LIVERAMP HOLDINGS INC (NYSE:RAMP) reported fiscal first-quarter revenue of $214.0 million, essentially in line with consensus expectations, while non-GAAP EPS came in ahead of estimates. The data collaboration platform also noted that its pending acquisition by Publicis Groupe remains on track to close before the end of calendar 2026.
Revenue and EPS vs consensus
The headline numbers for the quarter ended June 30, 2026:
- Non-GAAP EPS: $0.65, compared with the analyst estimate of $0.59, a beat of roughly 10%.
- Total revenue: $214.0 million, versus the $215.7 million consensus, a difference of less than 1% and therefore effectively inline.
- Subscription revenue: $160 million, up 8% year over year.
- Marketplace & Other revenue: $54 million, up 15% year over year.
The earnings beat was driven by stronger operating leverage. Non-GAAP operating income rose 41% to $50 million, and the non-GAAP operating margin expanded to 24% from 18% a year earlier. On a GAAP basis, income from operations more than doubled to $20 million. GAAP diluted EPS was $0.28, up from $0.12.
What the quarter showed
The quarter also included several business metrics that point to continued demand for LiveRamp's data collaboration and identity tools:
- Customers with annualized subscription revenue above $1 million grew to 132 from 127.
- Direct subscription customers increased to 845 from 835.
- Subscription net retention was 103%, while platform net retention was 106%.
- Data Marketplace revenue increased 13% to $40 million.
- Current remaining performance obligations were $482 million, up 7% year over year.
Management highlighted progress on AI and agentic initiatives, including new partnerships with OpenAI, Databricks, and Adobe, as well as the launch of the LiveRamp Agent Builders Lab. Operating cash flow improved to $17 million from a use of $16 million in the prior-year period.
Market reaction and the deal backdrop
Shares were flat in after-market trading following the release. The muted response appears consistent with the stock's recent price action: LiveRamp is up roughly 0.2% over the past week and about 0.5% over the past month. With the Publicis Groupe transaction agreed at $38.50 per share in cash, the market's focus is largely on closing conditions rather than near-term earnings surprises. The company did not provide forward guidance or host an earnings call, citing the pending transaction.
Investors looking for additional historical earnings data can find it on this earnings page. For consensus estimates covering the next quarter and full year, this forecast page includes updated projections.
Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Always conduct your own research and consider your risk tolerance before making investment decisions.
Read full article here »
View the Zacks #1 Rank List
LiveRamp (NYSE:RAMP) Tops Q1 EPS Estimates as Publicis Acquisition Remains on Track
LIVERAMP HOLDINGS INC (NYSE:RAMP) reported fiscal first-quarter revenue of $214.0 million, essentially in line with consensus expectations, while non-GAAP EPS came in ahead of estimates. The data collaboration platform also noted that its pending acquisition by Publicis Groupe remains on track to close before the end of calendar 2026.
Revenue and EPS vs consensus
The headline numbers for the quarter ended June 30, 2026:
The earnings beat was driven by stronger operating leverage. Non-GAAP operating income rose 41% to $50 million, and the non-GAAP operating margin expanded to 24% from 18% a year earlier. On a GAAP basis, income from operations more than doubled to $20 million. GAAP diluted EPS was $0.28, up from $0.12.
What the quarter showed
The quarter also included several business metrics that point to continued demand for LiveRamp's data collaboration and identity tools:
Management highlighted progress on AI and agentic initiatives, including new partnerships with OpenAI, Databricks, and Adobe, as well as the launch of the LiveRamp Agent Builders Lab. Operating cash flow improved to $17 million from a use of $16 million in the prior-year period.
Market reaction and the deal backdrop
Shares were flat in after-market trading following the release. The muted response appears consistent with the stock's recent price action: LiveRamp is up roughly 0.2% over the past week and about 0.5% over the past month. With the Publicis Groupe transaction agreed at $38.50 per share in cash, the market's focus is largely on closing conditions rather than near-term earnings surprises. The company did not provide forward guidance or host an earnings call, citing the pending transaction.
Investors looking for additional historical earnings data can find it on this earnings page. For consensus estimates covering the next quarter and full year, this forecast page includes updated projections.
Disclaimer: This article is for informational and educational purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Always conduct your own research and consider your risk tolerance before making investment decisions.
Read full article here »