AdRoll vs Liftoff

AdRoll reports 45% drop in prospecting CPMs

AdRoll released its Q3 2026 State of Digital Advertising Report, showing a 45% year-over-year decline in display prospecting CPMs from July 1 to Sept. 8, offering a lower-cost window for holiday marketers before prices typically rise. Display retargeting CPMs fell 29.1% year over year, with a 40.2% drop from Q2. Account-based marketing CPMs increased 4.4% year over year but declined 15.1% from Q2. The report also indicates that despite lower ad prices, consumer spending remains steady, with a 4.5% increase in card spending per household. AdRoll CEO Vibhor Kapoor advises marketers to reallocate budgets based on full-funnel performance. The report includes insights from a study with eTail on retargeting challenges, highlighting that only 13% of retailers successfully bring back over 20% of cart abandoners, and underscores the importance of first-party signals in tailoring messaging.

• AdRoll's Q3 2026 report shows display prospecting CPMs dropped 45% year over year.
• Display retargeting CPMs declined 29.1% year over year and 40.2% from Q2.
• ABM CPMs increased 4.4% year over year but fell 15.1% from Q2.

AdRoll Pilots ChatGPT Ads for Multichannel Reach

AdRoll announced a pilot allowing a select group of AdRoll and AdRoll ABM customers to test advertising placements inside ChatGPT. The pilot aims to help SMB, mid-market and B2B advertisers evaluate how conversational-AI placements complement existing media strategies across the customer journey. Ads are designed to appear below ChatGPT responses when contextually appropriate and — according to OpenAI — do not influence model outputs; OpenAI also keeps conversations private and does not sell user data to advertisers. AdRoll will provide campaign support for participants and said the pilot builds on its multichannel investments, including connected TV, digital out-of-home, and Model Context Protocol (MCP) integrations that connect AdRoll with AI assistants and agentic workflows.

• AdRoll announced a pilot that enables a select group of AdRoll and AdRoll ABM customers to test advertising placements in ChatGPT.
• Ads in ChatGPT appear below the end of a response when contextually appropriate and do not influence ChatGPT's responses.
• OpenAI keeps users' conversations private from advertisers and does not sell user data to advertisers, per the article.

Liftoff Mobile releases Form 10-Q for Q2 2026

The Investor Relations page now includes a link to the Q2'26 Form 10-Q filing.

Liftoff reports $220M Q2 revenue post-IPO

Liftoff Mobile reported $220 million in second-quarter 2026 revenue in its first earnings release since going public in June. Revenue rose 35% year-over-year and 7% sequentially, marking the company's eleventh consecutive quarter of revenue growth. Core advertising revenue was $219 million, adjusted EBITDA was $132 million (60% margin), and GAAP net loss was $4 million after $45 million of non-cash IPO-related charges. Free cash flow for the quarter was $50 million and $184.5 million on a trailing 12-month basis. Liftoff used part of its $472.4 million IPO proceeds to pay down $418.4 million of debt, leaving long-term debt of $1.39 billion and cash of $305.4 million as of June 30. The company provided Q3 and full-year 2026 guidance and saw shares fall ~3.7% after hours.

• Liftoff Mobile reported $220M in second-quarter 2026 revenue, its first earnings release since going public in June.
• Revenue was up 35% year-on-year and 7% sequentially; this was Liftoff’s 11th consecutive quarter of revenue growth.
• Core advertising revenue was $219M (up 36% YoY); adjusted EBITDA was $132M, representing a 60% margin.

Liftoff Says It's More Than A Gaming Company

Liftoff, a mobile app marketing and performance platform, held its first earnings call as a public company where CEO Jeremy Bondy emphasized that the business is no longer primarily a gaming play. Bondy said more than half of Liftoff’s demand now comes from non-gaming advertisers (finance, travel, shopping, productivity, prediction apps) and cited a third-party in-app advertising market projection of $136 billion by 2030 from the company’s S-1. Liftoff reported Q2 revenue of $220 million, up 35% year-over-year and marking its eleventh consecutive quarter of revenue growth. Bondy highlighted Liftoff’s supply-side technology (SSP/SDK) and its AI-powered optimization platform, Cortex, as central to scaling non-gaming performance marketing. The stock dipped a little over 5% in after-hours trading following the results.

• Liftoff hosted its first-ever earnings call as a public company on August 12, 2026.
• Liftoff reported Q2 revenue of $220 million, up 35% year-over-year, its eleventh consecutive quarter of revenue growth.
• CEO Jeremy Bondy said over half of Liftoff’s demand now comes from non-gaming advertisers, including finance, travel, shopping and productivity apps.