Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
LiveRamp
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Francisco, California, USA
Website
Employees
1,400 (2026, approximate)
Founded
1969
Listing
RAMP · NYSE
Market Cap
$2.30B
Revenue (TTM)
$812.94M
Price
USD37.82 (+0.11%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A data connectivity and identity resolution platform used across advertising and marketing technology, whose Q4 fiscal 2026 revenue grew 9% year-over-year with annual recurring revenue up 8% and subscription net retention improving to 107%. On May 17, 2026, LiveRamp agreed to be acquired by advertising holding company Publicis Groupe for $38.50 per share (a 29.8% premium), a deal valued at roughly $2.5 billion in total equity value, aimed at accelerating data co-creation for more sophisticated AI advertising agents; the enterprise value net of LiveRamp's cash was approximately $2.2 billion.
Strategic Connections
Competition / Other
- Braze: LiveRamp operates in the broader customer data and marketing technology category alongside engagement platforms like Braze.
- Cloud Computing & Data Centers: LiveRamp provides data connectivity and identity resolution SaaS within the broader cloud computing industry.
Strategic Risks
- Dependent on the health of the broader digital advertising and marketing technology ecosystem
- Pending Publicis acquisition subject to regulatory and shareholder approval before closing
Future Outlook
- Improving net retention suggests strengthening core subscription business
- Pending acquisition by Publicis Groupe expected to fold LiveRamp's data infrastructure into Publicis's AI-driven advertising agent strategy once the deal closes
Sources
- U.S. Securities and Exchange Commission (EDGAR) (May 2026) — LiveRamp FY2026 Annual Report (Form 10-K), filed with the SEC
- LiveRamp investor relations (May 2026) — LiveRamp Q4 FY2026 revenue up 9%, net retention improves to 107%
- Yahoo Finance (Mar 2026) — LiveRamp shares among notable movers in 2026
- Seeking Alpha / Publicis Groupe press release (May 2026) — Publicis Groupe agrees to acquire LiveRamp for ~$2.5B to power smarter AI ad agents
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
Viewing the Full Analyst Report — switch to the Executive Summary.