LiveRamp (RAMP) Wells Fargo 8th Annual TMT Summit summary

Industry landscape and strategic positioning

• Data collaboration is becoming foundational, with companies seeking to leverage each other's data for smarter decisions and better customer experiences.

• The focus is on building a network infrastructure for data collaboration, not just adapting to cookie changes.

• Over 50% of the internet is already non-cookieable, making cookies less relevant for future strategies.

• The network effect and scale of connections between data owners and destinations are seen as the primary competitive advantage.

• Consistent double-digit growth is targeted, with ambitions to reach and surpass the Rule of 40 and eventually Rule of 50.

RampUp conference and key themes

• RampUp will be held at the end of February in San Francisco, featuring an Investor Day and extensive industry participation.

• The 2025 conference theme is "data collaboration at scale," emphasizing practical case studies and real-world applications.

• Collaboration is evolving from bilateral to multilateral, with three or more companies working together for greater impact.

• Case studies, such as the Albertsons, Mondelēz, and Pinterest partnership, highlight measurable ROI improvements from data collaboration.

• The event is positioned as a prime venue for industry due diligence and networking.

Product innovation and platform evolution

• Recent product releases have focused on ease of use, faster data processing, and standardized reporting templates.

• Machine learning and AI have reduced identity setup times from months to hours, improving client onboarding.

• Infrastructure upgrades have cut data ingestion times by over 95% for large clients.

• The platform is advancing but still requires further development to be intuitive for non-technical users.

• Future focus will shift toward expanding use cases and network connectivity rather than just software enhancements.