earnings
confidence high
sentiment positive
materiality 0.75
Life360 Q1 revenue $143.1M, +38% YoY; record 201k Paying Circle adds; ad rev jumps 329%
Life360, Inc.
2026-Q1 EPS reported
$0.03
revenue$143,123,000
- Q1 total revenue $143.1M (+38% YoY); Annualized Monthly Revenue $517.9M (+32%).
- Record Paying Circle net additions of 201k, total 3.0M (+27% YoY); ARPPC $143.03 (+7%).
- Advertising revenue $19.7M (+329% YoY), first disclosure after Nativo acquisition closed.
- MAU 97.8M (+17%) below expectations; FY2026 MAU growth guidance revised to 17-20% due to Android/Google Play issues.
- Cash, equivalents & short-term investments $459.0M; Adj. EBITDA $17.1M (+7%); op. cash flow $17.2M (+42%).