Here are the 8-K filings from Liftoff Mobile, Inc. (LFTO) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow LFTO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LFTO filings page.
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. completed its initial public offering, selling 21,850,000 shares of common stock at $23.00 per share, generating $472.4 million in cash proceeds after underwriting discounts. The company is using about $413.8 million to repay its New Term Loan Facility and the remainder for general corporate purposes.
On the same date, Liftoff’s amended and restated certificate of incorporation and bylaws became effective, authorizing 7,000,000,000 shares of common stock and 700,000,000 shares of preferred stock. The company also approved a 2026 Omnibus Incentive Plan and a 2026 Employee Stock Purchase Plan, and entered into registration rights and stockholders agreements with key investors.