NYSE$RAMP

LiveRamp Holding · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

LiveRamp Holdings reported Q2 2026, revenue of $199.8M.

For Q2 2026, LiveRamp Holdings reported revenue of $199.8M. Management discusses segment performance, capital allocation, and sector risks in the quarterly filing.

  • Revenue $199.8M.
  • LiveRamp Holdings MD&A covers liquidity, credit, and operating priorities.
  • LiveRamp Holdings MD&A covers liquidity, credit, and operating priorities.

Headline financials

Total Revenue

$200M

Previous: $185M+7.7%
EPS (adj)

$0.55

Previous: $0.03+1733.3%
Subscription net retention

102.0%

No prior period
Platform net retention

105.0%

No prior period
Annualized recurring revenue (ARR)

$516M

No prior period
Current remaining performance obligations (CRPO)

$430M

Previous: $374M+15.0%
Direct subscription customers

834

Previous: 885-5.8%
Customers over $1M ARR

132

Previous: 125+5.6%
Capital Expenditures

-$925K

Previous: -$467K-98.1%
Net Income

$27.4M

Previous: $1.73M+1483.1%
Operating Income

$21.4M

Previous: $7.49M+186.2%
Gross Profit

$140M

Previous: $134M+4.5%

Revenue & EPS history

LiveRamp · Revenue · Quarterly

$200M

Q2 2026+7.7%vs Q2 2025
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

LiveRamp · $160M total across 2 segments · Q2 2024

  • Subscription
    $126M+5.0%
  • Marketplace and Other
    $34M+25.9%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks.

Tailwinds

  • MD&A highlights liquidity and core business trends.
  • Management commentary on segment performance.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect YoY comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+1.2%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+2.9%

Avg return

30 days after

61%

41 / 67 earnings

Positive

+23.9%

Q4 2020

Best reaction

-22.4%

Q4 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.0%+28.2%+27.4%
Q3 2026+3.5%+3.6%+31.1%
Q2 2026+6.8%+12.6%+7.4%
Q4 2025+19.5%+14.4%+8.6%
Q3 2025+2.7%-0.5%-22.4%
Q2 2025+13.0%+14.4%+25.9%
Q1 2025-18.7%-17.2%-7.2%
Q4 2024+4.8%-2.2%-7.7%
Q3 2024-5.2%-10.0%-14.8%
Q2 2024+21.9%+10.3%+16.1%
Q1 2024+12.1%+7.8%+6.0%
Q4 2023-11.2%-6.2%+1.6%
Q3 2023-9.3%-9.3%-19.9%
Q2 2023+14.8%+36.0%+39.4%
Q1 2023-15.2%-20.9%-31.5%
Q4 2022+1.8%+5.4%+14.6%
Q3 2022-6.5%-4.3%-21.5%
Q2 2022+4.1%+0.7%-17.3%
Q1 2022+22.8%+22.2%+32.3%
Q4 2021+2.0%+5.8%+0.5%
Q3 2021-10.7%-13.5%-33.9%
Q2 2021-21.8%-20.9%-11.0%
Q1 2021+2.3%-4.6%-2.3%
Q4 2020+23.9%+21.2%+14.8%
Q3 2020+8.8%-1.9%-15.4%
Q2 2020+9.1%+8.3%+17.8%
Q1 2020-11.1%-6.6%-19.7%
Q4 2019-5.7%-5.6%-12.8%
Q3 2019+11.3%+20.0%+36.2%
Q2 2019-1.0%+4.9%+3.4%
Q1 2019+3.2%+2.9%+5.7%
Q4 2018+0.4%+4.6%+9.6%
Q3 2018+5.0%+6.2%+21.1%
Q2 2018+8.7%+5.7%+9.7%
Q1 2018-6.6%-12.0%-12.4%
Q4 2017-7.8%-9.1%-6.1%
Q3 2017+11.2%+9.6%+9.7%
Q2 2017+13.1%+18.7%+16.6%
Q1 2017+9.2%+9.0%+14.8%
Q4 2016-13.8%
Q3 2016+8.3%
Q2 2016+0.9%
Q1 2016+11.0%
Q4 2015-2.8%
Q3 2015-4.4%
Q2 2015-5.3%
Q1 2015-2.3%
Q4 2014-22.4%
Q3 2014+10.9%
Q2 2014-6.5%
Q1 2014+1.1%
Q4 2013+1.6%
Q3 2013-6.5%
Q2 2013-2.5%
Q1 2013+0.1%
Q4 2012+6.1%
Q3 2012+1.0%
Q2 2012-5.0%
Q1 2012+2.3%
Q4 2009+2.2%
Q3 2011+0.5%
Q3 2010+0.5%
Q2 2010-0.7%
Q2 2011-0.7%
Q4 2010+0.7%
Q1 2011+0.7%
Q1 2010+0.7%

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