Financial StrategyRAMP plans to utilize a substantial portion of its future free cash flow on buybacks, showing confidence in the company's financial health and prospects.
Market PositionLiveRamp is a middleware provider with a competitive edge in the data collaboration space due to its strong relationships with the walled gardens and participants in the advertising ecosystem that result in meaningful network effects.
Revenue GrowthRAMP is expected to exceed Data Marketplace & Other revenue guidance, implying growth driven by CTV incrementality and contributions from Oracle clients.