Inferra AI / Company / LIF

Life360, Inc.

LIF · Information Technology

Last earnings Aug 10, 2026

Key results

Total revenuequarter

38 percent

Total revenue grew 38 percent year over year to $143.1 million.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Revenuequarter

$19.7 million

We are sharing advertising revenue separately for the first time: $19.7 million, up 329 percent year over year, reflecting the first full quarter of Life360 Ads following the Nativo acquisition.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Growthquarter

up 329 percent

We are sharing advertising revenue separately for the first time: $19.7 million, up 329 percent year over year, reflecting the first full quarter of Life360 Ads following the Nativo acquisition.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

However, the populations that drive the lion's share of our international revenue are growing well, with MAU in the UK growing 25 percent, Canada up 32 percent, and Australia - New Zealand up 24 percent year over year.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

In Q1 we reached nearly $20 million in advertising revenue, up over 300 percent year over year.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Revenue Q1 2026 total revenue grew 38 percent year over year to a record $143.1 million, reflecting strong performance across our core business.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Subscription revenuequarter

32 percent

Subscription revenue increased 32 percent year over year to $108.2 million.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

subscription revenue grew 28 percent and international subscription revenue grew 58 percent, reflecting strong global momentum and the continued progression of our tiered pricing.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Revenue growth was driven by International focus territories - UK at 60 percent, ANZ at 78 percent, Canada at 87 percent.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

AI analysis

Q1 2026 · reported May 11, 2026

Based on: Earnings release + Q1 2026 deck + parent 8-K — transcript not held

Revenue · Q1 2026

$19.7M

EX-99 · May 11, 2026

Total revenue · Q1 2026

38 percent

EX-99 · May 11, 2026

Growth · Q1 2026

up 329 percent

EX-99 · May 11, 2026

Subscription revenue · Q1 2026

32 percent

EX-99 · May 11, 2026

Headline figures

Metric	Q1 2026	Prior qtr	Year ago
Total revenue	38 percent	—	—
Revenue	$19.7 million	—	—
Growth	up 329 percent	—	—
Subscription revenue	32 percent	—	—

EX-99 · May 11, 2026

Guidance · company-stated

Direction: raised

No guidance located in the held release

Stated figure17% to 20%

“com 5 Earnings Guidance22 For FY 26, Life360 expects to deliver: MAU growth of 17% to 20%, weighted toward the second half of the year (unchanged); Consolidated revenue of $650 million to $685 million (YoY growth of 33% to 40%), comprised of: Subscription revenue of $475 million to $480 million, increased from $470 million to $475 million; Hardware revenue of $35 million to $45 million, reduced from $40 million to $50 million; Advertising revenue of $98 million to $115 million (unchanged); Other revenue of $42 million to $45 million (unchanged); Adjusted EBITDA2 of $130 million to $140 million (unchanged), which represents a margin of approximately 20%.”

Next earningsNo verified date on fileNo date is estimated or imported

Company-stated claims

Aug 10, 2026

Historical · increased 315% · revenue

“Q2'26 advertising revenue increased 315% YoY to $22.0 million, primarily driven by new advertising offerings following the acquisition of Nativo.”

EX-99 · Aug 10, 2026

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

PT May 12, 2026 AEST Dear Shareholders, Q1 2026 was a strong start to the year for Life360, as we made everyday family life better for more families around the world and delivered outstanding operational results

Based on: Earnings release + Q1 2026 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Strategy & priorities

Grow Our User Base Growing our user base is a key priority because it fuels every part of our business.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

In the back half of the year, we expect Android to recover while we land additional growth initiatives, including improved international localization, new GTM campaigns in Germany, Mexico, and Brazil, Google Sign - In to reduce registration friction, and an array of new experiences that make Life360 better for families in all life stages.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Our Pet Finder Network has already reunited 100s of pets with their families and we plan to continue investing in scaling its abilities.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Brands like Uber are deepening their relationship with us based on the results they ve seen, leading to an expanded strategic partnership that brings Uber more deeply into the Life360 experience.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Our co - founder, Chris Hulls, is leading a key initiative to bring to life an agentic future where the magic of location organizes everyday family life.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Risks & headwinds

The monetization flywheel is working independently of registration volume challenges.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Such forward - looking statements are prediction, projections and other statements about future events that are based on current expectations and assumptions and, as a result, involve known and unknown risks, uncertainties, assumptions and other important factors, many of which are beyond the control of the Company and which may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

They can be affected by inaccurate assumptions we might make or by known or unknown risks or uncertainties.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Given these uncertainties, recipients are cautioned to not place undue reliance on any forward - looking statement.

SEC original ↗Life360, Inc. — Earnings release (8-K exhibit)EX-99May 11, 2026

Financing activities provided an additional $3.4 million primarily from the monetization of tariff refund claims and the exercise of stock options.

SEC original ↗Life360, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026

Investors and prospective investors are cautioned not to place undue reliance on these forward-looking statements as they involve inherent risk and uncertainty (both general and specific) and should note that they are provided as a general guide only and should not be relied on as an indication or guarantee of future performance.

SEC original ↗Life360, Inc. — Presentation / slide deck (8-K exhibit)EX-99May 11, 2026

Documents

Earnings deck slides

0 decks with slide view

Life360, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

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