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LiveRamp Holdings (RAMP)
NYSE:RAMP
Earnings Data
Report Date
May 27, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.49Last Year’s EPS
0.3Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial performance: double-digit improvements in profitability, record free cash flow, meaningful customer growth, ARR momentum, and a clear strategic position around AI and usage-based pricing. Near-term headwinds were limited and mostly timing-related (marketplace sequencing, platform upgrade margins, and contract renewal timing). Management provided raised confidence in multi-year targets (Rule of 40 by FY28) and reiterated guidance with narrow ranges for FY26, while noting that some benefits from pricing and AI will materialize over several quarters.Company Guidance
Revenue Growth Above Guidance
Total revenue of $212M, up 9% year-over-year and $1M above the midpoint of guidance; subscription revenue $158M, also up 9%.
ARR and Net New ARR Momentum
ARR increased $11M sequentially and 7% year-over-year; net new ARR was $11M+ for the quarter, marking a second consecutive quarter of meaningful net new ARR.
Customer Expansion and Retention
Total customers increased by 15 (best in 12 quarters); million-dollar-plus customers rose by 8 to a record 140; subscription net retention was 101% (in line with 100–105% target).
Record Profitability and Cash Generation
Non-GAAP operating income rose 36% to $62M; operating margin expanded to a record 29% (up 6 points year-over-year); record free cash flow of $67M in the quarter.
Balance Sheet Strength and Shareholder Returns
Cash and short-term investments approx. $403M, zero debt; repurchased $39M of stock in the quarter and $119M year-to-date with $137M remaining buyback authorization.
Strong RPO Backlog
Total RPO (contracted backlog) increased 23% to $710M; current RPO up 9% to $471M, reflecting bookings strength and seasonality in renewals.
Marketplace and Product Momentum
Data marketplace and CTV demand reaccelerated to double-digit growth late in the quarter; marketplace & other revenue $54M (up 8%) with reacceleration into January.
Strategic AI Positioning and Partnerships
Positioned as foundational data network for AI with 20+ AI partners signed; expanded data marketplace to include AI models, agents, and applications to support AI training and licensing.
Usage-Based Pricing Progress
Year-long usage-based pricing pilot showed benefits for land-and-expand motions; expanded model to reseller customers (e.g., Publicis, Uber) with broader rollout planned in FY27.
Clear Rule of 40 Roadmap
Reiterated target to achieve Rule of 40 by FY28 (10–15% revenue growth and 25–30% non-GAAP operating margin); expect Rule of 31 in FY26 with ~9% revenue growth and 22% operating margin.
RAMP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RAMP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $22.42 | $23.21 | +3.52% |
Nov 05, 2025 | $27.42 | $29.25 | +6.67% |
Aug 06, 2025 | $32.58 | $27.80 | -14.67% |
May 21, 2025 | $28.07 | $33.50 | +19.34% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LiveRamp Holdings (RAMP) report earnings?
LiveRamp Holdings (RAMP) is schdueled to report earning on May 27, 2026, Before Open (Confirmed).
What is LiveRamp Holdings (RAMP) earnings time?
LiveRamp Holdings (RAMP) earnings time is at May 27, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RAMP EPS forecast?
RAMP EPS forecast for the fiscal quarter 2026 (Q4) is 0.49.