secwatch.observer — SEC 8-K summary
======================================

Issuer:     Life360, Inc. (LIF)
CIK:        0001581760
Form:       8-K
Filed at:   2026-05-11T20:11:14+00:00
Accession:  0001581760-26-000079
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Life360 Q1 revenue $143.1M, +38% YoY; record 201k Paying Circle adds; ad rev jumps 329%
--------------------------------------------------------------------------------

- 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%).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1581760/000158176026000079/0001581760-26-000079-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1581760/000158176026000079/lifx-20260511.htm
  HTML page:      https://secwatch.observer/filing/0001581760-26-000079

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