LiveRamp Holdings, Inc. (RAMP)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$37.75-0.03%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · RAMP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-09-04.
The screen ranks RAMP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8445).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Finalize the acquisition by Publicis Groupe, expected to close before the end of calendar year 2026.
Stated as a priority in 3 of last 3 quarters. The acquisition agreement with Publicis Groupe was announced in 2025-Q4 and remains on track to close before the end of calendar 2026 as reiterated in 2026-Q1 and 2026-Q2. The trajectory is delivering with no reported delays.
“Publicis Groupe transaction still expected to close before the end of CY26”
“We announced an agreement to be acquired by Publicis Groupe, transaction expected to close by end of calendar 2026”
“LiveRamp entered into definitive agreement to be acquired by Publicis Groupe in all-cash transaction”
Focus on growing total revenue, subscription revenue, and expanding the number of high-value subscription customers.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $206 million in 2026-Q1 to $214 million in 2026-Q2, a 3.9% increase; subscription revenue also increased. ARR was $545 million in 2026-Q1, up 8% year-over-year. The trajectory is delivering consistent revenue growth and customer base expansion.
Increase GAAP and non-GAAP operating income and expand operating margins through operational efficiency and growth.
Stated as a priority in 3 of last 3 quarters. GAAP operating income increased from $15 million in 2026-Q1 to $20 million in 2026-Q2, with margin expansion from 7% to 9%. Non-GAAP operating income rose 41% year-over-year to $50 million in 2026-Q2. The trajectory is delivering improved profitability and margin expansion.
Increase share repurchase authorization and execute buybacks to return capital to shareholders.
Stated as a priority in 3 of last 3 quarters. The Board increased share repurchase authorization by $200 million to $1.5 billion in 2025-Q4. Share repurchases totaled $76 million in 2026-Q1 and $18 million in 2026-Q2. The program is active with some variability in quarterly execution, showing ongoing commitment.
Develop and integrate AI-driven features and partnerships to improve platform performance and customer value.
Stated as a priority in 2 of last 3 quarters. Management highlighted AI initiatives including the Agent Builders Lab and partnerships with OpenAI, Databricks, and Adobe. While qualitative progress is noted, no direct financial metrics are provided, indicating mixed delivery so far.
“Launch of LiveRamp Agent Builders Lab and partnerships with OpenAI, Databricks, and Adobe”
Over the trailing year it converted 1.08x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 42% of the time over the next year (vs 59% for the rest of the cohort, n=3128).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.
“Q1 revenue was $214 million, up 10% year-over-year; subscription revenue was $160 million, up 8%”
“Q4 revenue was $206 million, up 9% year-over-year; subscription revenue was $158 million, up 9%”
“Fiscal year 2026 total revenue was $813 million, up 9%; subscription revenue was $614 million, up 8%”
“GAAP income from operations was $20 million compared to $7 million year-over-year; GAAP operating margin expanded by 6 points”
“GAAP income from operations was $15 million compared to a loss of $12 million year-over-year; GAAP operating margin expanded by 14 points”
“GAAP income from operations was $83 million compared to $5 million prior year; GAAP operating margin expanded by 10 points”
“Share repurchases in the first quarter totaled approximately 0.6 million shares for $18 million”
“Share repurchases in the fourth quarter totaled approximately 2.8 million shares for $76 million”
“Board increased share repurchase authorization by $200 million to $1.5 billion and extended expiration to December 31, 2027”
“Introduced agent-powered access to LiveRamp platform enabling specialized AI agents to autonomously collaborate”