业绩总结 - LiveRamp在FY24年是公司解锁云端的一年[8] - 超过80%的品牌已经未来化[24] 用户数据 - LiveRamp帮助云平台访问独特的工作流程以推动其商业模式[9] - LiveRamp为云端提供营销工作流程支持[11] 未来展望 - LiveRamp的核心能力已经在Snowflake中本地启用[12] - LiveRamp的可寻址性已经未来化[21] 新产品和新技术研发 - 下一代集成将专注于MarTech[26]

LiveRamp Holdings, Inc. (NYSE:RAMP) Q3 2023 Results Conference Call February 7, 2023 4:30 PM ET Company Participants Drew Borst - VP of IR Scott Howe - CEO Warren Jenson - President and CFO Conference Call Participants Shyam Patil - Susquehanna Elizabeth Porter - Morgan Stanley Peter Burkly - Evercore Brian Fitzgerald - Wells Fargo Jason Kreyer - Craig-Hallum Mark Zgutowicz - Benchmark Company Dean Sublett - Stephens Operator Good afternoon, ladies and gentlemen. And welcome to LiveRamp's Fiscal 2023 Third ...

营收情况 - 公司在2022年第四季度实现了1.58615亿美元的营收，同比增长12.8%[12] - 公司在2022年前九个月实现了4.47957亿美元的营收，同比增长15.7%[12] 费用支出 - 研发费用为4,317.5万美元，销售和营销费用为4,770.2万美元，总体运营费用为1.39277亿美元[12] 盈亏情况 - 公司在2022年第四季度净亏损为2,968.4万美元，较去年同期净亏损增加了93.4%[12] - 公司2022年前九个月净亏损为8,733.8万美元，较去年同期净亏损增加了186.3%[12] 股东权益变动 - 公司2022年第四季度股东权益为9.11609亿美元，较去年同期减少了14.7%[14] 资产负债情况 - 公司在2022年12月31日的现金及现金等价物为45.35亿美元，较去年同期有所下降[17] - 公司在2022年12月31日的未来服务的固定承诺收入为4.05亿美元，其中有3.24亿美元将在未来12个月内确认[29] - 公司在2022年12月31日的租赁权利资产和租赁负债余额分别为34953千美元和59459千美元[30] 股票激励计划 - 公司自成立以来为股票期权和股权激励计划预留了4360万股公司普通股[33] - 公司在2022年12月31日对股票激励支出的影响为700万美元，加速了未来5年内的支出[35] - 公司在2022年12月31日的股票期权活动中，未行使的股票数量为528751股，行使的数量为198563股[37] - 公司在2022年12月31日的受限制股票单位活动中，未行使的股票数量为5929731股，行使的数量为1287052股[39] 股票补偿费用 - 公司在2022年12月31日认可的股票补偿费用总额为24.4百万美元，与DPM收购考虑留存相关[54] - 公司在2022年12月31日认可的股票补偿费用总额为11.3百万美元，与DataFleets考虑留存相关[53] - 公司在2022年12月31日认可的股票补偿费用总额为4.8百万美元，与Acuity绩效分红计划相关[52] - 公司在2022年12月31日认可的股票补偿费用总额为3.0百万美元，与PSUs解锁相关[49] - 公司在2022年12月31日认可的股票补偿费用总额为1.5百万美元，与员工股票购买计划相关[56] - 公司在2022年12月31日认可的股票补偿费用总额为4.0百万美元，与战略投资的减值相关[57] - 公司在2022年12月31日认可的股票补偿费用总额为1.4百万美元，与Acuity绩效计划相关[52] - 公司在2022年12月31日认可的股票补偿费用总额为0.9百万美元，与员工股票购买计划相关[56] - 公司在2022年12月31日认可的股票补偿费用总额为1.7百万美元，与Acuity绩效计划相关[52] 其他费用和调整 - 公司在2022年12月三个月内进行了重组计划费用和调整，金额为6385千美元[70] - 公司在2022年12月三个月内进行了ROU资产组减值，金额为5358千美元[70] - 公司在2022年12月三个月内的承诺包括购买数据、托管服务、软件即服务安排和租赁改进，总额为186483千美元[71]

LiveRamp Holdings, Inc. (NYSE:RAMP) Q2 2023 Results Conference Call November 8, 2022 4:30 PM ET Company Participants Drew Borst - Vice President of Investor Relations Scott Howe - Chief Executive Officer Warren Jenson - President and Chief Financial Officer Conference Call Participants Elizabeth Porter - Morgan Stanley Kirk Materne - Evercore ISI Brian Fitzgerald - Wells Fargo Jared Pomerantz - Susquehanna Mark Zgutowicz - The Benchmark Company Operator Good afternoon, ladies and gentlemen, and welcome to L ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q1 2023 Earnings Conference Call August 4, 2022 4:30 PM ET Company Participants Lauren Dillard - Senior Vice President of Finance and Investor Relations Scott Howe - Chief Executive Officer Warren Jenson - President and Chief Financial Officer Conference Call Participants Christopher Quintero - Morgan Stanley Peter Burkly - Evercore Shyam Patil - Susquehanna Jason Kreyer - Craig Hallum Tim Nollen - Macquarie Nicholas Zangler - Stephens Robert Coolbrith - Wells Fargo Opera ...

/LiveRamp Q1 FY23 Earnings Slides August 4, 2022 Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncertainties that could cause the Company's actual results to differ materially, including, but not limited to comp ...

/LiveRamp Q4 FY22 Earnings Slides May 24, 2022 Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements involve risks and uncertainties that could cause the Company's actual results to differ materially, including, but not limited to compet ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q4 2022 Earnings Conference Call May 24, 2022 4:30 PM ET Company Participants Lauren Dillard - Senior Vice President of Finance & Investor Relations Scott Howe - Chief Executive Officer Warren Jenson - President & Chief Financial Officer Conference Call Participants Peter Burkly - Evercore ISI Brian Fitzgerald - Wells Fargo Shyam Patil - Susquehanna Financial Jason Kreyer - Craig-Hallum Tim Nollen - Macquarie Nicholas Zangler - Stephens Operator Good afternoon ladies and ...

| --- | --- | --- | --- | |-------------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Q3 FY22 Earnings Slides | | | | | February 9, 2022 | | | | Cautionary Statement This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 as amended and Section 21E of the Securities Exchange Act of 1934 as amended, including, without limitation, regarding LiveRamp's (the "Company") future business prospects. These statements invo ...

LiveRamp Holdings, Inc. (NYSE:RAMP) Q3 2022 Earnings Conference Call February 9, 2021 4:30 PM ET Company Participants Lauren Dillard - SVP, Finance and IR Scott Howe - CEO Warren Jenson - President and CFO Conference Call Participants Brian Fitzgerald - Wells Fargo Shyam Patil - Susquehanna Stan Zlotsky - Morgan Stanley Kirk Materne - Evercore ISI Jason Kreyer - Craig-Hallum Dan Salmon - BMO Capital Markets Operator Good afternoon, ladies and gentlemen, and welcome to LiveRamp's fiscal Third Quarter 2022 Ea ...