DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION

Liftoff Mobile, Inc.

NasdaqGS:LFTO Stock Report

Market Cap: US$3.1b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Liftoff Mobile Past Earnings Performance

Past criteria checks 2/6

There is insufficient data on Liftoff Mobile's performance over the last few years.

Key information

n/a

Earnings growth rate

n/a

EPS growth rate

Media Industry Growth13.17%
Revenue growth rate35.46%
Return on equityn/a
Net Margin4.48%
Last Earnings Update30 Jun 2026

Recent past performance updates

Recent updates

Seeking Alpha • Sep 04

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
User avatar
New Narrative • Aug 27

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.
User avatar
New Narrative • Aug 13

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?

Revenue & Expenses Breakdown

How Liftoff Mobile makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NasdaqGS:LFTO Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 2679936194118
31 Mar 2674116213120
31 Dec 25686-23205114
30 Sep 25634-66201104
30 Jun 25590-6118597
31 Mar 25548-4114281
31 Dec 24519-4813981
31 Dec 23474-8513285

Quality Earnings: LFTO has a large one-off loss of $72.2M impacting its last 12 months of financial results to 30th June, 2026.

Growing Profit Margin: LFTO became profitable in the past.


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: LFTO has become profitable over the past 5 years.

Accelerating Growth: LFTO has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: LFTO has become profitable in the last year, making it difficult to compare its past year earnings growth to the Media industry (11.6%).


Return on Equity

High ROE: LFTO's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/10 23:08
End of Day Share Price 2026/09/10 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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.

AnalystInstitution
Ross SandlerBarclays
William LampenBTIG
Deepak MathivananCantor Fitzgerald & Co.

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide