LiveRamp Holdings, Inc. operates as a technology enterprise, delivering sophisticated enterprise data connectivity solutions throughout the United States, Europe, and the Asia-Pacific ...
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Est. EPS $0.76 · Revenue $219.10M · 1 analysts
Est. EPS $0.86 · Revenue $231.40M · 1 analysts
Est. EPS $0.68 · Revenue $226.80M · 1 analysts
Est. EPS $3.15 · Revenue $892.60M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $812.9M | +9.0% | +3.8% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $146.0M | +18030.2% | -75.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +70.7% | -0.5% | -0.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +10.9% | +1401.2% | +4.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +18.0% | +16544.5% | -76.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $167.6M | +8.4% | -72.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +20.6% | -0.6% | -73.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 3.0% | -20.5% | +11.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.47x | -7.0% | +7.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.3B | +2.8% | -1.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.25 vs 2.29 | -2.0% | 0.28 vs 0.58 | -51.7% |
| Revenue Surprise | $812.9M vs $812.4M | +0.1% | $214.0M vs $211.4M | +1.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 22, 2026 | JONES JERRY C | officer: CHIEF ETHICS & LEGAL OFFICER | COMMON STOCK, $.10 PAR VALUE | D | 734 | $37.58 |
| Aug 22, 2026 | JONES JERRY C | officer: CHIEF ETHICS & LEGAL OFFICER | COMMON STOCK, $.10 PAR VALUE | D | 903 | $37.58 |
| Aug 22, 2026 | Sharma Vihan | officer: CHIEF REVENUE OFFICER | COMMON STOCK, $.10 PAR VALUE | D | 1,602 | $37.58 |
| Aug 22, 2026 | Sharma Vihan | officer: CHIEF REVENUE OFFICER | COMMON STOCK, $.10 PAR VALUE | D | 1,815 | $37.58 |
| Aug 22, 2026 | Howe Scott E | director, officer: CHIEF EXECUTIVE OFFICER | COMMON STOCK, $.10 PAR VALUE | D | 3,913 | $37.58 |
Operator: Good afternoon, ladies and gentlemen, and welcome to LiveRamp Holdings, Inc.'s Fiscal 2026 Third Quarter Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. And to withdraw your question, simply press star one again. As a reminder, this conference call is being recorded. I would now like to turn the call over to your host, Drew Borst, Vice President of Investor Relations. Please go ahead. Drew Borst: Thank you, operator. Good afternoon, everyone, and thank you for joining our fiscal 2026 third quarter earnings call. With me today are our CEO, Scott Howe, and CFO, Lauren Dillard. Today's call and the earnings press release may contain forward-looking statements. Drew Borst: That are subject to risks and uncertainties that could cause actual results to differ materially. For a detailed description of these risks, please read the risk factors section of our public filings and the press release. A copy of our press release and financial schedules, including any reconciliation to non-GAAP financial measures, is available at investors.liveramp.com. Drew Borst: Also, during the call today, we'll be referring to the slide deck that is also available on our IR website. With that, I'll turn the call over to Scott. Thank you, Drew, and thanks to everyone joining us today. Scott Howe: You'll hear three main themes during my remarks today. First, our business continues to demonstrate durability, predictability, and scalability, as evidenced by our solid performance in Q3. Second, AI is a tailwind for our business since we provide critical foundational infrastructure that allows our partners to utilize AI more effectively. And third, our focus on rule of 40 is unwavering, and we intend to achieve membership in this exclusive club in FY 28. Let's start with the quarter. Yet another proof point of the durability, predictability, and scalability of our business. We delivered a solid third quarter with revenue and operating income exceeding our guidance for the eleventh consecutive quarter. Overall, our team is executing well, and we made notable progress with several key growth initiatives, including expanding our data marketplace to include AI models, agents, and applications, and strengthening our go-to-market by expanding our usage-based pricing model to reseller customers. More on these in a minute. First, let me hit the highlights from Q3. Q3 revenue growth was 9%. Scott Howe: Inclusive of a four-point acceleration in subscription revenue also to 9%. ARR increased $11 million quarter over quarter and 7% year over year, driven by use cases for commerce media, CTV, and cross-platform measurement. Total customer count increased by quarter over quarter, the largest increase in more than three and a half years. And our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Scott E. Howe | Chief Executive Officer & Director | USD 1,607,968 | Male | 1968 | Active |
Matthew Karasick | Chief Product Officer | USD 1,408,755 | Male | 1977 | Active |
Vihan Sharma | Chief Revenue Officer | USD 1,295,659 | Male | 1979 | Active |
Lauren Dillard | Executive Vice President & Chief Financial Officer | USD 904,075 | Female | 1987 | Active |
Gerald C. Jones | Executive Vice President, Chief Ethics & Legal Officer and Secretary | USD 876,393 | Male | 1956 | Active |
Arthur Garrison Kellam Jr. | Vice President of Finance and Corporate Controller | USD 452,364 | Male | 1963 | Active |
Drew Borst | VP & Head of Investor Relations | — | Male | — | Active |
Jessica Shapiro | Chief Marketing Officer | — | Female | — | Active |
Jack W. McCrary Jr. | Vice President of Finance and Treasurer | — | Male | — | Active |
Matthew Hogg | Senior Vice President of Connectivity & Ecosystem | — | Male | — | Active |
David Eisenberg | Chief Strategy Officer | — | Male | — | Active |
Travis Clinger | Chief Connectivity & Ecosystem Officer and GM of International | — | Male | — | Active |
Janet Cinfio | Chief Information Officer & Senior Vice President | — | Female | — | Active |
Stephanie Boman | Chief People Officer | — | Female | — | Active |
American Capital Management Inc. lessened its holdings in shares of LiveRamp Holdings, Inc. (NYSE: RAMP) by 0.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,863,589 shares of the company's stock after selling 14,167 shares during the
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