Every material Form 8-K Life360 has filed with the SEC since May 15, 2023, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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
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
Life360 reported unaudited third-quarter 2025 revenue of $124.5 million, up 34% year over year, and net income of $9.8 million, up 27%. It raised full-year 2025 revenue guidance to $474 million to $485 million and Adjusted EBITDA guidance to $84 million to $88 million. It also agreed to acquire Nativo, Inc. in a transaction valued at approximately $120 million in cash and common stock, with completion expected in January 2026.
Q3 2025 Adjusted EBITDA was $24.5 million, up from $9.0 million in Q3 2024.
Q3 2025 net income was $9.8 million, compared with $7.7 million in Q3 2024.
FY2025 revenue guidance raised to $474 million to $485 million from $462 million to $482 million; Adjusted EBITDA guidance raised to $84 million to $88 million from $72 million to $82 million.
Hardware gross profit and margin were affected by tariff-related costs, and Q3 hardware revenue fell 4% year over year to $11.3 million.
Life360 reported second-quarter 2025 revenue of $115.4 million, up 36% from a year earlier, and net income of $7.0 million, compared with a net loss of $11.0 million in the same quarter of 2024. The company raised its full-year 2025 revenue and Adjusted EBITDA guidance and named Chief Operating Officer Lauren Antonoff as chief executive effective August 11, 2025, succeeding co-founder Chris Hulls, who becomes Executive Chairman.
Q2 2025 total revenue $115.4 million, up 36% year over year; Adjusted EBITDA $20.3 million, up 85% from $11.0 million
Q2 2025 net income $7.0 million, versus a net loss of $11.0 million in Q2 2024; the filing notes $4.6 million of other income included in net income
FY 2025 revenue guidance raised to $462 million to $482 million from $450 million to $480 million; Adjusted EBITDA guidance raised to $72 million to $82 million from $65 million to $75 million
Life360 issued $320 million of convertible senior notes that mature June 1, 2030 and carry no regular interest. The initial purchasers also received an option for up to $45 million more, which the filing says was fully exercised, and the company bought capped call transactions costing about $33.7 million to reduce potential dilution from conversion. Shareholders face potential dilution from conversion, and the notes add a debt obligation with a repurchase right if certain corporate events occur.
Notes: $320 million principal, 0.00% interest, senior unsecured, maturing June 1, 2030
Initial conversion price of about $80.97 per share (12.3501 shares per $1,000 principal)
Capped calls cost about $33.7 million; cap price about $122.22, a 100% premium to the June 2, 2025 last sale price
Item 3.02 text cuts off at 'a maximum of 3,952,032 shares' in the excerpt provided
Life360 reported unaudited Q3 2024 total revenue of $92.9 million, up 18% year over year, and net income of $7.7 million, which the company said was helped by a one-time gain from investments and a tax benefit. It lowered its 2024 consolidated revenue guidance to $368 million-$374 million from $370 million-$378 million, citing lower hardware revenue, while raising its 2024 Adjusted EBITDA guidance to $39 million-$42 million from $36 million-$41 million.
Q3 2024 hardware revenue fell 24% year over year to $11.7 million, attributed to a delay in the new product launch.
2024 consolidated revenue guidance is $368 million-$374 million, down from $370 million-$378 million.
2024 Adjusted EBITDA guidance is $39 million-$42 million, up from $36 million-$41 million.
Q3 2024 net income was $7.7 million, including a $5.4 million gain on change in fair value of an investment; quarter-end cash was $160.2 million.
Life360 entered a manufacturing services agreement with Jabil on October 25, 2024, continuing Jabil's role as sole contract manufacturer for Tile and primary manufacturer for Jiobit. The filing describes a three-year initial term with automatic one-year renewals and termination rights, but gives no financial terms, so its financial effect on shareholders cannot be assessed from this filing.
Agreement dated October 25, 2024, with Jabil Circuit, Inc. and Jabil Circuit (Singapore) Pte. Ltd and affiliates
Initial three-year term, renewing automatically for one-year periods unless terminated or notice of non-renewal is given
Life360 will reimburse and then own tooling and equipment used for its products; full text expected as an exhibit to the Form 10-Q for the period ended September 30, 2024
Life360 reported unaudited Q2 2024 revenue of $84.9 million, up 20% year over year, and a net loss of $(11.0) million, compared with $(4.4) million a year earlier. The loss includes $5.8 million in IPO-related transaction costs. The company raised its full-year 2024 revenue and Adjusted EBITDA guidance, which matters to shareholders because it signals higher expected revenue and profit, though GAAP results were weaker than the prior year.
Q2 2024 total revenue was $84.9 million, up 20% year over year; net loss was $(11.0) million versus $(4.4) million in Q2 2023, including $5.8 million in IPO-related transaction costs.
Adjusted EBITDA was $11.0 million in Q2 2024, compared with $5.7 million in Q2 2023.
2024 consolidated revenue guidance was raised to $370 million-$378 million from $365 million-$370 million; Adjusted EBITDA guidance was raised to $36 million-$41 million from $30 million-$35 million.
Global monthly active users reached approximately 70.6 million, up 31% year over year, and Paying Circles reached 2.0 million.
Life360 reported unaudited first-quarter 2024 results in a May 9, 2024 media release furnished under Form 8-K. Revenue rose 15% year over year to $78.2 million, and the net loss narrowed to $(9.8) million from $(14.1) million a year earlier. The company maintained its CY24 guidance, including consolidated revenue of $365 million to $375 million.
Total revenue of $78.2 million, up 15% YoY; subscription revenue of $61.6 million, up 19% YoY
Net loss of $(9.8) million in Q1 2024, compared with $(14.1) million in Q1 2023
Adjusted EBITDA of $4.3 million versus $0.5 million a year earlier; operating cash flow of $10.7 million
CY24 guidance maintained: consolidated revenue of $365 million to $375 million and Adjusted EBITDA of $30 million to $35 million
Life360 reported 2023 revenue of $305 million, up 33% year over year, and a net loss of $28.2 million, down from $91.6 million in 2022. Adjusted EBITDA was $20.6 million, compared with negative $40.1 million a year earlier, and the company said it was its first full year of positive Adjusted EBITDA. For 2024, it guided to consolidated revenue of $365 million to $375 million and Adjusted EBITDA of $30 million to $35 million, and it announced a new advertising revenue stream.
2023 revenue of $305 million, up 33% year over year; company said this was in line with its guidance of $300 million to $310 million
Net loss of $28.2 million in 2023, an improvement of $63.5 million from 2022
Adjusted EBITDA of $20.6 million in 2023, versus negative $40.1 million in 2022
2024 guidance: revenue of $365 million to $375 million, Adjusted EBITDA of $30 million to $35 million, and year-end cash of $80 million to $90 million
Life360 reported unaudited third-quarter 2023 results with total revenue of $78.6 million, up 38% from a year earlier, and a net loss of $6.5 million, narrowed from $21.1 million. It raised its calendar 2023 Adjusted EBITDA guidance to $12 million to $16 million from $9 million to $14 million and raised hardware revenue growth guidance to 10% to 15%, while reiterating consolidated revenue of $300 million to $310 million.
Q3 2023 total revenue of $78.6 million, up 38% year over year; core Life360 subscription revenue of $50.6 million, up 50%
Q3 2023 net loss of $6.5 million, compared with $21.1 million in Q3 2022; Adjusted EBITDA of $5.5 million, versus a loss of $9.4 million a year earlier
CY23 Adjusted EBITDA guidance raised to $12 million to $16 million; consolidated revenue guidance of $300 million to $310 million reiterated
Company expects fewer net subscriber additions in Q4 2023 than in Q3 2023, citing likely pull-forward effects in Q3 and seasonality
Life360 reported unaudited second-quarter 2023 results on August 14, 2023, with total revenue of $70.8 million, up 45% from a year earlier. The company posted a net loss of $4.4 million, down from $33.0 million in the prior-year quarter, and positive Adjusted EBITDA of $5.7 million. It raised calendar 2023 Adjusted EBITDA guidance to $9 million to $14 million while reiterating consolidated revenue guidance of $300 million to $310 million.
Total revenue of $70.8 million, up 45% year over year; core Life360 subscription revenue of $47.6 million, up 57%.
Net loss of $4.4 million versus $33.0 million in Q2 2022; Adjusted EBITDA of $5.7 million versus a loss of $18.7 million a year earlier.
CY23 Adjusted EBITDA guidance raised to $9 million to $14 million from $5 million to $10 million.
Cash, cash equivalents and restricted cash of $64.2 million at June 30, 2023, after the final Tile acquisition payment.
Life360 reported first-quarter 2023 revenue of $68.1 million, up 34% from a year earlier, and a net loss of $14.1 million, narrower than the $25.2 million loss a year ago. The company reiterated its calendar 2023 guidance and said it reached positive Adjusted EBITDA a quarter ahead of expectations. It also named Lauren Antonoff chief operating officer, and the departure date of President CJ Prober was moved to July 7, 2023.
Q1 2023 revenue of $68.1 million, up 34% year over year; subscription revenue of $51.7 million versus $33.1 million a year earlier
Net loss of $14.1 million versus $25.2 million in Q1 2022; Adjusted EBITDA of $0.5 million versus a loss of $13.7 million
CY23 guidance reiterated, including consolidated revenue of $300 million to $310 million
Lauren Antonoff appointed Chief Operating Officer effective May 2, 2023, with a $450,000 base salary; CJ Prober's departure date changed to July 7, 2023
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