Q2 2026 Liveramp Holdings Inc Earnings Call Transcript

Nov 5, 2025 / 09:30 PM GMT

Release Date Price: €23.4

Transcript 10-Q8-K

Key Points

Positve

LiveRamp Holdings Inc (RAMP) delivered solid Q2 results with revenue and operating income surpassing guidance.
Q2 revenue increased by 8%, with a notable 18% growth in marketplace and other revenue.
Net new ARR in Q2 was $14 million, the largest organic increase in the past seven quarters.
The company signed a multi-million dollar new logo contract with a global auto manufacturer and a multi-million dollar upsell with a leading social media platform.
LiveRamp Holdings Inc (RAMP) is actively rolling out a usage-based pricing model, which has received positive feedback and is expected to drive incremental revenue growth.

Negative

Gross margin was 72%, down 3 points year on year due to higher cloud hosting expenses related to platform modernization.
The cost optimization from migrating customers to an upgraded back end is taking longer than expected.
Subscription usage growth is expected to be flat in the second half of the fiscal year.
The company has not baked in any upside from the new pricing model into this year's guidance.
There is a relatively wide range in revenue guidance due to macroeconomic uncertainties.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RAMP.N - Liveramp Holdings Inc
Q2 2026 Liveramp Holdings Inc Earnings Call
Nov 05, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to Liramp's fiscal 2026 second quarter earnings conference call. All lines have been placed on you to prevent any backbone noise.

After his speaker remarks, there will be a question-and-answer session.

And if you'd like to ask a question at that time, please press star, then the number one on your telephone keypad. If you'd like to enjoy your question or your question has been answered, please press one again.

Thank you.

I would now like to turn the call over to your host, Drew Boorst, Vice President of Investor Relations. Please go ahead, sir.

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