LiveRamp Holdings, Inc.
LiveRamp Holdings, Inc. builds a data collaboration platform that helps companies connect, activate, and measure first-party data across advertisers, publishers, platforms, and data providers. Its core role is to resolve identities and enable privacy-conscious data sharing so marketers can improve targeting, measurement, and media performance across channels.
Tilikausi 2026 · muutos edellisvuodesta
Kehitys 2021–2026
Liiketoiminta
Osuus liikevaihdostaTools that connect offline and online identifiers into a privacy-centric customer view.
Discovery, distribution, and activation of third-party data through the LiveRamp network.
Recurring fees for customers using the core data collaboration platform.
Usage-based fees, publisher and addressable TV transactions, and professional services.
Tuotteet
Raportoitu · osuus liikevaihdosta- Subscription75,6 %
- Marketplace and Other24,4 %
Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
LiveRamp sells primarily to enterprises that need to unify customer data and measure marketing outcomes, especially brands, retailers, financial services firms, healthcare companies, and media owners. It also serves publishers, addressable TV providers, data providers, agencies, and commerce media networks that participate in its collaboration ecosystem. The platform is used because it helps customers improve audience targeting, data interoperability, and privacy-conscious activation across channels.
Buy identity and activation tools to unify customer data, improve targeting, and measure campaign performance.
Use the platform to transact on data, monetize audiences, and support addressable advertising workflows.
Adopt privacy-centric collaboration to use customer data while meeting compliance and trust requirements.
List and distribute data through LiveRamp’s network to reach more buyers and improve monetization.
Connect client data across tools and platforms to support measurement and audience workflows.
Strategia
LiveRamp is focused on expanding its data collaboration network, increasing platform adoption, and deepening usage among existing customers through upsell and higher variable revenue. It is also broadening the marketplace ecosystem by adding data providers and partners, which strengthens network effects and makes the platform more useful for identity, activation, and measurement. The company’s strategy emphasizes privacy, interoperability, and AI-ready data collaboration to stay relevant as advertising and commerce media workflows evolve.
Recurring platform usage improves revenue visibility and deepens customer lock-in.
More data providers and partners increase the value of the network and transaction activity.
Neutral, secure data collaboration is central to customer trust and differentiation.
Maantiede
2026LiveRamp serves a global customer base from the United States, Europe, and APAC, and management says the platform is used in a similar way across geographies. In the latest quarter, U.S. revenue grew faster in absolute dollars than international revenue, while international growth benefited from foreign exchange. The company is headquartered in San Francisco and operates as a single reportable segment, so geographic exposure is mainly about customer location and currency rather than separate regional businesses.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
LiveRamp depends on customer renewals, new customer wins, and expansion within existing accounts, so slower adoption or churn would directly pressure subscription revenue. The business also relies on third parties for clean data, secure integrations, and ecosystem participation, which creates operational and cybersecurity exposure outside its direct control. Broader advertising-industry scrutiny over data privacy and negative public perception could also reduce demand or increase compliance costs.
- Customer renewal and expansion riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
Subscription revenue depends on retaining customers and increasing spend within existing accounts.
Kohdistuu: Core platform revenue
- Third-party cybersecurity and data security riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
The company relies on customers, suppliers, and partners to handle data securely and provide clean inputs.
Kohdistuu - Privacy and regulatory riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen
The business model depends on data collaboration, which is sensitive to privacy rules and public sentiment.
Kohdistuu: Data activation and marketplace usage
- Foreign exchange riskVaikutus: KeskitasoTodennäköisyys: Matala
International revenue growth is affected by currency movements.
Kohdistuu: International operations
Kirjanpito
Harkinnanvaraiset erätDifferent contract types can shift revenue timing and quarterly comparability.
Vaikutus: Affects reported growth, deferred revenue, and margin mix
Upfront billings and contract backlog influence future revenue visibility.
Vaikutus: Affects near-term revenue timing and investor visibility
Management has recorded allowances against certain foreign deferred tax assets.
Vaikutus: Affects tax expense and net deferred tax asset balance
Investments may require fair value or impairment judgments.
Vaikutus: Can create non-operating gains, losses, or write-downs
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Päivitetty: 24.9.2026