Life360, Inc. (LIF)
NASDAQ:LIF
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Earnings Data
Report Date
Aug 17, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.12Last Year’s EPS
0.26Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call presents a positive outlook: strong top-line results (38% revenue growth), meaningful subscription momentum, rapid scaling of the advertising business post-Nativo (Q1 ad revenue +329% and FY ad guidance of ~$98M–$115M), improved guidance and positive cash flow. Near-term headwinds include registration/MAU technical issues (impacting MAU growth cadence), margin compression from front-loaded ad and hardware investments, and higher operating expenses. Management communicated concrete remediation for the MAU issues, expects ad seasonality to drive back-half acceleration, and highlighted AI productivity gains that should deliver operating leverage over time.Company Guidance
Record Quarterly Revenue and Strong Topline Growth
Total revenue grew 38% year-over-year to a record $143.1 million in Q1 2026, with March AMR at a record $517.9 million (up 32% YoY).
Subscription Momentum and Improved Monetization
Subscription revenue increased 32% YoY to $108.2 million; core subscription up 36%, driven by 27% growth in Paying Circles and a 7% increase in ARPPC. Company reached ~3 million paying circles (most quarterly subscription net adds ever).
Advertising Business Scaling Rapidly After Nativo Acquisition
Advertising revenue was $19.7 million in Q1 (up 329% YoY), with management indicating roughly half (~$10M) of Q1 ad revenue was organic. Guidance discloses ad revenue of $98M–$115M for FY2026 and expects a steep ramp into the back half of the year as seasonality and scaling take hold. Integration expands reach to over 95% of U.S. ad-eligible adults.
Raised Full-Year Guidance and Profitability Target
Company raised full-year revenue guidance to $650M–$685M (from $640M–$680M) and increased adjusted EBITDA guidance to $130M–$140M (~20% margin), reflecting confidence in back-half acceleration.
International Growth and User Engagement Signals
Strong international subscription growth (International subscription revenue +58% YoY; U.K. MAU growth 25%, Canada 32%, Australia & New Zealand 24%). Google Trends searches for Life360 were up over 40% during the effective period, and iOS segments (primary revenue drivers) recovered and are growing well.
Positive Cash Flow and Strong Balance Sheet
Operating cash flow was positive at $17.2 million (12th consecutive quarter), GAAP net income of $2.8 million (EPS $0.03), and ending cash, cash equivalents and short-term investments of $459 million with total assets exceeding $1 billion.
AI Adoption Driving Productivity Gains
R&D reorganization toward AI-native operations; reported developer productivity increased by over 50% year-over-year from AI adoption, with management expecting future operating leverage from AI investments.
Strong Early Momentum for Pet Product
Pet initiatives showing robust demand: ~120,000 new pet profiles created weekly, sold-out Pet GPS inventory in the U.S., with manufacturing transitioned to relaunch inventory in summer; management plans to double down on Pets as a growth vertical.
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 |
|---|---|---|---|
May 11, 2026 | $43.28 | $38.62 | -10.77% |
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% |
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 Aug 17, 2026, After Close (Confirmed).
What is Life360, Inc. (LIF) earnings time?
Life360, Inc. (LIF) 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 LIF EPS forecast?
LIF EPS forecast for the fiscal quarter 2026 (Q2) is 0.12.