Q4 2025 Liveramp Holdings Inc Earnings Call Transcript

May 21, 2025 / 08:30 PM GMT

Release Date Price: $28.07 (-2.70%)

Transcript 10-K8-K

Key Points

Positve

LiveRamp Holdings Inc (RAMP) reported strong financial performance in Q4, beating both top and bottom line expectations for the fifth consecutive quarter.
The company achieved a 13% revenue growth for FY25, marking the third consecutive year of hitting their 10-15% revenue growth target.
LiveRamp Holdings Inc (RAMP) expanded its operating margin by 3 points, driving a 43% growth in operating income and achieving a record free cash flow quarter.
The company successfully added new $1 million-plus customers, including significant wins in the financial services sector.
LiveRamp Holdings Inc (RAMP) joined the Rule of 31 Club with 13% revenue growth and an 18% operating margin, showing significant improvement from the previous fiscal year.

Negative

New logo signings proved challenging, with a modest lengthening of the average deal cycle observed.
There was a decrease in subscription net retention, driven by lower usage revenue associated with political advertising and the lapping of the Habbu acquisition.
Gross margin decreased by 3 points year-on-year due to temporarily higher cloud hosting expenses related to platform modernization.
The company experienced selling pressure in the first half of the year, impacting overall performance.
LiveRamp Holdings Inc (RAMP) built a heavy dose of conservatism into their guidance range due to macroeconomic uncertainty, which could impact variable revenue streams.

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

RAMP.N - Liveramp Holdings Inc
Q4 2025 Liveramp Holdings Inc Earnings Call
May 21, 2025 / 08:30PM 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 Live ramps fiscal 2025 4th 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 one on your telephone keypad. If you would like to withdraw your question, press one again.

Thank you. As a reminder, this conference call is being recorded. I would now like to turn the call over to your host, Drew Bors, Vice President of Investor relations.

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Unidentified_2 [2]
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