RAMP LiveRamp

LiveRamp Holdings, Inc. is a global technology company. It is engaged in providing identity platform leveraged by brands and partners to deliver innovative products and exceptional experiences. The firm's identifyLink connects people, data and devices across the digital and physical world, powering the people-based marketing revolution and allowing consumers to safely connect with brands and products. The company was founded in 1969 and is headquartered in San Francisco, CA.
Company profile
Ticker
RAMP
Exchange
Website
CEO
Scott E. Howe
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ACXIOM CORP, Acxiom Holdings, Inc.
SEC CIK
Corporate docs
IRS number
710581897
RAMP stock data
()
News
LiveRamp Announces PARtnership With Google Cloud To Enable Identity In The Cloud
7 Apr 21
Benzinga's Top Ratings Upgrades, Downgrades For March 4, 2021
4 Mar 21
BMO Capital Downgrades LiveRamp Holdings to Market Perform, Lowers Price Target to $65
4 Mar 21
LiveRamp Reports Banked $15M In Cash Reserves To Financial Institutions Support 'Historically Underserved Communiities'
26 Feb 21
LiveRamp Reports Partnership With Media.net, No Terms Disclosed
11 Feb 21
Press releases
LiveRamp Enters into Strategic Partnership with Google Cloud to Enable Identity in the Cloud
7 Apr 21
AcuityAds Shares its Progress on Identity Resolution
22 Mar 21
AcuityAds Shares its Progress on Identity Resolution
22 Mar 21
OpenX and LiveRamp Expand Partnership Globally in Australia
8 Mar 21
LiveRamp Commits $15 Million in Cash Reserves with Financial Institutions to Support Underserved Communities
26 Feb 21
Calendar
8 Feb 21
18 Apr 21
31 Mar 22
Financial summary
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Financial data from LiveRamp earnings reports.
Cash burn rate (estimated) | Burn method: Change in cash | Burn method: Operating income/loss | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 663.4M | 663.4M | 663.4M | 663.4M | 663.4M | 663.4M |
Cash burn (monthly) | 701.67K | 9.88M | 5.29M | 9.15M | (positive/no burn) | 241.08K |
Cash used (since last report) | 2.53M | 35.66M | 19.08M | 32.99M | n/a | 869.66K |
Cash remaining | 660.87M | 627.74M | 644.32M | 630.41M | n/a | 662.53M |
Runway (months of cash) | 941.9 | 63.5 | 121.8 | 68.9 | n/a | 2748.1 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar 21 | Arra James F. | COMMON STOCK, $.10 PAR VALUE | Payment of exercise | Dispose F | No | No | 51.88 | 14,721 | 763.73K | 105,954 |
31 Mar 21 | Gupta Anneka R. | COMMON STOCK, $.10 PAR VALUE | Payment of exercise | Dispose F | No | No | 51.88 | 14,258 | 739.71K | 253,773 |
31 Mar 21 | Howe Scott E | COMMON STOCK, $.10 PAR VALUE | Payment of exercise | Dispose F | No | No | 51.88 | 94,357 | 4.9M | 668,591 |
31 Mar 21 | Jenson Warren | COMMON STOCK, $.10 PAR VALUE | Payment of exercise | Dispose F | No | No | 51.88 | 30,520 | 1.58M | 184,409 |
31 Mar 21 | Jones Jerry C | COMMON STOCK, $.10 PAR VALUE | Payment of exercise | Dispose F | No | No | 51.88 | 8,468 | 439.32K | 141,757 |
Institutional ownership Q4 2020
Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.
97.1% owned by funds/institutions
13F holders |
Current |
---|---|
Total holders | 241 |
Opened positions | 52 |
Closed positions | 30 |
Increased positions | 77 |
Reduced positions | 85 |
13F shares |
Current |
---|---|
Total value | 4.76B |
Total shares | 64.99M |
Total puts | 334.5K |
Total calls | 422K |
Total put/call ratio | 0.8 |
Largest owners |
Shares | Value |
---|---|---|
BLK Blackrock | 7.31M | $534.77M |
Vanguard | 6M | $439.11M |
Jackson Square Partners | 4.96M | $363.15M |
Wellington Management | 3.74M | $274.08M |
William Blair Investment Management | 3.16M | $230.98M |
JHG Janus Henderson | 2.29M | $167.54M |
STT State Street | 2M | $146.08M |
FMR | 1.5M | $110.11M |
Capital International Investors | 1.48M | $108.59M |
Dimensional Fund Advisors | 1.47M | $107.45M |
Financial report summary
?Risks
- Risks Related to Our Business and Strategy
- The loss of a contract upon which we rely for a significant portion of our revenues could adversely affect our operating results.
- Data suppliers may withdraw data that we have previously collected or withhold data from us in the future, leading to our inability to provide products and services to our clients, which could lead to a decrease in revenue and loss of client confidence.
- Our business is subject to substantial competition from a diverse group of competitors. New products and pricing strategies introduced by these competitors could decrease our market share or cause us to lower our prices in a manner that reduces our revenues and operating margin.
- The extent to which the ongoing COVID-19 pandemic, including the resulting global economic uncertainty, and measures taken in response to the pandemic could continue to impact our business and future results of operations and financial condition will depend on future developments, which are highly uncertain and difficult to predict.
- The failure to attract, recruit, onboard and retain qualified personnel could hinder our ability to successfully execute our business strategy, which could have a material adverse effect on our financial position and operating results.
- If we cannot maintain our culture as we grow, we could lose the innovation, teamwork, passion and focus on execution that we believe contribute to our success and our business may be harmed.
- Failure to keep up with rapidly changing technologies and marketing practices could cause our products and services to become less competitive or obsolete, which could result in loss of market share and decreased revenues and results of operations.
- Acquisition and divestiture activities may disrupt our ongoing business and may involve increased expenses, and we may not realize the financial and strategic goals contemplated at the time of a transaction, all of which could adversely affect our business and growth prospects.
- Our operations outside the U.S. are subject to risks that may harm the Company’s business, financial condition or results of operations.
- A significant breach of the confidentiality of the information we hold or of the security of our or our customers’, suppliers’, or other partners’ computer systems could be detrimental to our business, reputation and results of operations.
- Unfavorable publicity and negative public perception about our industry could adversely affect our business and operating results.
- Interruptions or delays in service from our third-party data center providers could impair our ability to deliver our products and services to our customers, resulting in customer dissatisfaction, damage to our reputation, loss of customers, limited growth and reduction in revenue.
- If the use of “third-party cookies” or other tracking technology is rejected by Internet users, restricted or otherwise subject to unfavorable regulation, blocked or limited by technical changes on end users’ devices, or our and our clients’ ability to use data on our platform is otherwise restricted, all of which could materially impact our business.
- Risks Related to Government Regulation and Taxation
- Changes in legislative, judicial, regulatory, or cultural environments relating to information collection and use may limit our ability to collect and use data. Such developments could cause revenues to decline, increase the cost and availability of data and adversely affect the demand for our products and services.
- Changes in tax laws or regulations that are applied adversely to us or our customers may have a material
- adverse effect on our business, cash flow, financial condition or results of operations.
- Risks Related to Intellectual Property
- Third parties may claim that we are infringing their intellectual property and we could suffer significant litigation or licensing expenses or be prevented from selling products or services. Additionally, third parties may infringe our intellectual property and we may suffer competitive injury or expend significant resources enforcing our rights.
Management Discussion
- Total revenues for the quarter ended December 31, 2020 were $119.8 million, a $17.5 million, or 17.2% increase from the same quarter a year ago. The increase was due to Subscription growth of $11.9 million, or 14.6%, primarily due to new logo deals and upsell to existing customers partially offset by lower variable revenue of $1.3 million. Marketplace and Other growth was $5.7 million, or 27.4%, primarily due to Data Marketplace growth. On a geographic basis, U.S. revenue increased $17.0 million, or 17.8%. International revenue increased $0.6 million, or 8.5%, from the same quarter a year ago. Approximately one-half of the International revenue growth was due to exchange rate impacts. Revenues in the three months ended December 31, 2020 were not materially impacted by the COVID-19 pandemic.
Content analysis
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H.S. freshman Avg
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New words:
advice, arise, aware, billed, circumstance, corroborated, counsel, deposit, DSO, incorporated, infrastructure, infrequent, insufficient, issuer, matter, orderly, ordinary, pertinent, readily, retention, sell, small, unaudited
Removed:
assigned, doubtful, entirety, input, lowest, pending, practicable, strategy, unbilled
Financial reports
10-Q
2021 Q3
Quarterly report
8 Feb 21
10-Q
2021 Q2
Quarterly report
9 Nov 20
10-Q
2021 Q1
Quarterly report
10 Aug 20
10-K
2020 FY
Annual report
25 May 20
10-Q
2020 Q3
Quarterly report
5 Feb 20
10-Q
2020 Q2
Quarterly report
6 Nov 19
10-Q
2020 Q1
Quarterly report
5 Aug 19
10-K
2019 FY
Annual report
28 May 19
10-Q
2019 Q3
Quarterly report
10 Feb 19
10-Q
2019 Q2
Quarterly report
1 Nov 18
Current reports
8-K
Departure of Directors or Certain Officers
9 Feb 21
8-K
Departure of Directors or Certain Officers
9 Feb 21
8-K
Liveramp Announces Third Quarter Results
8 Feb 21
8-K
Departure of Directors or Certain Officers
16 Nov 20
8-K
Departure of Directors or Certain Officers
9 Nov 20
8-K
Liveramp Announces Second Quarter Results
9 Nov 20
8-K
Submission of Matters to a Vote of Security Holders
13 Aug 20
8-K
Liveramp Announces First Quarter Results
10 Aug 20
8-K
Unregistered Sales of Equity Securities
29 Jun 20
8-K
Departure of Directors or Certain Officers
21 May 20
Registration and prospectus
S-8
Registration of securities for employees
15 Mar 21
424B7
Prospectus with selling stockholder info
29 Jun 20
S-3ASR
Automatic shelf registration
26 Jun 20
S-8
Registration of securities for employees
1 Aug 19
S-8
Registration of securities for employees
30 May 19
424B3
Prospectus supplement
21 May 19
424B3
Prospectus supplement
22 Apr 19
424B3
Prospectus supplement
21 Mar 19
424B3
Prospectus supplement
21 Feb 19
424B3
Prospectus supplement
22 Jan 19
Proxies
DEFA14A
Additional proxy soliciting materials
31 Jul 20
DEF 14A
Definitive proxy
25 Jun 20
DEFA14A
Additional proxy soliciting materials
25 Jun 20
DEFA14A
Additional proxy soliciting materials
28 Jun 19
DEF 14A
Definitive proxy
28 Jun 19
DEFA14A
Additional proxy soliciting materials
16 Sep 18
DEFA14A
Additional proxy soliciting materials
9 Sep 18
DEFA14A
Additional proxy soliciting materials
5 Sep 18
DEFM14A
Proxy related to merger
23 Aug 18
PREM14A
Preliminary proxy related to merger
3 Aug 18
Other
EFFECT
Notice of effectiveness
19 Dec 16
UPLOAD
Letter from SEC
23 Dec 15
CORRESP
Correspondence with SEC
19 Nov 15
CORRESP
Correspondence with SEC
11 Nov 15
UPLOAD
Letter from SEC
1 Nov 15
CORRESP
Correspondence with SEC
9 Sep 15
UPLOAD
Letter from SEC
26 Aug 15
UPLOAD
Letter from SEC
28 Oct 14
CORRESP
Correspondence with SEC
20 Oct 14
UPLOAD
Letter from SEC
6 Oct 14
Ownership
4
LiveRamp / JERRY C JONES ownership change
1 Apr 21
4
LiveRamp / WARREN JENSON ownership change
1 Apr 21
4
LiveRamp / Scott E Howe ownership change
1 Apr 21
4
LiveRamp / Anneka R. Gupta ownership change
1 Apr 21
4
LiveRamp / James F. Arra ownership change
1 Apr 21
4
LiveRamp / Anneka R. Gupta ownership change
30 Mar 21
4
LiveRamp / James F. Arra ownership change
29 Mar 21
4
LiveRamp / James F. Arra ownership change
2 Mar 21
4
LiveRamp / JERRY C JONES ownership change
24 Feb 21
4
LiveRamp / WARREN JENSON ownership change
24 Feb 21
Patents
APP
Utility
Anonymized Global Opt-Out
21 Jan 21
A system for managing opt-out instructions includes a global opt-out service and opt-out store in communication with regional subsystems.
APP
Utility
Search Term Extraction and Optimization from Natural Language Text Files
9 Sep 20
A system and method for extracting search terms for corresponding data elements from a natural language document identifies meaningful words within the context; identifies and structures the keywords; expounds on the keywords to optimize the search results; and captures the most relevant data elements from the corresponding database.
APP
Utility
Reducing Duplicate Data
26 Aug 20
A machine and method of reducing duplicate transmission data employs one more more digests to track field/value pairs that have previously been distributed.
APP
Utility
Computing Environment Node and Edge Network to Optimize Data Identity Resolution
29 Jul 20
A system and method utilizes a data integration input routine receive raw data set(s) from identity data storage media resources, generate an edge type from each data set, and store the edge type from each data set in a first temporary storage media, from which a graph construction module retrieves the edge types and combines them to produce a consolidated edge store, a search of which is used to find graph component paths.
GRANT
Utility
Method for analyzing website visitors using anonymized behavioral prediction models
13 Apr 20
A method for analyzing web visitors using anonymized behavior production models begins with a website visitor accessing a website.
Transcripts
2021 Q3
Earnings call transcript
9 Feb 21
2021 Q2
Earnings call transcript
9 Nov 20
2020 Q4
Earnings call transcript
22 May 20
2020 Q3
Earnings call transcript
5 Feb 20
2020 Q2
Earnings call transcript
7 Nov 19
2020 Q1
Earnings call transcript
5 Aug 19
2019 Q4
Earnings call transcript
29 May 19
2019 Q3
Earnings call transcript
11 Feb 19
2019 Q1
Earnings call transcript
10 Aug 18
2018 Q4
Earnings call transcript
17 May 18
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