Highest-materiality recent filing
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%).
Life360 Board authorizes $225M multi-year share repurchase program to offset dilution
Repurchase program up to $225M, aimed at minimizing dilution from stock-based compensation.
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%).
Life360 reports record Q4: revenue +26% to $146.0M; first annual net income; MAU 95.8M
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).
Life360 reports record Q4 MAU of 95.8M, FY25 revenue guidance raised to $486-489M
Q4 2025 MAU 95.8M; full-year net adds 16.2M (+20% YoY), highest Q4 additions in history.
Life360 completes Nativo acquisition for ~$120M and surpasses 50M U.S. MAU
Acquisition closed Jan 2, 2026; total consideration ~$120M (65% cash, 35% stock).
Life360 Q3: Revenue $124.5M (+34% YoY), Adj EBITDA $24.5M (+174%); acquires Nativo for $120M
Q3 revenue $124.5M (+34% YoY); net income $9.8M (+27% YoY); Adjusted EBITDA $24.5M (+174% YoY).
Life360 Q2 revenue $115.4M (+36% YoY); appoints COO Antonoff as CEO
Q2 total revenue $115.4M (+36% YoY); subscription revenue $88.6M (+35% YoY).
Life360 issues $320M 0% convertible notes due 2030; enters capped calls
Issued $320M aggregate principal of 0.00% Convertible Senior Notes due 2030; initial conversion price ~$80.97 per share.
Life360 reports record Q1 revenue $103.6M, up 32% YoY; net income $4.4M, Adjusted EBITDA $15.9M
Total Q1 revenue $103.6M (+32% YoY); subscription revenue $81.9M (+33% YoY); core subscription $76.2M (+37% YoY).
Q4 total revenue $115.5M (+33% YoY); full-year revenue $371M (+22% YoY).
CEO Chris Hulls sells 863,903 shares (1.2% of outstanding); commits to 12-month lock-up
CEO Chris Hulls sold 863,903 shares (1.2% of total outstanding) under Rule 144.
Life360 Q3 revenue $92.9M (+18% YoY); MAU 76.9M (+32%); raises FY24 EBITDA guidance
Record Q3: MAUs 76.9M (+32% YoY), Paying Circles 2.2M (+25%), net adds 159k (35% YoY increase).
Life360 Q2 revenue $84.9M (+20% YoY); MAU hits 70.6M; guidance raised
Total revenue $84.9M, up 20% YoY; subscription revenue $65.7M, up 25%.
Life360 prices US IPO of 5.75M shares at $27.00; net proceeds $83.1M
Offering includes 3,703,704 primary shares from Life360 and 2,046,296 secondary shares from selling stockholders.
Life360 shareholders approve 5x increase in authorized shares; governance amendments passed
Stockholders approved increasing authorized common shares from 100M to 500M.
Life360 Q1 revenue $78.2M (+15% YoY); Paying Circles add 96K, record; guides FY24 $365-375M
Revenue $78.2M (+15% YoY); subscription revenue $61.6M (+19% YoY); net loss $(9.8)M improved.
Life360 Q1 MAU 66.4M, net adds 4.9M record; paying circles +96K, ahead of expectations
Global MAU of 66.4M at Q1 end; net additions of 4.9M (record Q1, vs 2.2M in Q1 2023).
Life360 reports CY23 revenue $305M, up 33% YoY; first full year positive Adjusted EBITDA $20.6M
Revenue $305M (+33% YoY); net loss improved to $28.2M from $91.7M in CY22.
Life360 Q3 revenue $78.6M (+38% YoY); raises FY23 adjusted EBITDA guidance to $12-16M
Q3 total revenue $78.6M (+38% YoY); core Life360 subscription revenue $50.6M (+50% YoY).
Life360 Q2 revenue $70.8M (+45% YoY); raises CY23 Adj EBITDA guidance to $9M-$14M
Q2 total revenue $70.8M (+45% YoY); core Life360 subscription revenue $47.6M (+57% YoY).
Life360 achieves positive EBITDA in Q1; shareholders reject CEO RSU grant; reaffirms FY23 guidance
Q1 2023: Subscription revenue up 56% YoY; global MAU ~51M (+33% YoY); positive Adjusted EBITDA of $0.5M (quarter early).
Life360 Q1 revenue $68.1M (+34% YoY), positive Adj EBITDA $0.5M ahead of schedule
Revenue $68.1M (+34% YoY); core Life360 subscription rev $46.2M (+66% YoY).
Life360 FY2022 revenue up 103% to $228.3M; net loss widens 173% to $91.6M
Revenue $228.3M (up 103% YoY); net loss $91.6M (up 173% YoY).
CY2022 revenue $228.3M (+103% YoY); subscription revenue $153.3M (+77%).
Life360 regains full access to SVB funds after FDIC action; transacting normally
On March 13, 2023 (US time), Life360 regained access to its Silicon Valley Bank accounts and resumed normal transactions.
David Rice steps down as COO, takes new role as GM of International effective immediately.
Preliminary CY22 core Life360 subscription revenue growth exceeded 54%, in line with guidance; total revenue and Adjusted EBITDA at lower end of guidance.
Life360 raises A$50M via CDI placement; notes preliminary merger interest
Gross proceeds ~US$33M (A$50M) from issuance of 7.9M CDIs at A$6.30 per CDI.
Life360 Q3 revenue up 92% to $57.2M; accelerates positive EBITDA target to CY23 Q3
Q3 consolidated revenue $57.2M (+92% YoY); Paying Circles +36% YoY; MAU growth of 5M+ (39% YoY).
Life360 raises monthly subscription prices for US premium tiers; annual unchanged
Monthly pricing for new and most existing iOS subscribers: Silver $7.99, Gold $14.99, Platinum $24.99.
Life 360, Inc. (the “Company”) announced the appointment of Lauren Antonoff as its Chief Operating Officer, effective May 2, 2023.
As previously disclosed, Charles (CJ) Prober will step down from his current positions as President of the Company and as Chief Executive Officer of the Company’s subsidiary, Tile, Inc. following Ms. Antonoff’s appointment as Chief Operating Officer.
On January 18, 2023, Charles (CJ) Prober and Life360, Inc. (the “Company”) agreed that Mr. Prober will step down from his current positions as President of the Company and as the Chief Executive Officer of the Company’s subsidiary Tile, Inc., effective on the earlier of (i) 30 calendar days after the date that the Company appoints a chief operating officer (or equivalent role) of the Company and (ii) September 2, 2023 (the “Effective Date”).
On January 18, 2023, the Company and David Rice agreed that Mr. Rice would be taking on a newly created role as GM of International and stepping down from his current role as Chief Operating Officer of the Company, effective immediately.
the Board of Directors (the “Board”) of Life360, Inc. (the “Company”), unanimously appointed Charles (CJ) Prober, who serves as Chief Executive Officer of the Company’s subsidiary Tile, Inc., as President of the Company.
Max materiality 0.90 · Median 0.70 · Most common event earnings