LiveRamp Holdings, Inc. (RAMP) Earnings Call Transcripts
LiveRamp Holdings, Inc.'s Latest Earnings Call - May 18, 2026
In the Q1 2026 earnings call, LiveRamp Holdings, Inc. announced its acquisition by Publicis Group for an enterprise value of $2.2 billion, which is expected to be accretive to EPS from the first year. LiveRamp reported fiscal 2026 revenue of $813 million, with a non-GAAP EBIT margin of 22%, significantly improved from 4% in 2021. Management raised their 2027-2028 growth objectives, now targeting 7-8% net revenue growth and 8-10% headline EPS growth, up from previous targets of 6-7% and 7-9%, respectively.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $813 million (beat) |
| Non-GAAP EBIT Margin | 22% (beat) |
| EPS Growth Guidance (2027-2028) | 8-10% (positive) |
| Net Revenue Growth Guidance (2027-2028) | 7-8% (positive) |
| Cost Synergies | $50 million (positive) |
| Customer Revenue Retention | 107% (positive) |
Guidance from management
Management raised their growth objectives for 2027 and 2028, now targeting net revenue growth of 7-8% and headline EPS growth of 8-10%, reflecting confidence in the acquisition's impact.
What management said
Scott, I'm sorry for the 2:00 a.m. meeting. Yes, you're right. We're on French time. I'm now going to hand over to Loris, who will tell you more about the financial details of this transaction before we come back with Carla on the strategic rationale. Loris, over to you in Paris.
Thank you, Loris. Back to New York. Now let me hand over to Carla, who will explain why LiveRamp with Publicis will position the group as a leader in data co-creation to fuel more intelligent agents for our clients.
What analysts pressed on
Analysts expressed concerns regarding the integration of LiveRamp and the preservation of its neutrality post-acquisition. Questions were raised about potential revenue synergies and the effectiveness of the platform outside the U.S.
Main topics on the call
- Acquisition Announcement — Publicis Group announced the acquisition of LiveRamp for an enterprise value of $2.2 billion, which is expected to enhance their capabilities in data co-creation and AI. CEO Arthur Sadoun stated, "We are demonstrating on...
- Revenue Growth and Performance — LiveRamp's revenue for fiscal 2026 reached $813 million, reflecting a 13% compound annual growth rate over the past five years. Scott Howe, CEO of LiveRamp, emphasized, "Recurring SaaS subscriptions represent 76% of our ...
- Margin Improvement — LiveRamp's non-GAAP EBIT margin improved to 22% in fiscal 2026, up from 4% in 2021. Loris Nold, CFO, indicated expectations for LiveRamp to achieve margins in line with Publicis Group's within the first year post-acquisi...
- Guidance Update — Management raised their 2027-2028 growth objectives, now expecting net revenue growth of 7-8% and headline EPS growth of 8-10%. This is an increase from previous guidance of 6-7% and 7-9%, respectively, signaling confide...
Read the full LiveRamp Holdings, Inc. transcript (May 18, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About LiveRamp Holdings, Inc.
LiveRamp Holdings, Inc. (RAMP) is a publicly listed company in the Media industry, within the Communication Services sector. It trades on ENXTPA and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 38 calls on record spanning February 5, 2020 to May 18, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 38 LiveRamp Holdings, Inc. earnings call transcripts on record, spanning February 5, 2020 to May 18, 2026. Based on this history, LiveRamp Holdings, Inc. reports quarterly. The most recent call on file is dated May 18, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- RAMP
- Exchange
- ENXTPA
- Country
- US
- Sector
- Communication Services
- Industry
- Media
- Calls on record
- 38
- First call
- February 5, 2020
- Most recent
- May 18, 2026
- Reporting cadence
- quarterly