Publicis Groupe: RAMPing up AI capabilities on attractive terms

研报英文原文证据摘录

Publicis Groupe: RAMPing up AI capabilities on attractive terms

Introducing LiveRamp

“LiveRamp provides the trusted, collaboration platform that sits in

between customer data and the thousands of applications powered by

data. We make data consistent, consumable and portable. We ensure the

seamless connection of data to and from the customer experience

applications our customers use and the partners with which they

collaborate. We empower businesses to make data more accessible and

create richer, more meaningful experiences for their customers.”

LiveRamp 2025 10-K

In its own words, taken from its last annual report, LiveRamp is a leading data

collaboration technology company, empowering marketers and media owners to deliver

and measure marketing performance everywhere it matters. LiveRamp’s data

collaboration network seamlessly unites data across advertisers, platforms, publishers,

data providers, and commerce media networks.

The /LiveRamp Data Collaboration Platform provides customers with four core

capabilities, which together represent an estimated addressable market of $13bn.

Exhibit 1: LiveRamp serves a $13bn addressable market

LiveRamp operating solutions addressable market

$6

$5

$3

$4.3

$3.6

$2 $2.9

$2.2

$0

Data Room Audience Addressability Identity Resolution Data Marketplace

Source: Company report

BofA GLOBAL RESEARCH

1. Identity Resolution Solutions (“Live/Identity”), which provides enterprise

identity infrastructure that resolves disparate consumer identities across different

internal and external systems to create an accurate, connected view of the

customer.

2. Data marketplace (“Live/Access”). The Data Marketplace provides customers

with simplified access to industry-leading third-party data providers globally.

3.