| Metric | Value ($ M) | Q1 FY26 | Q2 FY25 |
|---|---|---|---|
| Revenue | 199.83 | 2.6% | 7.7% |
| Total Income | 199.83 | 2.6% | 7.7% |
| Expenditure | 178.40 | 4.9% | 0.2% |
| PBT | 24.97 | 128.4% | 113.8% |
| Net Profit | 27.42 | 253.8% | 1485.0% |
| OPM | 10.72% | 7.02pp | 6.69pp |
| NPM | 13.72% | 9.75pp | 12.79pp |
| EPS | 0.42 | 250.0% | 1300.0% |
LiveRamp Announces Q2 FY26 Results: Revenue Up 8% Year-over-Year
04 May 2026 · 4 May, 8:00 am
Summary
LiveRamp announced its financial results for the second quarter of fiscal year 2026, reporting total revenue of $200 million, an 8% increase year-over-year. Subscription revenue grew by 5% to $150 million, while Marketplace & Other revenue saw an 18% increase to $50 million. GAAP income from operations significantly improved to $21 million, compared to $7 million in the prior year. The company's ARR increased to $516 million, and CRPO reached $430 million, demonstrating continued growth and commitment.
Key Highlights
- 1
Total revenue was $200 million, an increase of 8% year-over-year.
- 2
Subscription revenue reached $150 million, up 5% compared to the prior year.
- 3
Marketplace & Other revenue increased by 18% to $50 million.
- 4
GAAP gross profit was $140 million, representing a 4% increase, with a gross margin of 70%.
- 5
GAAP income from operations was $21 million, compared to $7 million in the prior year.
- 6
Annualized recurring revenue (ARR) was $516 million, up 7% compared to the prior year period.
- 7
Current remaining performance obligations (CRPO) reached $430 million, up 15% compared to the prior year period.
Management Comments
Scott Howe
Second quarter revenue and operating income exceeded our guidance. ARR, a leading indicator of our subscription revenue, posted the largest like-for-like increase sequentially in the last seven quarters. We are seeing strong demand for our Data Collaboration Network across a variety of use cases, including retail and commerce media networks, cross-media measurement, and now AI-powered advertising and agentic orchestration. This gives us confidence in our forward growth.
Informational and educational content only. Not investment advice.