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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
LiveRamp
LiveRamp (RAMP) investor relations material
LiveRamp Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary2 Mar, 2026
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.
Partial view of Summaries dataset, powered by Quartr API
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Next LiveRamp earnings date
Q4 202620 May, 2026
LiveRamp
Next LiveRamp earnings date
Q4 202620 May, 2026
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Frequently asked questions
LiveRamp Holdings, Inc. provides enterprise data connectivity platform solutions. The company offers Datalogix customers access to consumer transactional purchase data, app-based product purchase data, mapping and geographical information of consumer's device location, and mobile phone usage data; and government clients access to commercial-line insurance claims data in the United States. It also offers BlueKai advertising exchange products connecting various types of digitally connected devices to digital marketers, agencies and advertisers; and Twitter products allowing clients to create audience segments that target Twitter users on the basis of their digital behavior across the Internet. LiveRamp Holdings, Inc. is based in San Francisco, California.
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