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]

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 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 ...

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 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 ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q3 2023 Results Conference Call February 7, 2023 4:30 PM ET Company Participants Drew Borst - VP of IR Scott Howe - CEO Warren Jenson - President and CFO Conference Call Participants Shyam Patil - Susquehanna Elizabeth Porter - Morgan Stanley Peter Burkly - Evercore Brian Fitzgerald - Wells Fargo Jason Kreyer - Craig-Hallum Mark Zgutowicz - Benchmark Company Dean Sublett - Stephens Operator Good afternoon, ladies and gentlemen. And welcome to LiveRamp's Fiscal 2023 Third ...

Financial Performance - Revenues for the three months ended December 31, 2022, were $158.6 million, a 12.8% increase from $140.6 million in the same period of 2021[20] - Gross profit for the three months ended December 31, 2022, was $115.3 million, compared to $102.0 million for the same period in 2021, reflecting a gross margin improvement[20] - The net loss for the three months ended December 31, 2022, was $29.7 million, compared to a net loss of $15.4 million in the same period of 2021, indicating increased operational challenges[20] - The company reported a basic loss per share of $0.46 for the three months ended December 31, 2022, compared to a loss of $0.23 in the same period of 2021[20] - For the nine months ended December 31, 2022, the net loss was $87.34 million, compared to a net loss of $4.44 million for the same period in 2021[34] - The company reported a net cash provided by operating activities of $3.78 million for the nine months ended December 31, 2022, compared to $19.13 million in 2021[34] - The company reported a loss on disposal or impairment of assets of $4.12 million for the nine months ended December 31, 2022[34] - The company reported a net loss of $29.684 million for the three months ended December 31, 2022, compared to a net loss of $15.375 million for the same period in 2021, reflecting an increase in losses of 93.5%[43] Expenses and Investments - Research and development expenses for the three months ended December 31, 2022, were $43.2 million, up from $41.9 million in the same period of 2021, highlighting ongoing investment in innovation[20] - Operating expenses for the three months ended December 31, 2022, totaled $139.3 million, compared to $115.8 million in the same period of 2021, indicating rising costs[20] - Non-cash stock compensation expense for the nine months ended December 31, 2022, was $81.14 million, an increase from $61.48 million in 2021[34] - Stock-based compensation expense for the nine months ended December 31, 2022, totaled $81.142 million, an increase of 32% from $61.475 million in the same period of 2021[58] - The company recognized $4.8 million in stock-based compensation expense related to the Acuity performance earnout plan as of December 31, 2022[79] - A total of $11.3 million was recognized as stock-based compensation expense related to the DataFleets consideration holdback[80] - Stock-based compensation expense associated with the ESPP was $1.5 million for the nine months ended December 31, 2022[83] Assets and Equity - Total current assets decreased to $696.2 million as of December 31, 2022, from $815.8 million as of March 31, 2022, indicating a reduction in liquidity[17] - Total stockholders' equity decreased to $911.6 million as of December 31, 2022, from $1,063.1 million as of March 31, 2022, reflecting a decline in overall financial health[17] - The company’s total equity at December 31, 2022, was $911.61 million, reflecting a decrease from the previous period[27] - Cash and cash equivalents at the end of the period were $453.52 million, down from $561.69 million at the end of the same period in 2021[36] - Other current assets increased to $42,172 thousand as of December 31, 2022, compared to $36,975 thousand on March 31, 2022, reflecting a growth of approximately 14%[84] - The net property and equipment decreased to $8,809 thousand as of December 31, 2022, down from $11,531 thousand on March 31, 2022, representing a decline of about 23.5%[86] - Goodwill decreased slightly to $363,129 thousand as of December 31, 2022, from $363,845 thousand on March 31, 2022, indicating a reduction of approximately 0.2%[87] - Total intangible assets, net, dropped to $13,203 thousand as of December 31, 2022, from $26,718 thousand on March 31, 2022, a decrease of about 50.6%[89] Shareholder Actions - The company acquired treasury stock amounting to $149.99 million during the nine months ended December 31, 2022[34] - The company repurchased 6.1 million shares of its common stock for $150 million during the nine months ended December 31, 2022, with a total of 35.6 million shares repurchased for $882.2 million under the program[48] - The total number of common shares outstanding increased from 149,840,925 at March 31, 2022, to 152,052,376 at December 31, 2022[27] - Employee stock awards and other issuances for the nine months ended December 31, 2022, totaled 396,093 shares[27] Future Outlook - The company anticipates continued challenges due to macroeconomic factors, including inflation and the ongoing impact of the COVID-19 pandemic[15] - Future performance may be influenced by the integration of acquired businesses and the ability to attract and retain qualified employees[11] - The company expects to recognize revenue on substantially all remaining performance obligations by March 31, 2026[51] Impairments and Restructuring - The company recorded a $4.0 million impairment related to a strategic investment during the three months ended December 31, 2022[84] - Restructuring charges and adjustments totaled $10,086 thousand for the nine months ended December 31, 2022, compared to no charges in the same period of the previous year[103] - The company recognized $15.5 million in impairment charges related to right-of-use asset groups due to lease exits during the quarter ended December 31, 2022[101] - The allowance for credit losses increased to $10,041 thousand at the end of the nine months ended December 31, 2022, up from $9,961 thousand at the beginning of the period[95] Tax and Valuation - The company maintains a full valuation allowance on its net deferred tax assets, except in certain foreign jurisdictions, reflecting a cautious approach to future taxable income generation[106] - The estimated annual effective income tax rate for the current fiscal year is primarily driven by nondeductible stock-based compensation and the valuation allowance[106] Market and Risk Factors - There have been no material changes in the company's market risk exposures for the nine months ended December 31, 2022, compared to the previous annual report[183] - The company does not expect the excise tax on share repurchases, effective after December 31, 2022, to have a material impact on its financial statements[107]

LiveRamp Holdings, Inc. (NYSE:RAMP) Q2 2023 Results Conference Call November 8, 2022 4:30 PM ET Company Participants Drew Borst - Vice President of Investor Relations Scott Howe - Chief Executive Officer Warren Jenson - President and Chief Financial Officer Conference Call Participants Elizabeth Porter - Morgan Stanley Kirk Materne - Evercore ISI Brian Fitzgerald - Wells Fargo Jared Pomerantz - Susquehanna Mark Zgutowicz - The Benchmark Company Operator Good afternoon, ladies and gentlemen, and welcome to L ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q1 2023 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Lauren Dillard - Senior Vice President of Finance and Investor Relations Scott Howe - Chief Executive Officer Warren Jenson - President and Chief Financial Officer Conference Call Participants Christopher Quintero - Morgan Stanley Peter Burkly - Evercore Shyam Patil - Susquehanna Jason Kreyer - Craig Hallum Tim Nollen - Macquarie Nicholas Zangler - Stephens Robert Coolbrith - Wells Fargo Oper ...

/LiveRamp Q1 FY23 Earnings Slides August 4, 2022 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 comp ...