LiveRamp (RAMP) - 2026 Q2 - Earnings Call Presentation

Financial Performance - The company's Annual Recurring Revenue (ARR) reached $516 million, showing a 7% year-over-year growth[9] - Subscription revenue accounted for 76% of the company's total revenue on a trailing twelve-month (TTM) basis[9] - The company's Q2 FY26 revenue was $200 million, reflecting an 8% year-over-year increase[12] - Non-GAAP operating margin was 19% on a TTM basis[9] - Free cash flow was $148 million, resulting in a 19% free cash flow margin on a TTM basis[9, 42] Customer Metrics - The company has 132 customers with over $1 million in annualized subscription revenue[9, 34] - Subscription Net Retention was 102%[9] - Platform Net Retention was 105%[9] Revenue Breakdown - Subscription revenue in Q2 FY26 was $150 million, a 5% increase year-over-year[14] - Marketplace & Other revenue in Q2 FY26 was $50 million, an 18% increase year-over-year[14] - US revenue in Q2 FY26 was $189 million, an 8% increase year-over-year[14] - International revenue in Q2 FY26 was $11 million, an 8% increase year-over-year[14] Future Outlook - The company projects Q3 revenue to be between $209 million and $213 million, representing a 7%-9% year-over-year growth[25] - The company projects FY26 revenue to be between $804 million and $818 million, representing an 8%-10% year-over-year growth[25]