{"schema_version":"secwatch.filing_event.v1","accession":"0001581760-23-000025","form_type":"8-K","ticker":"LIF","cik":"0001581760","company_name":"Life360, Inc.","filed_at":"2023-03-16T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.701274+00:00","generated_at":"2026-06-18T00:30:47.279015+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Life360 reports CY2022 revenue up 103% to $228.3M, net loss $91.6M; guides to positive EBITDA in FY2023","bullets":["CY2022 revenue $228.3M (+103% YoY); subscription revenue $153.3M (+77%).","Net loss $91.6M; Adjusted EBITDA loss $40.1M, in line with guidance.","Year-end AMR $224.4M (+61% YoY); Jan 2023 AMR $229.6M; U.S. ARPPC $138.36 (+42% YoY).","CY2023 guidance: revenue $300-310M; positive Adjusted EBITDA and operating cash flow $5-10M.","Workforce streamlining to save at least $15M annually; Tile hardware under pressure from Apple."],"urls":{"canonical":"https://secwatch.observer/filing/0001581760-23-000025","json":"https://secwatch.observer/filing/0001581760-23-000025.json","markdown":"https://secwatch.observer/filing/0001581760-23-000025.md","text":"https://secwatch.observer/filing/0001581760-23-000025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1581760/000158176023000025/0001581760-23-000025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1581760/000158176023000025/lifx-20230316.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T00:30:47.279015+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"945171c3997743491fd93adc32cd6fcd677ade7f","claim":"Life360, Inc. reported the year ended December 31, 2022 results: revenue $228.3 million, net income $91.6 million. Guidance initiated.","evidence_excerpt":"Life360 reports CY 2022 results • CY22 revenue of $228.3 million, in line with guidance. YoY increase of 103%, with Subscription revenue of $153.3 million up 77% YoY • CY22 year-end Annualized Monthly Revenue1 (AMR) (excluding hardware) of $224.4 million, up 61% YoY, ahead of guidance. January 2023 AMR of $229.6 million reflects full monthly benefit of subscriber price increases • CY22 net loss of $91.6 million; CY22 Adjusted EBITDA loss of $40.1 million in line with guidance • January 2023 U.S. Average Revenue Per Paying Circle (ARPPC) of $138.36 increased 42% YoY reflecting the full month benefits of higher pricing • Record annual growth in Global Monthly Active Users (MAU) of more than 13.1 million, up 37% YoY, with record net additions in both the U.S. and International markets • Year-end cash, cash equivalents and restricted cash of $90.4 million in line with guidance • CY23 guidance for more than 50% YoY growth for core Life360 subscription revenue.2 Consolidated revenue of $300","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1581760/000158176023000025/0001581760-23-000025-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2022"},{"label":"Revenue","value":"$228.3 million"},{"label":"Net income","value":"$91.6 million"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}