Двухнедельный обзор фондовых рынков №343. Возвращение «быков»
Yerlan Abdikarimov
Head of Financial Analysis Department at Freedom Broker
Liftoff Mobile. Brazilian Digital Bank
On January 13, 2026, Liftoff Mobile filed for an initial public offering. The company develops AI-driven software solutions for mobile app advertising and monetization. The underwriters for the offering include Goldman Sachs, Jefferies, Morgan Stanley, Barclays, RBC Capital Markets, UBS Investment Bank, Wells Fargo, among others.
| Issuer | Liftoff Mobile |
| Ticker | LFTO |
| Exchange | NASDAQ |
| Underwriters | Goldman Sachs, Jefferies, Morgan Stanley, Barclays, RBC Capital, UBS Investment Bank, Wells Fargo, William Blair, Cantor, Deutsche Bank, PJT Partners, Wolfe Nomura Alliance, BTIG, Needham & Company, Raymond James. |
Investment Potential
- Company Profile. Liftoff Mobile, formed in 2021 through the merger of Liftoff and Vungle, provides an AI-based platform that supports user acquisition and advertising monetization for mobile app advertisers and publishers across industries including social media, finance, entertainment and gaming. As of September 30, 2025, the company’s software development kit was integrated into more than 140,000 applications, reaching approximately 1.4 billion daily active users worldwide and serving over 1,000 marketers across North America, Latin America, Asia-Pacific and the EMEA region.
- Potential Market. According to a study conducted in November 2025 and commissioned by independent consulting firm Altman Solon, spending on in-app advertising is projected to rise from $332 billion in 2025 to nearly $617 billion by 2030. The report estimates that the addressable market for mobile, global, app-agnostic advertising technologies within this space will total approximately $79 billion in 2025, with a projected annual growth rate of about 11% through 2030, driven by strong expansion in the app economy, particularly in non-gaming verticals.
- Financial Performance. The company recorded revenue growth of 10% in 2024, accelerating to 30% over the first nine months of fiscal 2025. EBIT margin expanded sharply, rising from 5% in 2023 to 18% in 2024, and further improving to 19% in the first nine months of fiscal 2025.