RAMP

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — LiveRamp Holdings, Inc. (RAMP) on Sunday reported profit of $70.9 million in its fiscal fourth quarter. On a per-share basis, the San Francisco-based company said it had profit of $1.12. Earnings, adjusted for one-time gains and costs, were 52 cents per share. The data-services company posted revenue of $206.1 million in the period. For the year, the company reported profit of $146 million, or $2.24 per share. Revenue was reported as $812.9 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RAMP at https://www.zacks.com/ap/RAMP

LiveRamp Holdings Inc. (NYSE:RAMP) shares surged more than 26% in premarket trading on Monday after the company reported stronger-than-expected fourth-quarter results and announced a definitive agreement to be acquired by Publicis Groupe for $2.5 billion. The data collaboration technology company posted adjusted earnings of $0.52 per share for the fourth quarter of fiscal 2026, beating analyst forecasts of $0.49 per share. Revenue increased 9% year-over-year to $206 million, slightly ahead of consensus estimates of $205.48 million. Subscription revenue rose 9% to $158 million, while Marketplace & Other revenue climbed 11% to $49 million. “We finished FY26 on a strong note, with Q4 revenue and operating income ahead of consensus and ARR growth accelerating sequentially,” chief executive Scott Howe said. “We also achieved record operating cash flow in FY26, and returned over 100% to shareholders through buybacks.” Adjusted operating income jumped 75% to $40 million during the quarter. Adjusted operating margin expanded by seven percentage points to 20%, while annual recurring revenue increased 8% to $545 million. The company also reported subscription net retention of 107%, reflecting improved customer retention and expansion trends. For the full fiscal year 2026, LiveRamp generated record operating cash flow of $168 million. The company repurchased approximately 7.1 million shares for $194 million during the year. LiveRamp ended the fiscal year with 133 customers generating more than $1 million in annualized subscription revenue, up from 128 customers a year earlier. Under the acquisition agreement with Publicis Groupe, LiveRamp shareholders will receive $38.50 per share in cash. The offer represents a premium of roughly 30% compared with the company’s closing share price on May 15. The transaction is expected to close before the end of calendar year 2026, subject to shareholder approval and customary closing conditions. LiveRamp Holdings stock price

The benchmark US stock measures were tracking in the red before the opening bell Monday as investors

Q4 Revenue up 9% year-over-yearQ4 Annual Recurring Revenue up 8% year-over-yearQ4 Subscription Net Retention improved to 107%FY26 record annual Operating Cash Flow of $168 million and Share Repurchases of $194 million LiveRamp Enters into Definitive Agreement to be Acquired by Publicis Groupe in All-Cash Transaction with an Equity Value of $2.5 billion SAN FRANCISCO, May 17, 2026 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), a leading data collaboration platform, today announced its financial results for the quarter and fiscal year ended March 31, 2026. Q4 Financial HighlightsUnless otherwise indicated, all comparisons are to the prior year period. Total revenue was $206 million, up 9%. Subscription revenue was $158 million, up 9%. Marketplace & Other revenue was $49 million, up 11%. GAAP gross profit was $146 million, up 11%. GAAP gross margin of 71% expanded by 1 percentage point. Non-GAAP gross profit was $149 million, up 10%. Non-GAAP gross margin of 72% expanded by 1 percentage point. GAAP income from operations was $15 million compared to a loss of $12 million. GAAP operating margin of 7% expanded by 14 percentage points. Non-GAAP operating income was $40 million, up 75%. Non-GAAP operating margin of 20% expanded by 7 percentage points. GAAP and non-GAAP diluted earnings per share was $1.12 and $0.52, respectively. GAAP diluted EPS benefited from the release of deferred tax valuation allowances. Net cash provided by operating activities was $59 million compared to $63 million. Share repurchases in the fourth quarter totaled approximately 2.8 million shares for $76 million. Fiscal Year 2026 Financial HighlightsUnless otherwise indicated, all comparisons are to the prior year period. Total revenue was $813 million, up 9%. Subscription revenue was $614 million, up 8%. Marketplace & Other revenue was $199 million, up 12%. GAAP gross profit was $575 million, up 9%. GAAP gross margin of 71% was flat. Non-GAAP gross profit was $591 million, up 7%, and non-GAAP gross margin of 73% compressed by 1 percentage point. GAAP Income from operations was $83 million compared to $5 million. GAAP operating margin of 10% expanded by 10 percentage points. Non-GAAP operating income was $182 million, up 34%. Non-GAAP operating margin of 22% expanded by 4 percentage points. GAAP diluted earnings per share was $2.24, and non-GAAP diluted EPS was $2.27. GAAP diluted EPS benefited...

SAN FRANCISCO, May 07, 2026 (GLOBE NEWSWIRE) -- LiveRamp® (NYSE: RAMP), the leading global data collaboration platform, today announced that its fiscal 2026 fourth quarter financial results will be released on Thursday, May 21, 2026 after the financial markets close. A conference call to discuss the results will be held on the same day at 1:30 p.m. PT. A live webcast of the conference call can be accessed on the LiveRamp investor relations website. Additionally, the conference call can be accessed via the telephone by dialing (833) 461-5787 or (585) 542-9983. The conference call ID is 187801547. To automatically receive LiveRamp financial news by email, please visit the company’s Investor Relations website and subscribe to email alerts. About LiveRamp LiveRamp is a leading data collaboration technology company, empowering marketers and media owners to deliver and measure marketing performance everywhere it matters. LiveRamp’s data collaboration network seamlessly unites data across advertisers, platforms, publishers, data providers, and commerce media networks—unlocking deep insights, delivering transformational consumer experiences, and driving measurable growth. Built on a foundation of strict neutrality, interoperability, and global scale, LiveRamp enables organizations to maximize the value of their data while accelerating innovation. Trusted by many of the world’s leading brands, retailers, financial services providers, and healthcare innovators, LiveRamp is helping shape the future of responsible data collaboration in an AI-driven, outcomes-focused world where advertisers reach intended audiences and consumers receive more relevant advertising messages. LiveRamp is headquartered in San Francisco, California, with offices worldwide. Learn more at LiveRamp.com. For more information, contact: Drew Borst LiveRamp Investor Relations [email protected]

As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the advertising software industry, including LiveRamp (NYSE:RAMP) and its peers. The digital advertising market is large, growing, and becoming more diverse, both in terms of audiences and media. As a result, there is a growing need for software that enables advertisers to use data to automate and optimize ad placements. The 6 advertising software stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line. Luckily, advertising software stocks have performed well with share prices up 18.3% on average since the latest earnings results. Serving as the digital middleman in an increasingly privacy-conscious world, LiveRamp (NYSE:RAMP) provides technology that helps companies securely share and connect their customer data with trusted partners while maintaining privacy compliance. LiveRamp reported revenues of $212.2 million, up 8.6% year on year. This print was in line with analysts’ expectations, but overall, it was a slower quarter for the company with revenue guidance for next quarter slightly missing analysts’ expectations and full-year revenue guidance slightly missing analysts’ expectations. LiveRamp achieved the highest full-year guidance raise of the whole group. The company added 8 enterprise customers paying more than $1 million annually to reach a total of 140. Unsurprisingly, the stock is up 32.5% since reporting and currently trades at $29.71. Read our full report on LiveRamp here, it’s free. Powering billions of daily ad impressions across the open internet, PubMatic (NASDAQ:PUBM) operates a technology platform that helps publishers maximize revenue from their digital advertising inventory while giving advertisers more control and transparency. PubMatic reported revenues of $80.05 million, down 6.4% year on year, outperforming analysts’ expectations by 6.2%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates. PubMatic achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 26.4% since reporting. It currently trades at $8.94. Is now the time to buy PubMatic? Access o...

Dave Inc. DAVE will report fourth-quarter 2025 results on March 2, after market close. The consensus estimate for total earnings is pinned at $3.5 per share, a 71.6% upsurge from the year-ago quarter’s actual. The Zacks Consensus Estimate for revenues in the to-be-reported quarter is pegged at $164 million, hinting at 62.5% growth on a year-over-year basis. One estimate for the quarter has moved upward in the past 60 days, with no southward revision. Image Source: Zacks Investment Research DAVE has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average surprise of 74.7%. Dave Inc. price-eps-surprise | Dave Inc. Quote Our model predicts an earnings beat for Dave this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here. You can uncover the best stocks before they are reported with our Earnings ESP Filter. DAVE has an Earnings ESP of +9.07% and flaunts a Zacks Rank of 1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Dave witnessed continuous growth in its membership, reaching 843,000 in the third quarter of 2025. The ability to attract customers is heavily dependent on its simplified fee model and strong credit risk management tool, CashAI v5.5. The company has logged consistent enhancements in monetization and conversion rates, ensuring that member retention is high. Driven by a streamlined customer-first strategy, we expect the company to have experienced strong growth in the fourth quarter of 2025. Over the past year, Dave shares have surged 66.5%, outperforming the industry’s 7% return and the Zacks S&P 500 composite’s 20% rally. It has outperformed its industry peers, LiveRamp Holdings, Inc. RAMP and Agora, Inc. API. LiveRamp and Agora have lost 11.9% and 26.3%, respectively. Image Source: Zacks Investment Research In terms of valuation, Dave trades at a trailing 12-month price-to-earnings ratio of 11.81X, which is significantly lower than its industry’s 21.95X. While the company is priced at a premium relative to LiveRamp’s 9.16X, it is inexpensive compared with Agora’s 29.85X. Image Source: Zacks Investment Research Dave targets the underbanked or underserved population, facing difficulty in operating under the tradition...

Even though LiveRamp Holdings, Inc.'s (NYSE:RAMP) recent earnings release was robust, the market didn't seem to notice. We think that investors have missed some encouraging factors underlying the profit figures. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. One key financial ratio used to measure how well a company converts its profit to free cash flow (FCF) is the accrual ratio. To get the accrual ratio we first subtract FCF from profit for a period, and then divide that number by the average operating assets for the period. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'. Therefore, it's actually considered a good thing when a company has a negative accrual ratio, but a bad thing if its accrual ratio is positive. While having an accrual ratio above zero is of little concern, we do think it's worth noting when a company has a relatively high accrual ratio. Notably, there is some academic evidence that suggests that a high accrual ratio is a bad sign for near-term profits, generally speaking. For the year to December 2025, LiveRamp Holdings had an accrual ratio of -0.18. That implies it has very good cash conversion, and that its earnings in the last year actually significantly understate its free cash flow. To wit, it produced free cash flow of US$169m during the period, dwarfing its reported profit of US$68.8m. LiveRamp Holdings shareholders are no doubt pleased that free cash flow improved over the last twelve months. Having said that, there is more to the story. The accrual ratio is reflecting the impact of unusual items on statutory profit, at least in part. Check out our latest analysis for LiveRamp Holdings That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. LiveRamp Holdings' profit was reduced by unusual items worth US$8.9m in the last twelve months, and this helped it produce high cash conversion, as reflected by its unusual items. This is what you'd expect to see where a company has a non-cash charge reducing paper profits. While deductions due to unusual items are disappointing in the first instance, there is a silver lining. When we analysed the vast majority of listed companies worldwide,...

LiveRamp’s Q4 results were met positively by the market, as the company delivered revenue in line with Wall Street expectations and significantly surpassed non-GAAP profit estimates. Management attributed the quarter’s performance to a combination of strong customer expansion, the growing adoption of its clean room and measurement offerings, and progress with usage-based pricing models for both direct brands and reseller partners. CEO Scott Howe highlighted notable upsell wins with major enterprise clients and pointed to the company’s record operating margin and free cash flow as evidence of improved execution. Demand for cross-platform measurement and commerce media use cases was particularly strong, further supporting growth in annual recurring revenue and customer count. Is now the time to buy RAMP? Find out in our full research report (it’s free). Revenue: $212.2 million vs analyst estimates of $212 million (8.6% year-on-year growth, in line) Adjusted EPS: $0.76 vs analyst estimates of $0.67 (12.8% beat) Adjusted Operating Income: $61.66 million vs analyst estimates of $55.9 million (29.1% margin, 10.3% beat) Revenue Guidance for Q1 CY2026 is $205 million at the midpoint, below analyst estimates of $206.9 million Operating Margin: 18.6%, up from 7.5% in the same quarter last year Customers: 140 customers paying more than $1 million annually Net Revenue Retention Rate: 103%, down from 105% in the previous quarter Annual Recurring Revenue: $527 million vs analyst estimates of $529.9 million (7.3% year-on-year growth, miss) Market Capitalization: $1.47 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Jason Kreyer (Craig Hallum) asked how LiveRamp’s expanded Publicis partnership differentiates the platform. CEO Scott Howe explained it allows agencies to build on LiveRamp’s modular infrastructure and innovate for clients without fear of channel conflict. Shyam Patil (Susquehanna) focused on LiveRamp’s AI strategy and portfolio approach. Howe detailed that most AI partnerships are with established companies but a growing share targets AI-native startups, reflecting client-led priorities. Lucas (Morgan Stanley)...

LiveRamp again beat guidance in Q3, reporting revenue of $212 million (+9% YoY), ARR growth, record profitability (non‑GAAP operating margin of 29%, GAAP margin 19%) and a record $67 million of free cash flow with $39 million used for share repurchases. Management framed AI as a material tailwind—LiveRamp has signed 20+ AI partners, estimates ~10% of activations are AI/AI‑enabled, and expects AI to boost data activity across its identity and governance network. The company is shifting toward broader usage‑based pricing (including reseller deals like Publicis) and slightly raised FY26 revenue guidance while reiterating a target to reach Rule of 40 performance by fiscal 2028 (aiming for ~10–15% growth and 25–30% non‑GAAP margin). Interested in LiveRamp Holdings, Inc.? Here are five stocks we like better. LiveRamp (NYSE:RAMP) executives emphasized steady execution, expanding profitability, and what they described as growing tailwinds from artificial intelligence during the company’s fiscal 2026 third-quarter earnings call. Management said the quarter extended a multi-year pattern of results coming in ahead of guidance and highlighted progress on product, pricing, and partner initiatives intended to support a longer-term goal of reaching “Rule of 40” performance by fiscal 2028. CEO Scott Howe said the company delivered “solid performance” in the fiscal third quarter, marking the 11th consecutive quarter in which revenue and operating income exceeded guidance. He pointed to an increase in customer count, growth in annual recurring revenue (ARR), and record profitability and free cash flow. → With New CEOs, Is Walmart or Target the Better Buy Going Forward? CFO Lauren Dillard reported total revenue of $212 million, up 9% year over year, with subscription revenue of $158 million, also up 9%. Within subscription revenue, fixed subscription revenue grew 8% and usage-based subscription revenue grew 13%. Dillard said ARR increased more than $11 million quarter over quarter and rose 7% year over year. Customer metrics improved as well. Management said total customer count increased by 15 sequentially, which Howe called the largest quarterly increase in more than three and a half years. Million-dollar-plus subscription customers increased by eight to a record 140. Howe said the company signed several million-dollar-plus upsell deals during the quarter, including with wha...

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — LiveRamp Holdings, Inc. (RAMP) on Thursday reported profit of $39.9 million in its fiscal third quarter. On a per-share basis, the San Francisco-based company said it had net income of 62 cents. Earnings, adjusted for one-time gains and costs, came to 76 cents per share. The data-services company posted revenue of $212.2 million in the period. For the current quarter ending in March, LiveRamp said it expects revenue in the range of $203 million to $207 million. The company expects full-year revenue in the range of $810 million to $814 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RAMP at https://www.zacks.com/ap/RAMP

LiveRamp (RAMP) came out with quarterly earnings of $0.76 per share, beating the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.95%. A quarter ago, it was expected that this data-services company would post earnings of $0.48 per share when it actually produced earnings of $0.55, delivering a surprise of +14.58%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. LiveRamp, which belongs to the Zacks Technology Services industry, posted revenues of $212.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.70%. This compares to year-ago revenues of $195.41 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. LiveRamp shares have lost about 22.3% since the beginning of the year versus the S&P 500's gain of 0.5%. While LiveRamp has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for LiveRamp was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Bu...