Liveramp Holdings, Inc. · NYSE:RAMP
Liveramp — Q3 2026 Earnings Presentation
18 slides from Liveramp's earnings presentation, Feb 5, 2026
Slide 1: Q3 FY26 Earnings Presentation
Q3 FY26 Earnings Presentation Feb 5, 2026
Slide 2: Cautionary Statement
Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, without limitation, regarding LiveRamp’s (the "Company“) future busin
Slide 3: Use of Non-GAAP Information
Use of Non-GAAP Information The Company reports all financial information required in accordance with U.S. generally accepted accounting principles (“GAAP”). The Company believes, however, that evaluating its ongoing operating results will be enhanced if it also discloses certain non-GAAP information
Slide 4: Financial Highlights
Financial Highlights Q3 FY26 Predictable, Recurring Revenue Strong KPIs Retention Rates $527M 76% $710M 140 101% 103% 7% YoY Growth Proportion Remaining Customers with Subscription Net Platform Net Annual Recurring of Revenue from Performance $1M+ annualized Retention 6 Retention 7 Revenue (ARR) 1 S
Slide 5: Summary Financial Results
GAAP Non-GAAP 3 Q326 YoY Q326 YoY Revenue $212 9% $212 9% Summary Gross Profit $153 9% $156 7% Financial Results Gross Margin 72% - 74% (1pts) $M, except per share amounts Operating Income $40 169% $62 36% Operating Margin 19% 11pts 29% 6pts Net Earnings $40 256% $49 32% EPS $0.62 269% $0.76 37% Shar
Slide 6: Revenue Summary
Revenue by Type Q326 Q325 YoY Subscription $158 $146 9% Marketplace $54 $50 8% & Other Revenue Summary Total $212 $195 9% $M Revenue by Geography Q326 Q325 YoY US $200 $185 8% International 5 $12 $10 18% Total $212 $195 9% Totals may not foot due to rounding. © 2026 LiveRamp. All rights reserved. Se
Slide 7: Free Cash Flow
Q326 Q325 Free Cash Flow Operating Cash Flow $67 $45 $M, Non-GAAP Capital Expenditures ($0) ($0) Free Cash Flow $67 $45 Totals may not foot due to rounding. © 2026 LiveRamp. All rights reserved. 7
Slide 8: Key Growth Metrics
Key Growth Metrics $M 1 Subscription Net Retention 6 3 ARR Growth 1 Q325 Q425 Q126 Q226 Q326 Q325 Q425 Q126 Q226 Q326 Subscription ARR $491 $504 $502 $516 $527 108% 104% 104% 102% 101% Net Retention (SNR) YoY % 10% 8% 5% 7% 7% 2 Platform Net Retention 7 4 TTM Marketplace Revenue Growth Q325 Q425 Q12
Slide 9: Revenue Detail
Subscription Revenue: Q325 Q425 Q126 Q226 Q326 Fixed % of Total Subscription 84% 85% 85% 85% 83% Usage % of Total Subscription 16% 15% 15% 15% 17% Total Subscription Revenue $146 $145 $148 $150 $158 YoY growth 10% 9% 10% 5% 9% Marketplace & Other Revenue: Revenue Detail Data Marketplace $39 $34 $35
Slide 10: Remaining Performance Obligations (RPO)
Remaining Performance Obligations (RPO) 8 $M $710 $710 $690 $652 (up 23% YoY) $579 $504 239 239 239 Non-Current 222 145 130 471 451 430 471 Current 434 374 (up 9% YoY) Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Totals may not foot due to rounding. © 2026 LiveRamp. All rights reserved. See Appendix for foot
Slide 11: Outlook
Outlook /L
Slide 12: Q4 & FY26 Outlook
Q4 & FY26 Outlook Q4 FY26 Other Items (~$M) FY26 ($M) Ongoing Stock-based Comp $69 Revenue $203-$207 $810-$814 Acquisition-related Stock-based Comp $12 YoY Growth 8%-10% 9% Total Stock-based Comp $81 YoY (25%) GAAP Operating Income ~$16 ~$84 Share Count (Basic) 64 Non-GAAP Operating ~$38 ~$180 Incom
Slide 13: Appendix
Appendix /L
Slide 14: Network Scale
Network Scale Global North America EU LATAM APAC Interoperable PAIR 500+ Ecosystem More than 92% Scale Partners of US consumer time spent online Multi-Channel Open Exchange Private Marketplace Direct Walled Garden CTV MarTech IDC Marketscape: At Scale & Effective 313% ROI for Brands Leader in Data C
Slide 15: Customer Success Stories
Customer Success Stories Illustrative case studies Forrester: Total Economic Impact study Lyft: Using LiveRamp, Lyft Media helps brands reveals the LiveRamp Data Collaboration responsibly connect ride insights with their own Platform can deliver a 313% ROI for brands first-party data, to power person
Slide 16: GAAP to Non-GAAP Schedules and Metrics
GAAP to Non-GAAP Schedules and Metrics GAAP to Non-GAAP Trended Schedules, Reconciliations, EBITDA and EPS metrics are presented on our investor relations website: https://investors.liveramp.com/financial -information/quarterly-results © 2026 LiveRamp. All rights reserved. 16
Slide 17: Footnotes
Footnotes 1 Annualized Recurring Revenue (“ARR”) is defined as the last month of quarter fixed subscription revenue annualized and does not include any variable or non-recurring revenue amounts. This metric is forward looking and does not factor in potential contraction, nor does it include potential
Slide 18: Thank You
Thank You /L