- Acxiom (ACXM) posted a slight revenue beat, though revenues and EPS were off Y/Y.
- Non-GAAP operating income was $30M, down from the prior $32M. Marketing and Data Services operating margin was about 12% (flat Y/Y).
- The company has "great momentum" with products AOS and LiveRamp though data marketing is still in "early innings": "We added 25 new AOS and LiveRamp customers during the quarter, more than doubled our subscription revenue year-over-year and expect to exit FY15 with a revenue run-rate of roughly $80 million."
- 2015 outlook: Acxiom expects revenue from continuing ops to be down about 4%, and EPS for the year in the range of $0.73-0.78.
- Press release