olivLaw · US equity research
LiveRamp Holdings, Inc. RAMP
Services-Computer Processing & Data Preparation · SIC 7374 · Vertical: Services-Computer Processing & Data Preparation (SIC 7374)
LiveRamp is a data collaboration company that helps brands and media owners deliver and measure marketing performance through an identity and connectivity network. The company is currently being acquired by Publicis Groupe at 38.50 USD per share, and its latest quarter shows total revenue rising to 214 million USD.
At the close of 30 Oct 2026, LiveRamp Holdings, Inc. (RAMP) stock was 38.50 USD (+0.71% on the day), with market capitalisation 2.3 bn USD, P/E 15.8 on diluted EPS of 2.44 USD over the last 12 months, beta 0.92, 52-week range 22.42–38.50 USD. Latest reported quarter (Q1 2027): revenue of 214.0 m USD (+9.8% YoY), net income of 17.5 m USD (+126.1% YoY), diluted EPS 0.28 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 71.0
- overbought (≥ 70)
- Bollinger (20, 2)
- 37.25 – 38.58
- in the upper half of the band · %B 0.94 · band width 3.5%
- SMA 50 / 200
- 37.77 / 33.15
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.18 / 0.13
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +2.6% | −1.1% | +3.7 pp | — |
| 3 months | +1.7% | −0.5% | +2.1 pp | — |
| 6 months | +27.4% | +4.4% | +23.0 pp | — |
| Year to date | +31.1% | +12.3% | +18.8 pp | — |
| 1 year | +40.9% | +13.5% | +27.3 pp | −19.2% |
| 3 years | +39.2% | +76.4% | −37.2 pp | −18.1% |
| 5 years | −28.1% | +63.7% | −91.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q1 2027 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 185.5 m | 195.4 m | 188.7 m | 194.8 m | 199.8 m | 212.2 m | 206.1 m | 214.0 m |
| Cost of revenue | 51.2 m | 55.0 m | 57.9 m | 58.3 m | 59.6 m | 59.7 m | 60.5 m | 63.0 m |
| Gross profit | 134.2 m | 140.4 m | 130.8 m | 136.5 m | 140.2 m | 152.5 m | 145.5 m | 150.9 m |
| Research & development | 43.9 m | 42.7 m | 45.9 m | 39.6 m | 37.0 m | 33.8 m | 37.8 m | 37.1 m |
| Operating income | 7.5 m | 14.7 m | -11.5 m | 7.2 m | 21.4 m | 39.5 m | 15.3 m | 20.2 m |
| Depreciation & amortisation | 4.5 m ≈ | 4.4 m ≈ | 3.8 m | 3.4 m | 3.4 m ≈ | 3.3 m ≈ | 3.3 m | 3.3 m |
| Pre-tax income | 11.7 m | 18.7 m | -6.7 m | 10.9 m | 25.0 m | 42.9 m | 19.3 m | 23.3 m |
| Income tax | 10.0 m | 9.2 m | -479.0 k | 3.2 m | -2.4 m | 3.0 m | -50.5 m | 5.7 m |
| Net income | 1.7 m | 11.2 m | -6.3 m | 7.7 m | 27.4 m | 39.9 m | 70.9 m | 17.5 m |
| Diluted EPS | 0.03 | 0.17 | -0.10 ≈ | 0.12 | 0.42 | 0.62 | 1.12 ≈ | 0.28 |
| Operating cash flow | 55.6 m ≈ | — | — | -15.8 m | 57.4 m ≈ | — | — | 17.0 m |
| Capex | 241.0 k ≈ | 282.0 k ≈ | 293.0 k | 336.0 k | 589.0 k ≈ | 162.0 k ≈ | 289.0 k | 703.0 k |
| Share repurchases | 49.9 m ≈ | 10.1 m ≈ | 25.4 m | 29.9 m | 49.9 m ≈ | 39.2 m ≈ | 75.6 m | 17.6 m |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 32 percentile of its own 19-quarter history (min 2.8, median 85.2, max 2,632.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 285.6 m | 380.6 m | 443.0 m | 528.7 m | 596.6 m | 659.7 m | 745.6 m | 812.9 m |
| Revenue YoY | +29.8% | +33.2% | +16.4% | +19.3% | +12.8% | +10.6% | +13.0% | +9.0% |
| Net income | 1.0 bn | -124.5 m | -90.3 m | -33.8 m | -118.7 m | 11.9 m | -814.0 k | 146.0 m |
| Net income YoY | unavailable | −112.1% | unavailable | unavailable | unavailable | unavailable | −106.9% | unavailable |
| Diluted EPS | 13.71 | -1.84 | -1.36 | -0.50 | -1.79 | 0.17 | -0.01 | 2.24 |
| Diluted EPS YoY | +4,470.0% | −113.4% | unavailable | unavailable | unavailable | unavailable | −105.9% | unavailable |
| net % | 360.1% | -32.7% | -20.4% | -6.4% | -19.9% | 1.8% | -0.1% | 18.0% |
| Free cash flow | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Mar 2026
- Cash
- 379.5 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 972.0 m USD
- Total assets
- 1.3 bn USD
- Debt / equity
- unavailable
- Current ratio
- 2.47x
- ROE
- 15.2%
- ROA
- 11.4%
- FCF margin
- unavailable
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 443.0 m | 528.7 m | 596.6 m | 659.7 m | 745.6 m | 812.9 m | SEC (XBRL)· 21 May 2026verified |
| Cost of revenue | 144.0 m | 147.4 m | 170.1 m | 179.5 m | 215.9 m | 238.1 m | SEC (XBRL)· 21 May 2026verified |
| Gross profit | 299.0 m | 381.2 m | 426.5 m | 480.2 m | 529.7 m | 574.8 m | SEC (XBRL)· 21 May 2026verified |
| Research & development | 135.1 m | 157.9 m | 189.2 m | 151.2 m | 176.7 m | 148.1 m | SEC (XBRL)· 21 May 2026verified |
| Operating income | -120.5 m | -65.5 m | -125.8 m | 11.4 m | 5.4 m | 83.5 m | SEC (XBRL)· 21 May 2026verified |
| Depreciation & amortisation | 27.7 m | 24.2 m | 20.8 m | 11.5 m | 17.2 m | 13.4 m | SEC (XBRL)· 21 May 2026verified |
| EBITDA | -92.8 m ≈ | -41.3 m ≈ | -105.0 m ≈ | 22.9 m ≈ | 22.6 m ≈ | 96.9 m ≈ | SEC (XBRL)· 21 May 2026derived |
| Pre-tax income | -120.8 m | -35.1 m | -118.9 m | 34.4 m | 22.8 m | 98.1 m | SEC (XBRL)· 21 May 2026verified |
| Income tax | -30.5 m | -1.2 m | 5.3 m | 24.3 m | 25.3 m | -46.7 m | SEC (XBRL)· 21 May 2026verified |
| Net income | -90.3 m | -33.8 m | -118.7 m | 11.9 m | -814.0 k | 146.0 m | SEC (XBRL)· 21 May 2026verified |
| Diluted EPS | -1.36 | -0.50 | -1.79 | 0.17 | -0.01 | 2.24 | SEC (XBRL)· 21 May 2026verified |
| Weighted average diluted shares | 66.3 m | 68.2 m | 66.4 m | 67.9 m | 66.1 m | 65.0 m | SEC (XBRL)· 21 May 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 572.8 m | 600.2 m | 464.4 m | 336.9 m | 413.3 m | 379.5 m | SEC (XBRL)· 21 May 2026verified |
| Receivables | 114.3 m | 148.3 m | 157.4 m | 190.3 m | 186.2 m | 213.0 m | SEC (XBRL)· 21 May 2026verified |
| Current assets | 825.7 m | 815.8 m | 714.6 m | 602.0 m | 656.2 m | 653.1 m | SEC (XBRL)· 21 May 2026verified |
| Property, plant & equipment, net | 12.0 m | 11.5 m | 7.1 m | 8.2 m | 6.2 m | 5.2 m | SEC (XBRL)· 21 May 2026verified |
| Goodwill | 357.4 m | 363.8 m | 363.1 m | 501.8 m | 501.8 m | 502.1 m | SEC (XBRL)· 21 May 2026verified |
| Intangibles (excl. goodwill) | 39.7 m | 26.7 m | 9.9 m | 34.6 m | 20.2 m | 9.2 m | SEC (XBRL)· 21 May 2026verified |
| Total assets | 1.3 bn | 1.3 bn | 1.2 bn | 1.2 bn | 1.3 bn | 1.3 bn | SEC (XBRL)· 21 May 2026verified |
| Current liabilities | 165.2 m | 184.6 m | 174.8 m | 216.6 m | 247.5 m | 264.8 m | SEC (XBRL)· 21 May 2026verified |
| Equity | 1.1 bn | 1.1 bn | 926.1 m | 949.1 m | 948.9 m | 972.0 m | SEC (XBRL)· 21 May 2026verified |
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Capex | 2.2 m | 4.5 m | 4.7 m | 4.3 m | 1.0 m | 1.4 m | SEC (XBRL)· 21 May 2026verified |
| Investing cash flow | -87.9 m | 7.6 m | -29.0 m | -173.7 m | 21.4 m | -4.9 m | SEC (XBRL)· 21 May 2026verified |
| Financing cash flow | -43.5 m | -67.0 m | -146.0 m | -59.1 m | -102.7 m | -199.3 m | SEC (XBRL)· 21 May 2026verified |
| Share repurchases | 42.3 m | 58.6 m | 150.0 m | 60.5 m | 101.2 m | 194.5 m | SEC (XBRL)· 21 May 2026verified |
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 55.3% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
30 Oct 2026Source: olivLaw, closing series
Market cap: 2.3 bn USD
Key indicators
Coverage and freshness
Score by group
55% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the input exists, but its latest figure is far older than the latest reported period: not used
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 55.3% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 70.8% | 77 (on a fixed band) | 19% |
| EBIT margin · Quality | 11.6% | 74 (vs peers) | 15% |
| FCF margin · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 10.9% | 43 (on a fixed band) | 31% |
| Revenue growth (YoY) · Growth | 9.0% | 54 (vs peers) | 15% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 2.7x | 100 (on a fixed band) | 12% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | 7.8% | 100 (on a fixed band) | 8% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/2 factors with a value
- Growth47/100 · 2/2 factors with a value
- Quality76/100 · 2/3 factors with a value
- Returns100/100 · 1/1 factors with a value
- Valuation· partialunavailable · 0/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
LiveRamp Holdings, Inc. (RAMP). Latest full fiscal year: 2026; data up to 2026-06-30.
Figures computed from the financial statements: revenue 812.9 m USD in 2026; YoY growth 9.0%; net margin 18.7%; ROE 16.2%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (score weight coverage: 55.3% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Gross margin: 70.8%
- EBIT margin: 11.6%
- Current ratio: 2.7x
- Shareholder yield (distributions): 7.8%
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): FCF margin, Net debt / EBITDA, EV/Sales, FCF yield.
Versus the vertical median
Services-Computer Processing & Data Preparation (SIC 7374) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ADPAutomatic Data Processing, Inc. | 119.8 bn | 27.7 | 77.0% | 20.1% | +6.7% | +19% / +32% |
| WDAYWorkday, Inc. | 44.4 bn | 40.9 | 16.0% | 12.3% | +13.1% | −6% / −25% |
| VRSKVerisk Analytics, Inc. | 25.9 bn | 30.1 | — | 29.3% | +6.6% | −12% / −18% |
| ATHMAutohome Inc. | 10.4 bn | 53.5 | 6.3% | 443.2% | +11.1% | −5% / −18% |
| RAMPLiveRamp Holdings, Inc. | 2.3 bn | 15.8 | 16.2% | 18.7% | +9.0% | +41% / +39% |
| DXCDxc Technology Company | 2.3 bn | 21.9 | 3.7% | 0.9% | −1.8% | +13% / −36% |
| EVTCEVERTEC, Inc. | 2.1 bn | 22.9 | 14.4% | 9.0% | +10.2% | +20% / −6% |
| INODInnodata Inc | 1.5 bn | 32.8 | 37.7% | 14.7% | +47.6% | −25% / +541% |
| CLVTClarivate PLC | 1.4 bn | — | -8.2% | -15.1% | −4.0% | −44% / −73% |
| LZLegalZoom.com, Inc. | 1.1 bn | 56.0 | 12.1% | 2.6% | +10.9% | −26% / −40% |
| PLTKPlaytika Holding Corp. | 808.6 m | — | — | -9.9% | +8.1% | −48% / −76% |
| YEXTYext, Inc. | 775.0 m | 40.6 | 27.8% | 5.9% | +6.1% | −7% / +18% |
| NRDSNerdWallet, Inc. | 754.4 m | 13.3 | 18.2% | 7.6% | +21.7% | −21% / +1% |
| NXTTNext Technology Holding Inc. | 736.5 m | — | -59.4% | -2,356.0% | +545.3% | −99% / −100% |
| CARSCars.com Inc. | 682.5 m | 22.4 | 7.4% | 4.7% | +0.6% | +10% / −32% |
| IBEXIBEX Limited | 593.6 m | 14.3 | 30.4% | 7.2% | +15.4% | +27% / +152% |
| SOPHSOPHiA GENETICS SA | 477.3 m | — | -110.0% | -102.2% | +18.6% | +42% / +73% |
| GRVYGravity Co., Ltd. | 475.7 m | 0.0 | 16.5% | 17.0% | −31.0% | +19% / −6% |
| SOHUSohu.com Limited | 355.1 m | 1.0 | 35.8% | 67.4% | −2.4% | −12% / +70% |
| MOVECorvex, Inc. | 176.9 m | — | -9.6% | -623.5% | −57.3% | −17% / −93% |
| SSTKShutterstock, Inc. | 161.1 m | — | -43.4% | -22.9% | +5.8% | −79% / −90% |
| TRAKRepositrak, Inc. | 132.7 m | 18.7 | 14.9% | 32.5% | +3.0% | −46% / −29% |
| GMHSGamehaus Holdings Inc. | 51.4 m | 8.5 | 11.8% | 4.1% | −11.3% | −35% / −93% |
| DDIDoubleDown Interactive Co., Ltd. | 34.1 m | 0.3 | 11.4% | 28.5% | +5.5% | +48% / +72% |
| SJScienjoy Holding Corporation | 23.5 m | — | -66.6% | -47.3% | −4.9% | +28% / −68% |
1- and 3-year price returns: for RAMP from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 25.42 Total return -34% · Per year -34% | 44.82 Total return 16% · Per year 16% | 67.33 Total return 75% · Per year 75% |
| 3 years | 27.93 Total return -27% · Per year -10% | 55.09 Total return 43% · Per year 13% | 90.39 Total return 135% · Per year 33% |
| 5 years | 30.69 Total return -20% · Per year -4% | 67.71 Total return 76% · Per year 12% | 121.35 Total return 215% · Per year 26% |
- Exit P/E± 13.77
- Net margin± 9.64
- Annual revenue growth± 7.46
- Annual dilution± 0.81
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
LiveRamp is a data collaboration company that helps brands and media owners deliver and measure marketing performance through an identity and connectivity network. The company is currently being acquired by Publicis Groupe at 38.50 USD per share, and its latest quarter shows total revenue rising to 214 million USD 3.
SWOT
Strengths
- The company has an extensive partner network and a diversified customer base that support network effects 1.
- Subscription revenue is largely fixed and predictable, and subscription net retention is above 100% 3.
- The platform is neutral and interoperable, which makes it attractive to customers who do not want to give up control of their data 1.
Weaknesses
- The company is not providing financial guidance at this time, and its earnings call was cancelled because of the transaction 3.
- Dependence on data suppliers and partners could leave the business exposed if they withdraw or withhold data 3.
- Management attention is diverted by the merger process, which could slow other strategic initiatives 1.
Opportunities
Threats
- Failure to close the merger could lead to negative market reactions and the loss of employees or customers 1.
- Competition from closed platforms and from networks integrated into large technology companies could pressure margins 1.
- Data security breaches could damage reputation and create legal liability 3.
Risks
- Risk that the merger does not closehigh
The transaction depends on stockholder approval, antitrust clearances and foreign investment approvals. If it does not close, the share price could decline 1.
- Termination fee exposuremedium
In certain circumstances the company could owe a termination fee to the buyer, which could use cash that would otherwise be available for other purposes 1.
- Interim operating restrictionsmedium
The merger agreement limits the company's actions until closing, which could prevent it from pursuing some business opportunities 1.
- Data securityhigh
A major security incident could affect customer data and the company's reputation, and existing insurance might not cover all losses 3.
- Dependence on partners and cloud providersmedium
Interruptions at hosting or data providers could affect service delivery 3.
Investment thesis
What would need to be true (bull case)
- If the transaction with Publicis Groupe completes, shareholders would receive an agreed cash payment without exposure to the execution risks of an independent company 1.
- Growth in Marketplace revenue and a high retention rate show the business model can generate repeatable revenue 3.
- The extensive partner network could make the platform hard to replace for customers who depend on it 1.
What would break the thesis
- If the merger does not complete, the share price could lose the value that now reflects the expected transaction 1.
- The company is not providing financial guidance, which makes it harder to assess the future trajectory of the business 3.
- The phase-out of third-party cookies and pressure from closed platforms could limit long-term growth 3.
What to watch
- Stockholder vote on the mergerAugust 2026
- Regulatory approvals and closing of the transaction2026
- Trend in subscription revenue and net retentionQ2 2027
- Adoption of AI platform and agent integrationsnext 10-K
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
LiveRamp Holdings, Inc. is a data collaboration technology company headquartered in San Francisco and listed on the New York Stock Exchange under the symbol RAMP. Its platform, the /LiveRamp Data Collaboration Platform, unites first-, second- and third-party data and offers identity, data access, connectivity and collaboration to build a single privacy-protective customer view 1. The company serves 846 direct customers worldwide and thousands of others indirectly through reseller partnerships 1. Its revenue model rests mainly on annual subscriptions priced by data volume 1.
The activity is organized in four capabilities: Live/Identity, which resolves consumer identities across systems, Live/Access, which gives access to third-party data providers, Live/Connectivity, which distributes data to advertising and connected TV platforms, and Live/Insights, which enables measurement through clean room technology 1. For the quarter ended June 30, 2026, subscription revenue was 160 million USD, up 8%, and Marketplace and other revenue was 54 million USD, up 15% 3.
In May 2026 the company entered a merger agreement under which Publicis Groupe will acquire it in an all-cash transaction at 38.50 USD per share 1. Closing is expected by the end of calendar 2026, subject to stockholder approval and regulatory clearances 2. If the deal completes, the shares would be delisted from the New York Stock Exchange 1.
Segments
Subscriptions (subscription revenue)
Subscription revenue is contracted mainly on an annual basis and is the most predictable part of the business. In the quarter ended June 30, 2026 it reached 160 million USD, and about 84% of it was fixed 3.
Marketplace & Other
This category includes revenue sharing from data transactions on the Data Marketplace, usage-based fees from publishers and addressable TV providers, and professional services. Data Marketplace revenue reached 40 million USD, up 13% 3.
Market context
The company operates in the data collaboration market for advertising and marketing, where brands, agencies and publishers try to link data from different channels into a single consumer view. The market is being shaped by commerce media, meaning advertising that connects exposure to actual sales 1. The company operates globally, with locations in the United States, Europe and Asia-Pacific 1.
The regulatory framework, including GDPR and CCPA, creates both obligations and opportunities for technologies that protect data privacy 1. If advertising budgets shift further toward closed networks, demand for open collaboration could be affected and the addressable market could change 1.
Trends
- Commerce mediatailwind
Commerce media advertising, which links ad exposure to sales, is expanding beyond retail into travel, telecommunications and automotive. This could increase demand for data collaboration among partners 1.
- Artificial intelligence in marketing workflowstailwind
AI agents automate complex campaigns, and their effectiveness depends on fast access to accurate data. The company has launched programs and integrations with AI partners, which may support this trend 13.
- Privacy regulationmixed
Privacy laws are expanding quickly, and most of the US population is now covered by state laws. This raises the compliance burden for all companies that process consumer data 1.
- Phase-out of third-party cookiesheadwind
Technology platforms and regulation could restrict the use of third-party cookies. If this practice declines, customers' ability to use the platform could be limited 3.
Competitive position
The source materials describe competition in general terms, especially closed advertising platforms that control data within their own ecosystems. The company positions itself as neutral and interoperable infrastructure in contrast to these platforms 1.
The company relies on a network of more than 500 partners and a data provider ecosystem, a network advantage that is hard to replicate 1. If customers choose in-house solutions or ones built into large platforms, competitive pressure could increase 3.
- Closed advertising platforms (walled gardens)
Platforms that strictly control data use outside their own ecosystem, which can limit transparency for brands 1.
- Retailer commerce media networks
Advertising networks built by retailers that can compete for brands' marketing budgets 1.
- Identity and clean room providers
Other identity and data collaboration vendors offering similar solutions to advertising clients 1.
- Marketing technology providers with data capabilities
Marketing technology companies that embed their own data functions, which could reduce the need for a separate vendor 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Russia Raises Crude Shipments Even as Refineries Ramp UpBloomberg Markets · 03 Nov 2026 · EN
- Waymo Picks Ramp for Its First Business Travel Expense Partner: ExclusiveSkift · 28 Oct 2026 · EN
- Saudi Aramco Offers Europe More Spot Oil as Supplies Ramp UpBloomberg Markets · 27 Oct 2026 · EN
- Russian Refiners Ramp Up Diesel Output to Supply Trump DealOil Price · 26 Oct 2026 · EN
- Former Ramp Agent Sues Port Of Seattle & Alaska Airlines Over Injuries From Baggage Tug CrashSimple Flying · 24 Oct 2026 · EN
- Israel arrests 36 Palestinians in the West Bank, attacks on farmers ramp upAl Jazeera English · 23 Oct 2026 · EN
- Trucker blockades in southern Italy ramp up pressure on MeloniPolitico EU · 22 Oct 2026 · EN
- ‘What are you implying?’: El-Sayed confronts critics head-on as attacks ramp upThe Guardian World · 21 Oct 2026 · EN
- Japan budget hotels ramp up overseas push with public baths, free breakfastNikkei Asia · 20 Oct 2026 · EN
- Brazil Traders Ramp Up Hedges Ahead of Tight Election RunoffBloomberg Markets · 20 Oct 2026 · EN
- Iran Strikes More Ship Engine Rooms in Ramp-Up of Hormuz AttacksBloomberg Markets · 20 Oct 2026 · EN
- India’s L&T Technology expects robust second half as deals ramp up; quarterly revenue risesCNA (Channel NewsAsia) · 19 Oct 2026 · EN
- Blue Origin plans $330 million Florida expansion to ramp New Glenn launchesCNBC — Top News · 16 Oct 2026 · EN
- WATCH: Wild ‘ramp’ venue revealed for Tesla’s highly anticipated next-gen Roadst…Telegram — Insider Paper (EN, defense leaks) · 16 Oct 2026 · EN
- Countries urged to ramp up “insufficient” nature policies at COP17Climate Home News · 15 Oct 2026 · EN
- Fintech startup Ramp hits $60 billion valuation after $1.85 billion funding roundCNA (Channel NewsAsia) · 15 Oct 2026 · EN
- Fintech firm Ramp raises $1.85 billion at $60 billion valuationCNA (Channel NewsAsia) · 15 Oct 2026 · EN
- Get Ready for the Chinese Data Center RampBloomberg Markets · 13 Oct 2026 · EN
- Japan looks for off-ramp from Trump's ICC feud before US sanctions kick inNikkei Asia · 13 Oct 2026 · EN
- AI minister calls on AI frontier labs to ramp up safety, as UK ups cyber defencesTech.eu · 12 Oct 2026 · EN
SEC filings
- Current report02 Nov 2026Acquisition or disposition of assets · Delisting notice · Item 3.03 · Item 5.01 · Departure or appointment of officers · Amendments to articles or bylaws · Financial statements and exhibits
- Current report28 Oct 2026Departure or appointment of officers
- Current report20 Aug 2026Departure or appointment of officers
- Current report17 Aug 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Current report10 Aug 2026Other events
- Quarterly report05 Aug 2026
- Current report05 Aug 2026Results of operations · Financial statements and exhibits
- Current report20 Jul 2026Departure or appointment of officers
- Annual report21 May 2026
- Current report18 May 2026Material agreement · Results of operations · Departure or appointment of officers · Amendments to articles or bylaws · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2026-03-31 · SEC / LiveRamp Holdings, Inc. · 21 May 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / LiveRamp Holdings, Inc. · 05 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / LiveRamp Holdings, Inc. · 05 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.