TORONTO, June 05, 2025 (GLOBE NEWSWIRE) -- Environics Analytics (EA) announced today that Bell Media has joined the growing list of publishers who are implementing LiveRamp’s Authenticated Traffic Solution (ATS) as a secure way of bringing identity and addressability to the Canadian media ecosystem. In a first for the Canadian industry, Bell Media will begin by implementing Authenticated Traffic Solution on Connected TV. Bell Media Connected TV delivers tailored ads to TV audiences, across its premium linea ...

SAN FRANCISCO, May 21, 2025 (GLOBE NEWSWIRE) -- In a release issued earlier today under the same headline by LiveRamp (NYSE: RAMP), please note the GAAP operating income and Non-GAAP operating income for the first quarter of fiscal 2026 and fiscal 2026 were stated incorrectly. The corrected release follows: Q4 Revenue up 10% year-over-year FY25 Operating Cash Flow increases 46% year-over-year FY25 Share Repurchases totaled $101 million LiveRamp® (NYSE: RAMP), a leading data collaboration platform, today ann ...

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]

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]