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Mar 31, 2024
LiveRamp Q4 2024 Earnings Report
LiveRamp's financial performance exceeded expectations in Q4 2024, with revenue and operating income surpassing forecasts.
Key Takeaways
LiveRamp announced a 16% increase in Q4 revenue year-over-year, driven by strong growth in subscription and marketplace revenue. The company's operating loss improved significantly, and non-GAAP EPS reached $0.25. LiveRamp is preparing for the deprecation of third-party cookies, focusing on its Data Collaboration Platform.
Total revenue increased by 16% year-over-year to $172 million.
Subscription revenue grew by 11% year-over-year to $134 million.
Marketplace & Other revenue increased by 38% year-over-year to $38 million.
Non-GAAP diluted earnings per share was $0.25.
LiveRamp
LiveRamp
LiveRamp Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comMarketplace & Other Revenue
CapyFin.com Forward Guidance
For the first quarter of fiscal 2025, LiveRamp expects revenue of $172 million, a GAAP operating loss of $8 million, and a non-GAAP operating income of $25 million. For fiscal 2025, LiveRamp expects revenue between $710 million and $730 million, a GAAP operating loss between $8 million and $4 million, and a non-GAAP operating income between $125 million and $129 million.
Positive Outlook
- Revenue of $172 million, an increase of 12% for Q1 2025.
- Non-GAAP operating income of $25 million for Q1 2025.
- Revenue between $710 million and $730 million, an increase of between 8% and 11% for fiscal year 2025.
- Non-GAAP operating income between $125 million and $129 million for fiscal year 2025.
- Focus on Data Collaboration Platform to help advertisers and publishers.
Challenges Ahead
- GAAP operating loss of $8 million for Q1 2025.
- GAAP operating loss of between $8 million and $4 million for fiscal year 2025.
- Uncertainties related to rising interest rates and potential recession.
- Dependence on customer renewals and reliance on partners.
- Risk of failure to realize benefits from Habu acquisition.
Revenue & Expenses
Visualization of income flow from segment revenue to net income