Q1 FY26 Earnings Presentation Aug 6, 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 competit ...

Financial Performance - The company's Annual Recurring Revenue (ARR) reached $504 million, reflecting an 8% year-over-year growth[9] - Subscription revenue accounted for 76% of the total revenue on a trailing twelve-month (TTM) basis[9] - The company's Remaining Performance Obligations (RPO) totaled $710 million[9] - Q4 2025 revenue was $189 million, a 10% increase year-over-year[11] - Non-GAAP operating income for Q4 2025 was $23 million, a 43% increase year-over-year[11] - Free cash flow was $153 million, resulting in a free cash flow margin of 21%[9, 42] Customer Metrics - The company has 128 customers with over $1 million in annualized subscription revenue[9] - Subscription Net Retention was 104%[9] - Platform Net Retention was 106%[9] Revenue Breakdown - Subscription revenue in Q4 2025 was $145 million, a 9% increase year-over-year[13] - Marketplace & Other revenue in Q4 2025 was $44 million, a 14% increase year-over-year[13] Outlook - The company projects Q1 revenue of $191 million, representing a 9% year-over-year growth[24] - The company projects FY26 revenue between $787 million and $817 million, representing a 6%-10% year-over-year growth[24]