Life360, Inc. Earnings Recaps
Q2 2026
Aug 12, 2026
Shares plunged 23.1% following a cautious outlook and signs of decelerating hardware revenue amid inventory challenges and a strategic exit from brick-and-mortar retail. Despite solid subscription and advertising growth, the market focused on margin pressures and the uncertain near-term trajectory for the hardware segment.
Key takeaways
- Total revenue rose 38% year-over-year to $159 million, with subscription revenue growing 31% to $115.6 million.
- Paying Circles increased 27%, and average revenue per paying circle (ARPPC) was up 5%, driving strong core subscription growth.
- Advertising revenue contributed $22 million, reflecting progress in managed service offerings and programmatic advertising.
- Hardware revenue fell 20% to $9.8 million due to the strategic exit from brick-and-mortar retail for Tile and production line move constraints for Pet GPS.
- Gross margin was 80%, improving slightly, but investors appeared concerned about margin sustainability amid new revenue and cost dynamics linked to the AI transition and hardware challenges.
Q3 2025
Nov 11, 2025
Life360 reported a record third quarter for 2025, marking significant growth in active users and paying circles driven by innovative product offerings and effective marketing strategies.
Key takeaways
- Monthly active users rose 19% year-over-year to nearly 92 million, with a notable addition of 3.7 million users this quarter.
- Paying Circles increased by 23% year-over-year, achieving a record 2.7 million circles with 170,000 net new additions.
- Life360's new feature, no-show alerts, generated strong engagement with over 1 million alerts configured.
- The partnership with AccuWeather now extends severe weather alerts to all family members, enhancing the platform's value proposition.
- International markets saw a 29% growth in Paying Circles, signaling strong potential for further expansion.