•
Sep 30, 2024

LiveRamp Q2 2025 Earnings Report

Revenue increased by 16% year-over-year, marking the third consecutive quarter of double-digit growth.

Key Takeaways

LiveRamp announced strong Q2 FY25 results with revenue and operating income exceeding expectations. Revenue grew by 16% year-over-year, driven by the Data Collaboration Platform. The company continues to scale its clean room network and enhance its platform to facilitate first-party data activation for customers.

Total revenue was $185 million, up 16% year-over-year.

GAAP operating income was $7 million, while non-GAAP operating income was $41 million.

GAAP diluted earnings per share was $0.03, and non-GAAP diluted earnings per share was $0.51.

The company ended the quarter with 125 customers whose annualized subscription revenue exceeds $1 million, compared to 99 in the prior year period.

Total Revenue
$185M
Previous year: $160M
+16.0%
EPS
$0.51
Previous year: $0.43
+18.6%
Subscription Net Retention
107%
Platform Net Retention
110%
CRPO (Next 12 Mo)
$374M
Gross Profit
$134M
Previous year: $119M
+13.1%
Cash and Equivalents
$339M
Previous year: $492M
-31.1%
Free Cash Flow
$55.4M
Previous year: $35.6M
+55.6%
Total Assets
$1.19B
Previous year: $1.18B
+1.2%

LiveRamp

LiveRamp

LiveRamp Revenue by Segment

Forward Guidance

For the third quarter of fiscal 2025, LiveRamp expects to report revenue of $191 million, an increase of 10%, GAAP operating income of $8 million, and non-GAAP operating income of $39 million. For fiscal 2025, LiveRamp increases its guidance and expects to report revenue of between $737 million and $739 million, an increase of 12%, GAAP operating income of between $6 million and $8 million and non-GAAP operating income of between $133 million and $135 million.

Positive Outlook

  • Revenue of $191 million, an increase of 10% for Q3 2025
  • GAAP operating income of $8 million for Q3 2025
  • Non-GAAP operating income of $39 million for Q3 2025
  • Revenue of between $737 million and $739 million, an increase of 12% for fiscal 2025
  • Non-GAAP operating income of between $133 million and $135 million for fiscal 2025

Challenges Ahead

  • GAAP operating income of between $6 million and $8 million for fiscal 2025
  • Uncertainties related to high interest rates
  • Cost increases
  • Possibility of a recession
  • General inflationary pressure

Revenue & Expenses

Visualization of income flow from segment revenue to net income