Life360 Reports Record Q2 2026 Results

About this update from Life360, Inc.

[{"type":"image","size":{"original":{"url":"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///ywAAAAAAQABAAACAUwAOw=="}},"alt":"Life360, Inc."},{"type":"text","tagName":"p","content":" Record Second Quarter Global Net Additions of 185 thousand Paying Circles, Reaching 3.2 million Total "},{"type":"text","tagName":"p","content":" Monthly Active Users Reached Approximately 102.4 million with 4.6 million Net Additions "},{"type":"text","tagName":"p","content":" Total Revenue Grew 38% Year-Over-Year to $159.0 million "},{"type":"text","tagName":"p","content":" Annualized Monthly Revenue Increased 29% Year-Over-Year to $537.2 million "},{"type":"text","tagName":"p","content":" Record Q2 Advertising Revenue of $22.0 million "},{"type":"text","tagName":"p","content":" SAN FRANCISCO, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (Life360 or the Company) (NASDAQ: LIF, ASX: 360), the provider of the market-leading family connection and safety mobile application, today announced unaudited financial results for the second quarter (Q2'26) ended June 30, 2026. "},{"type":"text","tagName":"p","content":" Building on the momentum of prior quarters, the Company achieved record-breaking results with its highest-ever Q2 Paying Circle net additions and record Total Revenue, driven by outstanding results in both Subscription and Advertising Revenue, while Monthly Active Users (MAU) returned to the growth trajectory the Company outlined last quarter. "},{"type":"text","tagName":"p","content":" \"This quarter, Life360 crossed 100 million monthly active users—proof of the trust millions of families place in us to stay connected, coordinated, and safe,\" said Life360 Chief Executive Officer Lauren Antonoff. \"Disciplined execution drove strong Paying Circle growth and put MAU back on the growth trajectory we outlined last quarter. With the Life360 Ads Platform integration largely complete, we're now focused on building awareness and commercial momentum. In Q3, we're furthering our commitment to serve all life stages—from pet parents to kids and aging adults—reinforcing our position as the platform that makes everyday family life better.\" "},{"type":"text","tagName":"p","content":" \"Life360 delivered strong growth and financial performance in Q2'26,\" said Chief Financial Officer Russell Burke. \"Quarterly revenue grew 38% year-over-year to $159.0 million, and our Annualized Monthly Revenue of $537.2 million was up 29% year-over-year on the back of strong subscription growth globally. Advertising Revenue reached a record $22.0 million in the quarter as the Life360 Advertising Platform continues to gain momentum post integration.\" "},{"type":"text","tagName":"p","content":" \"We ended Q2'26 with $467.7 million in cash, cash equivalents, restricted cash, and short-term investments, and we generated operating cash flows of $23.8 million, up 79% year-over-year.\" "},{"type":"text","tagName":"p","content":" \"Looking ahead, we expect revenue growth acceleration into the back half of 2026. Continued strength in our core subscription business and our advertising platform entering its strongest seasonal window will drive Total Revenue growth. We will continue to invest in strategic initiatives including international expansion, advertising platform scaling, our AI labs and product innovation, while remaining committed to balancing growth investment with margin expansion.\" "},{"type":"text","tagName":"p","content":" Q2'26 Financial Highlights "},{"type":"list","bulletedList":true,"items":[{"val":[{"type":"text","tagName":"p","content":" Total Q2'26 revenue of $159.0 million, a YoY increase of 38%, with total subscription revenue of $115.6 million, up 31% YoY and core subscription revenue1 of $111.1 million, up 34% YoY. "}]},{"val":[{"type":"text","tagName":"p","content":" Advertising revenue of $22.0 million, up 315% YoY. "}]},{"val":[{"type":"text","tagName":"p","content":" Annualized Monthly Revenue (AMR) of $537.2 million, up 29% YoY. "}]},{"val":[{"type":"text","tagName":"p","content":" Adjusted EBITDA2 of $31.1 million increased 53% from $20.3 million in Q2'25. "}]},{"val":[{"type":"text","tagName":"p","content":" Positive Operating Cash Flow of $23.8 million, up 79% YoY. "}]},{"val":[{"type":"text","tagName":"p","content":" Quarter-end cash, cash equivalents, restricted cash and short-term investments of $467.7 million, an increase of $33.5 million from Q2'25. "}]}]},{"type":"text","tagName":"p","content":" Q2'26 Operating Highlights "},{"type":"list","bulletedList":true,"items":[{"val":[{"type":"text","tagName":"p","content":" Q2'26 global MAU quarterly net additions of 4.6 million lifted total MAU to approximately 102.4 million, up 16% YoY. "}]},{"val":[{"type":"text","tagName":"p","content":" Q2'26 global Paying Circle quarterly net additions totaled 185 thousand. Total Paying Circles grew 27% YoY to 3.2 million. 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"}]}]},{"type":"text","tagName":"p","content":" Investor Conference Call "},{"type":"text","tagName":"p","content":" A conference call will be held today as follows: "},{"type":"text","tagName":"p","content":" US PDT: Monday 10 August 2026 at 3 p.m. US EDT: Monday 10 August 2026 at 6 p.m. AEDT: Tuesday 11 August 2026 at 8 a.m. "},{"type":"text","tagName":"p","content":" The call will be held as a Zoom audio webinar. "},{"type":"text","tagName":"p","content":" Participants wishing to ask a question should register and join via their browser here . Participants joining via telephone will be in listen only mode. "},{"type":"text","tagName":"p","content":" Dial in details U.S.: +1 669 900 6833 Australia: +61 2 8015 6011 Other countries: details Meeting ID: 924 0989 6308 "},{"type":"text","tagName":"p","content":" A replay will be available after the call at https://investors.life360.com. "},{"type":"text","tagName":"p","content":" Authorization "},{"type":"text","tagName":"p","content":" Lauren Antonoff, Director and Chief Executive Officer of Life360, authorized this announcement being given to ASX. "},{"type":"text","tagName":"p","content":" About Life360 "},{"type":"text","tagName":"p","content":" Life360, a family connection and safety company, keeps people close to the ones they love. The category-leading mobile app and hardware tracking devices empower members to stay connected to the people, pets, and things they care about most, with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. As a remote-first company based in the San Francisco Bay Area, Life360 serves approximately 102.4 million monthly active users (MAU), as of June 30, 2026, across more than 180 countries. Life360 delivers peace of mind and enhances everyday family life in all the moments that matter, big and small. For more information, please visit life360.com. 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Life360 intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements regarding Life360's intentions, objectives, plans, expectations, assumptions and beliefs about future events, including Life360's expectations with respect to the financial and operating performance of its business, including subscription revenue, hardware revenue, other revenue and consolidated revenue, ability to create new revenue streams, and margin expansion; the resiliency of Life360's core subscription business; the ability of Life360 to adapt to and mitigate the impact of macroeconomic considerations including tariffs and trade barriers; its ability to deliver contextually relevant advertisements that enhance the user experience by leveraging its extensive first-party location data; Adjusted EBITDA, and operating cash flow; expectations regarding MAU and other member metrics; its capital position; future growth and market opportunities; plans to launch new features and products; the impact of price increases and expansion of product offerings in the UK, Australia, and New Zealand on future results of operations; its expectations of growth in its data business; its expectation of a new enterprise revenue stream and enhanced location capabilities of its hardware devices; its focus on developing a GPS lineup, built on Jiobit technology, the timing of new devices, and the potential for the next generation of hardware to drive a new wave of subscription growth; as well as Life360's expectations of any changes to the information disclosed herein. The words \"anticipate\", \"believe\", \"expect\", \"project\", \"predict\", \"will\", \"forecast\", \"estimate\", \"likely\", \"intend\", \"outlook\", \"should\", \"could\", \"may\", \"target\", \"plan\" and other similar expressions can generally be used to identify forward-looking statements. Indications of, and guidance or outlook on, future earnings or financial position or performance are also forward-looking statements. Investors and prospective investors are cautioned not to place undue reliance on these forward-looking statements as they involve inherent risk and uncertainty (both general and specific) and should note that they are provided as a general guide only and should not be relied on as an indication or guarantee of future performance. There is a risk that such predictions, forecasts, projections and other forward-looking statements will not be achieved. Subject to any continuing obligations under applicable law, Life360 does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date of this announcement, to reflect any change in expectations in relation to any forward-looking statements or any change in events, conditions or circumstances on which any such statements are based. "},{"type":"text","tagName":"p","content":" Although Life360 believes that the expectations reflected in the forward-looking statements and the assumptions upon which they are based are reasonable, Life360 can give no assurance that such expectations and assumptions will prove to be correct and, actual results may vary in a materially positive or negative manner. Forward-looking statements are subject to known and unknown risks, uncertainty, assumptions and contingencies, many of which are outside Life360's control, and are based on estimates and assumptions that are subject to change and may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements. Factors that could cause actual results to differ materially from those in the forward-looking statements include risks related to the preliminary nature of financial results, risks related to Life360's business, market risks, Life360's need for additional capital, and the risk that Life360's products and services may not perform as expected, as described in greater detail under the heading \"Risk Factors\" in Life360's ASX and SEC filings, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. To the maximum extent permitted by law, responsibility for the accuracy or completeness of any forward-looking statements whether as a result of new information, future events or results or otherwise is disclaimed. This announcement should not be relied upon as a recommendation or forecast by Life360. Past performance information in this document is given for illustrative purposes only and is not necessarily a guide to future performance and no representation or warranty is made by any person as to the likelihood of achievement or reasonableness of any forward-looking statements, forecast financial information, future share price performance or any underlying assumptions. Nothing contained in this document nor any information made available to you is, or shall be relied upon as, a promise, representation, warranty or guarantee as to the past, present or the future performance of Life360. 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