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Moment

Mobile Ad Growth Meets an AI-Fuelled Supply Shock

2026年11月15日 1 分钟阅读

Liftoff reported third-quarter revenue of $238 million on 12 November, up 32% from $179.5 million, with adjusted EBITDA of $145 million at a 61% margin and net income of $86.7 million against a $5.7 million loss a year earlier. CEO Jeremy Bondy attributed part of the demand to AI compressing app-building costs: new releases in the Apple App Store roughly doubled in the first half to about 560,000, and every one of them needs installs. Clients spending more than $100,000 over twelve months rose to 396 from 362, and guidance for the fourth quarter sits at $244–249 million.

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