LiveRamp Holdings, Inc. (RAMP) Q2 2025 Earnings Call Transcript Summary
LiveRamp Holdings, Inc. (RAMP) Q2 2025 Earnings Call Transcript Summary
Subscription net retention improved to 107%, and the '$1 million plus' customer count reached a record of 125, an increase of 10 from the previous quarter.The following is a summary of the LiveRamp Holdings, Inc. (RAMP) Q2 2025 Earnings Call Transcript:
以下是liveramp控股有限公司（RAMP）2025年第二季度業績會Transcript摘要：
Financial Performance:
財務表現：
LiveRamp reported Q2 revenue of $185 million, exceeding expectations with a 16% growth year-over-year.
Operating margin reached a record high of 22%, with operating income growing by 28% to $41 million.
Subscription net retention improved to 107%, and the '$1 million plus' customer count reached a record of 125, an increase of 10 from the previous quarter.
LiveRamp報告第二季度營業收入達到18500萬美元，同比增長16%，超出預期。
營業利潤率達到創紀錄的22%，營業收入增長28%至4100萬美元。
訂閱淨保留率提高至107%，「100萬美元以上」客戶數量達到創紀錄的125人，比上一季度增加10人。
Business Progress:
業務進展：
LiveRamp achieved a sixth consecutive quarter of double-digit growth in subscription revenue, with a notable increase of 14%.
Marketplace and other revenue grew by 23%, reflecting strong execution, especially in digital advertising.
Significant wins included a multiyear, multimillion-dollar deal with a major global ad agency and new contracts with significant players in biopharmaceuticals and public cloud sectors.
International expansion included new wins with France's TF1 and Australia's REA for using clean room solutions.
LiveRamp實現了連續第六個季度訂閱營業收入兩位數增長，增長率顯著提高至14%。
市場以及其他營業收入增長23%，反映出強勁的執行力，特別是在數字廣告領域。
重要的勝利包括與一家全球主要廣告代理公司簽訂的爲期多年、價值數百萬美元的交易，以及與生物製藥和公共雲部門的重要參與者簽訂的新合同。
國際擴張包括與法國TF1和澳洲REA達成新的潔淨室解決方案使用協議。
Opportunities:
機會：
LiveRamp's ongoing expansion of its Clean Room Network positions it to capitalize significantly on evolving market demands for privacy-centric data collaborations.
The enhancements in network nodes, particularly with major CTV companies and large retailers, are expected to foster substantial future growth.
liveramp持續擴展其潔淨室網絡，使其能夠充分利用隱私爲中心的數據合作不斷髮展的市場需求。
網絡節點的增強，特別是與主要CTV公司和大型零售商的合作，預計將促進未來的大幅增長。
Risks:
風險：
The more tepid demand environment and economic uncertainties pose challenges to sales momentum, potentially impacting short-term growth, as noted in discussions about IT budget constraints and client caution in technology investment decisions.
在更加溫和的需求環境和經濟不確定性的背景下，銷售勢頭面臨挑戰，可能會對短期增長產生影響，正如討論中提到的IT預算約束和客戶在技術投資決策方面的謹慎。
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