Recent 8-K filings for LIF

• May 18, 2026, 9:10 AM ET other material materiality 0.60 positive item 8.01item 9.01

  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.

• May 11, 2026, 4:11 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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%).

• March 2, 2026, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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).

• January 22, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  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.

• January 5, 2026, 6:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Life360 completes Nativo acquisition for ~$120M and surpasses 50M U.S. MAU

  Acquisition closed Jan 2, 2026; total consideration ~$120M (65% cash, 35% stock).

• November 10, 2025, 6:59 PM ET earnings materiality 0.90 positive item 2.02item 7.01item 9.01

  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).

• August 11, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 5.02item 7.01item 9.01

  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).

• June 5, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 3.02item 9.01 ◈ Debt Financings

  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.

• May 12, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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).

• February 27, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  Life360 reports record Q4 revenue $115.5M (+33% YoY), positive net income, guides FY25 revenue $450-480M

  Q4 total revenue $115.5M (+33% YoY); full-year revenue $371M (+22% YoY).

• November 15, 2024, 6:59 PM ET other material materiality 0.60 neutral item 7.01item 9.01

  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.

• November 12, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 7.01item 9.01

  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).

• August 8, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  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%.

• June 7, 2024, 7:59 PM ET other material materiality 0.80 neutral item 8.01item 9.01

  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.

• June 3, 2024, 7:59 PM ET other material materiality 0.60 neutral item 3.03item 5.03item 5.07item 5.05item 7.01item 9.01

  Life360 shareholders approve 5x increase in authorized shares; governance amendments passed

  Stockholders approved increasing authorized common shares from 100M to 500M.

• May 9, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• April 8, 2024, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  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).

• February 29, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.90 · Median 0.75 · Most common event earnings

14 positive 0 negative 8 neutral

source · LIF on sec.gov