LiveRamp Holdings, Inc.RAMP

LiveRamp Holdings, Inc. Revenue Disclosure

10-KFiled May 21, 20261 min read
2. REVENUE FROM CONTRACTS WITH CUSTOMERS:

Disaggregation of Revenue

In the following table, revenue is disaggregated by primary geographical market and major service offerings (dollars in thousands):
For the twelve months ended March 31,
Primary Geographical Markets20262025
United States$763,188 $704,653 
Europe41,363 34,308 
Asia-Pacific ("APAC")6,203 5,208 
Other2,186 1,411 
$812,940 $745,580 
Major Offerings/Services
Subscription$614,388 $568,880 
Marketplace and Other198,552 176,700 
$812,940 $745,580 

Transaction Price Allocated to the Remaining Performance Obligations

We have performance obligations associated with fixed commitments in customer contracts for future services that have not yet been recognized in our consolidated financial statements. The amount of fixed revenue not yet recognized was $760.4 million as of March 31, 2026, of which $518.5 million will be recognized over the next twelve months. The Company expects to recognize revenue on substantially all of these remaining performance obligations by December 31, 2032.

Historical Timeline

Fiscal YearFiled
2026May 21, 2026Showing above
2025May 21, 2025
2024May 22, 2024
2023May 24, 2023
2022May 24, 2022
2021May 27, 2021
2020May 26, 2020
2019May 29, 2019

About Revenue Disclosures

Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.

Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.

Other Available Disclosures

Income TaxesFair ValuePP&EGoodwill & IntangiblesLeasesSegmentsDebtCommitmentsNew StandardsPay vs Performance