LiveRamp (RAMP) Investor Day 2025 summary

Strategic Vision and Market Positioning

• Positioned as a neutral data collaboration network, enabling brands, agencies, publishers, and partners to securely connect and activate data across a vast ecosystem, not as a CDP or DSP.

• Aims to be the leading data collaboration platform, transforming data into better outcomes through network scale and interoperability, with a focus on solving marketers' biggest data challenges including complexity, privacy, and measurement.

• Network effects and scale create a deep moat, with 400+ brand customers, 200+ tech partners, 70+ agencies, 21,000+ publisher domains, and partnerships covering 91% of online time and all major ad tech and media platforms.

• Expansion beyond marketing into verticals like healthcare, risk, public sector, and commerce media is underway, leveraging the same platform and network.

• AI is a key future growth driver, both as a product enabler and as a use case for clients to optimize outcomes using proprietary and partner data, with platform modernization and AI integration enhancing customer experience and unlocking new use cases.

Product and Technology Differentiation

• Platform comprises four core solutions: identity resolution, data marketplace, audience addressability (activation), and data clean rooms, all required for full value delivery.

• Largest consented identity graph in the market, enabling high-fidelity data matching and interoperability across clouds and platforms.

• Clean room technology allows secure, privacy-compliant data collaboration, with technical guarantees for data governance and control.

• New product launches, such as Cross-Media Intelligence, address complex measurement and attribution use cases across channels.

• Ongoing platform modernization and AI-driven automation aim to improve user experience, scalability, and match rates.

Go-to-Market and Growth Levers

• Focused on land-and-expand strategy, with most large customers starting small and expanding to multi-product, multi-use case relationships; 30% of new ARR from new customers and 70% from expansion within the base.

• Clean room adoption is a major upsell driver, with customers using clean rooms generating 4x the ARR of those who do not.

• Significant white space in the Fortune 1000 and mid-market, with new pricing and packaging initiatives to simplify adoption and drive growth.

• Channel partnerships, including with retailers and publishers, are expected to drive incremental demand and network expansion.

• Commercial motion is being streamlined with a new, simpler pricing model to reduce friction and encourage broader product usage.