Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company is headquartered in San Mateo, California.
| Revenue (TTM) | $572.56M |
| Gross Profit (TTM) | $444.26M |
| EBITDA | $24.96M |
| Operating Margin | -0.04% |
| Return on Equity | 30.10% |
| Return on Assets | 0.45% |
| Revenue/Share (TTM) | $2.40 |
| Book Value | $7.56 |
| Price-to-Book | 6.80 |
| Price-to-Sales (TTM) | 7.14 |
| EV/Revenue | 7.02 |
| EV/EBITDA | 157.68 |
| Quarterly Earnings Growth (YoY) | -25.10% |
| Quarterly Revenue Growth (YoY) | 37.80% |
| Shares Outstanding | $81.48M |
| Float | $78.08M |
| % Insiders | 3.85% |
| % Institutions | 56.27% |
Volatility is currently expanding
Life360 experienced a sharp ~25% selloff after Q2 earnings, despite reporting healthy results. LIF maintained its full-year guidance, which disappointed investors seeking upward revisions amid strong sector momentum. Earnings season volatility remains high, with individual stocks reacting strongly to earnings prints regardless of broader AI-driven market optimism.
Life360, Inc. (LIF) Q2 2026 Earnings Call Transcript
Life360 NASDAQ: LIF reported second-quarter revenue growth of 38% to a record $159 million, as the family-safety platform surpassed 100 million monthly active users and posted its strongest second-quarter subscription additions on record.
New integration lets families request, track, and coordinate Uber Family rides directly within Life360 New integration lets families request, track, and coordinate Uber Family rides directly within Life360
Life360, Inc. (LIF) Presents at Bank of America 2026 Global Technology Conference Transcript
Life360 (LIF) delivered robust Q1 2026 results, with revenue up 38% YoY to $143M and GAAP EPS of $0.05, both exceeding expectations. AI-driven risks to software companies are real, but LIF's user trust, scale, and diversified platform insulate it from pure code-based competition. Paying Circles grew 27% to 3M, with ARPU up 7%, and advertising revenue surged 329% YoY, indicating strong monetization and engagement trends.
Life360 offers a contrarian opportunity, uncorrelated to the semiconductor-driven market rally. LIF is down ~30% YTD despite strong top-line acceleration and healthy Q1 results. I reiterate my buy rating, citing Life360's upgraded growth trajectory and overlooked potential.
SAN FRANCISCO, May 17, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (NASDAQ: LIF; ASX: 360), the provider of the market-leading family safety and connection mobile application, today announced that its Board of Directors has authorized management's deployment of a multi-year share repurchase program of up to $225 million (the “Program”). The objective of the Program is designed to return value to our shareholders by minimizing dilution from stock-based instruments.
Life360, Inc. (LIF) Q1 2026 Earnings Call Transcript
Life360 NASDAQ: LIF reported record first-quarter revenue and raised its full-year outlook, while management said technical issues temporarily weighed on user registration during the quarter but did not derail subscription momentum.
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