LiveRamp Is Starting To Become Ubiquitous
The company keeps on making big strides towards ubiquity with their ATS identifier solution and Safe Haven platform. Given the progress here, we see the beginnings of network effects materializing. […]
LiveRamp Has A Large Number Of Growth Drivers
There are multiple reasons to assume that LiveRamp will thrive in a post-third-party cookie world, as it works with all competing identifiers and platforms. Its own identifier is well placed […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]