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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Liftoff Mobile
Liftoff Mobile (LFTO) investor relations material
Liftoff Mobile has been private
Liftoff Mobile Registration Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Registration Filing summary16 Jan, 2026
Company overview and business model
Operates an AI-powered platform for mobile app growth, integrating both DSP and SSP to serve advertisers and publishers across all app verticals.
Platform connects to 1.4B daily active users via 140,000+ integrated apps as of Q4 2025.
Revenue model is transaction-based, retaining a portion of media spend as revenue; focus is on performance marketing and ad monetization.
Cortex, a proprietary neural network, underpins prediction and optimization, driving continuous improvement and compounding growth.
Adapters extend platform capabilities to address vertical-specific needs, supporting customer expansion and spend.
Financial performance and metrics
Revenue for the nine months ended September 30, 2025: $491.6M, up 30% YoY; Core Advertising revenue: $488.5M, up 43% YoY.
Net loss for the nine months ended September 30, 2025: $25.6M (net loss margin: -5%); Adjusted EBITDA: $263.3M (margin: 54%).
FY 2024 revenue: $519.3M (+10% YoY); Core Advertising revenue: $483.4M (+30% YoY); net loss: $48.2M; Adjusted EBITDA: $256.1M (49% margin).
LTM Core Advertising Net Dollar Retention: 124% as of September 30, 2025; 362 customers contributed over $100K in LTM Core Advertising revenue.
Cash and cash equivalents as of September 30, 2025: $103.5M; long-term debt: $1.8B; Series A redeemable convertible preferred stock: $414.6M.
Use of proceeds and capital allocation
Net proceeds from the IPO will be used to repay outstanding indebtedness under the New Term Loan Facility and for general corporate purposes.
No proceeds from shares sold by selling stockholders; offering expenses (excluding underwriting discounts) estimated at $[amount].
Dividend policy: no current plans to pay dividends; future dividends subject to board discretion and debt covenants.
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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