totaled $569 million, up 11%, accounting for 76% of total revenue [8] - GAAP gross profit for the fiscal year was $530 million, with a gross margin of 71%, down 2 percentage points [8] - The company repurchased approximately 3.8 million shares for $101 million during FY25, with $256 million remaining under the share repurchase authorization [8][6] Additional Business Highlights - LiveRamp ended FY25 with 128 customers generating over $1 million in annualized subscription revenue, an increase from 115 in the prior year [18] - The company launched a new Cross-Media Intelligence measurement solution aimed at optimizing ad spend [18] - Current remaining performance obligations (CRPO) were $471 million, up 14% year-over-year, indicating strong future revenue visibility [18]

Company Announcement - LiveRamp will release its fiscal 2025 fourth quarter and full year earnings on May 21, 2025, after market close [1] - A conference call to discuss the results will take place on the same day at 1:30 p.m. PT [1] Conference Call Details - The conference call can be accessed via telephone at 800-715-9871 in North America or +1-646-307-1963 outside North America, with the conference call ID being 5079298 [2] Company Overview - LiveRamp is a leading data collaboration technology platform that empowers marketers and media owners to enhance and measure marketing performance [3] - The platform unites data across various stakeholders, unlocking insights and driving growth [3][4] - LiveRamp is recognized for its strict neutrality, interoperability, and global scale, helping organizations maximize data value and accelerate innovation [4]

Core Viewpoint - LiveRamp (RAMP) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Revisions - The Zacks Consensus Estimate for LiveRamp for the fiscal year ending March 2025 is projected at $1.72 per share, reflecting an 18.6% increase from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for LiveRamp has risen by 33.8%, indicating a strong upward revision trend [8]. Zacks Rating System - The Zacks Rank system classifies stocks based on earnings estimate revisions, with only the top 20% of stocks receiving a 'Strong Buy' or 'Buy' rating, highlighting their potential for market-beating returns [9][10]. - The Zacks Rank 2 upgrade for LiveRamp places it in the top 20% of Zacks-covered stocks, suggesting a favorable outlook for the stock's price movement in the near term [10]. Impact of Institutional Investors - Changes in earnings estimates significantly influence stock price movements, as institutional investors adjust their valuations based on these estimates, leading to buying or selling actions that affect stock prices [4]. Business Outlook - The upgrade in ratings and rising earnings estimates for LiveRamp suggest an improvement in the company's underlying business, which could lead to increased investor interest and a higher stock price [5].

Core Insights - super{set} has appointed Omar Tawakol as a General Partner, enhancing its mission to build data-driven AI startups [1][4] - Tawakol is a seasoned entrepreneur with a strong background in AI and data platforms, having co-founded and led successful ventures like Rembrand, Voicea, and BlueKai [2][3] - His role will focus on identifying new opportunities in AI and enterprise applications, recruiting talent, and mentoring founders while continuing as CEO of Rembrand [3] Company Growth and Strategy - super{set} is experiencing accelerated growth, highlighted by the acquisition of Habu by LiveRamp and the ongoing success of its portfolio companies such as Ketch, Checksum, Kapstan, and Boombox [4] - The firm emphasizes providing more than just capital, leveraging industry expertise to build high-impact companies [5] - Tawakol's vision aligns with super{set}'s approach to creating AI applications that deliver significant business impact and enhance competitiveness [5]

Group 1 - LiveRamp's CEO Scott Howe and CFO Lauren Dillard will present at the Morgan Stanley Technology, Media & Telecom Conference on March 5th, 2025 [1] - The presentation will be available via a live webcast and replay on LiveRamp's investor relations website [1] Group 2 - LiveRamp is recognized as a leading data collaboration platform, serving innovative companies globally [2] - The company specializes in enterprise identity, providing a connected customer view while ensuring brand and consumer trust [2] - LiveRamp supports various data collaboration use cases across organizations, brands, and a global network of partners [2] - The platform is utilized by major sectors including consumer brands, tech platforms, retailers, financial services, and healthcare to enhance customer engagement and comply with evolving privacy requirements [2]

Core Viewpoint - LiveRamp (RAMP) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [4][6]. - Rising earnings estimates for LiveRamp indicate an improvement in the company's underlying business, suggesting that investors may respond positively by driving the stock price higher [5][10]. Earnings Estimate Revisions for LiveRamp - For the fiscal year ending March 2025, LiveRamp is expected to earn $1.72 per share, reflecting an 18.6% increase from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for LiveRamp has increased by 29.7%, indicating a positive trend in earnings expectations [8]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a 'Strong Buy' rating, highlighting their superior earnings estimate revision characteristics [9][10].

Summary of Key Points Core Viewpoint - Skechers U.S.A., Inc. reported disappointing fourth-quarter financial results, leading to a significant drop in its stock price during pre-market trading. The company's guidance for the first quarter also fell below analyst expectations [1][2]. Financial Performance - Skechers reported quarterly earnings of 65 cents per share, missing the analyst consensus estimate of 74 cents per share [2]. - The company reported quarterly sales of $2.21 billion, which also fell short of the analyst consensus estimate of $2.22 billion [2]. - As a result of these results, Skechers shares dipped 12.1% to $66.49 in pre-market trading [2]. Other Companies' Performance - BILL Holdings, Inc. saw its shares fall 28.4% to $68.89 after issuing third-quarter total revenue guidance below estimates [3]. - e.l.f. Beauty, Inc. shares tumbled 25.2% to $66.17 following FY25 guidance that was below estimates [3]. - Cyngn Inc. experienced a 22% drop to $0.0660 in pre-market trading [3]. - LiveRamp Holdings, Inc. declined 15.4% to $30.01 after posting third-quarter results [3]. - Concentra Group Holdings Parent, Inc. shares dipped 11.7% to $20.51 ahead of its fourth-quarter financial results release [3]. - CVRx, Inc. fell 8.1% to $13.52 after reporting mixed fourth-quarter financial results [3]. - Microchip Technology Incorporated saw a 6.6% decline to $49.60 due to weaker-than-expected third-quarter results and weak fourth-quarter earnings guidance [3]. - Illumina, Inc. declined 4.6% to $117.20 following its fourth-quarter results [3].

Financial Data and Key Metrics Changes - Revenue for Q3 2025 was $195 million, exceeding guidance by $4 million, representing a 12% year-over-year increase [35][36] - Operating income increased by 24% to $45 million, with an operating margin expanding by 2 points to a record high of 23% [10][35] - Free cash flow for the fiscal year-to-date reached $91 million, a 20% increase year-over-year [10] Business Line Data and Key Metrics Changes - Subscription revenue was $146 million, up 10%, with fixed subscription revenue also increasing by 10% [36] - Subscription usage revenue grew by 9%, slightly above expectations [36] - Annual Recurring Revenue (ARR) grew by 10% year-over-year, reaching $491 million [22][36] Market Data and Key Metrics Changes - Data marketplace revenue increased by 20% to $50 million, with CTV accounting for approximately 20% of this revenue [39] - Contracted backlog (Total RPO) rose by 6% to $579 million, with current RPO up 13% to $434 million [37][38] Company Strategy and Development Direction - The company is focused on enhancing its data collaboration platform to meet the growing demand for measurable marketing outcomes [9][14] - Strategic adjustments made to product and go-to-market strategies are yielding positive results, with improved sales momentum and pipeline conversion rates [11][31] - The company aims to achieve or surpass the Rule of 30 with projected revenue growth of 12% to 13% and an 18% operating margin for FY 2025 [26][47] Management's Comments on Operating Environment and Future Outlook - Management noted an improvement in the IT spending environment and a growing recognition of the importance of data collaboration for measuring advertising outcomes [12][31] - The sales pipeline remains robust, and the company is optimistic about sustaining recent momentum [52][72] - Future growth opportunities are anticipated in the areas of AI and data collaboration, with a focus on integrating more AI capabilities into their offerings [120][126] Other Important Information - The company plans to host its annual customer and partner conference, RampUp, at the end of February, which is expected to engage over 3,000 attendees [25] - Stock-based compensation increased to $27 million, reflecting the impact of the Habu acquisition [42] Q&A Session Summary Question: Can you provide additional color on the drivers of improved sales momentum? - Management attributed improved sales momentum to experienced salespeople, network scale, and an improved pipeline conversion rate following a more favorable economic environment [60][62] Question: Was there any impact from Oracle on the Data Marketplace? - Management estimated that Oracle contributed a few points of growth to the Data Marketplace in Q3, with expectations for continued impact moving forward [70][71] Question: How do you view the sales momentum and its potential impact on future growth? - Management expressed confidence that the current sales momentum is durable, with expectations for stronger growth in the back half of FY 2026 [80][84] Question: What are the expectations for customer count and $1 million-plus customer count? - Management noted some pressure on total customer count due to market consolidation but expects stabilization moving forward, with a positive trend in $1 million-plus customers anticipated in the next quarter [96][99] Question: What enhancements are planned for product usability? - Management highlighted ongoing improvements in usability, measurement capabilities, and increased integrations as key areas of focus for product enhancements [105][110]

LiveRamp (RAMP) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 17.02%. A quarter ago, it was expected that this data-services company would post earnings of $0.38 per share when it actually produced earnings of $0.51, delivering a surprise of 34.21%.Over the last four quarters, the c ...

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, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Yes [ ] No ☒ The number of shares of common stock, $ 0.10 par value per share, outstanding as of January 31, 2025 was 65,760,690. 1 LIVERAMP ...