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Life360, Inc. (LIF)
NASDAQ:LIF
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.17Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and financial momentum story: substantial revenue growth (+32% FY), expanded adjusted EBITDA ($93.2M) and significant cash build ($495.8M) coupled with strategic product launches (Pet GPS), major ad-tech M&A (Fantix, Nativo) and ambitious AI-driven plans. Near-term headwinds include hardware margin losses from penetration pricing, a large one-time tax benefit that inflates GAAP net income comparisons, front-loaded 2026 investments that depress early-year margins, advertising seasonality and integration risks, and international monetization gaps. On balance, the company is scaling high-margin subscription and ad revenues while investing to accelerate future growth; the positives outweigh the near-term challenges.Company Guidance
Record Revenue and Strong Growth
Full-year revenue grew 32% year-over-year to $489.5M; Q4 revenue rose 26% YoY to $146.0M; December annualized monthly revenue reached $478M, up 30% YoY.
Improved Profitability and Adjusted EBITDA Expansion
Adjusted EBITDA for 2025 increased to $93.2M (up $47.7M YoY) with margin expansion from 12% to 19%; Q4 adjusted EBITDA was $32.4M (up 53% YoY) with a 22% quarterly margin, the highest to date.
Positive Net Income and Strong Cash Position
Full-year net income was $150.8M (vs. a $4.6M loss in 2024); Q4 net income $129.7M (note: includes a one-time non-cash tax benefit of $118.4M). Cash, cash equivalents and restricted cash ended 2025 at $495.8M (vs. $160.5M at YE 2024).
Large and Growing User Base
Monthly active users exceeded 95M and Paying Circles reached 2.8M (Paying Circles grew 26% in 2025); company expects 20% MAU growth in 2026 with growth weighted to H2.
Subscription Momentum
Q4 subscription revenue increased 30% YoY to $102.5M; Core Life360 subscription revenue rose 33% YoY to $97.3M, driven by 26% growth in Paying Circles and a 6% increase in ARPPC.
Advertising Platform Scale and Strategic M&A
Other revenue rose 86% YoY in Q4 to $24.2M driven by advertising and data partnerships; acquisitions of Fantix (2025) and Nativo (closed Jan 2026) create a full-stack ad platform (Nativo unaudited 2025 revenue ~ $63M) and expand off-app reach materially.
Product Innovation — Pet GPS & Pet Finder Network
Launched Pet GPS (in-house device) across five global markets and grew the Pet Finder Network to nearly 5M registered pets, ~90% in free circles — a large identifiable audience to monetize over time.
Margin Expansion and Operating Leverage
Full-year gross margin expanded to 78% (up 3 percentage points); operating expenses grew 26% YoY but declined as a percent of revenue, demonstrating operating leverage as the business scales.
AI Adoption and Long-Term Strategic Targets
Organization-wide AI adoption increased from ~25% to ~95% in the past year; management reiterates multi-year targets of 150M MAU, $1B+ revenue, and 35%+ adjusted EBITDA margin, and expects AI to accelerate product delivery and operating efficiency.
LIF 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
LIF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $53.79 | $43.97 | -18.26% |
Nov 10, 2025 | $93.30 | $72.79 | -21.98% |
Aug 11, 2025 | $73.74 | $83.55 | +13.30% |
May 12, 2025 | $49.51 | $59.62 | +20.42% |
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. (LIF) report earnings?
Life360, Inc. (LIF) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Life360, Inc. (LIF) earnings time?
Life360, Inc. (LIF) earnings time is at May 19, 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 LIF EPS forecast?
LIF EPS forecast for the fiscal quarter 2026 (Q1) is >-0.01.