Liftoff vs Verve

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.

Gaming Spurs Real-World Brand Discovery, Captify UK Data

Captify (part of Verve) analysed UK search data from January–July 2026 alongside Fandom survey data and finds gaming is increasingly a commerce and brand-discovery channel. One-third of UK gamers (33%) are more likely to consider a brand after an in-game interaction (47% for 18–24s); 55% of 18–24s discover brands in-game versus 27% overall. The report highlights specific campaign lifts (e.g., The Sims 4 drove a 40% rise in searches for Coach) and shows Fortnite players searched Lamborghini far more often than Porsche. Captify also found AI responses broaden brand comparisons (AI mentions both PlayStation and Xbox far more than users do). Anticipation for GTA VI is already driving console research: 20% of GTA VI searchers researched Xbox and 16% researched PlayStation. The findings signal opportunities for brands to engage younger, high-consideration gaming audiences.

• Captify analysed billions of UK real-time search signals from January–July 2026 alongside Fandom 2026 UK survey data.
• 33% of UK gamers said they are more likely to consider a brand after an in-game brand interaction; that rises to 47% among 18–24-year-olds.
• 55% of 18–24-year-old gamers discover brands through in-game presence versus 27% of gamers overall.

AI-Generated Ads Reduce Brand Trust for One in Three

A representative survey of 2,000 Germans commissioned by Verve Group and conducted by Censuswide finds mixed consumer attitudes toward AI in advertising. Thirty-five percent said they would trust a brand less if they knew an ad was AI-generated, rising to 45% among 18–24-year-olds, while 69% could imagine buying on the recommendation of an AI chatbot. Eighty percent prefer ad-funded app benefits over paying fees, and many respondents expressed data-protection concerns and use self-help measures (rejecting cookies, incognito mode). The findings coincide with Article 50 of the EU AI Act, which requires clear labeling of AI-generated ads from 2026-08-02. Verve CEO Remco Westermann says consumers accept AI when it works in the background but lose trust when its use is visible, with implications for creative strategy, compliance, and labeling practices.

• Article 50 of the EU AI Act requires clear labeling of AI-generated advertising from 2026-08-02.
• Verve Group commissioned the representative survey, conducted by Censuswide among 2,000 people in Germany.
• 35% of respondents said they would trust a brand less if they knew an ad was AI-generated; 45% among 18–24-year-olds.

Verve Expands Its AI Advertising Platform with AI Native Ads Solution

Verve Expands Its AI Advertising Platform with AI Native Ads Solution