Company Overview - Liftoff Mobile, a California-based mobile app marketing provider, is planning to launch its IPO, targeting a valuation of nearly $5.2 billion and aiming to raise up to $762 million by selling over 25 million shares [1][1][1] - The expected share price range is between $26 and $30, and the company will trade under the ticker "LFTO" [1][1] Company Background - Liftoff was founded in 2012 and acquired by Blackstone in 2021, subsequently merging with Vungle to form a large independent mobile adtech platform [1][1] - The platform offers AI-powered tools for customer acquisition and monetization, serving various industries including finance and gaming [1][1] Performance Metrics - As of Q4 2025, Liftoff reported over 1.4 billion daily active users and more than 1,000 global advertisers [1][1][1] - The company's leadership team has an average of twelve years of experience in the ad tech industry, emphasizing a commitment to customer focus and product velocity [1][1] Market Context - The IPO market has been relatively quiet, but 2025 was noted as the busiest year for IPOs since 2021, with 216 IPOs raising $47.4 billion [1][1] - There is significant optimism for 2026, driven by strong interest in AI and related sectors, which Liftoff aims to leverage [1][1]

Executive Changes - Progressive CFO John Sauerland will retire on July 3, having been with the company since 1990 and CFO since 2015. Andrew Quigg, the current chief strategy officer, will succeed him [2] - Trade Desk appointed Tahnil Davis as interim CFO while searching for a permanent replacement. Davis has been with the company for nearly 11 years and was previously the chief accounting officer [3] - Frank Sluis will join athletics brand On as CFO on May 1, having previously served as CFO for Europe and Indonesia at Ahold Delhaize. He succeeds Martin Hoffmann, who will continue overseeing the finance organization until Sluis starts [4] - Brunt Workwear hired Stephen Stanton as CFO and COO, coming from ButcherBox where he was finance chief for over three years. He has a background in finance leadership roles at Athenahealth and Staples [5]

Group 1 - Liftoff Mobile plans to raise $711 million through an IPO by issuing 25.4 million shares at a price range of $26 to $30 per share, resulting in a fully diluted market capitalization of $5.5 billion at the midpoint of the price range [1] - The company was formed by the merger of Liftoff and Vungle in 2021 and provides an AI-driven platform for mobile app advertisers and publishers across various verticals including social media, finance, entertainment, and gaming [1] - As of September 30, 2025, Liftoff Mobile's software development kit is integrated into over 140,000 applications, reaching approximately 1.4 billion daily active users and serving over 1,000 marketers globally [1] Group 2 - Liftoff Mobile was founded in 2011 and plans to list on NASDAQ under the ticker symbol LFTO [2] - A consortium of banks including Goldman Sachs, Jefferies, Morgan Stanley, and Barclays are acting as joint underwriters for the IPO [2] - The pricing of the IPO is expected to occur during the week of February 2, 2026 [2]

Table of Contents As filed with the Securities and Exchange Commission on January 29, 2026. Registration No. 333-292700 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 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 (Primary Standard Industrial Classification Code Number) (I.R.S. Employe ...

Core Insights - AppLovin is evolving from a mobile game publisher to a software and AI-driven ad tech company, positioning itself to compete with major players like Amazon in the advertising space [1] Group 1: Company Transformation - AppLovin has transitioned into a pure-play software and AI-driven ad tech company, acting as an infrastructure layer connecting advertisers with mobile app publishers [1] - The company's proprietary AI engine, AXON 2.0, utilizes large datasets to optimize ad targeting for non-gaming advertisers [2] Group 2: Financial Performance - AppLovin's Rule-of-40 score is at 151%, indicating strong revenue growth and operating margin compared to other AI companies like Nvidia and Palantir [3] - The stock has increased by 50% over the past year, reflecting market confidence in its growth strategy [4] Group 3: Revenue Projections - Bank of America forecasts AppLovin's total revenue to reach $9.3 billion by 2026, representing nearly 70% growth from 2025 [4] - Estimated e-commerce net revenue for 2026 is projected at $2.7 billion, with total ad spend from merchants expected to reach $6.7 billion [5] Group 4: Growth Strategy - The "Axon pixel" is a key component of AppLovin's growth, allowing e-commerce merchants to track sales and optimize ad targeting [6] - Installations of the Axon pixel have significantly increased, particularly in late 2025, aided by a partnership with Shopify for easier integration [7]

Core Viewpoint - Amazon is set to cut 16,000 jobs as part of an ongoing effort to streamline operations and improve efficiency, marking its second round of mass layoffs since October 2022 [5][6][8] Group 1: Company Overview - Amazon employs approximately 1.5 million people globally, with around 350,000 in corporate roles [6] - The layoffs are part of a broader initiative referred to as "Project Dawn," aimed at reducing layers of management, increasing ownership, and removing bureaucracy to enhance operational speed for customers [4][8] Group 2: Leadership and Strategy - Colleen Aubrey, Senior Vice President of AWS Applied AI Solutions, is leading the initiative to strengthen the company through these layoffs [4][8] - Aubrey has been with Amazon since 2005 and has previously led Amazon Advertising product teams, contributing to the development of industry-leading ad tech offerings [2][8] Group 3: Layoff Details - The job cuts will affect employees in the US, Canada, and Costa Rica, with notifications to impacted colleagues already completed [4][5] - The recent layoffs follow a previous reduction of approximately 14,000 jobs announced in October 2022 [5][8]

Core Insights - Inuvo, Inc. has appointed Rob Buchner as Chairman of the Board and Chief Executive Officer, effective February 1, 2026, succeeding Richard Howe who served for 15 years [1][3]. Company Leadership Transition - Rob Buchner has been involved with Inuvo in various capacities since 2025, including as Chief Operating Officer, where he conducted a comprehensive review of the company's operations and strategy [2]. - Buchner's immediate priorities include accelerating the adoption of Inuvo's proprietary AI platform, IntentKey, and strengthening strategic partnerships to enhance growth [3]. Strategic Vision - Buchner aims to deliver actionable consumer intent insights that facilitate targeted media buys, reflecting a focus on leveraging AI technology for advertising [3]. - An address from Buchner outlining his strategic priorities and vision for Inuvo's growth is scheduled for January 28, 2026 [4]. Company Overview - Inuvo, Inc. is recognized as a market leader in artificial intelligence for advertising, with its IntentKey AI solution being a patented technology that identifies consumer interests rather than demographics [5].

Core Insights - Inuvo, Inc. reported preliminary unaudited revenue results for Q4 2025, expecting net revenue of approximately $14 million, which is a 47% decrease compared to Q4 2024 [2] - The company anticipates full-year 2025 net revenue to be around $86 million, reflecting a year-over-year increase of approximately 3% [2] Revenue Performance - The significant decline in Q4 revenue was primarily due to an intentional pullback in the Platform product line [2] - The CEO indicated that prioritizing advertising quality, scalability, and compliance over short-term volume led to the revenue reduction [3] Future Outlook - The company believes that the steps taken during the quarter are essential for the long-term success of the Platform product line and positions it for durable growth [3] - Inuvo expects to report full Q4 and year-end 2025 financial results on March 5, 2026 [3] Company Background - Inuvo, Inc. is a market leader in artificial intelligence for advertising, with its proprietary IntentKey AI solution designed to understand consumer interests rather than demographics [5]

Core Insights - Super League has expanded its partnership with AdArcade to introduce AI-powered capabilities for brands to deploy playable media at scale within rewarded mobile video inventory [1][5][6] Industry Overview - Gaming has become a significant cultural force, rivaling social media, and represents a primary audience for marketers, driving brand loyalty and real results [2] - Mobile gaming offers extensive reach with tens of billions of programmatically accessible daily impressions, often at lower costs compared to connected television [2] Technology and Innovation - AdArcade's Native Playables® technology transforms existing video ads into interactive experiences, enhancing engagement and outperforming traditional ad formats [3][9] - The new AI-powered Creative-as-a-Service (CaaS) offering allows brands to utilize Native Playables with minimal effort, facilitating seamless integration of video campaigns into mobile gaming [4][5] Market Potential - Mobile gaming is identified as a highly scalable and measurable video environment, yet many brands have not fully leveraged this opportunity [5][6] - The integration of AdArcade's technology into Super League's platform enhances the ability for brands to engage with a large, multi-generational mobile gaming audience [6][9]

Core Insights - Sabio Holdings has won the Best Workspace category at the 2025 WorkLife Awards, highlighting its commitment to a people-first culture and innovative hybrid work practices [1][4] - The company was also recognized as a finalist in two additional categories: Best Hybrid Work Environment and Most Passionate Employees, showcasing its focus on collaboration and employee engagement [2][3] Group 1: Awards and Recognition - Sabio was awarded the Best Workspace for its entry "Offices Built for Collaboration That Spark Ideas," which emphasizes the design of workspaces that foster creativity and collaboration [2] - The company’s hybrid work approach, "Connection, Not Location," was recognized as a finalist, focusing on meaningful connections among team members regardless of their physical location [2] - The entry "Where Passion Meets Innovation" reflects the enthusiasm and dedication of Sabio's workforce, contributing to the company's ongoing innovation and success [3] Group 2: Company Engagement and Research - Sabio has engaged Atrium Research Corporation to publish research reports based on publicly available information and industry data, with a cash compensation of $16,000 payable in two installments over 11 months [5] - The engagement with Atrium is subject to TSXV approval and will include recorded interviews with the management team to present the investment case [5] Group 3: Company Overview - Sabio Holdings is a Los Angeles-based ad-tech company that specializes in helping top global brands reach and engage streaming TV audiences through its end-to-end ad-supported streaming technology [6] - The company utilizes its proprietary App Science™ platform, which includes an 80 million household graph and AI capabilities, to provide analytics and insights without relying on cookies [6]