Life360 Inc Shs Chess Depository Interests Repr 3 Sh (LIFX)
OTHER OTC:LIFX
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
>-0.01Last Year’s EPS
0.06Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong and accelerating core operating performance: double-digit revenue growth, the company’s first profitable full year, expanded adjusted EBITDA and margins, a large and growing user base, meaningful cash build, and clear strategic moves (Pet GPS launch and acquisitions of Fantix and Nativo) to diversify into high-margin advertising. Near-term headwinds and risks were acknowledged, including a large one-time tax benefit that materially inflated reported net income, negative device margins and hardware revenue decline due to a retail exit and penetration pricing for Pet GPS, front-loaded investments compressing Q1 margins, international monetization gaps, and integration execution risk for the ad platform. On balance, the positive operating momentum, profitable growth, strong cash position, and credible strategy to scale advertising and paid offerings outweigh the near-term lowlights.Company Guidance
Record Revenue Growth
Full-year 2025 revenue increased 32% year-over-year to $489.5M (December annualized monthly revenue $478M, +30% YoY). Q4 revenue grew 26% YoY to $146.0M.
First Full-Year Profitability
Life360 reported net income of $150.8M for 2025 (compared to a $4.6M loss in 2024). Management highlighted that even excluding a one-time, non-cash tax benefit, annual net income exceeded $32M — the first profitable year in company history.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA for 2025 rose to $93.2M (up $47.7M YoY) with adjusted EBITDA margin expanding from 12% in 2024 to 19% in 2025. Q4 adjusted EBITDA was $32.4M (up 53% YoY) and Q4 adjusted EBITDA margin reached 22% — the highest quarterly margin to date.
Large and Growing User Base
Ended 2025 with more than 95M monthly active users (MAU) and 2.8M Paying Circles. Management guided to 20% MAU growth for full-year 2026 (growth weighted to H2).
Strong Cash Position and Operating Cash Flow
Cash, cash equivalents and restricted cash increased to $495.8M at year-end 2025 (vs. $160.5M at YE 2024), aided by $275.4M net proceeds from a convertible notes offering. Q4 operating cash flow was $36.8M (≈+200% YoY); full-year operating cash flow reached $88.6M (up $56M YoY).
Advertising Platform Momentum and Strategic M&A
Other revenue (driven by advertising and data partnerships) increased 86% YoY in Q4 to $24.2M. Management completed acquisitions of Fantix (early 2025) and Nativo (January 2026) to build a full-stack advertising platform; Nativo had unaudited 2025 revenue of ≈$63M at roughly breakeven adjusted EBITDA and is expected to materially scale advertising reach and measurement.
Product and Platform Progress (Pet GPS, Pet Finder Network)
Launched Pet GPS across five markets and grew the Pet Finder Network to almost 5M registered pets (≈90% in free circles), creating a new funnel for subscription growth and engagement. Tile and Pet GPS are being integrated more tightly into subscription journeys.
Improving Gross Margin Profile
Full-year gross margin expanded to 78% (up 3 percentage points vs. 2024). Q4 gross profit was $109.7M with gross margins of 75%.
Life360 Shs Chess Depository Interests Repr 3 Sh (LIFX) Earnings, Revenues Date & History
LIFX 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
LIFX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 02, 2026 | $22.91 | $22.91 | 0.00% |
Nov 10, 2025 | $28.11 | $25.78 | -8.29% |
Aug 11, 2025 | $25.49 | $26.62 | +4.43% |
May 12, 2025 | $15.15 | $20.14 | +32.94% |
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 (LIFX) report earnings?
Life360 Inc Shs Chess Depository Interests Repr 3 Sh (LIFX) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Life360 Inc Shs Chess Depository Interests Repr 3 Sh (LIFX) earnings time?
Life360 Inc Shs Chess Depository Interests Repr 3 Sh (LIFX) earnings time is at May 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LIFX EPS forecast?
LIFX EPS forecast for the fiscal quarter 2026 (Q1) is >-0.01.