LiveRamp Holdings, Inc. (RAMP)

LiveRamp reported strong financial performance for Q4 FY2025 and Full Year 2025, with total revenue of $189 million for Q4 FY2025, a 10% year-over-year increase. LiveRamp beat Wall Street's revenue expectations with sales up 9.8% year-on-year to $188.7 million for Q1 Fiscal Year 2026. In April 2025, Evercore ISI issued an "Underperform" rating on the stock. In September 2025, CTO Mohsin Hussain sold 12,734 shares of RAMP stock for a total transaction of $355,787.96. LiveRamp is well-positioned to benefit from rising demand for data collaboration, privacy regulations, and advertising data fragmentation and expects continued revenue growth and solid operating income for fiscal 2026.

LiveRamp operates on a subscription-based revenue model, with clients paying for access to its data connectivity platform and related services, suggesting a more stable revenue stream compared to transactional models, implying less direct seasonality. While the "Marketplace & Other" revenue segment is tied to digital ad spending, LiveRamp noted no change in customer behavior in this segment during Q4 FY2025 or April 2025 due to macroeconomic factors. The company's guidance for the fiscal second half assumes a "fairly stable two-year stack," indicating an expectation of consistent performance despite potentially more difficult comparisons.

LiveRamp Holdings, Inc. operates a data collaboration platform that enables businesses to unify customer and prospect data while prioritizing consumer privacy. The company's core business revolves around providing a data connectivity platform that facilitates secure, privacy-conscious data sharing and activation across the digital advertising ecosystem. LiveRamp's platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and a data marketplace. Major products and offerings include the LiveRamp Data Collaboration Platform, RampID, Safe Haven, LiveRamp Data Marketplace, AbiliTec, IdentityLink, Live/Identity, Live/Access, Live/Connectivity, and Live/Insights. LiveRamp sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers across diverse industry verticals.

LiveRamp Holdings, Inc. operates globally, with a presence in the United States, Europe, the Asia-Pacific region, and internationally. The company has offices in the United States, the United Kingdom, France, Australia, China, Japan, and Singapore. Its operational regions also include North America, Europe, the UK, Asia Pacific (APAC), and Latin America (LATAM).

LiveRamp maintains a strong brand reputation as a leader in the data connectivity space, emphasizing data ethics and consumer privacy. The company's platform is designed to unify customer and prospect data in a way that protects consumer privacy. LiveRamp was recognized by IDC as a leader in its market scape vendor assessment for data clean room technology for the second consecutive year. LiveRamp has a premier global ecosystem with over 650 partners, including major cloud providers like AWS and Google Cloud, and platforms such as Disney, Hulu, Pinterest, Snapchat, Spotify, and TikTok. LiveRamp was a partner in the 2025 RTIH Innovation Awards. Codility highlights LiveRamp as a customer, stating that Codility helps LiveRamp "remove bias by ensuring a consistent, equal, and fair process for every candidate."

Hedge funds and other institutional investors collectively own 93.83% of LiveRamp Holdings, Inc.'s stock. Major institutional owners include Peregrine Capital Management LLC, Angeles Wealth Management LLC, Prudent Man Advisors LLC, AlphaQuest LLC, Stanley Laman Group Ltd., Vanguard Group Inc., Susquehanna International Group, LLP, Tudor Investment Corp ET AL, Geode Capital Management, LLC, and Jump Financial, LLC. Corporate insiders own 3.31% of the stock.