Liftoff Mobile
LFTO · Nasdaq Filing snapshotLiftoff runs a unified demand- and supply-side platform ('Cortex') for user acquisition, monetization and creative across the mobile app economy, posting $685.7M in FY2025 revenue at 130% net dollar retention. Its S-1 names both the walled-garden giants — Google, Meta and Amazon — and independent ad-tech peers AppLovin, Unity and Moloco as competitors, while disclosing it remains a Blackstone-controlled company, exposed to Apple's and Google's platform and privacy changes as a top risk.
Named in the S-1 6 named
Liftoff Mobile
LFTO · the filer
Google
named 13×
Amazon
named 5×
Meta
named 3×
AppLovin
named 1×
Unity
named 1×
Moloco
named 1×
“
The read
Lists Google, Meta and Amazon as rivals — then names them again as the platforms it depends on. A Blackstone-controlled ad-tech platform boxed in by the same walled gardens it competes with.
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