Inferra AI / Company / LFTO
Liftoff Mobile, Inc.
LFTO · Information Technology
Last earnings Aug 12, 2026
Key results
Core Advertising revenuequarter
$219 million
Business Highlights Core Advertising Revenue 2 was $219 million in the second quarter, an increase of 36% year-over-year and 7% quarter-over-quarter.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Advertising Daily Average revenuequarter
6%
Core Advertising Daily Average Revenue (DAR) 2 increased by 6% quarter-over-quarter.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Free cash flowquarter
$184 million
Trailing 12-month Free Cash Flow 1 was $184 million, an increase of 142% from the corresponding period of the prior year.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
AI analysis
Q2 2026 · reported Aug 12, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Core Advertising revenue | $219 million | — | — |
| Advertising Daily Average revenue | 6% | — | — |
| Free cash flow | $184 million | — | — |
Guidance · company-stated
“$ 217”
“$ 124”
“$ 870”
“$ 510”
Guidance stated in the release for Third Quarter 2026; figures as stated.
Cash flow & capex
Capital allocation
(c) Represents costs for transaction-related services, such as investment banking, legal, accounting, and diligence, primarily incurred in connection with capital markets activities, including debt refinancing efforts and General Atlantic s investment.
Credit Agreements for additional details on the debt repayment.
Event summary
Liftoff Mobile Announces Second Quarter 2026 Financial Results REDWOOD CITY, CA August 12, 2026 Liftoff
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Revenue: “Revenue $ 217”
Adjusted EBITDA: “Adjusted EBITDA $ 124”
Revenue: “Revenue $ 870”
Adjusted EBITDA: “Adjusted EBITDA $ 510”
Revenue (“Third Quarter 2026”)
“1 Third Quarter 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 217 $ 222 Adjusted EBITDA $ 124 $ 128 Adjusted EBITDA Margin 57 % 58 % Fiscal Year 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 870 $ 880 Adjusted EBITDA $ 510 $ 518 Adjusted EBITDA Margin 59 % 59 % _________ 1 For a discussion on how we define, use, and calculate these non-GAAP financial measures and a reconciliation thereof to the most directly comparable GAAP financial measures, see Key Operating and Financial Metrics and the tables at the end of this press release.”
Adjusted EBITDA (“Third Quarter 2026”)
“1 Third Quarter 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 217 $ 222 Adjusted EBITDA $ 124 $ 128 Adjusted EBITDA Margin 57 % 58 % Fiscal Year 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 870 $ 880 Adjusted EBITDA $ 510 $ 518 Adjusted EBITDA Margin 59 % 59 % _________ 1 For a discussion on how we define, use, and calculate these non-GAAP financial measures and a reconciliation thereof to the most directly comparable GAAP financial measures, see Key Operating and Financial Metrics and the tables at the end of this press release.”
Revenue (“Fiscal Year 2026”)
“1 Third Quarter 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 217 $ 222 Adjusted EBITDA $ 124 $ 128 Adjusted EBITDA Margin 57 % 58 % Fiscal Year 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 870 $ 880 Adjusted EBITDA $ 510 $ 518 Adjusted EBITDA Margin 59 % 59 % _________ 1 For a discussion on how we define, use, and calculate these non-GAAP financial measures and a reconciliation thereof to the most directly comparable GAAP financial measures, see Key Operating and Financial Metrics and the tables at the end of this press release.”
Adjusted EBITDA (“Fiscal Year 2026”)
“1 Third Quarter 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 217 $ 222 Adjusted EBITDA $ 124 $ 128 Adjusted EBITDA Margin 57 % 58 % Fiscal Year 2026 Financial Guidance Summary 3 (In millions, except percentages) Low High Revenue $ 870 $ 880 Adjusted EBITDA $ 510 $ 518 Adjusted EBITDA Margin 59 % 59 % _________ 1 For a discussion on how we define, use, and calculate these non-GAAP financial measures and a reconciliation thereof to the most directly comparable GAAP financial measures, see Key Operating and Financial Metrics and the tables at the end of this press release.”
Guidance stated in the release for Third Quarter 2026; figures as stated.
Capital allocation
(c) Represents costs for transaction-related services, such as investment banking, legal, accounting, and diligence, primarily incurred in connection with capital markets activities, including debt refinancing efforts and General Atlantic s investment.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Credit Agreements for additional details on the debt repayment.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
All common share and per common share amounts, including dividend per share amounts, in these condensed consolidated financial statements and notes thereto have been retroactively adjusted for all periods presented to give effect to the Reclassification and Stock Split.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
The Company s Preferred Stock that was subject to repurchase were considered participating securities, and the two-class method was applied in the computation of both basic and diluted EPS for periods in which such securities were outstanding.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Any deemed dividends recognized related to the Preferred Stock were reflected as a reduction of income available to common stockholders.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Under the if-converted method, the numerator was adjusted to reverse any impacts of the convertible security, including dividends, deemed dividends and participation rights, and the denominator was increased for the number of shares issuable upon conversion, weighted for the portion of the period the securities were outstanding.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Strategy & priorities
Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, investments, or other strategic transactions we may make.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
3 Key Operating and Financial Metrics We monitor the following key metrics to help us evaluate the health of our business, identify trends affecting our growth, formulate goals and objectives and make strategic decisions.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Free Cash Flow is a measure of liquidity that provides useful information to our management, investors and others in understanding and evaluating the strength of our liquidity and future ability to generate cash that can be used for strategic opportunities, including investing in our business.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Core Advertising represents the foundation of our business moving forward, reflecting our strategic focus on Cortex-enabled solutions and anticipated long-term growth within performance advertising.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
In preparing the Altman Solon Report, Altman Solon has made assumptions regarding, among other things, (i) the continued engagement of mobile users with mobile devices and applications, (ii) the ongoing participation and investment of advertisers within the in-app ecosystem, (iii) the sustainability and scalability of third-party ad technology business models, (iv) the persistence of performance-driven advertising and user-acquisition strategies, and (v) the potential evolution and integration of artificial-intelligence-driven applications and conversational interfaces (including AI chatbots) into the broader app ecosystem.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Risks & headwinds
There are a number of factors, many of which are beyond our control, that could cause actual results to differ materially from the results anticipated by these forward-looking statements, including, among others, risks related to our ability to retain existing customers, expand customer usage and attract new customers the fact that we generally do not have long-term commitments from customers advertiser demand, marketing budgets, customer churn or consolidation, and broader macroeconomic, market, public health and geopolitical conditions, including inflation, interest rates, tariffs and U.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
3 We have not provided the most comparable GAAP metric or a GAAP reconciliation for certain forward-looking non-GAAP metrics specifically Adjusted EBITDA and Adjusted EBITDA margin as a result of the uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation expense.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
We may, in some cases, use words such as anticipate, assume, believe, contemplate, continue, could, estimate, expect, foreseeable, intend, may, plan, potentially, predict, project, seek, should, will, or would, or similar words or phrases that convey uncertainty of future events or outcomes, to identify forward-looking statements in this press release.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
The forward-looking statements contained in this press release are based on management s current expectations and are subject to uncertainty and changes in circumstances.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Should one or more of these risks or uncertainties materialize, or should any of our assumptions prove incorrect, our actual results may vary in material respects from those expressed or implied in these forward-looking statements.
SEC original ↗Liftoff Mobile, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026
Legal Proceedings 49 Item 1A.
SEC original ↗Liftoff Mobile, Inc. — 10-Q Quarterly report10-QAug 13, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
4 documentsEarnings releases
0 documentsNo earnings releases for Liftoff Mobile, Inc. are held in this edition of the library.
Presentations
0 documentsNo presentations for Liftoff Mobile, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Liftoff Mobile, Inc. are held in this edition of the library.
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