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Liftoff Mobile, Inc. (LFTO) has a new Form 3 reporting the initial ownership position of Redbird ML Holdco L.P. and Redbird ML Holdco GP LLC as ten percent owners. On August 24, 2026, BCP Redbird Aggregator L.P. contributed 83,831,109 shares of Liftoff common stock it previously held directly to its wholly-owned subsidiary Redbird ML Holdco L.P., and no securities were purchased, sold, or otherwise transferred in that contribution.
The filing states that these shares are held indirectly through Redbird ML Holdco L.P., and that Redbird ML Holdco GP LLC may be deemed to beneficially own the shares but disclaims beneficial ownership except to the extent of its pecuniary interest.
Liftoff Mobile, Inc. (symbol: LFTO) is the issuer of record for a Form 4 filing submitted to the SEC.
Liftoff Mobile, Inc. (symbol: LFTO) is the issuer of record for a Form 4 filing submitted to the SEC.
Liftoff Mobile, Inc. reported strong top-line growth and improving profitability for the quarter and six months ended June 30, 2026. Revenue reached $219.5 million for the quarter, up 35% year over year, and $425.1 million for the first half, up 36%. Core Advertising revenue now accounts for essentially all revenue. Quarterly net loss narrowed to $(4.2) million, while the company generated $45.1 million of net income year-to-date, compared with a loss a year earlier. Adjusted EBITDA was $132.3 million for the quarter (60% margin) and $252.4 million year-to-date (59% margin).
Liftoff completed an IPO in June 2026, raising $472.4 million in net proceeds and using $409.2 million to prepay term debt. Cash and cash equivalents rose to $305.4 million, and total cash including restricted cash to $306.2 million, while principal long‑term debt fell to $1.44 billion. Interest expense remains significant at $68.3 million for the first half, and the company continues to carry sizable Level 3 contingent earn‑out and post‑conversion earnout share liabilities. As of July 28, 2026, 169.3 million common shares were outstanding.
Liftoff Mobile, Inc. reported strong growth for the quarter ended June 30, 2026. Revenue was $219.5 million, up 35% year over year and 7% sequentially. The company posted a small net loss of $4.2 million, versus a $23.8 million loss a year earlier, while delivering very high profitability on a non-GAAP basis.
Adjusted EBITDA was $132.3 million with a 60% margin, up from $85.2 million and a 53% margin in Q2 2025. For the first six months of 2026, net income was $45.1 million and Adjusted EBITDA was $252.4 million with a 59% margin, reflecting improved operating leverage despite sizable interest expense.
Liftoff generated $151.5 million of operating cash flow in the first half and a trailing twelve‑month Free Cash Flow of $184.5 million. Cash and cash equivalents rose to $305.4 million, aided by IPO proceeds of $472.4 million and offset by $418.4 million of debt principal repayments, which reduced long‑term debt to $1.39 billion. All $414.6 million of redeemable convertible preferred stock was eliminated, and the large accumulated deficit narrowed, leaving a modest stockholders’ deficit. Guidance for fiscal 2026 calls for revenue of $870–$880 million and Adjusted EBITDA of $510–$518 million with a 59% margin, and near‑term guidance implies continued high margins.
Liftoff Mobile, Inc. received a beneficial ownership report from Mark E. Ellis, Sydney L. Ellis and the Ellis Trust dated September 11, 2015. The Ellis Trust directly holds 9,939,671 shares of common stock, par value $0.0001 per share, representing 5.9% of Liftoff Mobile’s outstanding common stock.
Mark E. Ellis and Sydney L. Ellis, as co-trustees of the Ellis Trust, have shared voting and dispositive power over these shares and no sole voting or dispositive power. The 5.9% figure is based on 169,330,527 shares of common stock outstanding after Liftoff Mobile’s initial public offering, including the full exercise of the underwriters’ over-allotment option, as reported in the company’s June 4, 2026 prospectus.
Liftoff Mobile, Inc. has a Schedule 13G reporting that investment entities affiliated with Blackstone, including BCP Redbird Aggregator L.P. and related holding companies, may be deemed to beneficially own 83,831,109 shares of Liftoff Mobile common stock as of June 30, 2026. These shares of common stock, par value $0.0001 per share, represent 49.5% of the company’s outstanding common stock. The ownership percentage is calculated based on 169,330,527 shares outstanding as of June 4, 2026, after Liftoff Mobile’s initial public offering, including the full exercise of the underwriters’ over-allotment option. The common stock is held directly by BCP Redbird Aggregator L.P., with a chain of Delaware entities and Blackstone Inc. above it, and the group states that each entity may be deemed to beneficially own these shares while expressly disclaiming beneficial ownership beyond securities directly held.
RAFAEL BETSY reported acquisition or exercise transactions in this Form 4 filing.
Liftoff Mobile, Inc. director Rafael Betsy received a grant of 9,212 unvested restricted stock units representing common stock on August 4, 2026, at a reported value of $25.51 per share. After this award, he holds 33,587 unvested RSUs, including 24,375 that vest in three equal annual installments beginning December 1, 2026, and 9,212 that vest on the earlier of the one-year anniversary of the grant date and the first annual stockholder meeting following the grant date.
Habiger David C reported acquisition or exercise transactions in this Form 4 filing.
Liftoff Mobile, Inc. reported a compensation grant to director David C. Habiger of 9,212 unvested restricted stock units representing common stock at $25.51 per unit on August 4, 2026. After this award, he directly holds 33,587 unvested RSUs, with 24,375 vesting in three equal annual installments beginning December 1, 2026 and 9,212 vesting on the earlier of the one-year anniversary of the grant date and the first annual meeting of stockholders following the grant.
Goldman Simon Robert reported acquisition or exercise transactions in this Form 4 filing.
Liftoff Mobile, Inc. reported that director Simon Robert Goldman received a grant of 9,212 unvested restricted stock units tied to common stock on August 4, 2026 at $25.51 per share. These RSUs vest on the earlier of the one-year anniversary of the grant date or the first annual meeting of stockholders following the grant date. After this award, his reported holdings are 102,247 shares, including 24,375 unvested RSUs vesting in three equal annual installments beginning on October 1, 2026 and the 9,212 newly granted unvested RSUs.