Q3 2026 Liveramp Holdings Inc Earnings Call Transcript

Feb 5, 2026 / 09:30 PM GMT

Release Date Price: €19.2 (+1.59%)

Transcript 10-Q8-K

Key Points

Positve

LiveRamp Holdings Inc (RAMP) reported a solid Q3 with revenue and operating income exceeding guidance for the 11th consecutive quarter.
The company achieved a 9% revenue growth, with a 4-point acceleration in subscription revenue.
ARR increased by $11 million quarter over quarter and 7% year over year, driven by use cases for commerce, media, CTV, and cross-platform measurement.
Total customer count increased by 15 quarter over quarter, marking the largest increase in more than 3.5 years.
LiveRamp Holdings Inc (RAMP) had record quarterly operating margins on both a non-GAAP and GAAP basis, along with record quarterly free cash flow.

Negative

Marketplace and other revenue increased by only 8%, landing modestly below expectations due to timing-related dynamics.
Gross margin is expected to decrease by 1 to 2 points as the company completes the final phases of its backend platform upgrade.
Operating expenses are projected to increase sequentially by $15 million in Q4, driven by events, conferences, and compensation-related step-ups.
The company faces challenges in finding and acquiring new clients, particularly in the SMB sector, despite the new pricing model.
CRPO growth decelerated slightly, impacted by the runoff of some large multi-year deals ahead of their next renewal cycle.

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

RAMP.N - Liveramp Holdings Inc
Q3 2026 Liveramp Holdings Inc Earnings Call
Feb 05, 2026 / 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 LiveRound's fiscal 2026 3rd quarter earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star, followed by the number 1 on your telephone keypad. And to withdraw your question, simply press 1 again. As a reminder, this conference call is being recorded. I would now like to turn the call over to your host, Drew Borst, Vice President of Investor relations. Please go ahead.

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Unidentified_2 [2]
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