Sept 2018 acxiom live-ramp_investor roadshow deck

1. INVESTOR OVERVIEW
September 2018
©2018 Acxiom Corporation

2. Why We Are
Here
©2018 Acxiom Corporation
2
› Over the last 6 years, we’ve transformed Acxiom into
a digital innovator and thought leader with two
strong businesses: LiveRamp & Acxiom Marketing
Solutions (AMS)
› In early October, we will finalize the sale of AMS to IPG
› Now is the time to get to know LiveRamp
› We believe LiveRamp is a unique SaaS company with
significant runway

3. What Is LiveRamp
Identity Grid for Powering the
Customer Experience Economy
©2018 Acxiom Corporation
3
Customer
touchpoints
increasing
dramatically
Relevant data is
everywhere –
but siloed
Consumer
expectations
continue to
increase
x
=
The Problem
xx
IDENTITY
Technology is
exploding
CONNECTIVITY DATA ACCESS ETHICAL STEWARDSHIP
LiveRamp’s SaaS platform unifies the
customer experience across all
touchpoints
LiveRamp’s SaaS platform unifies the
customer experience across every
touchpoint
The Solution

4. We Are
Already
Operating
at
Enormous
Scale
©2018 Acxiom Corporation
4
Better
Results
More
Data
More
Usage
Better
Identity
Consumers
Brands
Agencies
Data
Platforms
Publishers
› 570+ platforms integrated
› 30+ platforms in
Advertising ID Consortium
› 100+ platforms as
customers
› 850+ data partners
› 45+ years of historical
contact data
› 100+ data providers
through IdentityLink Data
Store
› 180+ publishers
representing 1500+
properties
› 18 of top 20 publishers as
partners
› 5 of 6 global holding
companies, 4 IdentityLink-
enabled.
› 5 of top 10 programmatic
agencies
› 270+ leading brands as
customers
› 18 of top 25 advertisers in
in US
› 2Bn+ individuals
(knowledge base)
› 200MM+ unique matched
digital ID’s active in US

5. ©2018 Acxiom Corporation
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VIDEO
SEARCH
ANALYTICS
TV
DIRECT
MARKETING
MEDIA
PLATFORMS
MOBILE
CALL
CENTERS
Our Identity is
Ubiquitous
Across the
Ecosystem
PERSONALIZATION

6. ©2018 Acxiom Corporation
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Data Stewardship is
Core to Our DNA
We lead the industry by
offering:
› Consumer Notice, Access, and
Choice
› Automated Controls for Ethical Data Use
› Secure, Privacy-Compliant Matching
› Extensive Privacy Assessments and Security
Audits
› Global Engagement with Dozens of Policy
Organizations

7. ©2018 Acxiom Corporation
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Strong Business Model
FY16 FY17 FY18 FY19E
+25-30%
$220
$154
$105
% of revenue
Subscription 69% 74% 78% ~80%
31% 26% 22% ~20%
YoY % growth
Subscription na 58% 50% >30%
na 22% 21% Low single digits1
Total na 46% 43% 25-30%
1 Low single digit transactional revenue growth includes year-over-year decline in Facebook related Data Store revenue.
Proforma, unaudited and subject to change
Revenue
$M
Predictable Revenue Model
$250M
Annualized revenue
~80%
Subscription
Expansion Driven Model
>110%
Dollar-based net
retention
Strong Commitment from Clients
>625
Direct clients
39
$1M+ clients
Demonstrated Leverage
>70%
Gross margin
20%
Segment EBITDA
less capex
Marketplace & other
Marketplace & other

8. ©2018 Acxiom Corporation
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Opportunity for
Exponential
Growth…
$ 100k
~ 2.5x
~ 5x
~ 10x
Onboarding Measurement Advanced Data Analytics Identity Link as Identifier (SoR)
Targeting Measurement Advanced
Analytics
IdentityLink Powered
Data Lakes
% of Clients 75% 17% 5% 3%
Sophistication

9. …With Real
Client
Expansion
Proof
Points
$0.6M
FY17:
Onboarding + Targeting
Expansion $0.3MM
$0.3M FY16:
Onboarding
$0.3MM
$0.3M
FY17:
IdentityLink for
Targeting $0.3MM
$1.2M
FY17:
IdentityLink for
Measurement $0.9MM
$1.3M
FY17:
Measurement $0.7MM
$2M
FY18:
Additional IdentityLink
Sources & Volume
$0.8MM
$3M
FY18:
IdentityLink Powered
Custom Product $1.7MM
$3.5M
FY18:
Measurement expansion
$0.5MM
$4M
FY18:
Data Store $0.5MM
ACV from $280K to $2M+
in 1.5 years
Fortune 500
Technology Company
ACV from $350K to $4M+
in 2 years
Fortune 500
Retail Company
©2018 Acxiom Corporation
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10. In Summary
©2018 Acxiom Corporation
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Identity and data are foundational to delivering
exceptional customer experiences and data
driven results
Our vast network is operating at scale
with multiple network effects at play
We can power all the world’s applications
our success in marketing is just the start
Strong business model
with best in class SaaS characteristics
We power the connected ecosystem and the universal
identity graph

11. Financial
Highlights
©2018 Acxiom Corporation

12. ©2018 Acxiom
PREDICTABLE RECURRING
REVENUE MODEL
PROVEN ABILITY TO
LAND AND EXPAND
STRONG COMMITMENT
FROM CUSTOMERS
>70%
Gross Margin
DEMONSTRATED
LEVERAGE
>20%
Segment EBITDA Margin
625
Direct clients as of
June 2018
>110%
Dollar Based Net Retention
$250M
Revenue Run-Rate
~80%
Subscription Revenue
39
$1M clients as of June 2018
12
1 2
3
LiveRamp – A Best-in-Class SaaS Business
1 Revenue run-rate defined as last quarter revenue times four.
2 Direct client count includes ~30 incremental international clients that were reclassified to LiveRamp as part of the segment reorganization.
Historical customer counts are as follows: Q117: 300, Q217: 340, Q317: 400, Q417: 435, Q118: 470, Q218: 490, Q318: 560, Q418: 590, Q119: 625
3 $1M clients are counted as $250k or more subscription-only revenue in the quarter.

13. ©2018 Acxiom Corporation
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Strong Business
Momentum
$106
$154
$220
37%+
ex FB
FY16A FY17A FY18A FY19E
38%
3-year CAGR
Revenue ($M)
60% 60%
67%
71%
FY16A FY17A FY18A Q119A
Gross Margin (%)
$4
$17
$36
$52
4%
11%
16%
21%
3%
8%
13%
18%
23%
28%
33%
0
10
20
30
40
50
60
FY16A FY17A FY18A Q119A
Annualized
EBITDA ($M) / Margin (%) (1)
17
points
in three years
(1) EBITDA abnormally high due to benefits of shared services / G&A costs with Acxiom.
11
points
in three years

14. ©2018 Acxiom Corporation
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High-Growth Revenue Model
$73
$114
$172
~80%
of total
$33
$40
$48
~20%
of total
FY16A FY17A FY18A FY19E
Marketplace & other
Subscription
Annual Revenue ($M)
$220
$154
$106
25% to 30%
YoY growth
37% ex FB
275
435
590
625
FY16A FY17A FY18A Q119A
Direct Customer Count
1.Subscription includes LiveRamp onboarding and apps, Arbor & Circ acquisitions and international
connectivity revenue.
2.Marketplace & other includes digital data rev share, rev share from AS, 1st and 3rd party GMS rev share.
March fiscal year end
Subscription
Marketplace & other

15. ©2018 Acxiom Corporation
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Revenue Metrics
FY16A FY17A FY18A FY19E
Revenue ($M) $106 $154 $220 NA
Revenue Growth % na 46% 43%
25-30% /
37%+ Ex. FB
Revenue Run Rate ($M) $130 $180 $240 NA
% of Total Revenue
Subscription 69% 74% 78% ~80%
Marketplace & other 31% 26% 22% ~20%
Total 100% 100% 100% 100%
International % of Total
Revenue
8% 8% 10% NA

16. LiveRamp P&L
©2018 Acxiom Corporation
16
$M
1 Figures represent new two segment structure. Gross profit, segment income and
EBITDA include impact from FB.
Proforma, unaudited and subject to change
Q217 Q317 Q417 FY17 Q118 Q218 Q318 Q418 FY18 Q119
REVENUE
LiveRamp subscription $26 $30 $36 $115 $37 $42 $46 $47 $172 $51
LiveRamp marketplace & other 8 11 10 40 10 12 14 13 48 11
LiveRamp revenue $35 $41 $46 $154 $47 $54 $59 $60 $220 $62
YoY % change 54% 37% 40% 46% 41% 56% 43% 32% 43% 34%
LiveRamp subscription $26 $30 $36 $115 $37 $42 $46 $47 $172 $51
LiveRamp marketplace & other 5 6 6 21 4 7 8 9 27 8
LiveRamp ex. FB $31 $37 $41 $136 $41 $49 $53 $56 $199 $59
YoY change %, ex FB 57% 50% 51% 52% 52% 59% 46% 35% 47% 44%
GROSS PROFIT
LiveRamp gross profit $21 $25 $29 $93 $28 $36 $41 $43 $148 $44
LiveRamp gross margin 59% 62% 64% 60% 60% 67% 69% 71% 67% 71%
YoY bps change (100) +410 +230 +90 +430 +770 +700 +740 +660 +1,040
SEGMENT INCOME
LiveRamp segment income $1 $4 $2 $8 ($0) $6 $9 $8 $23 $9
LiveRamp segment margin 4% 9% 4% 5% 0% 11% 15% 13% 10% 15%
YoY bps change +1,100 +980 +860 +850 (180) +650 +640 +910 +540 +1,490
EBITDA
LiveRamp EBITDA $4 $6 $5 $17 $3 $9 $12 $11 $36 $13
LiveRamp EBITDA margin 10% 15% 10% 11% 6% 17% 21% 19% 16% 21%
YoY bps change +880 +880 +770 +690 (100) +670 +570 +860 +530 +1,470

17. Appendix
©2018 Acxiom Corporation

18. Our Vision
A world where CONNECTED DATA
makes every EXPERIENCE EXCEPTIONAL
Our Mission
To help clients deliver INNOVATIVE
PRODUCTS and EXCEPTIONAL
EXPERIENCES by making it safe and
easy to CONNECT the world’s DATA,
PEOPLE and APPLICATIONS.
18
©2018 Acxiom
LiveRamp

19. R. Jones
10 Main St Plano, TX
Rebecca Wilson
becky@homepc.com
Cell phone: 555-2323
Becky Wilson
20 Stag Dr
Chicago, IL
Becky Smith
I23 Sunrise Ave
Plano, TX
Phone 555-1212
Rebecca Smith
becky@workpc.com
IP 222.58.1.10
VP of Partnership
Becks@liveramp.com
LinkedIn:
Becky Wilson Smith
coolestone5@yahoo.com
Beckerific@gmail.com
User:
8a9n535ak9s
Cookie ID
IDFA 5039dk
Subscriber ID:
55ctuw75cs4
Cookie ID:
5699zk7fb42
Site: aboutthedata.com
Cookie IDCookie ID
Cookie ID:
9O582Lk3
Device ID:
4500d
Cookie ID
©2018 Acxiom Corporation
19
Our Omni-Channel
Identity Graph is
Table Stakes

20. ©2018 Acxiom Corporation
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Line of Sight to Significant Growth Opportunities
ADD NEW
CUSTOMERS
UPSELL EXISTING
CUSTOMERS
POWER NEW
USE CASES
Accelerate New Logos
B2B
Global expansion
Targeting
Measurement
Advanced Analytics
IdentityLink as Identifier
TV
People-based
Programmatic
Data Store
2nd party data sharing
Sustainable High Growth
in FY20 and Beyond

21. ©2018 Acxiom Corporation
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Our Opportunity is
Bigger Than Just
Marketing
Customer
Experience
Sales Risk Healthcare Government
Single View of the
CUSTOMER
Single View of the
CUSTOMER
Single View of the
CUSTOMER
Single View of the
PATIENTS
Single View of the
CITIZEN
Targeting
Analytics
Measurement
Personalization
Commerce
Services
B2B marketing
Account-based
marketing
Sales intelligence
Fraud mitigation
Identity verification
Credit scoring
Outcome driven
treatment
Prescription adherence
Improved revenue
operations
Personalized services
Citizen engagement

22. Thank You
©2018 Acxiom Corporation