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Mar 31

LiveRamp Q4 2025 Earnings Report

LiveRamp reported strong Q4 2025 results with revenue and non-GAAP operating income exceeding expectations.

Key Takeaways

LiveRamp ended the quarter with 10% revenue growth, a narrower GAAP operating loss, and record operating cash flow. Despite a net loss, the company showed solid progress in profitability metrics and platform adoption.

Total Revenue
$189M
Previous year: $172M
+10.0%
EPS
$0.3
Previous year: $0.25
+20.0%
Subscription Net Retention
104%
Platform Net Retention
106%
Annualized Recurring Revenue
$504M
Gross Profit
$131M
Previous year: $124M
+5.6%
Cash and Equivalents
$414M
Previous year: $372M
+11.4%
Free Cash Flow
$62.3M
Previous year: $25.9M
+140.9%
Total Assets
$1.26B
Previous year: $1.23B
+2.3%

LiveRamp

LiveRamp

LiveRamp Revenue by Segment

Forward Guidance

LiveRamp expects moderate revenue growth for Q1 and FY26 with continued GAAP losses and disciplined investment driving positive non-GAAP operating income.

Positive Outlook

  • Q1 FY26 revenue expected at $191M, up 9%
  • Non-GAAP operating income of $6M forecasted for Q1 FY26
  • FY26 revenue guidance: $787M–$817M (up 6–10%)
  • FY26 non-GAAP operating income expected: $85M–$89M
  • Company remains focused on cost control and platform innovation

Challenges Ahead

  • Q1 FY26 GAAP operating loss expected at $33M
  • FY26 GAAP operating loss guidance: $178M–$182M
  • Workforce reduction announced in Q4 FY25 (~5% of employees)
  • Ongoing margin compression in GAAP results
  • Macro uncertainty continues to weigh on customer spending

Revenue & Expenses

Visualization of income flow from segment revenue to net income