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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
CEO
Scott E. Howe
Employees
Incorporated
Location
Fiscal year end
Former names
ACXIOM CORP, Acxiom Holdings, Inc.
SEC CIK
IRS number
710581897

RAMP stock data

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Calendar

8 Feb 21
18 Apr 21
31 Mar 22
Quarter (USD)
Dec 20 Sep 20 Jun 20 Mar 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Mar 20 Mar 19 Mar 18 Mar 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

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

Beta Read what these cash burn values mean

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

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 Prev Q Change
Total holders 241 219 +10.0%
Opened positions 52 41 +26.8%
Closed positions 30 26 +15.4%
Increased positions 77 43 +79.1%
Reduced positions 85 112 -24.1%
13F shares
Current Prev Q Change
Total value 4.76B 3.27B +45.6%
Total shares 64.99M 63.1M +3.0%
Total puts 334.5K 56.68K +490.2%
Total calls 422K 638.12K -33.9%
Total put/call ratio 0.8 0.1 +792.4%
Largest owners
Shares Value Change
BLK Blackrock 7.31M $534.77M +3.7%
Vanguard 6M $439.11M +3.0%
Jackson Square Partners 4.96M $363.15M -13.9%
Wellington Management 3.74M $274.08M +174.4%
William Blair Investment Management 3.16M $230.98M +19.5%
JHG Janus Henderson 2.29M $167.54M -0.4%
STT State Street 2M $146.08M +1.1%
FMR 1.5M $110.11M +40.1%
Capital International Investors 1.48M $108.59M -47.1%
Dimensional Fund Advisors 1.47M $107.45M +0.4%
Largest transactions
Shares Bought/sold Change
Wellington Management 3.74M +2.38M +174.4%
Capital International Investors 1.48M -1.32M -47.1%
JPM JPMorgan Chase & Co. 1.08M +990.04K +1148.2%
Jackson Square Partners 4.96M -803.06K -13.9%
AMP Ameriprise Financial 276.11K -768.82K -73.6%
Ubs Global Asset Management Americas 1.17M -737.39K -38.6%
Norges Bank 614.2K +614.2K NEW
William Blair Investment Management 3.16M +514.43K +19.5%
FMR 1.5M +430.83K +40.1%
Lord, Abbett & Co. 401.48K +401.48K NEW

Financial report summary

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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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Readability
H.S. freshman Avg
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

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.