earnings
confidence high
sentiment positive
materiality 0.70
Liftoff Mobile Q2 revenue $220M up 35% YoY; adjusted EBITDA $132M up 55%
Liftoff Mobile, Inc.
- Q2 revenue $220M, up 35% YoY and 7% QoQ; Core Advertising Revenue $219M, +36% YoY.
- Net loss $(4)M includes $45M non-cash IPO/capital markets expenses; adjusted EBITDA $132M (60% margin), up 55% YoY.
- TTM free cash flow $184M, up 142% YoY; TTM operating cash flow $237M, up 90% YoY.
- Q3 FY26 guidance: revenue $217-222M, adjusted EBITDA $124-128M; FY26 revenue $870-880M, EBITDA $510-518M.
- Eleventh consecutive quarter of revenue growth; CEO Jeremy Bondy cites Cortex machine-learning performance gains.