Life360 Q2 revenue rises 38% to $159.0 million; net income falls to $5.1 million
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.
Key points
- 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.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:01 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.