LiveRamp Holdings, Inc.
February 11, 2024
We believe that for the stock to work from here RAMP will have to show a sustained acceleration in organic revenue growth as well as the benefits of the acquisition of Habu. The company has…
September 27, 2023
We are updating our estimates ahead of Q2FY24 report. We are raising our price target to $28 to reflect the recent prevailing trading EV/Sales multiple. Q2 FY24: We expect subscription revenue of $124m, marketplace &…
July 6, 2023
We are updating our estimates ahead of Q1 FY24 report. Introducing Q1 FY24 estimates We expect subscription revenue of $120m, marketplace & other revenue of $27m and total company revenue of $147m. We are modeling…
May 24, 2023
We think that the results and the guidance for Q1 and full FY24 are better than feared following the management’s comments on the previous earnings call. The Marketplace revenue line which is levered to the…
February 8, 2023
This would have been a usual RAMP quarter with in line results followed by in line guidance for the next quarter if not for the cautious commentary on the likely revenue trajectory in FY24. In…