Leading tech company to highlight new ActivPanel 10 Premium experience with DisplayNote Launcher software for the workplace at InfoComm 2025SEATTLE, June 2, 2025 /PRNewswire/ -- Promethean, a leading global tech company and award-winning brand owned by Mynd.ai, Inc. (NYSE American: MYND), is shaking up the tech industry with the latest solutions in workplace technology and meeting collaboration. With more than 71 million meeting rooms and breakout spaces to fill in workplace industries around the globe,* IT ...

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Core Insights - LiveRamp reported a strong financial performance for Q4 FY25, with total revenue of $189 million, representing a 10% year-over-year increase [7] - The company achieved a fiscal year 2025 total revenue of $746 million, up 13% from the previous year [7] - LiveRamp's operating cash flow for FY25 increased by 46% year-over-year, totaling $154 million [7] Q4 Financial Highlights - Subscription revenue for Q4 FY25 was $145 million, up 9% year-over-year, while Marketplace & Other revenue reached $44 million, up 14% [6][7] - GAAP gross profit for Q4 was $131 million, with a gross margin of 69%, down 3 percentage points from the previous year [6][7] - Non-GAAP operating income for Q4 was $23 million, with a non-GAAP operating margin of 12%, an increase of 3 percentage points year-over-year [6][7] Fiscal Year Financial Highlights - For FY25, subscription revenue totaled $569 million, representing 76% of total revenue and an 11% increase year-over-year [7] - GAAP operating income for FY25 was $5 million, while non-GAAP operating income was $136 million, reflecting a 30% increase from the previous year [6][7] - The company repurchased approximately 3.8 million shares for $101 million during FY25 [7] Business Strategy and Outlook - CEO Scott Howe emphasized the focus on enhancing the platform's usability and functionality, including the rollout of the new Cross Media Intelligence measurement solution [5] - LiveRamp aims to optimize ad spending for customers through its Data Collaboration Network while managing costs and growth investments prudently [5] - The company remains confident in its long-term growth potential despite near-term macroeconomic uncertainties [5] Additional Metrics - LiveRamp ended FY25 with 128 customers whose annualized subscription revenue exceeds $1 million, up from 115 in the prior year [16] - The fourth quarter subscription net retention rate was 104%, and platform net retention was 106% [16] - Current remaining performance obligations (CRPO) were $471 million, up 14% compared to the prior year [16]

LiveRamp (RAMP) Q4 2025 Earnings Call May 21, 2025 04:30 PM ET Company Participants Andrew Borst - Vice President - IRScott Howe - CEO and DirectorLauren Dillard - Executive VP & CFOElizabeth Porter - Executive DirectorAlec Brondolo - Director - Equity Research Conference Call Participants Shyam Patil - AnalystJason Kreyer - Senior Research AnalystPeter Burkly - AnalystMark Zgutowicz - Equity Research Analyst Operator Afternoon, ladies and gentlemen, and welcome to LiveRamp's Fiscal twenty twenty five Fourt ...

Financial Performance - The company reported strong financial performance in Q4, beating expectations on both revenue and operating income, with a 10% increase in total revenue to $189 million and a 43% growth in operating income [4][27] - For FY 2025, the company achieved a 13% revenue growth, marking the third consecutive year of hitting the 10% to 15% growth target, driven by an 11% increase in subscription revenue and a 21% surge in marketplace and other revenue [5][6] - The operating margin expanded by three percentage points to 12% in Q4 and by two percentage points to 18% for the full year, marking the sixth consecutive year of margin expansion [9][36] Business Lines Performance - Subscription revenue for Q4 was $145 million, up 9%, while marketplace and other revenue increased by 14% to $44 million, with data marketplace growth at 13% [28][32] - The company added 13,100 subscription customers during FY 2025, including two new $1 million plus customers in Q4 from the financial services sector [6][7] - The annual recurring revenue (ARR) increased by $12 million quarter on quarter, with a net retention rate of 104% [29][30] Market Data - The data marketplace, which accounted for 77% of marketplace and other revenue, showed continued strength in U.S. digital ad spending, with no detected change in customer behavior due to macroeconomic conditions [32] - The company noted a significant increase in CTV advertising data bought from its marketplace, up nearly 50% for FY 2025 [101] Company Strategy and Industry Competition - The company aims to achieve the "Rule of 40" by FY 2028, targeting 10% to 15% revenue growth and 25% to 30% operating margin, with a focus on expanding its data collaboration network and enhancing media measurement capabilities [10][24] - The launch of the cross media intelligence solution is expected to drive growth by enabling marketers to measure and optimize advertising campaigns across platforms [24][49] - The company is strategically managing expenses while investing in key growth areas, including the rollout of its cross media intelligence offering and integrating AI functionality into its platform [41][42] Management Commentary on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the sales pipeline, noting strong demand signals but acknowledging some customer hesitancy tied to macroeconomic uncertainty [31][38] - The company anticipates revenue for FY 2026 to be between $787 million and $817 million, reflecting a growth rate of 6% to 10%, with the macro environment being a significant swing factor [38][39] - Management highlighted the importance of ROI for clients, especially in uncertain times, and emphasized the need for effective measurement solutions [74] Other Important Information - The company achieved a record free cash flow of $153 million for FY 2025, a 51% year-over-year increase, and returned $101 million to shareholders through a share repurchase program [9][35] - The company concluded FY 2025 with $421 million in cash and short-term investments, equating to over $6 per diluted share [9] Q&A Session Summary Question: Customer reaction to cross media intelligence and growth acceleration confidence - Management expressed optimism about the cross media intelligence solution, noting strong early feedback and increased customer conversations, which suggest traction [49][52] Question: Key factors impacting revenue guidance range - The primary swing factor between the low and high ends of the revenue guidance is the macro environment, with execution on sales momentum being crucial [56][58] Question: New customer acquisition and mid-market opportunities - The company is focused on improving customer count, particularly in the mid-market, with new clean room use cases and a new pricing model expected to drive growth [63][65] Question: Impact of Google’s cookie announcement on customer sentiment - Management indicated that the announcement was largely a non-event for customers, as the industry has been moving away from cookies for years [68] Question: Sales pipeline and client hesitation - Management noted that client hesitation was observed late in Q4 but indicated that strong ROI models and value propositions helped close deals early in Q1 [75][77] Question: Clean Room solution adoption and customer segmentation - Management believes that clean room adoption is primarily a function of time and execution, with larger companies leading the way, but expects broader adoption over time [85][88] Question: Subscription net retention rate outlook - The company expects subscription net retention to stabilize between 100% and 105% in the near term, with potential for improvement as new strategies are executed [92][93] Question: RPO growth and renewal cycle - The company reported strong growth in RPO driven by successful multi-year deal renewals, indicating a positive renewal cycle [98][99] Question: Contribution from Oracle and CTV partnerships - Management noted that Oracle contributed a few points of growth, while CTV partnerships are expected to support continued strong growth in FY 2026 [101]

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]

Core Insights - Progress has announced a deep integration of its ShareFile platform with Microsoft 365, enhancing document workflow and file sharing capabilities for enterprise teams [1][4] - The integration allows for real-time coauthoring in Microsoft Word, Excel, and PowerPoint, supporting larger file sizes up to 100MB for Word and Excel, and 2GB for PowerPoint, facilitating collaboration on complex documents [2][3] Group 1: Product Features - ShareFile now enables seamless, secure coauthoring across Office for the web, desktop, and mobile, aimed at streamlining complex workflows and improving productivity [1][3] - The platform is designed to enhance security and protect sensitive data while promoting collaboration among clients and teams [3] Group 2: Strategic Partnership - Progress is collaborating closely with Microsoft to innovate in cloud-based file management and enterprise collaboration, laying the groundwork for future enhancements to ShareFile [4] - The partnership aims to empower enterprises to enhance security, collaboration, and productivity across distributed teams [5] Group 3: Company Overview - Progress is a trusted provider of AI-powered digital experience and infrastructure software, serving over 4 million developers and technologists across hundreds of thousands of enterprises [6]

Core Insights - Formula 1 and Disney have announced a collaboration featuring Mickey & Friends, set to launch in 2026, aimed at creating unique experiences, content, and merchandise for fans globally [1][2]. Group 1: Collaboration Details - The partnership leverages both brands' strengths in creativity, entertainment, and innovation to engage fans worldwide through memorable experiences [2]. - Tasia Filippatos, President of Disney Consumer Products, emphasized the collaboration as a unique opportunity to merge two iconic entertainment properties, promising tailored content and experiences for both Disney and F1 fans [3]. - Emily Prazer, Chief Commercial Officer of Formula 1, highlighted the collaboration's alignment with F1's strategy to expand into broader consumer markets, introducing Disney to its 820 million fans globally [3]. Group 2: Audience Engagement - Recent data indicates a significant increase in younger fans for Formula 1, with over four million children aged 8-12 actively following the sport in the EU and US [3]. - Social media engagement shows that 54% of F1 followers on TikTok and 40% on Instagram are under 25 years old, indicating a youthful demographic that the collaboration aims to attract [3]. Group 3: Future Developments - Additional information regarding how fans can engage with Mickey & Friends during their Formula 1 adventure will be shared in the coming months [4]. - Fans are encouraged to follow @mickeymouse and @f1 on social media for updates on the collaboration [4]. Group 4: Company Backgrounds - Disney Consumer Products focuses on integrating beloved brands into daily life through various products and experiences, including toys, apparel, and digital content [4]. - Formula 1, established in 1950, is recognized as the world's most prestigious motor racing competition and is part of Liberty Media Corporation [5].

Core Insights - The survey indicates a shift in enterprise strategy from cost-cutting to intelligent transformation, emphasizing the use of AI for innovation and enhancing customer experiences [2][7] - Enterprises are prioritizing investments in generative AI and outsourcing budgets over the next two to three years, signaling a long-term transformation focus [7] Group 1: Survey Findings - The survey conducted by Everest Group involved over 450 enterprise leaders globally, focusing on generative AI planning and implementation across various sectors [8] - Key sectors highlighted include Banking and Financial Services, Insurance, Healthcare, and Technology, with a strong emphasis on value creation and AI-human collaboration [2][8] Group 2: Enterprise Priorities - Technology implementation, modernization, and enhancing customer experience are top priorities, surpassing cost reduction and productivity [7] - Enterprises are increasingly valuing partners that offer end-to-end transformation capabilities, particularly those that can operationalize customer-centric goals [7] Group 3: Concentrix Positioning - Concentrix is recognized as a leading partner for intelligent transformation, leveraging its technology investments and integrated capabilities to serve clients effectively [6][7] - The company is frequently considered alongside major IT services and AI tech providers for enterprises looking to design and implement generative AI initiatives [7]

Limited-edition collection debuts glow-in-the-dark Echo Wave and a convertible G-SHOCK timepiece DOVER, N.J., May 13, 2025 /PRNewswire/ -- Today, Casio America, Inc. is excited to announce a first-of-its-kind collaboration between G-SHOCK, the brand known for its uncompromising toughness, and global footwear icon Crocs. Together, the two cultural powerhouses introduce a limited-edition collection that blends rugged utility with street-ready design, pushing the boundaries of self-expression and functional fa ...