Liveramp Holdings, Inc. · NYSE:RAMP
Liveramp — Q4 2026 Earnings Presentation
16 slides from Liveramp's earnings presentation, May 21, 2026
Slide 1: Q4 FY26 Earnings Presentation
Q4 FY26 Earnings Presentation May 17, 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 Q4 FY26 Predictable, Recurring Revenue Strong KPIs Retention Rates $545M 76% $760M 133 107% 108% 8% 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 Q426 YoY Q426 YoY Revenue $206 9% $206 9% Summary Gross Profit $146 11% $149 10% Financial Results Gross Margin 71% 1pts 72% 1pts $M, except per share amounts Operating Income $15 nm $40 75% Operating Margin 7% 14pts 20% 7pts Net Earnings $71 nm $33 66% EPS $1.12 nm $0.52 76% Share Co
Slide 6: Revenue Summary
Revenue by Type Q426 Q425 YoY Subscription $158 $145 9% Marketplace $49 $44 11% & Other Revenue Summary Total $206 $189 9% $M Revenue by Geography Q426 Q425 YoY US $190 $178 7% International 5 $16 $11 49% Total $206 $189 9% Totals may not foot due to rounding. © 2026 LiveRamp. All rights reserved. S
Slide 7: Free Cash Flow
Q426 Q425 Free Cash Flow Operating Cash Flow $59 $63 $M, Non-GAAP Capital Expenditures ($0) ($0) Free Cash Flow $59 $62 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 Q425 Q126 Q226 Q326 Q426 Q425 Q126 Q226 Q326 Q426 Subscription ARR $504 $502 $516 $527 $545 104% 104% 102% 101% 107% Net Retention (SNR) YoY % 8% 5% 7% 7% 8% 2 Platform Net Retention 7 4 TTM Marketplace Revenue Growth Q425 Q126 Q226
Slide 9: Revenue Detail
Subscription Revenue: Q425 Q126 Q226 Q326 Q426 Fixed % of Total Subscription 85% 85% 85% 83% 86% Usage % of Total Subscription 15% 15% 15% 17% 14% Total Subscription Revenue $145 $148 $150 $158 $158 YoY growth 9% 10% 5% 9% 9% Marketplace & Other Revenue: Revenue Detail Data Marketplace $34 $35 $38 $
Slide 10: Remaining Performance Obligations (RPO)
Remaining Performance Obligations (RPO) 8 $M $760 $710 $690 $710 (up 7% YoY) $652 $579 242 Non-Current 239 239 239 222 145 471 471 518 Current 434 451 430 (up 10% YoY) (up 9% YoY) Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Q4 26 Totals may not foot due to rounding. © 2026 LiveRamp. All rights reserved. See Appen
Slide 11: Appendix
Appendix /L
Slide 12: Network Scale
Network Scale Global North America EU LATAM APAC Interoperable PAIR More than 92% Scaled Connectivity 500+ Ecosystem Partners of US consumer time to Publishers spent online Multi-Channel Open Exchange Private Marketplace Direct Walled Garden CTV MarTech IDC Marketscape: Effective 313% ROI for Brands
Slide 13: 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 14: 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. 14
Slide 15: 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 16: Thank You
Thank You /L