secwatch.observer — SEC 8-K summary
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Issuer:     Life360, Inc. (LIF)
CIK:        0001581760
Form:       8-K
Filed at:   2026-03-02T23:59:59+00:00
Accession:  0001581760-26-000017
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Life360 reports record Q4: revenue +26% to $146.0M; first annual net income; MAU 95.8M
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- Record Q4 revenue $146.0M (+26% YoY); full-year revenue $489.5M (+32% YoY); first annual net income $150.8M (incl. $118.4M non-cash tax benefit).
- MAU reached 95.8M (+20% YoY); Paying Circles 2.8M (+26%) with record annual net adds of 576K.
- Full-year Adjusted EBITDA $93.2M (+105% YoY); Q4 Adjusted EBITDA $32.4M (+53% YoY) with record 22% margin.
- Cash $495.8M (up from $160.5M year-end 2024) boosted by $275.4M from June 2025 convertible notes.
- Completed Nativo acquisition Jan 2026 to create full-stack ad platform; CEO cites AI transition and target of >150M MAU and $1B revenue.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1581760/000158176026000017/0001581760-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1581760/000158176026000017/lifx-20260302.htm
  HTML page:      https://secwatch.observer/filing/0001581760-26-000017

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer