LiveRamp (RAMP)

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LiveRamp solutions first to become AMI-certified by Digital Advertising Alliance to enable better, more sustainable marketing
Businesswire· 2024-01-25 14:00
SAN FRANCISCO--(BUSINESS WIRE)--LiveRamp (NYSE: RAMP) is the first company in the industry to become Addressable Media Identifier (AMI)-certified by the Digital Advertising Alliance (DAA), the ad industry’s self-regulatory body for relevant digital advertising. Publishers, marketers, and the broader ecosystem can leverage and build upon LiveRamp’s solutions with confidence they will endure beyond third-party signal loss. With this certification, companies can recognize LiveRamp as a partner that is suited t ...
LiveRamp to Acquire Habu to Accelerate the Power of Data Collaboration
Businesswire· 2024-01-17 21:35
SAN FRANCISCO--(BUSINESS WIRE)--LiveRamp® (NYSE: RAMP), the leading data collaboration platform, today announced that it has entered into a definitive agreement to acquire Habu, a data clean room software provider, in a cash and stock transaction valued at approximately $200 million. The acquisition will further accelerate LiveRamp’s ability to offer global data collaboration at scale, across all clouds and walled gardens, solving fundamental challenges for customers while also unlocking powerful measuremen ...
Here's Why 'Trend' Investors Would Love Betting on LiveRamp (RAMP)
Zacks Investment Research· 2024-01-15 15:32
Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- ...
LiveRamp (RAMP) - 2024 Q2 - Earnings Call Transcript
2023-11-09 00:50
LiveRamp Holdings, Inc. (NYSE:RAMP) Q2 2024 Earnings Conference Call November 8, 2023 4:30 PM ET Company Participants Drew Borst - Vice President, Investor Relations Scott Howe - Chief Executive Officer Lauren Dillard - Interim Chief Financial Officer Conference Call Participants Chris Quintero - Morgan Stanley Mark Zgutowicz - The Benchmark Company Cal Bartyzal - Craig-Hallum Capital Group Brian Fitzgerald - Wells Fargo Operator Good afternoon, ladies and gentlemen, and welcome to LiveRamp's Fiscal 2024 Se ...
LiveRamp (RAMP) - 2024 Q2 - Quarterly Report
2023-11-07 16:00
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, 2023 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 Forward-looking Statements This Quarterly Report on Form 10-Q, including, without limitation, the items se ...
LiveRamp (RAMP) - 2024 Q1 - Earnings Call Transcript
2023-08-10 00:25
Financial Data and Key Metrics Changes - Total revenue for Q1 was $154 million, an increase of 8% year-over-year, exceeding guidance by $7 million [61] - Operating income reached $21 million, up from $4 million a year ago, with an operating margin expansion of 11 percentage points to 14% [35][61] - Subscription revenue was $122 million, up 5%, while Marketplace & Other revenue grew by 21% to $32 million, driven by a strong digital advertising environment [32][63] - The company generated $26 million in operating cash flow, a significant improvement from negative $33 million a year ago [65][66] Business Line Data and Key Metrics Changes - Subscription net retention improved slightly to 98%, while platform net retention increased to 102%, reflecting strength in marketplace growth [21][32] - The company signed a new 3-year 7-figure annual contract with a major retail and hotel operator in the Middle East, indicating strong demand for its data collaboration platform [5] - Professional services revenue is expected to double in FY '24, contributing to higher customer satisfaction and renewal rates [34] Market Data and Key Metrics Changes - The Retail Media Networks are projected to grow significantly, with a current global market size of $110 billion and a forecasted compound annual growth rate of 9% over the next five years [8] - The shift to cloud computing is expected to increase the proportion of workloads running on public clouds from 30% to 50% in three years, benefiting the company's business model [11] - The company is well-positioned to benefit from the cookie deprecation trend, with its authenticated traffic solution (ATS) already interoperable with over 14,000 domains [24][55] Company Strategy and Development Direction - The company aims to return to sustainable double-digit revenue growth by leveraging tactical initiatives and capitalizing on megatrends in digital advertising, including retail media, CTV, cloud computing, and generative AI [13][22] - The offshoring initiative is expected to improve cost structure and operational efficiency, with roles being transferred to Hyderabad, India [37] - The company is focused on larger enterprise clients, which typically have longer sales cycles but higher lifetime value [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to double-digit revenue growth, citing improvements in sales productivity and customer retention [14][114] - The company remains cautious about the fiscal second half due to macroeconomic uncertainties, but sees potential for upside if advertising markets stabilize [68][106] - Management highlighted the importance of proving advertising effectiveness to attract more dollars in a competitive market [111] Other Important Information - The company repurchased $20 million in shares during the quarter, reflecting confidence in its valuation and business momentum [28][66] - Stock-based compensation for the year is expected to be $72 million, lower than previous guidance due to accelerated vesting [40] Q&A Session Summary Question: Update on automotive as a new use case for the data collaboration platform - Management indicated that there is still significant room for growth in Retail Media Networks and highlighted opportunities in CTV for data collaboration [75][76] Question: Impact from MediaMath's bankruptcy - Minimal impact is anticipated, as the company has accounted for any potential disruptions in its guidance [82] Question: Dynamics of international versus domestic performance - European numbers were slightly up, while APAC saw a significant decline, particularly in China, prompting a reevaluation of investment strategies in that market [84][85] Question: Quantifying the drag on subscription revenue from non-brand exposure - The drag from lower ACV customers represented a couple of points on subscription revenue, but initiatives are in place to reduce churn and improve retention [105] Question: Year-over-year growth in current RPO - Management feels better about visibility today compared to previous months, attributing this to recent bookings momentum [109]
LiveRamp (RAMP) - 2024 Q1 - Quarterly Report
2023-08-08 16:00
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, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ----- to ----- Organization) 225 Bush Street, Seventeenth Floor San Francisco, CA (Address of Principal Executive Offices) (888) 987-6764 (Registrant's Telepho ...
LiveRamp (RAMP) - 2023 Q4 - Earnings Call Transcript
2023-05-25 03:22
LiveRamp Holdings, Inc. (NYSE:RAMP) Q4 2023 Earnings Conference Call May 24, 2023 4:30 PM ET Company Participants Drew Borst - Vice President, Investor Relations Scott Howe - Chief Executive Officer Lauren Dillard - Interim Chief Financial Officer Conference Call Participants Elizabeth Porter - Morgan Stanley Brian Fitzgerald - Wells Fargo Jason Kreyer - Craig-Hallum Tim Nollen - Macquarie Vasily Karasyov - Cannonball Research Nicholas Zangler - Stephens Mark Zgutowicz - The Benchmark Company Operator Good ...
LiveRamp (RAMP) - 2023 Q4 - Annual Report
2023-05-23 16:00
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, 2023 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 ...
Liveramp Holdings (RAMP) Investor Presentation - Slideshow
2023-03-14 11:21
/LiveRamp Investor Breakfast & Management Q&A Color Picture Scott Howe Chief Executive Officer 1 2 3 Flexible Collaboration Premier Global Ecosystem Expansive, data-rich network of top-quality partners, customers and publishers for incomparable scale and reach. Vihan Sharma EVP of Global Revenue and MD of International Data Eras… Clouds Cloud Data Warehouses Data Lakes RampUp 2023 March 1, 2023 RampUp 2023 LiveRamp: The Data Collaboration Platform of Choice for the World's Most Innovative Companies The Righ ...