Aug 10, 4:09 PM ET
Life360 reported unaudited second-quarter 2026 revenue of $159.0 million, up 38% from a year earlier, and Adjusted EBITDA of $31.1 million, up 53%. Net income fell to $5.1 million from $7.0 million, and the company posted a small operating loss of $57 thousand, so higher revenue did not carry through to GAAP profit. The filing also narrowed the full-year 2026 guidance mix: subscription revenue guidance was raised, hardware revenue guidance was cut, and the consolidated revenue range of $650 million to $685 million and Adjusted EBITDA range of $130 million to $140 million were kept.
- Q2 2026 total revenue was $159.0 million, up 38% from $115.4 million; advertising revenue was $22.0 million, up 315%.
- Net income was $5.1 million, or $0.06 per diluted share, versus $7.0 million, or $0.08, in Q2 2025; operating loss was $57 thousand versus operating income of $2.0 million.
- FY 2026 subscription revenue guidance rose to $475 million to $480 million from $470 million to $475 million; hardware revenue guidance fell to $35 million to $45 million from $40 million to $50 million.
- Adjusted EBITDA guidance of $130 million to $140 million and consolidated revenue guidance of $650 million to $685 million were unchanged; cash and short-term investments were $467.7 million at quarter-end.
Read the filing on SEC.gov ↗
May 11, 4:11 PM ET
Life360 reported first-quarter 2026 revenue of $143.1 million, up 38% from a year earlier, and raised its full-year 2026 revenue and Adjusted EBITDA guidance. Net income fell to $2.8 million from $4.4 million, and the company posted an operating loss of $8.1 million, compared with operating income of $2.2 million a year earlier, as operating expenses rose 46%. Shareholders see faster top-line growth alongside lower profit and a higher cost base.
- Q1 2026 revenue of $143.1 million, up 38% year over year; advertising revenue of $19.7 million, up 329%, after the Nativo acquisition.
- Net income of $2.8 million, or $0.03 per diluted share, versus $4.4 million, or $0.05 per diluted share, a year earlier.
- Full-year 2026 revenue guidance raised to $650 million to $685 million from $640 million to $680 million; Adjusted EBITDA guidance raised to $130 million to $140 million from $128 million to $138 million.
- Gross margin fell to 77% from 81%, and operating expenses rose 46% to $118.6 million.
Read the filing on SEC.gov ↗
Mar 2, 4:13 PM ET
Life360 released unaudited fourth-quarter and audited full-year 2025 results on March 2, 2026, with an investor presentation for a conference call that day. Full-year revenue rose 32% to $489.5 million, and the company reported its first full year of net income at $150.8 million, which includes a one-time, non-cash tax benefit of $118.4 million. The company also gave 2026 guidance of $640 million to $680 million in consolidated revenue and $128 million to $138 million in Adjusted EBITDA.
- Full-year 2025 revenue of $489.5 million, up from $371.5 million in 2024; Q4 2025 revenue of $146.0 million, up 26% year over year
- Full-year 2025 net income of $150.8 million, versus a net loss of $4.6 million in 2024; excluding the $118.4 million tax benefit, net income was $32.5 million
- 2026 guidance: consolidated revenue of $640 million to $680 million and Adjusted EBITDA of $128 million to $138 million, about 20% margin
- Cash, cash equivalents and restricted cash of $495.8 million at December 31, 2025, up from $160.5 million a year earlier, mainly from the June 2025 convertible notes offering
Read the filing on SEC.gov ↗
Jan 22, 4:32 PM ET
Life360 released preliminary, unaudited fourth-quarter and full-year 2025 results, saying full-year revenue and Adjusted EBITDA will exceed its prior guidance. The company also expects about 20% monthly active user growth in 2026 and plans to invest in strategic growth initiatives, which may weigh on margins. Full results and detailed 2026 guidance are due on a March 2, 2026 investor call.
- Full-year 2025 revenue expected at $486-489 million, about 31-32% year-over-year growth
- Full-year 2025 Adjusted EBITDA expected at $87-92 million, about an 18-19% margin
- Q4 2025 monthly active users reached 95.8 million; Paying Circles reached 2.8 million
- Investor call with CEO Lauren Antonoff and CFO Russell Burke set for March 2, 2026 PT
Read the filing on SEC.gov ↗
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