Life360, Inc. (LIF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

These statements are based on assumptions we believe reasonable as of today, August 10, 2026, and we have no obligation to update them except as required by law. We will also present both GAAP and non-GAAP financial measures. Reconciliations are included in our earnings press release on our investor relations website. This is an audio-only call with no slides. Our updated investor presentation is available as a reference on our IR website, along with our quarterly shareholder letter from our CEO and CFO. The letter goes into additional detail beyond our prepared remarks on this call. We will begin with a business update from our CEO, Lauren Antonoff. Then CFO Russell Burke will review financial results and outlook, followed by Q&A. CRO James Selby will be joining the call to answer questions. Please limit questions to one per participant to start. I will now turn the call over to Lauren. Good morning and good afternoon. Thank you for joining the call. We hit a major milestone in Q2, crossing 100 million monthly active users. That's tens of millions of families who trust us every day to keep them connected and safe. Our Q2 results show our discipline execution paying off. We added 4.6 million active members to reach over 102 million MAL, and we delivered our strongest Q2 paying circle growth on record with 185,000 net subscription ads. The signals we pointed to in Q1 delivered as expected, including strong demand, deepening penetration, and steady growth on higher-end devices. Importantly, we ended Q2 back on our MAL glide path. International MAL grew 20% year-over-year, with the US growing 14%, driven by improved brand awareness, funnel efficiencies, and the value we bring to everyday family life. We had tailwinds from unaided brand awareness, which rose an impressiv...