Liftoff Mobile
Mobile advertising platform linking app marketers with publishers through optimized buying and SDK-driven monetization.
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Profile
Operates a mobile advertising platform that helps marketers buy app-user-acquisition inventory and publishers sell it through SDK-driven auctions. Revenue comes from a portion of media spend, with Cortex-backed demand solutions accounting for nearly all revenue.
Combines a demand-side platform for mobile-app marketers with a supply-side platform and embedded software-development kit for app publishers. Cortex provides neural-network prediction and optimization; Accelerate buys advertising inventory for user acquisition and re-engagement, while Monetize and Vungle Exchange help publishers auction inventory. Creative, Direct, AppRefinery, and GameRefinery add campaign services and consumer-app or game intelligence.
Retains a portion of advertising media spend after paying publishers and other supply partners, recognizing revenue as agreed actions occur or ads are displayed. Customer commitments are generally short and cancellable, and the platform depends on mobile operating systems, app stores, tracking rules, data-processing compliance, model performance, and reliable infrastructure. Core Advertising accounts for nearly all revenue and is predominantly powered by Cortex-backed demand solutions.
Company facts
Categories
Key statistics
Year to date −17.8% · Average volume (30d) 768.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 13, 2026 | Raymond James | Reiterate | Outperform | $32 | $33 |
| Aug 13, 2026 | Cantor Fitzgerald | Reiterate | Overweight | $33 | $32 |
| Aug 13, 2026 | Wells Fargo | Reiterate | Overweight | $32 | $34 |
| Aug 13, 2026 | UBS | Reiterate | Buy | $38 | $39 |
| Jul 13, 2026 | Tigress Financial | Initiate | Buy | $39 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.45 | −$0.03 | +93.3% | $207.9M | $219.5M | +5.6% | −20.59% |
| May 4, 2026Q1 FY26 | — | $0.36 | — | — | $205.6M | — | — |
Financial highlights
| 4 quarters | — | — | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | — | — | $179.5M | $194.2M | $205.6M | $219.5M | |
| Gross profit | — | — | $128.5M | $145.2M | $177.7M | $167.5M | |
| Operating income | — | — | $47.8M | $75.2M | $85.9M | $77.4M | |
| Net income | — | — | −$5.7M | $2.5M | $49.3M | −$4.2M | |
| Diluted EPS | — | — | −$0.03 | $0.02 | $0.34 | −$0.03 | |
| Gross margin | — | — | 71.6% | 74.8% | 86.4% | 76.3% | |
| Operating margin | — | — | 26.6% | 38.7% | 41.8% | 35.3% |
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $305.4M · Total debt $1.41B · Total assets $2.07B · Shareholders' equity −$5.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 166.48M · Float 28.27M · 17.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BCP Redbird Aggregator L.P. | 83.83M | 49.50% | 13G | Aug 7, 2026 |
| General Atlantic (LFT), L.P. | 25.32M | 15.00% | 13D | Jun 12, 2026 |
| Ellis Mark Edward | 9.94M | 5.90% | 13G | Aug 7, 2026 |
| Robertson Harry James | 9.66M | 5.70% | 13G | Jul 15, 2026 |
| Patrick Clayton · officer: Principal Accounting Officer | 117.6K | 0.07% | Form 4 | Aug 19, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- AppLovin
Direct mobile growth rival across DSP, SSP, mediation, and ML.
- Alphabet Class A
Google Ads and AdMob contest app-growth and in-app monetization spend.
- Meta
AI-optimized app campaigns and Audience Network compete for mobile budgets.
- Unity Software
Mobile game growth and monetization rival through Unity Ads and LevelPlay.
- Amazon
Amazon DSP contests app-marketing budgets with commerce data and mobile supply.
- The Trade Desk
Open-internet DSP with mobile reach competes for performance media spend.
- Digital Turbine
Mobile app growth and monetization platform with direct device and app supply.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Liftoff Mobile | $18.55 | −1.85% | $3.15B | 64.0 | 20.6 | 3.9 | — |
| AppLovin | $318.40 | +0.18% | $106.75B | 24.4 | 17.4 | 15.6 | +52.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Meta | $578.36 | +0.06% | $1.47T | 21.8 | 19.0 | 6.5 | +28.0% |
| Unity Software | $45.41 | +4.85% | $18.91B | — | 50.0 | 9.3 | +23.9% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| The Trade Desk | $13.60 | +0.18% | $6.38B | 16.0 | 123.2 | 2.1 | +3.0% |
| Digital Turbine | $11.02 | −0.68% | $1.34B | — | 14.6 | 2.2 | +26.8% |
| Median | 21.4 | 25.8 | 6.5 | +24.2% |