• Data collaboration platform LiveRamp announced it will report quarterly earnings this Thursday after market hours, following a prior quarter in which it edged past revenue expectations, exceeded EBITDA estimates, and added five enterprise customers each paying more than US$1,000,000 annually.
• At the same time, CEO Scott Howe’s recent Interactive Advertising Bureau Lifetime Commitment Award underscores LiveRamp’s role in shaping AI-related standards for data-driven marketing through open-source contributions.
• With recent operational momentum and recognition for AI standard-setting, we’ll explore how these developments might influence LiveRamp’s broader investment narrative.

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What Is LiveRamp Holdings' Investment Narrative?

For LiveRamp to make sense as an investment, you need to believe in its position as a core data collaboration layer for large brands, rather than a point solution that can be easily swapped out. The upcoming earnings release is a near term catalyst, especially after a quarter where LiveRamp modestly outpaced revenue expectations, beat EBITDA estimates, and signed several million dollar customers, but the new information mainly reinforces an existing story of steady, not explosive, growth. Scott Howe’s IAB Lifetime Commitment Award and LiveRamp’s open-sourced AI standards help frame the company as an influence in setting marketing rules, which could support long term adoption more than short term numbers. The bigger immediate questions remain around sustaining earnings growth when revenue is growing in the single digits and the share price has lagged.

However, that slower revenue growth profile is something investors should keep firmly in view. Despite retreating, LiveRamp Holdings' shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

Five Simply Wall St Community fair value views span roughly US$28 to just over US$52 per share, underlining how differently people see LiveRamp’s upside. Set against recent underperformance and slower revenue growth, this spread of opinions invites you to weigh how much value you place on its earnings trajectory and AI standard setting role.

Explore 5 other fair value estimates on LiveRamp Holdings - why the stock might be worth just $28.00!

Build Your Own LiveRamp Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your LiveRamp Holdings research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free LiveRamp Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LiveRamp Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.