LiveRamp Holdings Inc
RAMP
$29.45 2.43%
Exchange: NYSE | Sector: Technology | Industry: Software Infrastructure
Q4 2024
Published: May 22, 2024

Earnings Highlights

  • Revenue of $171.85M up 15.6% year-over-year
  • EPS of $-0.08 increased by 85.2% from previous year
  • Gross margin of 72.2%
  • Net income of -5.37M
  • "Q4 revenue growth exceeded our expectations across the board with total revenue up 16%, subscription up 11% and marketplace up 38%. Revenue was ahead of our guidance by $12 million or 7% and non-GAAP operating income was ahead by $3 million or 20%." - Scott Howe
RAMP
LiveRamp Holdings Inc

Executive Summary

LiveRamp reported a strong Q4 FY2024 finish with revenue of $172 million, up 16% year over year, and non-GAAP operating income ahead of guidance by 20%. ARR reached $467 million, up 10% for the year, with quarterly ARR growth accelerating to a double-digit pace for the second consecutive quarter. The company highlighted robust data collaboration demand, led by the Habu acquisition which closed January 31, 2024, and a pipeline now exceeding $40 million. Management reaffirmed a strategic shift toward large, multi-year contracts, higher customer retention, and cross-sell opportunities across LiveRamp and Habu. For FY25, LiveRamp guided to $710–730 million in revenue and $125–129 million of non-GAAP operating income (about 18% margin at the midpoint), signaling a continued move toward sustainable, high-teen to low-20s percent operating income growth on a non-GAAP basis and an improving subscription trajectory. The company also underscored opportunities from PAIR and ATS in a cookie-less future, while cautions include a slower-than-expected cookie deprecation timeline and macro ad-market uncertainty. The outlook emphasizes a Rule-of-40 aspiration, driven by product upgrades, data collaboration leadership, expanded partner ecosystems, and AI-enabled simplification across platforms.

Key Performance Indicators

Revenue
Increasing
171.85M
QoQ: -1.16% | YoY: 15.63%
Gross Profit
Increasing
124.13M
72.23% margin
QoQ: -3.73% | YoY: 18.05%
Operating Income
Increasing
-14.28M
QoQ: -193.91% | YoY: 61.84%
Net Income
Increasing
-5.37M
QoQ: -138.44% | YoY: 85.05%
EPS
Increasing
-0.08
QoQ: -138.81% | YoY: 85.18%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 194.82 0.12 +13.4% View
Q3 2025 195.41 0.17 +12.4% View
Q2 2025 185.48 0.03 +16.0% View
Q1 2025 175.96 -0.11 +14.2% View
Q4 2024 171.85 -0.08 +15.6% View