LiveRamp Holdings, Inc. Earnings Recaps
Q3 2026
Feb 6, 2026
LiveRamp Holdings, Inc. reported a robust performance in Q3 FY 2026, with revenue growing by 9% and record operating margins, underscoring its durability and scalability while leveraging AI as a growth catalyst.
Key takeaways
- Revenue growth of 9% included a four-point acceleration in subscription revenue.
- Annual recurring revenue (ARR) increased by $11 million quarter over quarter and 7% year over year, driven by commerce media and CTV use cases.
- Signed multiple upsell deals with major clients, contributing to a record high of 140 million-dollar-plus customers.
- Achieved record quarterly operating margins and free cash flow, primarily used for share repurchases.
- AI is positioned as a significant tailwind for LiveRamp, enhancing data usage and revenue without proportional cost increases.