LiveRamp (RAMP) Morgan Stanley Technology, Media & Telecom Conference 2026 summary

Business overview and market positioning

• Generates approximately $800 million in revenue, serving a broad client base for data collaboration, including major tech platforms and a growing number of AI applications.

• Focuses on enabling clients to leverage first- and second-party data for differentiation in AI-driven environments.

• Core strengths include identity resolution, interoperability, data governance, and industry-leading scale.

• Expanding partnerships with both established and emerging AI companies, with over 20 AI partners active.

Product innovation and AI integration

• Launched an agentic orchestration platform to enable AI agents to access identity, segmentation, and measurement in a governed way.

• Expanded Data Marketplace to include AI models and training datasets, transforming it into a centralized hub for AI-enabled marketing.

• Real-world use cases include gaming and audience segmentation, with optimism for further growth.

• Clean rooms have become essential for privacy-safe data collaboration, especially in retail, commerce, and AI contexts.

Channel and product expansion

• CTV data sales now represent 20%-25% of Data Marketplace volume, with rapid growth and increasing importance in cross-channel measurement.

• Cross-Media Intelligence brings back measurement signals from multiple destinations, supporting optimization and growth.

• Adoption of Cross-Media Intelligence is in early stages but seen as a key growth vector, especially for CTV.