LiveRamp击败了Q3收入估计数,提高了全年指导,改善了现金流动,但长期增长放缓。
LiveRamp beat Q3 earnings estimates, raised full-year guidance, and improved cash flow, but long-term growth slowed.
LiveRamp 报告称,2025 年第三季度收入为 1.998 亿美元,同比增长 7.7%,超出预期,非 GAAP 每股收益为 0.55 美元,超出预期 13.6%。
LiveRamp reported Q3 2025 revenue of $199.8 million, a 7.7% year-over-year increase, exceeding estimates, with non-GAAP earnings per share of $0.55, 13.6% above expectations.
该公司将全年收入指导提高到8.11亿美元,称对其数据协作平台的需求很大,特别是在零售和AI驱动的广告方面。
The company raised full-year revenue guidance to $811 million, citing strong demand for its data collaboration platform, particularly in retail and AI-driven advertising.
净收入留存率仍保持在105%,自由现金流增至5 682万美元。
Net revenue retention remained at 105%, and free cash flow improved to $56.82 million.
尽管业务利润和实绩有所扩大,但长期增长已经放缓,两年的年增长率为12%,低于历史平均水平。
Despite expanded operating margins and solid performance, long-term growth has slowed, with two-year annualized growth at 12%, below historical averages.