Every material Form 8-K Life360 filed with the SEC in 2026, 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Life360 filing is on SEC EDGAR ↗. 8-K briefs of other companies →