LiveRamp Holdings, Inc. (NYSE:RAMP) Q4 2022 Earnings Conference Call May 24, 2022 4:30 PM ET

Company Participants

Lauren Dillard - Senior Vice President of Finance & Investor Relations

Scott Howe - Chief Executive Officer

Warren Jenson - President & Chief Financial Officer

Conference Call Participants

Peter Burkly - Evercore ISI

Brian Fitzgerald - Wells Fargo

Shyam Patil - Susquehanna Financial

Jason Kreyer - Craig-Hallum

Tim Nollen - Macquarie

Nicholas Zangler - Stephens

Operator

Good afternoon ladies and gentlemen and welcome to LiveRamp's Fiscal 2022 Fourth Quarter Earnings Call. As a reminder, this conference call is being recorded.

I would now like to turn the call over to your host, Lauren Dillard, Senior Vice President of Finance and Investor Relations.

Lauren Dillard

Thank you, operator. Good afternoon and welcome. Thank you for joining us to discuss our fiscal 2022 fourth quarter results. With me today are Scott Howe, our CEO; and Warren Jenson, President and CFO.

Today's press release and this call may contain forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially. For a detailed description of these risks, please read the Risk Factors section of our public filings in the press release. A copy of our press release and financial schedules, including any reconciliation to non-GAAP financial measures, is available at liveramp.com. Also during the call today, we will be referring to the slide deck posted on our website.

At this time, I will turn the call over to Scott.

Scott Howe

Thank you, Lauren and thanks to all of you for joining us today. I'm hoping that my prepared remarks today will highlight three fundamental takeaways about LiveRamp. First, as the economy enters a period of market uncertainty, we believe LiveRamp is well insulated from macroeconomic headwinds relative to most companies. We're resilient, 80% subscription-based and embedded into the very fabric of the data economy. Second, in the recently completed Q4, we posted another quarter of growth with a number of notable client wins. And third, we're by no means satisfied with where we are and have clear line of sight to areas that we think can improve our top line growth, profitability and return on shareholder capital.

First, LiveRamp's resilience. Let me start by just addressing the swirling macroeconomic headwinds. I always enjoy talking with Wall Street at our fiscal year-end as it provides a chance for both reflection on the path we traveled as well as an opportunity to share our perspective on the next leg of the journey. This year feels really different, however, given the absolute chaos of the financial markets in recent weeks. With the devastating war in Ukraine, supply chain challenges, rising inflation rates and volatility in the financial markets as well as lingering impacts of the global pandemic, this year has brought a significant amount of uncertainty.