Observed Signal · Aug 12, 2026 · Earnings Report · Source: AdExchanger · Impact: 4/5 · Sentiment: Positive
Financials Market: 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.
First public earnings call and quarter results for an AdTech vendor (Liftoff) provide financial and strategic signals about the growth of third‑party in‑app advertising and the shift toward non‑gaming performance demand.
Key Takeaways & Evidence Grounding
- 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.
- Liftoff cited a projection in its S-1 that the third-party in-app advertising market could grow to $136 billion by 2030, with non-gaming verticals expanding ~14% annually versus gaming at ~11%.
- Liftoff uses an SSP/SDK for supply and an AI-powered platform called Cortex to optimize mobile ad campaigns.
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