Earnings Releases·Nov 12, 2026, 4:07 PM ET

Liftoff Mobile — Third Quarter 2026 Earnings Summary

Q3 FY26 revenue reached $238 million, up 32% year-over-year and 8% quarter-over-quarter, while net income turned positive at $87 million compared to losses in the prior year and prior quarter.
Adjusted EBITDA grew 45% year-over-year to $145 million with a 61% margin, and trailing 12-month free cash flow surged 158% to $249 million.
Management provided Q4 FY26 revenue guidance of $244–$249 million and full-year FY26 revenue guidance of $907–$912 million, noting Q3 results exceeded the previous high-end guidance.
Total stockholders' equity turned positive to $100.0 million as long-term debt decreased to $1,388.4 million, while the company plans to discontinue separate Core Advertising Revenue reporting starting in Q1 2027.