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 ...

Q3 FY25 Earnings Slides February 5, 2025 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 uncertainties that could cause the Company's actual results to differ materially, including, but not limited to competiti ...

SAN FRANCISCO, Calif., February 5, 2025—LiveRamp (NYSE: RAMP), the leading data collaboration platform, today announced its financial results for the fiscal 2025 third quarter ended December 31, 2024. ® Q3 Financial Highlights Unless otherwise indicated, all comparisons are to the prior year period. A reconciliation between GAAP and non-GAAP results is provided in the schedules in this press release. Commenting on the results, CEO Scott Howe said, "We posted a strong quarter, with revenue and operating inco ...

Revenue up 12% Year-Over-Year Fourth Consecutive Quarter of Double-Digit Revenue Growth Fiscal YTD Operating Cash Flow up 17% Year-Over-Year SAN FRANCISCO, Feb. 05, 2025 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading data collaboration platform, today announced its financial results for the fiscal 2025 third quarter ended December 31, 2024. Q3 Financial Highlights1 Total revenue was $195 million, up 12%.Subscription revenue was $146 million, up 10%.Marketplace & Other revenue was $50 million, up 20 ...

SAN FRANCISCO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading global data collaboration platform, today announced that its fiscal 2025 third quarter financial results will be released on Wednesday, February 5, 2025 after the financial markets close. A conference call to discuss the results will be held on the same day at 1:30 p.m. PT. A live webcast of the conference call can be accessed on the LiveRamp Investor Relations website. Additionally, the conference call can be accessed via ...

SAN FRANCISCO, Jan. 17, 2025 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading global data collaboration platform, announced today that it will host an investor day presentation on Tuesday, February 25, 2025 from 1:00 to 4:00 pm PST in San Francisco. The event coincides with RampUp 2025, LiveRamp’s annual customer and partner conference, on February 25-27, 2025. LiveRamp Investor Day 2025 will feature presentations from CEO Scott Howe, CFO Lauren Dillard, and other executives from the leadership team. ...