Liftoff Mobile Management
Management criteria checks 2/4
Liftoff Mobile's CEO is Jeremy Bondy, appointed in May 2022, has a tenure of 4.33 years. total yearly compensation is $9.52M, comprised of 5.9% salary and 94.1% bonuses, including company stock and options. directly owns 0.064% of the company’s shares, worth $2.00M. The average tenure of the management team and the board of directors is 5 years and 1.9 years respectively.
Key information
Jeremy Bondy
Chief executive officer
US$9.5m
Total compensation
| CEO salary percentage | 5.88% |
| CEO tenure | 4.3yrs |
| CEO ownership | 0.06% |
| Management average tenure | 5yrs |
| Board average tenure | 1.9yrs |
Recent management updates
Recent updates
Liftoff Mobile: A Fine Business, Fair Price, But I Think Smadex Is The Better Trade
Summary Liftoff posted strong Q2 results—35% Y/Y revenue growth and a 60% adjusted EBITDA margin—but faces investor concerns over decelerating growth and flat Q3 guidance. LFTO trades at ~8x FY26 EV/EBITDA, with a 7.5% owner's yield, but heavy cash uses and generous share grants temper the value proposition. Customer concentration and upcoming share unlocks add risk, while sector-wide regulatory scrutiny on auction transparency introduces a new potential headwind. I prefer Entravision’s Smadex for its lower valuation, CTV focus, and transparency, despite higher customer concentration risk that management expects to reduce. Read the full article on Seeking Alpha
Liftoff Mobile: A Two-Month-Old Stock That Just Survived an Interrogation
Most companies don't get audited by their own shareholders three months after going public. Liftoff Mobile just did, and it's worth telling you exactly how, because the process matters more than the verdict.
Mobile Ad Shift And AI Efficiency Will Support Stronger Long Term Earnings Quality
Catalysts About Liftoff Mobile Liftoff Mobile operates an AI driven mobile advertising platform that connects app advertisers with users and helps app publishers monetize their audiences. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$36m |
| Mar 31 2026 | n/a | n/a | US$16m |
| Dec 31 2025 | US$10m | US$560k | -US$23m |
| Sep 30 2025 | n/a | n/a | -US$66m |
| Jun 30 2025 | n/a | n/a | -US$61m |
| Mar 31 2025 | n/a | n/a | -US$41m |
| Dec 31 2024 | US$4m | US$538k | -US$48m |
Compensation vs Market: Jeremy's total compensation ($USD9.52M) is above average for companies of similar size in the US market ($USD6.99M).
Compensation vs Earnings: Jeremy's compensation has been consistent with company performance over the past year.
CEO
Jeremy Bondy (38 yo)
Mr. Jeremy N. Bondy served as Vice President of Sales at Vungle, Inc. He served as President at Liftoff Mobile, Inc. from September 2021 until May 2022 and serves as its Chief Executive Officer since May 2...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 4.3yrs | US$9.52m | 0.064% $ 2.0m | |
| President & CFO | 5yrs | US$6.16m | 0.0053% $ 165.4k | |
| Co-Founder & Executive Product Advisor | 14.7yrs | no data | no data | |
| Co-Founder & Executive Technical Advisor | 14.7yrs | no data | 5.71% $ 178.8m | |
| Chief Operating Officer | 2.9yrs | US$1.96m | 0.069% $ 2.2m | |
| Deputy CFO & Principal Accounting Officer | no data | no data | 0.054% $ 1.7m | |
| Vice President of Investor Relations | less than a year | no data | no data | |
| General Counsel & Corporate Secretary | 5yrs | no data | 0.021% $ 651.0k | |
| Vice President of People | no data | no data | no data | |
| Global Head of Sales Engineering | no data | no data | no data | |
| Senior Vice President of Engineering | no data | no data | no data | |
| Senior Vice President of Product | no data | no data | no data |
Experienced Management: LFTO's management team is seasoned and experienced (5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 5yrs | US$9.52m | 0.064% $ 2.0m | |
| Independent Director | less than a year | US$1.64k | no data | |
| Independent Chairman of the Board | less than a year | US$2.47k | no data | |
| Independent Director | 1.3yrs | no data | no data | |
| Independent Director | 5yrs | no data | no data | |
| Independent Director | 5yrs | US$59.46k | 0.041% $ 1.3m | |
| Independent Director | 1.9yrs | no data | no data |
Experienced Board: LFTO's board of directors are not considered experienced ( 1.9 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/10 23:08 |
| End of Day Share Price | 2026/09/10 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Liftoff Mobile, Inc. is covered by 15 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ross Sandler | Barclays |
| William Lampen | BTIG |
| Deepak Mathivanan | Cantor Fitzgerald & Co. |