I decided to add one more very interesting company in my "garbage" portfolio experiment that nobody spoke about on Getquin, Youtube or Twitter.
Liftoff Mobile $LFTO is an AI‑powered mobile advertising and monetization platform that helps app developers acquire high‑quality users, optimize ad performance, and grow revenue across the global mobile ecosystem.
It improves user acquisition, bidding efficiency, and in‑app monetization.
Liftoff’s SDK is integrated into over 160,000 apps, giving advertisers broad reach and publishers strong monetization tools.
The company was born in 2021 from private equity firm Blackstone and it became a publicly traded companmy in june 2026.
- Margins are huge with a 86% gross margin, a 49% Ebitda Margin and a growth rate of over 30% YoY. The company report a loss in the quarter because of una tantum IPO costs, not because the business is losing money.
- Some of the customers include giants like $GRAB (-0,87%) , JustEat and TikTok.
- One main difference with $APP (-0,52%) is that Liftoff operates in all kinds of app, not only in games. Liftoff technology is used in finance apps, delivery apps, gaming and betting apps (basically their tech is used in app that we use everyday and we don't even know about it).
2 main risks about investing in this company:
- Ad revenue is cyclical by nature
- Any change in Meta or Google’s privacy and attribution policies affects all mobile ad‑tech players. However, Liftoff is structurally less exposed than AppLovin because its Cortex AI relies on probabilistic modeling and aggregated signals, while AppLovin’s performance stack depends more on device‑level signals that are increasingly constrained by Google’s privacy roadmap. This makes Liftoff more resilient to future policy changes.
Let me know what you think about it :)
Not financial advice