Announcement • May 08
LiveRamp Holdings, Inc. to Report Q4, 2026 Results on May 21, 2026 LiveRamp Holdings, Inc. announced that they will report Q4, 2026 results After-Market on May 21, 2026 Announcement • Apr 29
LiveRamp Integrates NVIDIA AI Infrastructure For Faster AI Model Training And Inference LiveRamp announced native support for NVIDIA AI infrastructure, upgrading its clean room architecture to handle the world’s most compute-intensive AI workloads. AI partners and brands can now securely and seamlessly train and deploy sophisticated models using LiveRamp clean rooms or via the LiveRamp Marketplace at up to 15x speed, without exposing data or model weights. By moving to GPU-optimized clean room infrastructure, LiveRamp now supports the most advanced model training and inference. By implementing GPU-optimized infrastructure, LiveRamp eliminates the technical hurdle of AI partners needing to rearchitect models for CPU-based environments. AI partners can now plug-and-play existing code within LiveRamp’s clean rooms. Model providers and brands using Marketplace or Clean Rooms can stitch together disparate datasets with unprecedented scale and ease for AI-driven marketing. This ensures compute-intensive models are trained on the most complete and accurate foundation of insights. Marketers get faster results and easier access to advanced AI. Compress performance optimization timelines, with preliminary tests 15x faster than CPU-based environments. Overcome data science resource limitations with seamless access to advanced AI models. Collaborate with model providers for performance optimization while maintaining control and transparency over first-party data. AI partners realize scaled distribution, eliminate technical friction, and protect IP. Connect your existing, heavy-duty models without the need for complex or time-consuming recoding. Run proprietary models in a secure clean room to provide campaign optimization, audience selection, and performance prediction services to brands without raw data ever leaving the clean room. Train and execute models on brand first-party data without exposing proprietary code and model weights to partners. LiveRamp recently expanded its Marketplace to offer data and models for AI training, as well as governed access to a growing ecosystem of partners’ AI-powered applications and agents. With its expanding AI capabilities, LiveRamp’s data collaboration network connects every signal, agent, surface, and channel to fuel AI-powered marketing that drives exponential performance, grounded in trust. Customers can access these growing capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. This integration is currently in limited release with GA expected later this year. Announcement • Mar 20
LiveRamp Holdings, Inc. Announces Resignation of Brian O'Kelley from the Board, Effective March 18, 2026 LiveRamp Holdings, Inc. announced that on March 18, 2026, Brian O'Kelley, who has served as a director of LiveRamp Holdings, Inc. since 2023, informed the Board of Directors of the Company of his intention to resign from the Board, effective March 18, 2026. Announcement • Mar 03
LiveRamp Launches Agentic AI Upgrades To Power Smarter Growth, Planning, And Measurement LiveRamp announced the launch of new AI capabilities designed to transform how marketers plan, execute, measure, and optimize campaigns agentically. As part of the updates, LiveRamp is introducing agent-powered access to the LiveRamp platform, enabling specialized AI agents to autonomously collaborate with any partner, helping the marketing ecosystem move from manual, fragmented workflows to intelligent, governed execution that delivers exponential performance. Customers will be able to access these new capabilities in alignment with their organization’s AI policies and the applicable usage guidelines of the underlying AI provider. The agents from Newton Research and SemantIQ are live, and they're the first of many partners being brought onto the platform. Building on January’s announcement, LiveRamp clients can now license partners’ AI-powered agents and applications. This expansion empowers marketers to execute on their end-to-end marketing via agents — from audience building to measurement and media optimization — with governed access to premium data, all from one central hub. LiveRamp is building partnerships across the ecosystem to power end-to-end marketing workflows with agents. Using SemantIQ, health and life science marketers can build and activate healthcare provider audiences from the LiveRamp Clean Room. Using Newton Research, marketers can unlock instant measurement insights from LiveRamp’s Cross-Media Intelligence using simple natural language questions. LiveRamp continues to build new agentic partnerships across all categories — powering audience planning, segmentation, optimization, and measurement — unlocking new opportunities. LiveRamp is also introducing new, flexible tools for precision growth and smarter planning, available through the LiveRamp platform and via agents. Marketers utilizing these new capabilities via agents can continuously optimize audience performance across channels. The updates include the ability for marketers to build and expand audiences using enhanced lookalike modeling across first-, second-, and third-party data, as well as to apply a single identity-powered control group across surfaces and channels to measure performance consistently. This update makes it easier and quicker for marketers to manage experimentation, which can be further compounded with the speed and scalability of agents. Announcement • Feb 17
LiveRamp Holdings, Inc. Appoints Kristi Argyilan to Board of Directors LiveRamp Holdings, Inc. announced that Kristi Argyilan has been appointed to the Company’s Board of Directors. Argyilan currently serves as Global Head of Advertising at Uber, where she is leading the expansion of the company’s mobility and delivery advertising business. Argyilan is widely recognized as the pioneer of retail media. Before joining Uber, she served as Senior Vice President of Retail Media at Albertsons Companies, where she led the growth of Albertsons Media Collective and championed the industry-wide move toward measurement standardization. Argyilan’s career includes serving as the founding President of Roundel, Target’s retail media network that set the industry standard for leveraging first-party data, and holding executive leadership roles at IPG Mediabrands and Universal McCann. In addition to her executive roles, Argyilan serves on the Board of Directors for both Zefr and the Interactive Advertising Bureau (IAB). Announcement • Feb 06
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year and Ending March 31, 2026 LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year and ending March 31, 2026. For the quarter, the company expects revenue of between $203 million and $207 million, an increase of between 8% and 10%. GAAP operating income of approximately $16 million.
For the year 2026, the company expects revenue of between $810 million and $814 million, an increase of 9%. GAAP operating income of approximately $84 million. Announcement • Jan 23
LiveRamp Holdings, Inc. to Report Q3, 2026 Results on Feb 05, 2026 LiveRamp Holdings, Inc. announced that they will report Q3, 2026 results After-Market on Feb 05, 2026 Announcement • Jan 07
LiveRamp Expands Its Marketplace to Data, Models, and Agents for Ai Use Cases LiveRamp announced the expansion of its Data Marketplace to include data and models for AI. Clients can now license data to train AI, license third-party AI models, and gain access to partners' AI-powered applications and agents. This evolution transforms the Data Marketplace into a centralized hub for AI, making it simple and easy for marketers, data scientists, and developers to access and deploy AI powered by real-world, permissioned data. Through a user-friendly interface, LiveRamp's expanded Marketplace provides governed access to premium data and intelligence for AI use cases, ensuring every interaction is authenticated, purpose-bound, and auditable. Data partners gain a new, transparent way to license their datasets and models with full control and visibility over how, where, and by whom their assets are used, while marketers can power AI use cases, all from one place. LiveRamp's Data Marketplace now covers three crucial AI use cases for advertising and marketing: License data to train and tune models: Clients can securely discover, license, and integrate rich, permissioned datasets across consumer behavior, commerce, media engagement, and transaction signals. This seamless data access fills blind spots in consumer intelligence and dramatically improves model scoring and real-time decisioning. License partners' AI models: Marketers can license a partner's AI model and leverage their first-party data without sensitive information moving or being exposed. Marketers can add valuable partner intelligence and modeling to their own data. License applications powered by AI models: Coming soon, clients will be able to easily access partner applications and AI agents for use cases including audience building, measurement, media optimization, and more - directly within the LiveRamp Marketplace. Announcement • Dec 13
LiveRamp Holdings, Inc. Announces Cessation of Mohsin Hussain as Chief Technology Officer On December 12, 2025, LiveRamp Holdings, Inc. (the “Company”) announced that Mohsin Hussain, the Company’s Chief Technology Officer, will cease serving in such role and his employment with the Company will terminate effective as of the end of fiscal 2026. Announcement • Nov 06
Liveramp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2026 LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2026. For the third quarter, Company expects Revenue of between $209 million and $213 million, an increase of between 7% and 9%. GAAP operating income of between $33 million and $35 million.
For the full year, company expects Revenue of between $804 million and $818 million, an increase of between 8% and 10%. GAAP operating income of between $83 million and $87 million. Announcement • Oct 01
LiveRamp Debuts New AI Capabilities Including Agentic Tools, Segmentation, and Search LiveRamp introduced new AI tools to its platform, including new agentic AI solutions that leverage the power of its data collaboration network to deliver superior customer outcomes. LiveRamp is now the first platform to give autonomous AI agents the ability to collaborate with governed access to identity, segmentation, activation, and measurement solutions, so marketers can plan smarter campaigns, optimize investments, and prove impact everywhere it matters. Customers will be able to access these new AI capabilities in accordance with their organization's AI policies. Introducing agentic orchestration for marketing: LiveRamp can now connect the trillions of signals from its network to enhance AI with better data, enabling intelligent, secure data collaboration at scale for the agentic ecosystem. Through this consolidation of data and signals, LiveRamp can power multi-agent collaboration throughout the marketing lifecycle with connectivity and governance built in. LiveRamp's new agentic orchestration lets marketers connect their own agents, or partner agents, through APIs. With controlled access to LiveRamp's identity, segmentation, activate, measurement, clean rooms, and insights from 900 partners, marketers can use their preferred agents to make faster, better decisions across the marketing lifecycle. As LiveRamp continues to lead and advocate for AI standards across the industry, including ecosystem forums, marketers have the option to benefit from using standardized AI use cases for orchestration. LiveRamp also introduced two new AI-powered features: AI-Powered Segmentation: An industry-first solution that enables marketers to instantly create precise, multi-source (first-party, second-party, or third-party) audience segments using natural language prompts. Market Market can now explore, build, and activate segments in just minutes. AI-Powered Search: The LiveRamp Data Marketplace is now enhanced with AI-powered search, making the discovery of third-party audiences seamless. The new interface surfaces high-value segments, dramatically accelerating marketers' time-to-value. Announcement • Aug 07
Liveramp Provides Earnings Guidance for the Second Quarter and Fiscal Year 2026 LiveRamp provided earnings guidance for the second quarter and fiscal year 2026. For the quarter, the company expects Revenue of $197 million, an increase of 6%. GAAP operating income of approximately $15 million.
For fiscal 2026, the company expects 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. Announcement • Jul 24
LiveRamp Holdings, Inc. to Report Q1, 2026 Results on Aug 06, 2025 LiveRamp Holdings, Inc. announced that they will report Q1, 2026 results After-Market on Aug 06, 2025 Announcement • Jun 30
LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025 LiveRamp Holdings, Inc., Annual General Meeting, Aug 12, 2025. Announcement • Jun 25
Liveramp's Announces the Findings of A Commissioned Total Economic Impact™ (Tei) Study LiveRamp announced the findings of a commissioned Total Economic Impact™? (TEI) study conducted by Forrester Consulting on behalf of LiveRamp. The study revealed that a composite organization representative of interviewed customers using the LiveRamp Data Collaboration Platform for marketing use cases 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. When evaluating marketers' audience insights, targeting, and measurement precision, the study found that organizations face significant obstacles in their paid media lifecycle across search, social, programmatic display, linear TV, CTV, and media networks. With a lack of granular attribution data, media spend is inefficient and channel effectiveness cannot be measured accurately. It's also challenging to securely collaborate with media partners at scale while upholding each party's privacy requirements. The study revealed that investing in the LiveRamp Data Collaborated Platform addressed these hurdles by delivering significant improvements in media efficiency and effectiveness. Over three years, this equates to scalable growth and productivity for the defined composite organization, including: 15% efficiency gain in paid (non-retail) media budget spend, worth $6.1 million; 20% efficiency gain in retail media budget spend, equating to $1.2 million; 70% measurement optimization of paid media, driving $18 million in incremental revenue; 90% measurement optimization of retail media, equaling $8.8 million in incremental revenue; 50% time savings for team members focused on media activation activities. The study revealed that the LiveRamp Data Collaborations Platform also unlocked unquantified benefits, including: Improved brand perception through a more accurate understanding of consumers and their buying journeys; Enhanced relationships with agencies, retailers, and publishers through more strategic media planning discussions enabled by improved data accessibility; Improved cadence of media planning with more frequent, informed campaign planning activities comprised of historical performance data across publishers; Improved data governance to avoid potential revenue loss and legal costs due to the use of embedded identity resolution instead of sending hashed customer data directly to partners. Forrester aggregated the experiences of the interviewed marketing leaders to create a single composite organization - a B-B-B-B-B. The study revealed that the liveRamp Data Collaboration Platform also unlocked unquantified benefit, including: Improved brand perception via a more accurate understanding of consumers, retailers, and publishers through More strategic media planning discussions enabled by improve data accessibility; Improved cadence the media planning with more frequent, inform campaign planning activities comprised of historicalperformance data across publishers; Improved data Governing to avoid potential revenue loss and Legal costs due to the use of embed identity resolution instead of sending hashes customer data directly to partners. Announcement • May 22
LiveRamp Holdings, Inc. Provides Earnings Guidance for the First Quarter Ending June 30, 2025 and for the Year Ending March 31, 2026 LiveRamp provided earnings guidance for the first quarter ending June 30, 2025 and for the year ending March 31, 2026. For the quarter, the company expects Revenue of $191 million, an increase of 9%. GAAP operating income of $6 million.
For fiscal 2026, the company expects Revenue of between $787 million and $817 million, an increase of between 6% and 10%. GAAP operating income of between $85 million and $89 million. Announcement • May 08
LiveRamp Holdings, Inc. to Report Q4, 2025 Results on May 21, 2025 LiveRamp Holdings, Inc. announced that they will report Q4, 2025 results After-Market on May 21, 2025 Announcement • Mar 04
Liveramp Holdings, Inc. Cessation of Kimberly Bloomston, Chief Product Officer On March 3, 2025, LiveRamp Holdings, Inc. announced that Kimberly Bloomston, the Company’s Chief Product Officer, ceased serving in such role effective March 1, 2025 and her employment with the Company will terminate effective as of the end of fiscal 2025. Ms. Bloomston has agreed to provide consulting services to the Company on a limited basis until March 31, 2026, in accordance with a consulting agreement to be entered into between the Company and Ms. Bloomston as of the termination of her employment (the “Consulting Agreement”). Announcement • Feb 06
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of Fiscal 2025 LiveRamp Holdings, Inc. provides earnings guidance for the fourth quarter and full year of Fiscal 2025. For the quarter, the company expects revenue of between $184 million and $186 million, an increase of between 7% and 8%. GAAP operating loss of $8 million.
For fiscal 2025, the company increased revenue of between $741 million and $743 million, an increase of between 12% and 13% and GAAP operating loss of $10 million. Announcement • Jan 23
LiveRamp Holdings, Inc. to Report Q3, 2025 Results on Feb 05, 2025 LiveRamp Holdings, Inc. announced that they will report Q3, 2025 results After-Market on Feb 05, 2025 Recent Insider Transactions • Nov 14
Executive VP of Engineering & CTO recently sold €237k worth of stock On the 11th of November, Mohsin Hussain sold around 9k shares on-market at roughly €26.86 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months. Reported Earnings • Nov 08
Second quarter 2025 earnings released: EPS: US$0.03 (vs US$0.068 in 2Q 2024) Second quarter 2025 results: EPS: US$0.03 (down from US$0.068 in 2Q 2024). Revenue: US$185.5m (up 16% from 2Q 2024). Net income: US$1.73m (down 61% from 2Q 2024). Profit margin: 0.9% (down from 2.8% in 2Q 2024). Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings. Announcement • Nov 07
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Fiscal Year 2025 LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and fiscal year 2025. For the quarter, company expects revenue of $191 million, an increase of 10%. GAAP operating income of $8 million.
For the year, company expects revenue of between $737 million and $739 million, an increase of 12%. GAAP operating income of between $6 million and $8 million. Announcement • Oct 24
LiveRamp Holdings, Inc. to Report Q2, 2025 Results on Nov 06, 2024 LiveRamp Holdings, Inc. announced that they will report Q2, 2025 results After-Market on Nov 06, 2024 Announcement • Oct 09
LiveRamp Brings Artificial Intelligence-Powered Marketing to LiveRamp’s Network, Unlocking More Ways for Customers to Drive Value LiveRamp revealed the first Artificial Intelligence (AI) connections to its network, enabling marketers to drive even better outcomes from LiveRamp’s premier global ecosystem, by easily tapping the transformative power of AI. These partnerships mark LiveRamp adding rapidly evolving AI destinations to its efforts to empower marketers to personalize and measure every consumer experience. Moving forward, LiveRamp will create a full suite of compelling partnerships and use cases, giving marketers complete flexibility, interoperability, and the most effective AI tools. These new AI partnerships will add connectivity to LiveRamp’s expansive network, which will help brand marketers better connect with, and personalize touchpoints for their customers, including AI-powered touchpoints across the ecosystem. Through these partnerships, LiveRamp will enable marketers to: Personalize AI-powered searches in partnership with Perplexity. Connect AI-powered custom audiences on Meta and YouTube, in partnership with Chalice, with more social platforms to follow. LiveRamp holds itself accountable to the highest standards of privacy, security, and compliance, and enables these AI partnerships in accordance with these standards. In a panel on Tuesday, October 8 at Advertising Week New York 2024, LiveRamp and its partners will share more about their vision for how the ecosystem can leverage AI, and how marketers and publishers can take the next steps. AI-powered answers and Perplexity: Perplexity’s AI-powered ‘answer engine’ is gaining popularity for its ability to provide more direct, tailored responses on any topic. As marketers look to connect with their audiences at scale and deliver personalized experiences everywhere they’re spending their time, they will soon be able to deliver personalized brand messages like ads and experiences alongside Perplexity’s results, unlocking another touchpoint within their customer journeys. Marketers using LiveRamp will be able to seamlessly activate Perplexity’s authenticated inventory, enabling better reach, seamless activation, and deeper personalization across devices and channels. Chalice has partnered with LiveRamp to further power activations using its AI tools for marketers. Marketers use Chalice Custom Algorithms to help build unique, high-performing audiences using AI, enabling them to configure these audiences to meet their unique business objectives, and LiveRamp will help to enable these audiences to be activated across social platforms, starting with Meta and YouTube. By leveraging Chalice’s advanced AI with LiveRamp’s Embedded Identity native app on Snowflake, marketers can use their first-party data to better understand and target high-performing audiences. Using Chalice to expand reach and discover previously-overlooked opportunities to drive growth, marketers can activate programmatically or on Meta and YouTube. Announcement • Oct 03
LiveRamp Introduces New Capabilities to Fast-Track Value and Boost Marketing Impact LiveRamp announced the newest version of the LiveRamp Data Collaboration Platform, further accelerating customers' time to value by strengthening the ability of marketers to drive effective and insightful marketing by delivering and relevant experiences to consumers. The latest version of the platform enables first-party identity graphs with self-service capability, standardized queries to help customers drive immediate insights with clean room measurement, and faster activation and performance. According to a commissioned study conducted by Forrester Consulting, 93% of business leaders say that data collaboration is critical to drive improvements across companies. As this ecosystem rapidly matures, leading brands, publishers, and media networks are building their partner networks and collaborating in the LiveRamp platform. Customers utilize LiveRamp's platform for a full range of data collaboration capabilities, including clean room-powered measurement and insights, to improve their end-to-end marketing lifecycle and activate on the world's most expansive, data-rich network. Leveraging the world's most robust collaboration ecosystem, LiveRamp's platform helps customers create business value through their data and unlock new opportunities by maximizing their partnership networks with partnerships. LiveRamp has worked with more than 130 brands, publishers, and media network using LiveRamp's clean room to power cross-cloud data collaboration through unprecedented connectivity to first- and second-party data. Collaboration partners include Ampersand, DISH, Fox/TUBI, LG Ads, LinkedIn, Pinterest, and over 30 of the top retail media networks. The new platform features improve performance across these areas: Instantly build a first-party identity graph to grow insights and revenue via Identity Engine: Companies can more easily stitch together and resolve all of their own first-party data back to an individual, based on their own rules, reducing what was a complex process to hours. This enables clients to more accurately activate, measure, and optimize across all consumer experiences, driving strong marketing ROI. Operate with greater speed and efficiency to expedite consumer insights and ecosystem activation: New platform optimizations enable customers to more quickly activate and generate insights across LiveRamp's collaboration network of hundreds of partners. This now includes the ability for customers to directly activate with Google's Display & Video 360 PAIR (Publishers Advertiser Identity Reconciliation), via self-service. Accelerate clean room value through new standardized query library: Brands, media networks, and platforms can now unlock immediate value from their LiveRamp clean room investments through enhanced standardization, taking advantage of top use cases across the network for collaboration partners. Clients can get started with a new partner within hours, unlocking immediate access to insights, saving valuable time, and driving faster, more efficient outcomes. Recent Insider Transactions • Sep 29
Independent Director recently sold €219k worth of stock On the 26th of September, Debora Tomlin sold around 10k shares on-market at roughly €22.43 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months. New Risk • Aug 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€873k sold). Reported Earnings • Aug 08
First quarter 2025 earnings released: US$0.11 loss per share (vs US$0.024 loss in 1Q 2024) First quarter 2025 results: US$0.11 loss per share (further deteriorated from US$0.024 loss in 1Q 2024). Revenue: US$176.0m (up 14% from 1Q 2024). Net loss: US$7.49m (loss widened 372% from 1Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Announcement • Aug 08
Liveramp Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2025 and Increases Earnings Guidance for the Fiscal 2025 LiveRamp Holdings, Inc. provided earnings guidance for the second quarter of fiscal 2025 and increased earnings guidance for the fiscal 2025. For the quarter, the company expects revenue of $176 million, an increase of 10% and GAAP operating loss of ($3) million.
For fiscal 2025, the company increases revenue of between $715 million and $735 million, an increase of between 8% and 11% and GAAP operating income (loss) of between ($2) million and $2 million. Announcement • Jul 25
LiveRamp Holdings, Inc. to Report Q1, 2025 Results on Aug 07, 2024 LiveRamp Holdings, Inc. announced that they will report Q1, 2025 results After-Market on Aug 07, 2024 Announcement • Jul 03
LiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value Index LiveRamp Holdings, Inc.(NYSE:RAMP) dropped from Russell 3000E Value Index Announcement • Jun 20
LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024 LiveRamp Holdings, Inc., Annual General Meeting, Aug 13, 2024. Recent Insider Transactions • Jun 13
Insider recently sold €374k worth of stock On the 12th of June, Kimberly Bloomston sold around 13k shares on-market at roughly €28.68 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €498k. Insiders have been net sellers, collectively disposing of €2.7m more than they bought in the last 12 months. Recent Insider Transactions • Jun 02
Executive VP of Engineering & CTO recently sold €498k worth of stock On the 29th of May, Mohsin Hussain sold around 17k shares on-market at roughly €28.80 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months. New Risk • May 26
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 28% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • May 23
Full year 2024 earnings released: EPS: US$0.15 (vs US$1.87 loss in FY 2023) Full year 2024 results: EPS: US$0.15 (up from US$1.87 loss in FY 2023). Revenue: US$659.7m (up 11% from FY 2023). Net income: US$10.1m (up US$134.2m from FY 2023). Profit margin: 1.5% (up from net loss in FY 2023). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Announcement • May 10
LiveRamp Holdings, Inc. to Report Q4, 2024 Results on May 22, 2024 LiveRamp Holdings, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on May 22, 2024 Board Change • May 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Director Brian O’Kelley was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Feb 22
Executive VP of Engineering & CTO recently sold €432k worth of stock On the 15th of February, Mohsin Hussain sold around 12k shares on-market at roughly €34.64 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months. New Risk • Feb 10
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Significant insider selling over the past 3 months (€1.0m sold). Reported Earnings • Feb 09
Third quarter 2024 earnings released: EPS: US$0.20 (vs US$0.47 loss in 3Q 2023) Third quarter 2024 results: EPS: US$0.20 (up from US$0.47 loss in 3Q 2023). Revenue: US$173.9m (up 9.6% from 3Q 2023). Net income: US$13.4m (up US$43.9m from 3Q 2023). Profit margin: 7.7% (up from net loss in 3Q 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 13% per year. Announcement • Feb 09
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the fourth quarter of fiscal 2024, LiveRamp expects to report: Revenue of between $158 million and $162 million, an increase of between 6% and 9%, and GAAP operating loss of between $18 million and $17 million.For fiscal 2024, LiveRamp updates its guidance and expects to report: Revenue of between $646 million and $650 million, an increase of between 8% and 9%, and GAAP operating income of between $8 million and $9 million. Announcement • Jan 26
LiveRamp Holdings, Inc. to Report Q3, 2024 Results on Feb 08, 2024 LiveRamp Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Feb 08, 2024 Announcement • Jan 18
LiveRamp Holdings, Inc. Revises Financial Guidance for the Third Quarter Ended December 31, 2023 LiveRamp Holdings, Inc. revised financial guidance for the third quarter ended December 31, 2023. For the third quarter, the Company expects to report revenue of approximately $174 million, an increase of 10% year-on-year and ahead of the prior expectation of $165 million. Operating income of approximately $15 million, above the Company’s prior expectation of $8 million. Announcement • Nov 18
Liveramp Holdings, Inc. Announces Promotion of Lauren Dillard as Chief Financial Officer LiveRamp announced the promotion of Lauren Dillard to chief financial officer (CFO). Dillard has been with LiveRamp for nearly 10 years, most recently serving as interim CFO and Senior Vice President of Finance and Investor Relations. She joined Acxiom in 2014 as Head of Investor Relations, where she was instrumental in the value-enhancing Acxiom reorganization and separation in 2018. She helped launch LiveRamp as a public company and played an integral role in many strategic initiatives, including the acquisitions of Data Plus Math, Faktor, Acuity Data and DataFleets to bolster LiveRamp’s leadership in data collaboration, measurement and analytics, and consumer privacy. As CFO, she will lead all aspects of LiveRamp’s financial operations, including treasury, tax, accounting, investor relations, and field operations. Dillard will continue reporting directly to CEO Scott Howe in her elevated role. Recent Insider Transactions • Nov 15
Executive VP recently sold €610k worth of stock On the 14th of November, Gerald Jones sold around 20k shares on-market at roughly €30.49 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.9m more than they bought in the last 12 months. Announcement • Nov 10
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Fiscal Year 2024 LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and full fiscal year 2024. For the quarter, the company expects revenue of $165 million, an increase of 4% and GAAP operating income of $8 million. For full fiscal year 2024, the company expects revenue of between $632 million and $637 million, an increase of between 6% and 7%, GAAP operating income of between $8 million and $11 million. Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: US$0.064 (vs US$0.45 loss in 2Q 2023) Second quarter 2024 results: EPS: US$0.064 (up from US$0.45 loss in 2Q 2023). Revenue: US$159.9m (up 8.7% from 2Q 2023). Net income: US$4.48m (up US$34.9m from 2Q 2023). Profit margin: 2.8% (up from net loss in 2Q 2023). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 20% per year. Announcement • Oct 26
LiveRamp Holdings, Inc. to Report Q2, 2024 Results on Nov 08, 2023 LiveRamp Holdings, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2023 Announcement • Oct 11
LiveRamp Debuts Clean Room Native Activation and Enhanced Identity Resolution Across All Major Clouds LiveRamp announced new clean room activation and cloud-first identity capabilities that empower clients to more effectively activate and connect their data while unlocking deeper analytics and audience insights. As a result, brands, publishers, and technology platforms can maximize the value of their first-party data, seamlessly unify and activate their data from any environment, and deepen consumer insights through more granular measurement--all within their existing enterprise technology stack or partner ecosystem. With these platform enhancements, LiveRamp's 900+ clients now benefit from: Activation to Hundreds of Partners Directly from Snowflake's and LiveRamp's Data Clean Room. With LiveRamp's next-generation, cloud-native clean room capabilities, clients can now activate their data with hundreds of partners directly from their collaboration platform of choice, including Snowflake and the LiveRamp Clean Room, with enhanced accuracy and connectivity. With RampID™?--the most durable, privacy-centric identifier for connecting the digital ecosystem--LiveRamp clients can take immediate action on new insights generated through secure partner collaborations while achieving comparable scale and reach. With seamless connectivity to the industry's most expansive, data-rich network, LiveRamp also offers the ability to activate across this ecosystem without the need to use multiple solutions or build a new integration for each partner and platform. Industry-First Identity Resolution Across All Major Clouds.berly Bloomston, SVP of Product at LiveRamp, added, "Bringing cloud-native, clean room-optimized activation and identity capabilities to the market ensures enterprises have the ability to scale data practices, maximize insights, and build flexibility for the future. The new features deliver access to otherwise inaccessible datasets, allowing them to simplify campaign activation and optimize the ability to reach consumers in a consistently accurate manner. With LiveRamp, businesses are empowered to evolve their digital transformation initiatives alongside the demands of a vastly fragmented ecosystem and complex journeys of their customers and partners, including clouds and clean rooms." LiveRamp continues to advance its solutions and power next-generation data collaboration across four critical components. Live/Identity: Build the enterprise identity infrastructure to accurately identify and match customers across channels, partners, and platforms for the most connected customer view possible. Live/Access: Expand the value of data, deepen customer understanding, and reach new audiences with LiveRamp's network of high-quality data partners. Live/Connectivity: Overcome signal loss, embrace the future of addressability, and connect with high-value audiences at scale, wherever they're spending time. Live/Insights: Fuel innovation and unlock powerful measurement and analytics with robust clean room capabilities, with advanced controls and permissioning and cutting-edge privacy-enhancing technologies built in. Buying Opportunity • Sep 08
Now 21% undervalued Over the last 90 days, the stock is up 21%. The fair value is estimated to be €35.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 13%. Recent Insider Transactions • Aug 15
Executive VP of Engineering & CTO recently sold €269k worth of stock On the 11th of August, Mohsin Hussain sold around 9k shares on-market at roughly €28.38 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. New Risk • Aug 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buying Opportunity • Aug 10
Now 23% undervalued Over the last 90 days, the stock is up 8.8%. The fair value is estimated to be €31.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 13%. Announcement • Aug 10
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Second Quarter and Full Year of Fiscal 2024 LiveRamp Holdings, Inc. provided earnings guidance for the second quarter and full year of fiscal 2024. For the quarter, Revenue of $152 million, an increase of 3% and GAAP operating income of $1 million. For fiscal 2024, Revenue of between $620 million and $630 million, an increase of between 4% and 6%, GAAP operating income of between $2 million and $5 million. Reported Earnings • Aug 10
First quarter 2024 earnings released: US$0.024 loss per share (vs US$0.40 loss in 1Q 2023) First quarter 2024 results: US$0.024 loss per share (improved from US$0.40 loss in 1Q 2023). Revenue: US$154.1m (up 8.3% from 1Q 2023). Net loss: US$1.59m (loss narrowed 94% from 1Q 2023). Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 16% per year. Announcement • Jul 28
LiveRamp Holdings, Inc. to Report Q1, 2024 Results on Aug 09, 2023 LiveRamp Holdings, Inc. announced that they will report Q1, 2024 results After-Market on Aug 09, 2023 Announcement • May 25
LiveRamp Holdings, Inc. Provides Earnings Guidance for the First Quarter and Full Year of Fiscal 2024 LiveRamp Holdings, Inc. provided earnings guidance for the first quarter and full year of fiscal 2024. For the first quarter of fiscal 2024, the company expects revenue of approximately $147 million, an increase of 3% year-over-year.For fiscal 2024, the company expects revenue of between $610 million and $620 million, an increase of between 2% and 4% year-over-year. Reported Earnings • May 25
Full year 2023 earnings released: US$1.87 loss per share (vs US$0.50 loss in FY 2022) Full year 2023 results: US$1.87 loss per share (further deteriorated from US$0.50 loss in FY 2022). Revenue: US$596.6m (up 13% from FY 2022). Net loss: US$124.1m (loss widened 267% from FY 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings. Announcement • May 11
LiveRamp Holdings, Inc. to Report Q4, 2023 Results on May 24, 2023 LiveRamp Holdings, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on May 24, 2023 Recent Insider Transactions • Mar 09
President recently sold €661k worth of stock On the 7th of March, Warren Jenson sold around 30k shares on-market at roughly €22.02 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Warren's only on-market trade for the last 12 months. Announcement • Feb 14
LiveRamp Holdings, Inc. Appoints Brian O’Kelley to Serve as Member of the Board and Its Governance/Nominating Committee On February 10, 2023, the Board of Directors of LiveRamp Holdings, Inc. appointed Brian O’Kelley to serve as a member of the Board and its Governance/Nominating Committee, effective immediately. Mr. O’Kelley was appointed to fill a vacancy in the class of directors whose term expires at the 2025 annual meeting of stockholders, so as to maintain the number of directors in each class of the directors serving on the Board as nearly equal as possible. Recent Insider Transactions • Feb 12
Executive VP of Engineering & CTO recently sold €157k worth of stock On the 9th of February, Mohsin Hussain sold around 6k shares on-market at roughly €24.46 per share. This transaction amounted to 5.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €436k more than they bought in the last 12 months. Reported Earnings • Feb 08
Third quarter 2023 earnings released: US$0.47 loss per share (vs US$0.23 loss in 3Q 2022) Third quarter 2023 results: US$0.47 loss per share (further deteriorated from US$0.23 loss in 3Q 2022). Revenue: US$158.6m (up 13% from 3Q 2022). Net loss: US$30.5m (loss widened 99% from 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Announcement • Feb 08
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2023 LiveRamp Holdings, Inc. provided earnings guidance for the fourth quarter and full year of 2023. For the quarter, the company expects Revenue of between $147 million and $152 million, an increase of between 4% and 7% year-over-year. GAAP operating loss of between $26 million and $23 million. For the year 2023, the company expects Revenue of between $595 million and $600 million, an increase of approximately 13% year-over-year. GAAP operating loss of between $105 million and $102 million. Announcement • Feb 02
LiveRamp Holdings Announces Resignation of Kamakshi Sivaramakrishnan as Director On January 27, 2023, Kamakshi Sivaramakrishnan, who has served as a director of LiveRamp Holdings, Inc. since 2020, informed the Board of Directors of the Company (Board) of her intention to resign from the Board, effective immediately, to pursue a new venture. Announcement • Jan 25
LiveRamp Holdings, Inc. to Report Q3, 2023 Results on Feb 07, 2023 LiveRamp Holdings, Inc. announced that they will report Q3, 2023 results After-Market on Feb 07, 2023 Recent Insider Transactions • Nov 18
Executive VP of Engineering & CTO recently sold €156k worth of stock On the 16th of November, Mohsin Hussain sold around 7k shares on-market at roughly €21.26 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €181k. Insiders have been net sellers, collectively disposing of €279k more than they bought in the last 12 months. Reported Earnings • Nov 10
Second quarter 2023 earnings released: US$0.45 loss per share (vs US$0.095 loss in 2Q 2022) Second quarter 2023 results: US$0.45 loss per share (further deteriorated from US$0.095 loss in 2Q 2022). Revenue: US$147.1m (up 16% from 2Q 2022). Net loss: US$30.4m (loss widened 373% from 2Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Announcement • Nov 09
LiveRamp Holdings, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of Fiscal 2023 LiveRamp Holdings, Inc. provided earnings guidance for the third quarter and full year of fiscal 2023. For the quarter, revenue of approximately $158 million, an increase of 12% year-over-year and GAAP operating loss of approximately $27 million.For fiscal 2023, revenue of between $595 million and $600 million, an increase of 13% year-over-year and GAAP operating loss of approximately $102 million. Announcement • Oct 26
LiveRamp Holdings, Inc. to Report Q2, 2023 Results on Nov 08, 2022 LiveRamp Holdings, Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022 Recent Insider Transactions • Sep 13
Independent Non-Executive Chairman recently bought €209k worth of stock On the 9th of September, Clark Kokich bought around 11k shares on-market at roughly €19.94 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Clark's only on-market trade for the last 12 months. Announcement • Aug 17
LiveRamp Promotes Travis Clinger to Senior Vice President, Activations and Addressability LiveRamp has promoted Travis Clinger to Senior Vice President, Activations and Addressability, to serve on the LiveRamp leadership team. While at LiveRamp, Clinger has led LiveRamp’s global Addressability efforts; in his expanded role, he will continue to lead the Addressability team, as well as Activations partnerships moving forward. Over the course of Clinger’s six years at LiveRamp, he has built and led LiveRamp’s global Addressability efforts from the ground up, including assembling a global team across North America, Europe, Latin America and APAC and putting LiveRamp’s Authenticated Traffic Solution (ATS) on track to be in 100 countries by the end of 2023. Additionally, Clinger has helped to lead LiveRamp’s strongest and most strategic relationships with partners, including industry giants. In his new role, Clinger will expand his remit to include all Activations partnerships, including emerging use cases in martech, e-commerce, customer service and other areas where data is playing a transformative role. Announcement • Aug 12
LiveRamp Holdings, Inc. Ends Richard P. Fox Services in the Board LiveRamp Holdings, Inc. at Annual Meeting was held on August 9, 2022, noted the Mr. Richard P. Fox’s service on the Board ended on the date of the Annual Meeting. The Board voted to reduce its size from nine to eight members as a result of Mr. Fox’s departure. Announcement • Aug 06
Liveramp Holdings, Inc. Provides Earnings Guidance for the Second Quarter and for Fiscal Year 2023 LiveRamp Holdings, Inc. provided earnings guidance for the second quarter and for fiscal year 2023. For the quarter, The company expects Revenue of approximately $144 million, an increase of 13% year-over-year. GAAP operating loss of approximately $38 million. For the fiscal year, The company expects Revenue of between $590 million and $600 million, an increase of between 12% and 13% year-over-year. GAAP operating loss of approximately $103 million. Reported Earnings • Aug 05
First quarter 2023 earnings released: US$0.40 loss per share (vs US$0.25 profit in 1Q 2022) First quarter 2023 results: US$0.40 loss per share (down from US$0.25 profit in 1Q 2022). Revenue: US$142.2m (up 20% from 1Q 2022). Net loss: US$27.2m (down 257% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 16%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Announcement • Jul 22
LiveRamp Holdings, Inc. to Report Q1, 2023 Results on Aug 04, 2022 LiveRamp Holdings, Inc. announced that they will report Q1, 2023 results After-Market on Aug 04, 2022 Reported Earnings • May 28
Full year 2022 earnings released: US$0.50 loss per share (vs US$1.36 loss in FY 2021) Full year 2022 results: US$0.50 loss per share (up from US$1.36 loss in FY 2021). Revenue: US$528.7m (up 19% from FY 2021). Net loss: US$33.8m (loss narrowed 63% from FY 2021). Over the next year, revenue is forecast to grow 17%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings. Announcement • May 18
LiveRamp Holdings, Inc. to Report Q4, 2022 Results on May 24, 2022 LiveRamp Holdings, Inc. announced that they will report Q4, 2022 results After-Market on May 24, 2022 Announcement • Mar 05
Liveramp Holdings, Inc. Announces Resignation of David Pann as Chief Product Office LiveRamp Holdings, Inc. announced resignation of David Pann as Chief Product Office due to personal reasons. Mr. Pann will provide certain consulting services to the Company for the next six months. Recent Insider Transactions • Feb 16
Insider recently sold €167k worth of stock On the 14th of February, Diego Panama sold around 4k shares on-market at roughly €38.44 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €566k more than they bought in the last 12 months. Reported Earnings • Feb 10
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: US$0.23 loss per share (down from US$0.18 loss in 3Q 2021). Revenue: US$140.6m (up 17% from 3Q 2021). Net loss: US$15.4m (loss widened 31% from 3Q 2021). Revenue exceeded analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 20%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Nov 06
Independent Director recently sold €181k worth of stock On the 4th of November, Debora Tomlin sold around 4k shares on-market at roughly €50.24 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.5m more than they bought in the last 12 months. Reported Earnings • Nov 03
Second quarter 2022 earnings released: US$0.095 loss per share (vs US$0.36 loss in 2Q 2021) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2022 results: Revenue: US$127.3m (up 22% from 2Q 2021). Net loss: US$6.43m (loss narrowed 73% from 2Q 2021). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Executive Departure • Aug 14
Independent Director William Henderson has left the company On the 10th of August, William Henderson's tenure as Independent Director ended. As of March 2021, William still personally held 27.22k shares (€1.2m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 4.08 years. Reported Earnings • Aug 06
First quarter 2022 earnings released: EPS US$0.25 (vs US$0.33 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$119.0m (up 20% from 1Q 2021). Net income: US$17.4m (up US$39.1m from 1Q 2021). Profit margin: 15% (up from net loss in 1Q 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Breakeven Date Change • Jul 27
No longer forecast to breakeven The 11 analysts covering LiveRamp Holdings no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$377.0m in 2024. New consensus forecast suggests the company will make a loss of US$51.9m in 2024. Executive Departure • Jul 04
President and Head of Products & Platforms Anneka Gupta has left the company On the 1st of July, Anneka Gupta's tenure as President and Head of Products & Platforms ended. As of March 2021, Anneka still personally held 255.20k shares (€11m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years. Executive Departure • Jul 04
President and Head of Products & Platforms Anneka Gupta has left the company On the 1st of July, Anneka Gupta's tenure as President and Head of Products & Platforms ended. As of March 2021, Anneka still personally held 255.20k shares (€11m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.