LiveRamp Holdings is poised to report earnings with expectations of a 12% year-over-year growth in EPS, driven by increased demand for privacy-safe data tools as the market shifts away from third-party cookies. The company has a history of exceeding earnings expectations, but faces challenges in scalability due to rising operational costs and competition from various data platforms. Investors are eager for evidence of margin expansion beyond the demand for identity data solutions, expecting continued product evolution and strong customer retention to support future growth.
Shares are up 18% year to date with expectations for Q4 earnings showing continued growth, highlighting the cautious optimism surrounding the company's performance.
LiveRamp's offerings around privacy-safe data tools are gaining traction as cookies are phased out, but fierce competition poses challenges for market scalability.
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