Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360)
ASX:360
Want to see AU:360 full AI Analyst Report?
Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
0.12Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line momentum, product monetization gains, rapid advertising scale following the Nativo acquisition, AI-driven productivity improvements, raised revenue and EBITDA guidance, and a healthy cash position. These positives are counterbalanced by near-term execution challenges: registration/MAU technical issues (particularly on Android/lower-end devices), front-loaded advertising and brand investments, temporary gross margin compression, negative hardware margins related to Pet GPS and the Tile retail exit, and elevated operating expenses including SBC. Management provided concrete remediation actions, expects MAU recovery by Q3, and reiterated long-term targets, which leads to a confidence-tinged outlook despite short-term headwinds.Company Guidance
Record Quarter Revenue and Raised Full-Year Outlook
Total revenue grew 38% year-over-year to a record $143.1 million in Q1. Management raised full-year revenue guidance to $650 million–$685 million (from $640M–$680M).
Subscription Momentum and Paying Circle Growth
Subscription revenue grew 32% to $108.2 million, with core subscription up 36%, driven by 27% Paying Circle growth and a 7% increase in ARPPC. Company reported a record 3 million paying circles and ARPPC at an all-time high.
Advertising Business Scales Rapidly After Nativo Acquisition
Advertising revenue was $19.7 million in Q1, up 329% year-over-year, and disclosed as a separate line for the first time. Management expects a steep ramp into the back half of the year and long-term parity with subscription scale; full-year ad revenue guidance is $98M–$115M.
Strong Usage and International Expansion
Monthly active users (MAU) grew 17% year-over-year in Q1 despite registration headwinds. International subscription revenue grew 58%, with country growth highlighted at U.K. +25%, Canada +32%, and Australia & New Zealand +24%.
Improving Operating Profitability and Cash Position
Adjusted EBITDA was $17.1 million (12% margin) in Q1. Management raised full-year adjusted EBITDA guidance to $130M–$140M (~20% margin). Operating cash flow was $17.2M (positive for the 12th consecutive quarter) and cash and equivalents totaled $459M at quarter end.
AI Productivity Gains and R&D Restructuring
R&D restructured to become AI-native; management reported developer productivity improvements of over 50% year-over-year due to AI adoption and said AI will enable higher-velocity feature delivery and future operating leverage.
Record AMR and Product Momentum (Pets & New Features)
March AMR reached a record $517.9 million, up 32% YoY. Pet product showed strong early demand: ~120,000 new pet profiles created weekly and Pet GPS sold out in the U.S., with inventory relaunch planned for summer.
Life360 Shs Chess Depository Interests Repr 3 Sh (AU:360) Earnings, Revenues Date & History
AU:360 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:360 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | AU$20.11 | AU$17.92 | -10.89% |
Mar 02, 2026 | AU$24.72 | AU$20.36 | -17.64% |
Nov 10, 2025 | AU$48.32 | AU$45.80 | -5.22% |
Aug 11, 2025 | AU$37.82 | AU$40.77 | +7.80% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360) report earnings?
Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360) is schdueled to report earning on Aug 17, 2026, After Close (Confirmed).
What is Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360) earnings time?
Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360) earnings time is at Aug 17, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Life360 Inc Shs Chess Depository Interests Repr 3 Sh stock?
The P/E ratio of Life360 Shs Chess Depository Interests Repr 3 Sh is N/A.
What is AU:360 EPS forecast?
AU:360 EPS forecast for the fiscal quarter 2026 (Q2) is 0.07.