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LiveRamp (RAMP)

LiveRamp is the leading data connectivity platform for the safe and effective use of data. Powered by core identity capabilities and an unparalleled network, LiveRamp enables companies and their partners to better connect, control, and activate data to transform customer experiences and generate more valuable business outcomes. LiveRamp's fully interoperable and neutral infrastructure delivers end-to-end addressability for the world's top brands, agencies, and publishers.

Company profile

Ticker
RAMP
Exchange
Website
CEO
Scott E. Howe
Employees
Incorporated
Location
Fiscal year end
Former names
ACXIOM CORP, Acxiom Holdings, Inc.
SEC CIK
Subsidiaries
LiveRamp, Inc. • Data Plus Math Corporation • DataFleets Ltd. • Diablo.ai, Inc. • LiveRamp India Private Limited • LiveRamp Australia Pty Limited • LiveRamp France SAS • LiveRamp UK Ltd. • LiveRamp Greater China Information Services Ltd. • LiveRamp Japan K.K. ...
IRS number
710581897

RAMP stock data

Analyst ratings and price targets

Last 3 months

Calendar

4 Aug 22
19 Aug 22
31 Mar 23
Quarter (USD) Jun 22 Mar 22 Dec 21 Sep 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Mar 22 Mar 21 Mar 20 Mar 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Cash burn rate (est.) Burn method: Change in cash Burn method: Operating income Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 508.25M 508.25M 508.25M 508.25M 508.25M 508.25M
Cash burn (monthly) 30.64M 3.46M 8.53M 6.15M 11.12M (no burn)
Cash used (since last report) 51.54M 5.82M 14.36M 10.35M 18.71M n/a
Cash remaining 456.72M 502.44M 493.9M 497.9M 489.54M n/a
Runway (months of cash) 14.9 145.3 57.9 80.9 44.0 n/a

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
12 Aug 22 Jones Jerry C COMMON STOCK, $.10 PAR VALUE Payment of exercise Dispose F No No 22.87 10 228.7 176,767
10 Aug 22 Battelle John L. COMMON STOCK, $.10 PAR VALUE Grant Acquire A No No 0 1,850 0 34,231
10 Aug 22 Chow Vivian COMMON STOCK, $.10 PAR VALUE Grant Acquire A No No 0 1,741 0 9,113
10 Aug 22 Kamakshi Sivaramakrishnan COMMON STOCK, $.10 PAR VALUE Grant Acquire A No No 0 1,741 0 8,962
10 Aug 22 Cadogan Timothy R. COMMON STOCK, $.10 PAR VALUE Grant Acquire A No No 0 2,176 0 44,669
95.8% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 212 238 -10.9%
Opened positions 38 30 +26.7%
Closed positions 64 26 +146.2%
Increased positions 85 95 -10.5%
Reduced positions 66 84 -21.4%
13F shares Current Prev Q Change
Total value 1.66B 2.38B -30.2%
Total shares 64.33M 63.59M +1.2%
Total puts 227.7K 148.8K +53.0%
Total calls 87.4K 835K -89.5%
Total put/call ratio 2.6 0.2 +1362.0%
Largest owners Shares Value Change
BLK Blackrock 11.48M $296.18M +38.4%
Vanguard 7M $180.56M +4.7%
Wellington Management 3.5M $90.26M -10.5%
Capital International Investors 3.24M $83.7M +5.8%
RGM Capital 3.14M $81.02M +6.2%
JHG Janus Henderson 2.44M $63.05M -6.4%
Schroder Investment Management 2.39M $63.38M +10.1%
STT State Street 2.29M $59M +5.2%
MS Morgan Stanley 1.71M $44.16M +67.6%
Dimensional Fund Advisors 1.57M $40.56M +22.0%
Largest transactions Shares Bought/sold Change
BLK Blackrock 11.48M +3.19M +38.4%
Lazard Asset Management 132.16K -2.75M -95.4%
MS Morgan Stanley 1.71M +689.89K +67.6%
Assenagon Asset Management 613.47K +572.74K +1405.9%
William Blair Investment Management 0 -545.49K EXIT
Washington Harbour Partners 0 -478.75K EXIT
Osterweis Capital Management 0 -420.44K EXIT
Wellington Management 3.5M -410.31K -10.5%
AMP Ameriprise Financial 487.24K +328.57K +207.1%
Vanguard 7M +313.84K +4.7%

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 United States 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.
  • As the use of “third-party cookies” or other tracking technology continues to be pressured 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, our business could be materially impacted.
  • 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 developing or 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.

Content analysis

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Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
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Patents

Utility
Change fingerprinting for database tables, text files, and data feeds
9 Aug 22
Change fingerprinting is applied to a text file, database table, or data feed to determine the timeframe in which an identified “wild file” was generated, even when its file creation meta-data is missing.
Utility
System and method for identifying leaked data and assigning guilt to a suspected leaker
31 May 22
A system and method for identifying a leaked data file and assigning guilt to one or more suspected leakers proceeds through a plurality of levels.
Utility
Data Watermarking and Fingerprinting System and Method
26 May 22
A system for applying fingerprinting/watermarking of consumer data, and analyzing “wild files” of consumer data to assign a guilt score for a particular party who may have leaked the data, allows the owner of data sources (“Data Owners”) to identify and assert ownership of textual data that has been distributed outside of their firewall in the clear (i.e., without encryption), either intentionally or unintentionally, and assign guilt to parties misusing the data.
Utility
Data Watermarking and Fingerprinting System and Method
26 May 22
A system for applying fingerprinting/watermarking of consumer data, and analyzing “wild files” of consumer data to assign a guilt score for a particular party who may have leaked the data, allows the owner of data sources (“Data Owners”) to identify and assert ownership of textual data that has been distributed outside of their firewall in the clear (i.e., without encryption), either intentionally or unintentionally, and assign guilt to parties misusing the data.
Utility
Anonymized global opt-out
8 Mar 22
A system for managing opt-out instructions includes a global opt-out service and opt-out store in communication with regional subsystems.