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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.
LiveRamp
LiveRamp
LiveRamp Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comMarketplace & Other Revenue
CapyFin.com 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