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LiveRamp Finally Gets Its Day In The Sun

June 7th, 2020 · Comments Off on LiveRamp Finally Gets Its Day In The Sun

The company has slowly but surely carved out and cemented a central position in the ad industry as an essential data and identity platform. Management has been astute in responding to customer needs and market developments with highly successful growth initiatives, acquisitions and partnerships. Operationally things are also improving, and while growth will slow down […]

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Tags: RAMP

LiveRamp’s Day In The Sun Will Come

February 14th, 2020 · Comments Off on LiveRamp’s Day In The Sun Will Come

The company is growing fast, and its core business is likely to benefit from Google’s phasing out of cookies. Its newer initiatives like CTV and its data market are growing even faster, and the company is benefiting from margin expansion and is already generating cash. Despite all the good news and the iron-clad balance sheet, […]

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Tags: RAMP

LiveRamp Is Ramping Up

November 30th, 2019 · Comments Off on LiveRamp Is Ramping Up

While the company still makes a substantial loss and loses cash, it can afford to do that given its iron-strong balance sheet. With revenues growing at nearly 40%, leverage will start to kick in soon. The company is clearly gaining traction and its IdentityLink solution is benefiting from network effects. The only negative we can […]

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Tags: RAMP

LiveRamp Shares Are On Sale

September 6th, 2019 · Comments Off on LiveRamp Shares Are On Sale

Despite revenue and earnings beat in Q1, the share price is rather soft. There are some data points that are a bit soft, but apart from the fall in gross margins, these should be rather minor and temporary. The bigger picture is that this is a unique company, the shares of which are now really […]

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Tags: RAMP

LiveRamp Is Just At The Start Of Seriously Ramping Up

May 31st, 2019 · Comments Off on LiveRamp Is Just At The Start Of Seriously Ramping Up

Its bread and butter business is benefiting from network effects, the result of the company’s independent position as the Switzerland of data onboarding. This is still in the early innings, but the company has also numerous other growth perspectives. The company is still loss-making, but it can easily tide over this with $1.1B in cash […]

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Tags: RAMP

Acxiom Is Still Very Attractive

October 3rd, 2018 · Comments Off on Acxiom Is Still Very Attractive

While the shares have surged since the last time we wrote, we think that the shares are still very attractive. After Q1 the picture of LiveRamp, the business which remains after AWS is sold has become a bit clearer. Based on some preliminary metrics, the shares aren’t expensively valued for a well positioned SaaS business. […]

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Tags: ACXM · RAMP