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Jun 30, 2025
LiveRamp Q1 2026 Earnings Report
LiveRamp's Q1 FY26 earnings report highlighted double-digit revenue growth and substantial operating margin expansion, surpassing initial expectations.
Key Takeaways
LiveRamp reported a strong start to fiscal year 2026, with first-quarter results exceeding expectations. The company achieved 11% year-over-year revenue growth, reaching $195 million, and significantly expanded its GAAP operating margin to 4% from a loss of 3% in the prior year. Non-GAAP diluted EPS was $0.44, demonstrating robust profitability.
Total revenue increased by 11% year-over-year to $195 million, driven by growth in both subscription and marketplace segments.
GAAP operating income improved significantly to $7 million, compared to a loss of $5 million in the prior year, reflecting a 7 percentage point expansion in operating margin.
Non-GAAP diluted earnings per share reached $0.44, a substantial increase from $0.35 in the prior year period.
The company repurchased approximately 1.1 million shares for $30 million, indicating a commitment to returning value to shareholders.
Revenue by Segment
Forward Guidance
LiveRamp provided optimistic guidance for both the second quarter and the full fiscal year 2026, anticipating continued revenue growth and strong non-GAAP operating income.
Positive Outlook
- Q2 FY26 revenue expected to be $197 million, a 6% increase.
- Q2 FY26 non-GAAP operating income projected at approximately $39 million.
- Full FY26 revenue expected between $798 million and $818 million, representing 7% to 10% growth.
- Full FY26 GAAP operating income projected between $81 million and $85 million.
- Full FY26 non-GAAP operating income projected between $178 million and $182 million.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- Economic uncertainties, including geopolitical circumstances, potential recession, inflation, and high interest rates, could impact the business.
- Ability and willingness of customers to renew agreements upon expiration is a risk.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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