Life360, Inc. (LIF) Form 10-Q — May 11, 2026
Life360, Inc. reported a 38% increase in total revenue to $143.1 million for the quarter ended March 31, 2026, compared to $103.6 million in the same period of 2025. This growth was driven by a 32% increase in subscription revenue and a 329% increase in advertising revenue, while hardware revenue decreased by 49%. The company's net income for the quarter was $2.8 million, down 37% from $4.4 million in the same period of 2025.
Key figures
- Eps
- 0.03
- Revenue
- 143123
- Guidance
- The company revised its full-year 2026 MAU growth expectation to approximately 17% to 20% and expects to return to its planned growth trajectory by the third quarter of 2026.
- Net Income
- 2779
- Total Debt
- 310930
- Revenue Yoy
- 38
- Cash Position
- 351191
- AMR
- 517.9
- MAUs
- 97.8
- ARPPC
- 143.03
- Net ASP
- 11.88
- Subscriptions
- 3.5
- Paying Circles
- 3
- Net hardware units shipped
- 0.4
Price after filing
1 day: -10.8%7 days: -8.8%30 days: +8.6%
Close on the filing date to close N calendar days later (from $43.28). Historical, not a forecast.
AI analysis
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