LiveRamp Holdings, Inc. (RAMP) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Bonjour, everyone. I am Arthur Sadoun, and I'm here in New York in the middle of the night with Carla Serrano, Chief Strategy Officer of Publicity Group, and Scott Howe, CEO of LiveRank. Laurie Snow, our CFO, is also on the line, but from Paris. Thank you for joining us at such a short notice. We wanted to make sure we give you more color following yesterday's announcement that we have entered into an agreement to acquire LiveRamp to become a leader in data co-creation and help clients build more intelligent agents. With these strategic investments, we are demonstrating once again our commitment to accompanying our clients in their transformation and continuing to power our growth and financial KPIs by leading the industry into the AI era. But before we get into the presentation, please read the disclaimer, which is an important legal matter. Okay, let's start with a quick overview. LiveRamp is a global data collaboration platform and a strategic AI enabler. The transaction represents an all-cash deal for an enterprise value of $2.2 billion. Among its many benefits, It will allow publicists to become a leader in a new high-growth segment, data co-creation to fuel more intelligent agents for our clients. LiveRamp will also strengthen our ability to deliver agentic business transformation. We expect this acquisition to be accretive to our headline EPS from the first year. It will also allow us to raise our 27 and 28 constant currency growth objectives to plus 7 to 8% for net revenue and plus 8 to plus 10% for headline EPS versus previous objectives of 6 to 7% and 7 to 9% respectively. In terms of next steps, the acquisition is subject to regulatory approval and approval from LiveRamp shareholders. It is expected to close by the end of the year. Now, let's get into the ...