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Liftoff Mobile (LFTO) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 13, 2026 · Liftoff Mobile (LFTO) Q2 2026 earnings results →

Q2 2026 Revenue up 35% year over year to $220M · 2¢ of every $1 of revenue lost · operating margin 35.3%

Liftoff Mobile made $220M in Q2 2026 (+35% Y/Y). Operating margin 35.3%, net loss $4.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 13, 2026.

Revenue$220M
Year over year+35%
Operating margin35.3%
Net earnings−$4.2M
Operating cash flow—

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $219.5M in Q2 2026, up 35% year over year.

Operating profit was $77.4M, a 35.3% margin (up 35.2 points year over year). Of the extra revenue versus a year earlier, 135% reached operating profit, above the 0% margin then. Total costs fell 12% while revenue rose 35%. The fastest-growing cost line was Sales & marketing (+28%). The quarter ended with a net loss of $4.2M. Net interest and other expense of $58.2M was the main reason.

Quarterly history

QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 13, 2026$220M+35%35.3%−$4.2M—

Charts

Liftoff Mobile: profit against cash, quarter by quarterLiftoff Mobile: profit against cash, quarter by quarterNet incomeOperating cash flow$3.9MQ1 2025−$23.8MQ2 2025$49.3MQ1 2026−$4.2MQ2 2026
Latest (Q2 2026): Net income −$4.2M, Operating cash flow —.
Liftoff Mobile in its industry: growth against margin (65 companies, SIC 7374)Liftoff Mobile in its industry: growth against margin (65 companies, SIC 7374)revenue growth, year over year →↑ operating marginmedian +9%median -8%ADPDXCWDAYTOSTRDDTVRSKRNGPLTKCLVTFAPEGAAPLDFIVNTASKEVTCCARGNRDSHNGERAMPGDRXLZEGHTUPWKCARSIBEXSSTKLIFYEXTTCXINODOOMAHAWKGLOOBRUNFIRYVERIBIRDINFQNXTTQMLSTRAKMOVEQBTSSHAZDTCXSDCHONFOBHICKWIKSEQCPHUNWORXONEICASTDTSTHTCRPWDYPVITMYX Inc.NTCSSTWIRADCCRCWHNITLFTO (+35%, 35%)
Services-Computer Processing & Data Preparation; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Liftoff Mobile

Liftoff (NASDAQ: LFTO) is a leading growth and monetization engine built for the mobile app economy. Its AI-powered platform, Cortex™, unifies marketing, creative, and monetization to deliver measurable performance at scale across the app lifecycle. Liftoff enables advertisers to unlock profitable user growth while helping app publishers maximize revenue with advanced ad monetization technology. Founded in 2012 and headquartered in Redwood City, California, Liftoff supports a diverse, global customer base across gaming, consumer, and emerging app categories.

In its own words, from its 8-K, filed Aug 12, 2026.

Liftoff Mobile against its Services-Computer Processing & Data Preparation peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +35% against the peers' median +6%. Operating margin: 35.3% against the peers' median 17.2%.

CompanyQuarterRevenueY/YOp. margin
LFTO Liftoff MobileQ2 2026$220M+35%35.3%
ADP Automatic Data ProcessingQ1 FY27$5.5B+6%23.9%
DXC DXC TechnologyQ2 FY27$3.0B-4%6.2%
WDAY WorkdayQ2 FY27$2.6B+13%11.8%
TOST ToastQ3 2026$2.0B+21%8.3%
RDDT RedditQ3 2026$895M+53%29.2%
VRSK Verisk AnalyticsQ3 2026$809M+5%45.2%
RNG RingCentralQ3 2026$676M+6%8.0%
PLTK Playtika HoldingQ3 2026$674M-0.1%17.2%

Source: Liftoff Mobile 10-Q on SEC EDGAR · CIK 1850351 · Services-Computer Processing & Data Preparation

13F: who owns LFTO and who is buying

Largest holders of LFTO (13F)Largest holders of LFTO (13F)Blackstone$2.0BGeneral Atlantic, L.P.$608MCitadel Advisors LLC$40.8MClearbridge Investments, LLC$36.7MSchonfeld Strategic Advisors LLC$35.8MHealthcare of Ontario Pension Pla…$31.2MAlliancebernstein L.P.$28.4MCastleKnight Management LP$27.2MExodusPoint Capital Management, LP$26.7MGoldman Sachs Group$21.2M

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History

Every quarter: Q2 2026 results

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