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Sep 30, 2021

LiveRamp Q2 2022 Earnings Report

Reported strong second quarter results and raised full year outlook.

Key Takeaways

LiveRamp announced strong Q2 results with total revenue up 22% and subscription revenue up 23%. The company's GAAP gross margin was 72% and non-GAAP gross margin was 77%. They also achieved a record operating performance with eighty $1 million customers, marking the largest sequential increase.

Total revenue was $127 million, up 22% compared to the prior year period.

Subscription revenue was $105 million, up 23% compared to the prior year period and contributed 83% of total revenue.

GAAP gross profit was $92 million, up 32% compared to the prior year period.

GAAP loss per share were $0.09, and non-GAAP earnings per share were $0.26.

Total Revenue
$127M
Previous year: $105M
+21.6%
EPS
$0.26
Previous year: $0.03
+766.7%
Subscription Net Retention
108%
Previous year: 111%
-2.7%
Platform Net Retention
109%
Previous year: 109%
+0.0%
Gross Profit
$92.2M
Previous year: $69.8M
+32.2%
Cash and Equivalents
$536M
Previous year: $651M
-17.7%
Free Cash Flow
$10M
Previous year: $6M
+67.1%
Total Assets
$1.28B
Previous year: $1.24B
+3.5%

LiveRamp

LiveRamp

LiveRamp Revenue by Segment

Forward Guidance

LiveRamp has increased its outlook and now expects to report revenue of approximately $525 million, an increase of 19% year-over-year. GAAP operating loss of approximately $70 million and non-GAAP operating income of approximately $40 million.

Positive Outlook

  • Revenue of approximately $139 million, an increase of 16% year-over-year (for Q3 Fiscal 2022)
  • Non-GAAP operating income of approximately $10 million (for Q3 Fiscal 2022)
  • Revenue of approximately $525 million, an increase of 19% year-over-year (for fiscal 2022)
  • Non-GAAP operating income of approximately $40 million (for fiscal 2022)

Challenges Ahead

  • GAAP operating loss of approximately $20 million (for Q3 Fiscal 2022)
  • GAAP operating loss of approximately $70 million (for fiscal 2022)