Life360, Inc. (LIF) SEC Filings & Earnings Calls
EquiReason read 12 Life360, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-08-10 — Life360 reported Q2 2026 earnings with raised FY2026 guidance, strong advertising revenue growth, and expanded profitability. The filing includes a shareholder letter and investor .
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
10 Aug 20268-K · 2.02, 7.01Life360 reported Q2 2026 earnings with raised FY2026 guidance, strong advertising revenue growth, and expanded profitability. The filing includes a shareholder letter and investor presentation highlighting strategic progress.earningsopen
Figures in the filing · each found in the filing text
| U.S. In-App Reach · Advertising · June 2026 | 43,000,000 | |
| U.S. Off-Site Reach · Advertising · June 2026 | 234,000,000 |
Guidance
FY2026 guidance raised
FY2026 guidance raised, indicating strong demand and margin expansion.
Risks flagged
Dependence on advertising revenue growth may face macroeconomic headwinds.
“Advertising revenue growth is a key driver but subject to market conditions.”
10 Aug 202610-QLife360 reported Q2 2026 results with total revenue +38% YoY, subscription revenue +31%, but net income declined 28% due to higher operating expenses.earningsopen
Figures in the filing · each found in the filing text
| Annualized Monthly Revenue · Q2-2026 | $537M | +29% y/y |
| Monthly Active Users · Q2-2026 | 102,400,000 | +16% y/y |
| Paying Circles · Q2-2026 | 3,200,000 | +28% y/y |
| Average Revenue per Paying Circle · Q2-2026 | $142.56 | +5% y/y |
| Subscriptions · Q2-2026 | 3,700,000 | +19% y/y |
| Average Revenue per Paying Subscription · Q2-2026 | $128.38 | +11% y/y |
| Net hardware units shipped · Q2-2026 | 700,000 | -13% y/y |
| Net Average Sales Price · Q2-2026 | $14.70 | -1% y/y |
| Subscription gross margin · Q2-2026 | 87.0% | |
| Hardware gross margin · Q2-2026 | 43.0% |
Guidance
MAU growth expectation of approximately 17% to 20% for full-year 2026
Management reaffirmed full-year 2026 MAU growth expectation of 17-20%, indicating continued demand momentum.
Risks flagged
Hardware revenue decline
“Hardware revenue decreased $2.5 million, or 20%, during the three months ended June 30, 2026 as compared to the three months ended June 30, 2025.” · word for word
Advertising margin compression
“Advertising gross margin decreased to 57% during the three months ended June 30, 2026 from 90% during the three months ended June 30, 2025, primarily due to higher costs associated with our expanded advertising platform following the acquisition of Nativo” · word for word
Operating loss
“Income (loss) from operations decreased to ($0.1) million from $2.0 million, a decrease of 103%”
11 May 202610-QAnnualized Monthly Revenue (AMR) $518M (+32% y/y); Monthly Active Users (MAU) 97,800,000 (+17% y/y); Paying Circles 3,000,000 (+27% y/y); Guidance: Full-year 2026 MAU growth expectation revised to approximately 17% to 20%open
Figures in the filing · each found in the filing text
| Annualized Monthly Revenue (AMR) · Q1-2026 | $518M | +32% y/y |
| Monthly Active Users (MAU) · Q1-2026 | 97,800,000 | +17% y/y |
| Paying Circles · Q1-2026 | 3,000,000 | +27% y/y |
| Average Revenue per Paying Circle (ARPPC) · Q1-2026 | $143.03 | +7% y/y |
| Subscriptions · Q1-2026 | 3,500,000 | +17% y/y |
| Average Revenue per Paying Subscription (ARPPS) · Q1-2026 | $127.15 | +13% y/y |
| Net Average Sales Price (ASP) · Q1-2026 | $11.88 | -30% y/y |
| Revenue · Q1-2026 | $143M | +38% y/y |
| Net Income · Q1-2026 | $3M | -37% y/y |
| Operating Cash Flow · Q1-2026 | $17M | +43% y/y |
Guidance
Full-year 2026 MAU growth expectation revised to approximately 17% to 20%
MAU growth guidance revised down to 17%-20% due to Android issues, but expects return to planned trajectory by Q3 2026. No explicit revenue or margin guidance provided.
Risks flagged
MAU Growth Below Plan Due to Android Technical Issues
“MAU growth reflected a suppressed registration funnel resulting from a series of Android-driven technical issues that limited our ability to capture new users.” · word for word
Hardware Gross Margin Deeply Negative
“Hardware gross margin decreased to (91)% during the three months ended March 31, 2026 from 3% during the three months ended March 31, 2025.” · word for word
Advertising Margin Compression from Nativo
“Advertising gross margin decreased to 60% during the three months ended March 31, 2026 from 94% during the three months ended March 31, 2025, primarily due to higher costs associated with the acquisition of Nativo.” · word for word
16 Apr 2026DEF 14AProxy statement for 2026 annual meeting, detailing executive compensation, governance, and 2025 performance.open
Figures in the filing · each found in the filing text
| Revenue · FY2025 | $490M | +32% y/y |
| Monthly Active Users · FY2025 | 95,800,000 | |
| Paying Circles · FY2025 | 2,800,000 | +26% y/y |
| Adjusted EBITDA · FY2025 | $93M | +105% y/y |
| Net Income · FY2025 | $151M | |
| Operating Cash Flow · FY2025 | $89M | +172% y/y |
| Cash and Cash Equivalents · FY2025 | $496M | |
| Adjusted EBITDA Margin · FY2025 | 19.0% |
Guidance
Adjusted EBITDA guided to $128M-$138M for 2026, representing ~20% margin
Management guides to continued Adjusted EBITDA growth and margin expansion, targeting 35% long-term margin.
Risks flagged
International Monetization Gap
“International ARPPC remains 40 to 50% below U.S. levels, representing a multi-year runway of natural monetization upside as those markets mature.” · word for word
Advertising Revenue Scaling Risk
“Advertising represents a transformational opportunity for Life360, and 2026 is the year we scale it in earnest.” · word for word
Competition and Market Penetration
“With 16% penetration in the U.S. and low single digits internationally, the vast majority of our addressable market remains ahead of us.” · word for word
2 Mar 202610-KTotal revenue $490M (+32% y/y); Net income (loss) $151M; Monthly Active Users (MAU) 95,800,000 (+20% y/y)open
Figures in the filing · each found in the filing text
| Total revenue · FY2025 | $490M | +32% y/y |
| Net income (loss) · FY2025 | $151M | |
| Monthly Active Users (MAU) · FY2025 | 95,800,000 | +20% y/y |
| Paying Circles · FY2025 | 2,800,000 | +26% y/y |
| Subscription revenue · Subscription · FY2025 | $369M | +33% y/y |
| Hardware revenue · Hardware · FY2025 | $52M | -10% y/y |
| Other revenue · Other · FY2025 | $68M | +90% y/y |
| Research and development expenses · FY2025 | $128M | +14% y/y |
Risks flagged
Dependence on third-party platforms (Apple, Google)
“Our mobile applications are almost exclusively accessed through the Apple App Store and the Google Play Store, and we depend on Apple and Google approving our mobile applications on their respective platforms.” · word for word
Single manufacturer concentration (Jabil in Asia)
“We outsource the manufacturing of our hardware devices to a single contract manufacturer located in Asia, Jabil, Inc.” · word for word
Data privacy and regulatory exposure
“We are subject to stringent and evolving laws (U.S. and foreign), regulations, rules, contracts, policies and other obligations related to data privacy and security, data protection, consumer protection, advertising, location tracking, digital tracking technologies, and the protection of minors.” · word for word
Hardware revenue decline and transition risk
“Hardware revenue of $51.8 million, $57.6 million, and $58.2 million, respectively” · word for word
22 Jan 20268-K · 2.02, 7.01Monthly Active Users (MAU) 95,800,000 (+20% y/y); US MAU 50,600,000 (+16% y/y); International MAU 45,300,000 (+26% y/y); Guidance: FY2025 revenue raised to $486-489M (31-32% YoY), Adjusted EBITDA raised to $87-92M (18-19% margin)earningsopen
Figures in the filing · each found in the filing text
| Monthly Active Users (MAU) · global · Q4-2025 | 95,800,000 | +20% y/y |
| US MAU · US · Q4-2025 | 50,600,000 | +16% y/y |
| International MAU · International · Q4-2025 | 45,300,000 | +26% y/y |
| Paying Circles · global · Q4-2025 | 2,800,000 | |
| US Paying Circles · US · Q4-2025 | 2,000,000 | +23% y/y |
| International Paying Circles · International · Q4-2025 | 800,000 | +32% y/y |
| Revenue · global · FY2025 | $489M | +32% y/y |
| Adjusted EBITDA · global · FY2025 | $92M | |
| MAU net additions (FY2025) · global · FY2025 | 16,200,000 | |
| Paying Circles net additions (FY2025) · global · FY2025 | 576,000 |
Guidance
FY2025 revenue raised to $486-489M (31-32% YoY), Adjusted EBITDA raised to $87-92M (18-19% margin)
FY2025 guidance raised above prior expectations; 2026 MAU growth guided at 20% with continued margin expansion.
Risks flagged
No new material risks identified; standard forward-looking statement caution.
“Boilerplate risk factors; no specific new risks disclosed.”
5 Jan 20268-K · 7.01Monthly Active Users (MAU) in the United States 50,000,000; total Monthly Active Users (MAU) 91,600,000; acquisition purchase price $120Mopen
Figures in the filing · each found in the filing text
| Monthly Active Users (MAU) in the United States · U.S. · Q4-2025 | 50,000,000 | |
| total Monthly Active Users (MAU) · global · Q3-2025 | 91,600,000 | |
| acquisition purchase price · Q1-2026 | $120M |
Risks flagged
Integration risk and potential dilution from stock component of acquisition
“35% stock consideration may dilute existing shareholders; integration of Nativo's technology and team.”
10 Nov 202510-QLife360 reported strong Q3 2025 results with 34% revenue growth, positive net income, and expanding margins, though hardware margins were pressured by tariffs.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q3-2025 | $124M | +34% y/y |
| Subscription revenue · subscription · Q3-2025 | $96M | +34% y/y |
| Net income (loss) · Q3-2025 | $10M | +27% y/y |
| Annualized Monthly Revenue (AMR) · 2025-09-30 | $447M | +33% y/y |
| Monthly Active Users (MAUs) · Life360 · 2025-09-30 | 91,600,000 | +19% y/y |
| Paying Circles · Life360 · 2025-09-30 | 2,700,000 | +23% y/y |
| Average Revenue per Paying Circle (ARPPC) · Life360 · Q3-2025 | $137.63 | +8% y/y |
| Subscriptions · total · 2025-09-30 | 3,300,000 | +18% y/y |
| Average Revenue per Paying Subscription (ARPPS) · total · Q3-2025 | $119.33 | +12% y/y |
| Net hardware units shipped · hardware · Q3-2025 | 900,000 | +13% y/y |
Risks flagged
Hardware margin pressure from tariffs
“Hardware gross margin decreased to (3)% during the three months ended September 30, 2025 from 5% during the three months ended September 30, 2024, primarily due to an increase in discounts and tariff costs.” · word for word
Execution risk on new initiatives
“Our inability to realize the anticipated benefits of our transactions with Hubble could have a material adverse effect on our growth prospects and expectations.” · word for word
Product quality and liability risk
“These devices may contain defects, experience performance issues, or fail to operate as intended. Such issues could result in property damage, personal or pet injury, product returns, warranty claims, or product recalls.” · word for word
Life360, Inc. — questions
- What did Life360, Inc. file recently?
- 12 SEC filings in the last 12 months. Latest: 8-K on 2026-08-10 — Life360 reported Q2 2026 earnings with raised FY2026 guidance, strong advertising revenue growth, and expanded profitability. The filing includes a shareholder letter and investor presentation highlighting strategic progress.
Every figure on this page comes from Life360, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.