Overview
LiveRamp fiscal Q1 revenue up 11% to $195 mln, beating analyst expectations
Adjusted operating income rose 34% to $36 mln, surpassing estimates
Company repurchased $30 mln in shares during the quarter
Outlook
LiveRamp expects Q2 revenue of $197 mln, up 6%
LiveRamp projects FY26 revenue between $798 mln and $818 mln
Company anticipates FY26 GAAP operating income between $81 mln and $85 mln
LiveRamp forecasts FY26 non-GAAP operating income between $178 mln and $182 mln
Result Drivers
DATA COLLABORATION NETWORK - Sales momentum across Data Collaboration Network contributed to revenue growth, per CEO Scott Howe
CROSS MEDIA INTELLIGENCE - New Cross Media Intelligence measurement solution drove substantial operating margin expansion
SUBSCRIPTION REVENUE - Subscription revenue rose 10%, contributing to overall revenue growth
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$195 mln
$190.90 mln (6 Analysts)
Q1 Adjusted Operating Income
Beat
$36 mln
$32.80 mln (6 Analysts)
Q1 Adjusted Gross Margin
72.0%
Q1 Operating Income
$7 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Liveramp Holdings Inc is $37.00, about 13.4% above its August 5 closing price of $32.05
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 13 three months ago
Press Release: ID:nGNX8X7Gc9
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)