Highlights

  • Quarterly earnings exceeded market estimates, revenue tracked forecasts
  • Customer additions and recurring revenue increased sequentially
  • Fiscal 2026 and fourth-quarter revenue guidance ranges updated

LiveRamp Holdings, Inc. (NYSE:RAMP) reported quarterly earnings per share of USD0.76, compared with consensus estimates of USD0.69, according to FiscalAI. Revenue for the quarter stood at USD212.20 million, marginally above market expectations of USD211.68 million. In the corresponding period last year, the company recorded earnings per share of USD0.55. Quarterly revenue increased 8.6% year over year. LiveRamp reported a 4.44% return on equity and a net margin of 5.15% during the period.

Conference Call Highlights and Operating Metrics

Management stated that annual recurring revenue increased sequentially, alongside growth in the total customer base and higher-value customer accounts. The company generated USD67 million in free cash flow for the quarter, with a portion allocated toward share repurchases. LiveRamp ended the period with approximately USD403 million in cash and no outstanding debt, reflecting its balance sheet position.

AI Partnerships, Marketplace Expansion, and Pricing Structure

The company reported partnerships with more than 20 artificial intelligence-focused organizations. Its Data Marketplace was expanded to support licensing of AI models and applications, alongside increased platform usage. LiveRamp also outlined changes to its revenue model through broader usage-based pricing pilots with brand-direct customers and expanded reseller agreements, including Publicis and Uber.

Guidance Update and Analyst Coverage

LiveRamp narrowed its fiscal 2026 revenue guidance to a range of USD810 million to USD814 million, representing around 9% growth. Fourth-quarter revenue guidance was set between USD203 million and USD207 million. The company reiterated longer-term financial framework targets through fiscal 2028. Recent analyst updates included rating and price target changes from multiple brokerage firms. According to MarketBeat, LiveRamp currently carries a consensus “Hold” analyst rating.

Latest Closing Price (as of February 05, 2026): USD22.42