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LiveRamp Announces Results for First Quarter FY26

Revenue up 11% year-over-year
Record-High Operating Margin for Q1
Share Repurchases totaled $30 million

SAN FRANCISCO, Aug. 06, 2025 (GLOBE NEWSWIRE) -- LiveRamp^庐听(狈驰厂贰: RAMP), a leading data collaboration platform, today announced its financial results for the quarter ended June听30, 2025.

Q1 Financial Highlights
Unless otherwise indicated, all comparisons are to the prior year period.

• Total revenue was $195 million, up 11%.
  
  
• Subscription revenue was $148 million, up 10%.
  
  
• Marketplace & Other revenue was $46 million, up 13%.
  
  
• GAAP gross profit was $137 million, up 10%. GAAP gross margin of 70% compressed by 1 percentage point. Non-GAAP gross profit was $141 million, up 9%. Non-GAAP gross margin of 72% compressed by 1 percentage point.
  
  
• GAAP operating income was $7 million compared to a loss of $5 million. GAAP operating margin of 4% expanded by 7 percentage points. Non-GAAP operating income was $36 million, up 34%. Non-GAAP operating margin of 18% expanded by 3 percentage points.
  
  
• GAAP and non-GAAP diluted earnings per share was $0.12 and $0.44, respectively.
  
  
• Net cash used by operating activities was $16 million compared to $9 million.
  
  
• Share repurchases totaled approximately 1.1 million shares for $30 million.
  
  

A reconciliation between GAAP and non-GAAP results is provided in the schedules in this press release.

Commenting on the results, CEO Scott Howe said: "Fiscal 2026 is off to a strong start, with first quarter results surpassing our initial expectations, driven by double-digit revenue growth and substantial operating margin expansion. We're seeing good sales momentum across our Data Collaboration Network, and particularly with our new Cross Media Intelligence measurement solution. This gives us confidence in our growth outlook for FY26 and beyond."

GAAP and Non-GAAP Results

The following table summarizes the Company鈥檚 financial results for the quarters ended June听30, 2025 and June听30, 2024 ($ in millions, except per share amounts):

A detailed discussion of our non-GAAP financial measures and a reconciliation between GAAP and non-GAAP results is provided in the schedules to this press release.

Additional Business Highlights & Metrics

• We were recognized as a Leader in the IDC Marketscape: Worldwide Data Clean Room Technology for Advertising and Marketing Use Cases. The IDC Marketscape identified several differentiating strengths, including our extensive partner network of over 1,000 partners, an interoperable architecture that integrates with all major cloud platforms and native activation that allows ad campaigns to be executed directly from the clean room ().
  
  
• We published the findings of a commissioned Total Economic Impact (TEI) study conducted by Forrester Consulting. The study revealed that a composite organization representative of interviewed LiveRamp customers achieved a 313% return on investment and $9.6 million in business benefits over three years, with a payback period of less than 6 months ().
  
  
• We announced that we are powering the clean room solution for Walgreens Advertising Group (WAG), the retail media division of Walgreens. The partnership enables WAG to increase access to its first-party data, scale audience insights and offer more transparency and control to advertisers. Brands are able to enhance media measurement across all platforms in the digital ecosystem and improve ROI with faster time-to-value ().
  
  
• We announced that we partnered with REMAX, a leading franchisor of real estate brokerage services, to power its new media network that will connect advertisers with REMAX's homebuyer consumer audience ().
  
  
• We announced an expansion of our partnership with Western Union that will connect its media network audiences to LiveRamp's data collaboration network ().
  
  
• LiveRamp ended the quarter with 127 customers whose annualized subscription revenue exceeds $1 million, compared to 115 in the prior year period.
  
  
• LiveRamp ended the quarter with 835 direct subscription customers, compared to 900 in the prior year period.
  
  
• Subscription net retention was 104% and platform net retention was 105%.
  
  
• Annualized recurring revenue (ARR), which is the last month of the quarter fixed subscription revenue annualized, was $502 million, up 5% compared to the prior year period.
  
  
• Current remaining performance obligations (CRPO), which is contracted and committed revenue expected to be recognized over the next 12 months, was $451 million, up 14% compared to the prior year period.
  
  

Financial Outlook

LiveRamp鈥檚 non-GAAP operating income guidance excludes the impact of non-cash stock compensation, purchased intangible asset amortization, and restructuring and related charges.

For the second quarter of fiscal 2026, LiveRamp expects to report:

• Revenue of $197 million, an increase of 6%
• GAAP operating income of approximately $15 million
• Non-GAAP operating income of approximately $39 million
  
  

For fiscal 2026, LiveRamp expects to report:

• Revenue of between $798 million and $818 million, an increase of between 7% and 10%
• GAAP operating income of between $81 million and $85 million
• Non-GAAP operating income of between $178 million and $182 million
  
  

Conference Call

LiveRamp will hold a conference call today at 1:30 p.m. PT (4:30 p.m. ET) to further discuss this information. Interested parties are invited to listen to a webcast of the conference, which can be accessed on LiveRamp鈥檚 investor site. A slide presentation will be referenced during the call and is available .

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鈥檚 data collaboration network seamlessly unites data across advertisers, platforms, publishers, data providers, and commerce media networks鈥攗nlocking 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鈥檚 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.

Forward-Looking Statements

This press release contains 鈥渇orward-looking statements鈥� within the meaning of the Private Securities Litigation Reform Act of 1995, as amended (the 鈥淧SLRA鈥�). Forward-looking statements are often identified by words or phrases such as 鈥渁nticipate,鈥� 鈥渆stimate,鈥� 鈥減lan,鈥� 鈥渆xpect,鈥� 鈥渂elieve,鈥� 鈥渋ntend,鈥� 鈥渇oresee,鈥� or the negative of these terms or other similar variations thereof, but the absence of these words does not mean that a statement is not forward-looking. These statements, which are not statements of historical fact, include, but are not limited to, the Company鈥檚 guidance regarding results of operations for the second quarter and full year of fiscal 2026 and other similar estimates, assumptions, forecasts, projections and expectations regarding market position, product development, growth opportunities, economic conditions and other future events and trends.

These forward-looking statements are not guarantees of future performance and are subject to a number of factors and uncertainties that could cause the Company鈥檚 actual results and experiences to differ materially from the anticipated results and expectations expressed in the forward-looking statements.

Among the factors that may cause actual results and expectations to differ from anticipated results and expectations expressed in forward-looking statements are economic uncertainties that could impact us or our suppliers, customers and partners, including, geopolitical circumstances, including risk related to tariffs and other trade restrictions, the possibility of a recession, general inflationary pressure and high interest rates; the ability and willingness of our customers to renew their agreements with us upon their expiration; our ability to add new customers and upsell within our subscription business; our reliance upon partners, including data suppliers, who may withdraw or withhold data from us; increased competition and rapidly changing technology that could impact our products and services; the risk that we fail to realize the potential benefits of or have difficulty integrating acquired businesses; and our inability to attract, motivate and retain talent. Additional risks include maintaining our culture and our ability to innovate and evolve while operating in a hybrid work environment, with some employees working remotely at least some of the time within a rapidly changing industry, while also avoiding disruption from reductions in our current workforce as well as disruptions resulting from acquisition, divestiture and other activities affecting our workforce. Our global workforce strategy could possibly encounter difficulty and not be as beneficial as planned. Our international operations are also subject to risks, including the performance of third parties as well as impacts from war and civil unrest, that may harm the Company鈥檚 business. The risk of a significant breach of the confidentiality of the information or the security of our or our customers鈥�, suppliers鈥�, or other partners鈥� data and/or computer systems, or the risk that our current insurance coverage may not be adequate for such a breach, that an insurer might deny coverage for a claim or that such insurance will continue to be available to us on commercially reasonable terms, or at all, could be detrimental to our business, reputation and results of operations. Other business risks include unfavorable publicity and negative public perception about our industry; interruptions or delays in service from data center or cloud hosting vendors we rely upon; and our dependence on the continued availability of third-party data hosting and transmission services. Our clients鈥� ability to use data on our platform could be restricted if the industry鈥檚 use of third-party cookies and tracking technology declines due to technology platform changes, regulation or increased user controls. Continued changes in the judicial, legislative, regulatory, accounting, cultural and consumer environments affecting our business, including but not limited to litigation, investigations, legislation, regulations and customs at the state, federal and international levels relating to information collection and use represents a risk, as well as changes in tax laws and regulations that are applied to our customers which could cause enterprise software budget tightening. In addition, third parties may claim that we are infringing their intellectual property or may infringe our intellectual property which could result in competitive injury and / or the incurrence of significant costs and draining of our resources.

For a discussion of these and other risks and uncertainties that could affect LiveRamp鈥檚 business, reputation, results of operation, financial condition and stock price, please refer to LiveRamp鈥檚 filings with the U.S. Securities and Exchange Commission, including in the 鈥淩isk Factors鈥� and 鈥淢anagement鈥檚 Discussion and Analysis of Financial Condition and Results of Operations鈥� sections of LiveRamp鈥檚 most recently filed Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and subsequent filings.

The financial information set forth in this press release reflects estimates based on information available at this time.

LiveRamp assumes no obligation and does not currently intend to update these forward-looking statements.

To automatically receive LiveRamp financial news by email, please visit www.LiveRamp.com and subscribe to email alerts.

For more information, contact:
LiveRamp Investor Relations
[email protected]

LiveRamp^庐听and RampID鈩⑻齛nd all other LiveRamp marks contained herein are trademarks or service marks of LiveRamp, Inc. All other marks are the property of their respective owners.

A PDF accompanying this announcement is available at听