LiveRamp(NYSE) RAMP

LiveRamp Holdings, Inc. helps companies share customer data safely. It connects marketing tools so businesses reach the right people. The technology makes digital ads and shopping experiences more accurate.

What LiveRamp Actually Does

• Subscription: Annual fees for platform access; generated $160.4 million for the three months ended June 30, 2026.
• Marketplace and Other: Tools for sharing and selling third-party data; generated $53.6 million for the three months ended June 30, 2026.
• Professional Services: Technical support and measurement advice; represents less than 5% of revenue.
• Live/Identity: Infrastructure that links different consumer data points into one view.

Recent Growth and Merger News

• Entered a merger agreement on May 16, 2026, to be acquired by Publicis for $38.50 per share.
• Expanded global operations by opening a new office in Hyderabad, India, on July 1, 2026.
• Onboarded approximately 180 employees in India as part of a multiyear workforce strategy.
• Paused the common stock repurchase program in accordance with the pending merger agreement.

Privacy in a Digital World

The platform uses deterministic identity resolution to link customer data across different systems using known facts rather than guesses. Its network includes more than 500 partners, including marketing cloud providers, publishers, and social networks.

A Look at the Finances

• Total revenue was $214.0 million for the three months ended June 30, 2026, up 9.8% year over year.
• Net earnings reached $17.5 million for the three months ended June 30, 2026, up 126% year over year.
• Annualized recurring revenue reached $539 million as of June 30, 2026, a 7% increase year over year.
• Operating margin rose to 9.4% for the three months ended June 30, 2026, compared to 3.7% in the prior year.
• International sales grew 23.2% for the three months ended June 30, 2026.

Evolution and Future Path

LiveRamp has shifted from its origins as Acxiom to a specialized cloud platform for data collaboration. The company focus on privacy-safe identity resolution has led to its pending acquisition by a global advertising group.