Loading...
•
Jun 30
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.
LiveRamp
LiveRamp
LiveRamp Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comMarketplace & Other Revenue
CapyFin.com 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.
- Reliance on partners, including data suppliers, who may withdraw or withhold data.
- Increased competition and rapidly changing technology could impact products and services.
Revenue & Expenses
Visualization of income flow from segment revenue to net income