LiveRamp Holdings (RAMP) Earnings Date & Reports

Key Takeaways

• LiveRamp Holdings (RAMP) is expected to report its second-quarter fiscal 2027 results in early November, covering the quarter ended September 30, 2026.
• Wall Street consensus projects revenue near $219 million, up roughly 9–10% from about $200 million a year earlier.
• Analysts estimate adjusted EPS (earnings per share) around $0.71, versus $0.55 in the prior-year quarter, with some estimates ranging up to $0.76.
• The stock has beaten EPS expectations in most recent quarters, but revenue surprises have been modest and occasionally slightly negative.
• A pending all-cash acquisition by Publicis Groupe at $38.50 per share is the dominant factor for shareholders, potentially muting the usual price reaction to earnings.
• For more detail, explore LiveRamp's Major News and Today's Price Move, review Price Targets, and check the Forecast on additional pages.
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Earnings Context and Why It Matters

LiveRamp's quarterly report lands at an unusual moment for investors. The data collaboration platform has posted steady high-single-digit revenue growth and expanding margins, yet its share price now hovers near the $38.50 cash price agreed in a pending acquisition by Publicis Groupe. As a result, the earnings print is less about day-to-day valuation and more about confirming the durability of the underlying business ahead of deal completion. Investors will watch subscription growth, retention, and profitability for signals on whether the company's fundamentals remain intact. Any commentary on regulatory approval or deal timing could matter more than the headline numbers themselves.

Earnings Expectations

For the second quarter of fiscal 2027, consensus estimates call for revenue of roughly $219 million, implying year-over-year growth near 9–10%. Adjusted EPS is expected to land around $0.71, though some trackers place the figure as high as $0.76, compared with $0.55 in the same quarter last year.

LiveRamp has a consistent record of topping EPS expectations, beating consensus in most of its recent reports. In the first quarter of fiscal 2027, the company reported adjusted EPS of $0.65 versus a $0.58 estimate and revenue of about $214 million against a roughly $211 million consensus. Key operating metrics to watch include ARR (annualized recurring revenue), subscription net retention, and CRPO (current remaining performance obligations), which measures contracted revenue expected to be recognized over the next twelve months. Historically, the stock's reaction to these results has been restrained, and the pending takeover may further dampen volatility.

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Market Reaction and Investor Sentiment

Sentiment heading into this report is dominated by the pending Publicis acquisition rather than quarterly fundamentals. With the stock trading only slightly below the agreed $38.50 cash price, the market appears to be pricing a high probability of deal completion. In this environment, earnings-driven price swings are likely to be limited unless results reveal a meaningful surprise or management offers new information about the transaction. The primary risks heading into the print include any indication of delays in regulatory approval, unexpected deterioration in subscription growth or retention, or shifts in the competitive data collaboration landscape. Conversely, continued strength in ARR and profitability would reinforce the business's appeal to the acquirer.

Forward Outlook and Key Factors to Monitor

Looking ahead, the most important factor is the completion of the Publicis Groupe acquisition. Shareholders are primarily awaiting regulatory clearance and a firm closing timeline, which will ultimately determine realized value at $38.50 per share. Any earnings-related commentary touching on this process will be closely parsed.

On the operational side, investors should monitor the company's transition toward usage-based pricing, which management believes can reaccelerate revenue growth by linking fees more directly to platform usage. AI (artificial intelligence) remains a central theme, with LiveRamp positioning its data collaboration network as a beneficiary of rising demand for data to train and power AI models.

Profitability and cash generation are additional areas of focus. The company has emphasized margin expansion and a longer-term goal of reaching the "Rule of 40" — a software-industry benchmark combining revenue growth rate and operating margin — by fiscal 2028. Tracking subscription net retention, ARR growth, and CRPO will help investors gauge whether this trajectory remains intact. While no single quarter is likely to reshape the deal's outcome, sustained execution reinforces the strategic rationale behind the acquisition.

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