secwatch.observer — SEC 8-K summary ====================================== Issuer: Life360, Inc. (LIF) CIK: 0001581760 Form: 8-K Filed at: 2026-08-10T20:09:59+00:00 Accession: 0001581760-26-000142 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Life360 Q2'26: Revenue +38% to $159.0M, Advertising +315%, MAU tops 100M ------------------------------------------------------------------------ - 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%). Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1581760/000158176026000142/0001581760-26-000142-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1581760/000158176026000142/lifx-20260810.htm HTML page: https://secwatch.observer/filing/0001581760-26-000142 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer