earnings
confidence high
sentiment positive
materiality 0.75
Life360 Q2'26: Revenue +38% to $159.0M, Advertising +315%, MAU tops 100M
Life360, Inc.
2026-Q2 EPS reported
$0.09
revenue$302,082,000
- Total revenue $159.0M, up 38% YoY; subscription revenue $115.6M (+31%), core subscription $111.1M (+34%).
- Advertising revenue record $22.0M, up 315% YoY; AMR $537.2M (+29%); Adjusted EBITDA $31.1M (+53%).
- MAU hit ~102.4M (+16% YoY, crossed 100M milestone); Paying Circles 3.2M (+27%) with record 185K Q2 net adds.
- Raised US subscription prices: Silver $9.99/mo (from $7.99), Gold $16.99/mo (from $14.99) — first hike since 2022.
- Repurchased 314,762 shares for $13.2M; $211.8M remains under $225M buyback; operating cash flow $23.8M (+79%).