Liftoff Mobile, Inc. Common Stock Goldman Sachs Communacopia + Technology Conference 2026
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Oh my gosh. I got to say hi to Don. Oh, is it too late?
I think we're starting. Oh, we're starting.
Okay. Don't put it on the transcripts. Missed you, Don. All right.
In the interest of time, I think we're going to keep going. I know people are moving from room to room, but it's my pleasure, for the first time ever, to have Liftoff Mobile here at the conference. Jeremy, thanks so much for being here.
Yeah, thank you so much for having us. It is an honor to be here.
So fresh off your IPO just a couple of months ago, and your first Communacopia.
Yes. Happy to be here.
Welcome to the palace. I am going to read a quick safe harbor and dust off my legal degree. Just a reminder before we dive in, some of what management discusses today may include forward-looking statements which are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to the company's SEC filings for more detail on those risk factors. With that, let us get into it. For those who do not know the Liftoff story- Why don't you take a step back before we take a step forward and just talk a little bit about the origin story of the company and your path to this point?
Yeah, happy to do that. The story starts in, I think, everyone's desk or pocket, if you think about where your mobile phone is right now. We're spending on average about 3 hours a day on those phones in the app ecosystem. That was really the genesis of the business, that this is now where we spend our time, and it makes sense for an ecosystem to follow that time. What's really fascinating is, 13 years later, I think we're more excited about the promise of what this ecosystem can provide us. When you think about the specific problem that Liftoff has set out to solve, it's really about unifying a business with a consumer. The entire business is predicated on helping businesses find the right consumer, and we do that through advanced machine learning, a broadly distributed software development kit. We do that all in app.
Now, even though this business has reached some scale, and we're sitting here public today, and there's a few other public names that we share the stage with, this is a very early market.
Yeah. It's really early. We're really excited for the years to come.
Let's stick with that theme for a minute. There's typically most investors I talk to think about this as a gaming opportunity and a non-gaming opportunity.
Just frame for us how you think about the market opportunity across those two sort of ways of thinking about the end state.
Yeah. This is a really important question, because gaming specifically was the first highly evolved mousetrap in app. When we first started using our mobile phones, we can remember the early games that we played, and games did a great job of finding an economically viable way to acquire users and monetize their users in this app experience or container. Liftoff was founded to do was to help any app business across all verticals acquire their consumers in an economically viable way. What do I mean by that? If you're a travel app and you're optimizing for those who download your app, book a hotel, and stay in the hotel, you want to optimize against that event. Liftoff helps you find those users.
If you are a ride-hailing app that wants to optimize against those who are booking their first ride, and in San Francisco, I think we commonly use those apps. If you're a game that's looking to optimize for day 7 return on ad spend. This heterogeneous mix of consumers became part of the fabric that was Liftoff, and that continues to be a strength of the business today. We work with every single vertical. We're gathering over $160 billion of purchase data annually to help inform our models. Against the backdrop of this app ecosystem that is still very early, we are there to help each business acquire those consumers in their app and monetize those experiences. Gaming has really been the first mover on a lot of the tactics that create a highly effective mobile business.
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