LiveRamp Q3 revenue rises

Overview

• Data collaboration platform's Q3 revenue rose 9%, slightly beating analyst expectations

• Adjusted operating income for Q3 beat analyst estimates

• Company repurchased $119 mln worth of shares fiscal YTD

Outlook

• LiveRamp expects Q4 revenue between $203 mln and $207 mln, up 8% to 10%

• Company forecasts fiscal 2026 revenue between $810 mln and $814 mln, up 9%

• LiveRamp anticipates fiscal 2026 non-GAAP operating income of approximately $180 mln

Result Drivers

• AI TOOLS AND PARTNERSHIPS - Debut of new AI tools in Data Marketplace and expanded partnership with Publicis contributed to growth

• OPERATING INCOME AND MARGINS - Record operating margin and cash flow driven by cost management and strategic initiatives

• SHARE REPURCHASES - Fiscal YTD share repurchases totaled $119 mln, impacting financial metrics

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

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 62.2% above its February 4 closing price of $22.81

• The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nGNX6PmYT

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