As filed with the Securities and Exchange Commission on January 16, 2026. Registration No. 333-292700 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Liftoff Mobile, Inc. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) Delaware 7370 86-1817506 (I.R.S. Employer Identification No.) (Primary Standard Industrial Classification Code Numb ...

Core Insights - Viewbix Inc. announced that its subsidiary Quantum Transportation Ltd. has successfully completed Milestone 1 in the Quantum Decoder program, marking significant progress towards a universal neural decoder for quantum error correction [1][2] Milestone Achievements - Milestone 1 included a Patent Feasibility Assessment, Comprehensive Quantum Error Correction Model Research, and Finalization of the Transformer Architecture, fulfilling a key condition under the sub-license agreement with Ramot at Tel Aviv University [2][3] - The completion of Milestone 1 transitions the program from early-stage research to a validated architecture ready for prototyping and real-world validation, showing strong potential to outperform traditional decoding methods [3][4] Future Developments - Following Milestone 1, Quantum Transportation will advance to Milestone 2, which will focus on System Proof of Concept, including expanded simulations and initial engagements with design partners [5] - The strategic focus on quantum technologies is underscored by Viewbix's agreement to acquire up to 100% of Quantum X Labs, which includes an expanding patent portfolio related to quantum error correction [6]

Market Overview - The global Cognitive Analytics Market was valued at USD 7.90 billion in 2025 and is projected to reach USD 81.46 billion by 2033, with a CAGR of 33.99% from 2026 to 2033 [1] - The U.S. Cognitive Analytics Market was valued at USD 2.17 billion in 2025 and is expected to grow to USD 22.03 billion by 2033, with a CAGR of 33.61% from 2026 to 2033 [3] Growth Drivers - The market is expanding due to increasing demand for data-driven decision-making, real-time insights, and the growing acceptance of AI and machine learning across various industries [1][3] - Factors contributing to the U.S. market growth include high AI adoption, advanced digital infrastructure, robust business expenditures, and cloud integration [3] Segmentation Analysis By Enterprise Type - Large Enterprises held a 61% market share in 2025, driven by large data volumes and complex business processes, while small and medium enterprises are expected to grow the fastest from 2026 to 2033 due to lower entry barriers from cloud-based solutions [4] By Application - Customer Management accounted for 31% of the market share in 2025, focusing on enhancing customer experience and retention, while Fraud Detection and Security is anticipated to grow the fastest from 2026 to 2033 due to increasing cyber threats [5] By End-User - The BFSI sector dominated with a 28% share in 2025, relying heavily on advanced analytics for fraud prevention and risk assessment, while Retail is expected to experience the fastest growth from 2026 to 2033 as companies leverage cognitive analytics for demand forecasting and personalized promotions [6][7] By Deployment - Cloud deployment led with a 64% market share in 2025 and is projected to grow at the fastest rate from 2026 to 2033, attributed to its scalability and cost efficiency [8] Regional Insights - North America held the largest revenue share of approximately 38% in 2025, benefiting from early AI adoption and a strong presence of major technology providers [9] - The Asia Pacific region is expected to grow at the fastest CAGR of about 15.22% from 2026 to 2033, driven by rapid digital transformation and increasing AI investments [10] Market Trends - There is a rising enterprise focus on data-driven decision-making using AI-powered insights, which enhances operational efficiency and competitive advantage through real-time analysis of consumer behavior and market trends [11] Key Players - Major companies in the cognitive analytics market include Google LLC, Oracle Corporation, IBM Corporation, Microsoft Corporation, and Amazon Web Services, among others [13]

Core Insights - SoFi Technologies is experiencing significant growth in the financial services sector, with a share price increase of 416% over the past three years [1] - Upstart is leveraging AI to transform credit access, but its shares are currently trading 88% below their peak [2] SoFi Technologies - SoFi's adjusted net revenue grew by 126% from Q3 2022 to Q3 2025, indicating strong customer acquisition and success in the competitive banking landscape [2] - The company reported an adjusted net income of $227 million in 2024, with expectations to reach $455 million in 2025, a significant turnaround from a $54 million loss in 2023 [4] - SoFi's innovative product offerings, such as partnerships for cross-border transfers and cryptocurrency trading, are aimed at attracting a younger, affluent customer base [5] Upstart - Upstart has developed an AI lending model that assesses thousands of variables to evaluate borrowers, outperforming traditional credit scoring methods [6] - The company reported a 128% increase in transaction volume and a 71% rise in revenue in Q3 2025, with personal loans, auto loans, and HELOCs showing substantial year-over-year growth [8] - Upstart is projected to achieve a GAAP net income of $50 million in 2025, a recovery from a $129 million loss in 2024 [9] Investment Considerations - Analysts suggest Upstart may offer a more attractive stock pick with a 24% upside potential, compared to SoFi's 2% [10] - Upstart's forward P/E ratio is 20.5, making it appear cheaper, but it carries higher risks due to inconsistent revenue and profit growth [11] - SoFi, despite a higher forward P/E ratio of 46.1, is viewed as a better investment opportunity due to its strong profit growth and clearer path to success [12]

Core Insights - Martinrea International Inc. has acquired a 10% equity interest in Polyalgorithm Machine Learning Inc. for an initial investment of $1.5 million, with plans to increase this to a 20% interest over the next two years, totaling $3.0 million [3] Company Overview - Martinrea International Inc. is a diversified global automotive supplier engaged in the design, development, and manufacturing of lightweight structures and propulsion systems [1] - The company operates in 57 locations across multiple countries including Canada, the United States, Mexico, Brazil, Germany, Slovakia, Spain, China, South Africa, and Japan [5] Technology and Innovation - PolyML focuses on advanced machine learning and data analytics, utilizing its proprietary Fiins AI technology to enhance Martinrea's adaptive welding software platform, improving weld quality, efficiency, and energy usage [2] - Fiins AI is also applied in press health monitoring, providing early warning insights that help reduce unplanned downtime and maintenance costs [2] Strategic Partnership - The partnership between Martinrea and PolyML aims to develop new products and enhancements to the Fiins AI platform for both internal operations and third-party marketing [3] - Martinrea has secured exclusivity with PolyML for automotive and select industrial applications, subject to conditions [3] Leadership Perspectives - Martinrea's CEO, Pat D'Eramo, highlighted the significant improvements in cost and efficiency in manufacturing operations due to the deployment of innovative technologies [4] - PolyML's CEO, Mardi Witzel, expressed confidence in the value of their technology and the importance of the partnership with Martinrea for future growth [4]

Core Insights - Walmart is positioning itself as a leader in AI within the retail industry, with a focus on transformative AI strategies by 2026 [1][2][7] AI Strategy - Daniel Danker, Walmart's executive vice president of AI acceleration, emphasized that 2023 marks a transition from experimentation to transformation in AI applications [2] - Walmart aims to address customer problems through advanced AI solutions, moving beyond basic machine learning to more sophisticated AI systems [2][6] Machine Learning vs. AI - Traditional machine learning relies on pattern recognition, which can lead to ineffective recommendations, such as suggesting turkeys after Thanksgiving [4][5] - Advanced AI systems can understand and reason about customer behavior, allowing for more timely and relevant product recommendations [5][6] Future Developments - Walmart is working on smarter product recommendations, automatic replenishment of household items, and direct purchases through chatbots, with significant advancements expected by 2026 [7]

Core Thesis - Array Technologies, Inc. is experiencing a significant operational turnaround, transitioning from a loss-making entity in 2024 to a high-growth leader in utility-scale solar infrastructure by 2025, with its valuation not reflecting the underlying improvements in fundamentals [2][3] Financial Performance - The company reported a net loss of $296 million and flat revenue of $916 million at the end of 2024, but is projected to achieve revenue of approximately $1.28 billion in 2025, indicating a strong recovery with a 74% year-to-date increase in shipment volumes [2] - Array's forward P/E ratio stands at 11.5 and a PEG ratio of 0.58, with earnings expected to grow by around 33% next year, highlighting a disconnect between valuation and growth potential [3] Market Dynamics - The stock has a short interest of 26.6% of the float and institutional ownership exceeding 100%, suggesting a market skepticism rooted in past performance, despite current data showing 70% quarterly revenue growth and $1.9 billion in new orders [4] - Array's strategic focus on selling solar tracking hardware rather than panels allows it to benefit from lower panel prices, which can enhance demand by reducing overall project costs [5] Competitive Position - Array, alongside Nextracker, controls nearly half of the global solar tracker market and is supported by U.S. manufacturing incentives, positioning it favorably against low-cost competitors [6] - The company’s technology, which includes complex engineering and proprietary software optimized for harsh conditions, provides a competitive edge over Chinese competitors in gaining utility trust [5][6]

Core Insights - BioMark Diagnostics Inc. has achieved a significant milestone in integrating artificial intelligence and machine learning into metabolomic profiling for early lung cancer detection, with its research accepted for publication in the journal Frontiers in Oncology [1][2][4] Group 1: Research and Development - The accepted article titled "Translational impact of machine learning-driven predictive modeling with pathway-based plasma metabolomic biomarkers for lung cancer detection" showcases BioMark's strategy to enhance diagnostic precision using advanced computational tools [2] - The research utilized pathway-based features from the Human Metabolome Database (HMDB) and employed interpretability tools like SHAP analysis to understand the mechanistic drivers of cancer [3] - The collaboration with Dr. Maria Vaida and her team at Harrisburg University has been crucial in bridging data science and clinical application, ensuring the scientific rigor of BioMark's methodologies [3] Group 2: Company Strategy and Vision - The publication in Frontiers in Oncology serves as third-party validation of BioMark's investments in AI and machine learning, confirming the scientific excellence of its collaborative work [4] - The company emphasizes that integrating machine learning with metabolomics is a validated methodology that provides insights into the metabolic complexities of lung cancer [4] - BioMark is committed to developing innovative and accessible diagnostic solutions to meet unmet medical needs in oncology, leveraging liquid biopsy technologies for early cancer detection [5]

Core Insights - The article identifies six main job categories expected to pay $200,000 or more by 2030, driven by automation, limited talent supply, and strong demand [1] Group 1: Advanced AI and Machine Learning Roles - AI and machine learning jobs are projected to lead in high salaries, with specialized roles such as AI and ML architects, generative AI specialists, cybersecurity engineers, and cloud AI engineers [2][3] - Current salary data shows machine learning engineers averaging $182,300 annually, with top AI and ML engineers earning a median of $243,333 [4] - The global AI market is expected to approach $2 trillion by 2030, indicating sustained demand for these positions [4] - Job growth for computer and information research scientists is projected at 26% from 2023 to 2033, significantly higher than the 4% average for all occupations [5] Group 2: Cybersecurity and Data Security Leaders - Cybersecurity leadership roles are also anticipated to reach $200,000 by 2030, as digital threats increase and security becomes a corporate priority [6] - Key positions include cybersecurity architects and directors, who are responsible for enterprise-level security strategies, and blockchain security engineers [7] - Current salaries for cybersecurity architect directors average $212,699, with security architects earning between $189,525 and $224,667, and top earners reaching up to $355,463 [8]

Core Viewpoint - Wall Street's bull market continues with significant growth potential in select companies, despite the overall market being historically expensive [1][2][3] Group 1: Market Overview - The S&P 500 index increased by 16% in 2025, marking three consecutive years of at least 15% growth [1] - Historical trends indicate that the market tends to decline by 20% or more when it becomes expensive, as it currently is [2] Group 2: Investment Opportunities - Growth companies are identified as safe investment options for 2026, despite the market's high valuation [3] Group 3: Visa and Mastercard - Visa and Mastercard are highlighted as top growth stocks due to their focus on payment processing rather than lending, making them resilient during economic downturns [4][5] - Visa's cross-border payment volume increased by 13% in fiscal 2025, while Mastercard's grew by 15%, indicating strong international growth potential [9] Group 4: Pinterest - Pinterest's global monthly active users reached 600 million, with a 5% increase in average revenue per user (ARPU) during the September quarter [10][11][12] - The company has a strong balance sheet with $2.67 billion in cash and no debt, representing nearly 15% of its market cap [13] Group 5: Okta - Okta is positioned as a key player in cybersecurity, with a 17% growth in remaining performance obligations, indicating strong future revenue potential [18] - The company's forward P/E ratio is near an all-time low, suggesting an attractive valuation for investors [19] Group 6: Meta Platforms - Meta Platforms boasts an average of 3.54 billion daily active users across its apps, allowing it to command premium ad prices [22] - The company has $44.5 billion in cash and generated $79.6 billion in net cash from operations in the first nine months of 2025, providing ample resources for growth initiatives [24]