Life360 Inc Shs Chess Depository Interests Repr 3 Sh (AU:360)
ASX:360
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational and financial progress: double-digit revenue growth (32% in 2025), expanding gross margins (78% full-year), materially higher adjusted EBITDA ($93.2M, up $47.7M), a large user base (95M+ MAU) and meaningful strategic moves into advertising (acquisition of Nativo) and hardware-enabled subscriptions (Pet GPS). These positives are tempered by near-term headwinds: a large one-time tax benefit that inflates reported net income, negative device margins and a channel transition that will reduce device revenue, front-loaded investments and seasonality that compress Q1 margins, and execution risk related to integrating Nativo and scaling offsite advertising. Overall, the call signals solid secular growth and a clear multi-year plan, but with expected short-term variability and integration execution risks.Company Guidance
Revenue Growth and Scale
Full year 2025 revenue grew 32% year-over-year to $489.5M; Q4 2025 revenue increased 26% YoY to $146.0M. December annualized monthly revenue rose 30% YoY to $478M.
Profitability Milestone
2025 marked the company's first fully profitable year. Adjusted EBITDA for the full year rose $47.7M YoY to $93.2M (margin expanded from 12% in 2024 to 19% in 2025). Q4 adjusted EBITDA increased 53% YoY to $32.4M with a record quarterly margin of 22%.
Net Income and Tax Benefit Context
Q4 reported net income of $129.7M (includes a one-time non-cash tax benefit of $118.4M). Management also stated annual net income excluding that one-time benefit exceeded $32M and full-year net income was $150.8M vs. a $4.6M loss in 2024.
Large and Growing User Base
Exited 2025 with more than 95M monthly active users (MAU) and 2.8M Paying Circles. Management targets 20% MAU growth in 2026 (with full-year goal to surpass 150M MAU multi-year).
Subscription Momentum
Q4 subscription revenue grew 30% YoY to $102.5M; Core Life360 subscription revenue rose 33% YoY to $97.3M, driven by a 26% increase in Paying Circles and a 6% higher ARPPC. Paying Circles grew 26% in 2025.
Advertising Platform Acceleration & Strategic M&A
Other revenue in Q4 increased 86% YoY to $24.2M as advertising scaled. Acquisitions: Fantix (2025) enabled Place Ads/Uplift; Nativo (closed Jan 2026) gives a full-stack ad tech platform and offsite publisher reach. Nativo unaudited 2025 revenue ~ $63M (effectively breakeven EBITDA). Management expects advertising to be a high-margin growth engine.
Strong Gross Margins and Operating Leverage
Full year gross margin expanded to 78% (up 3 percentage points YoY). Q4 gross margin was ~75%. Total operating expenses grew 26% YoY but declined as a percent of revenue, demonstrating operating leverage.
Device & Platform Product Progress
Launched Pet GPS (first fully in-house device) across five markets; nearly 5M pets registered on the Pet Finder Network with ~90% in free circles, creating an identifiable audience for future monetization. Tile business being refocused to direct/online distribution.
Cash Position & Cash Flow Strength
Year-end cash, cash equivalents and restricted cash of $495.8M (up from $160.5M). Net proceeds from June 2025 convertible notes ~$275.4M. Q4 operating cash flow $36.8M (up nearly 200% YoY); full year operating cash flow $88.6M (up $56M YoY).
2026 Financial Guidance
Management provided 2026 targets: MAU growth of 20% (with H2 weighting), consolidated revenue $640M–$680M, subscription revenue $460M–$470M, other revenue $140M–$160M (advertising-led), hardware revenue $40M–$50M, and adjusted EBITDA $128M–$138M (~20% margin). Long-term targets include 150M+ MAU, $1B+ revenue and adjusted EBITDA margin expanding toward 35%+.
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 |
|---|---|---|---|
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% |
May 12, 2025 | AU$23.85 | AU$27.18 | +13.96% |
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 May 19, 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 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 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 (Q1) is >-0.01.