Life360 Posts Record Q2 Revenue of $159M, Lifts Subscription Outlook as MAU Tops 100M
LIF sits 59% above its 52-week low of $37.01.
Summary
Life360's Q2 2026 results smashed records: revenue hit $159M (+38% YoY), MAU crossed 100M, and advertising revenue jumped 315% to $22M. The company raised its full-year subscription guidance and maintained its profit outlook, underscoring momentum heading into the seasonally strong second half.
Key Events · Earnings and Guidance · LIF
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Record Q2 Revenue and User Growth
Total revenue grew 38% YoY to $159.0M, driven by subscription revenue of $115.6M (+31% YoY) and advertising revenue of $22.0M (+315% YoY). MAU reached 102.4M (+16% YoY) and Paying Circles hit 3.2M (+27% YoY).
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Raised Subscription Guidance
FY2026 subscription revenue guidance raised to $475M–$480M from $470M–$475M, reflecting strong Paying Circle momentum and pricing power. Total revenue guidance maintained at $650M–$685M.
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Advertising Business Scaling Rapidly
Advertising revenue of $22.0M was a record, up 315% YoY, as the Nativo integration completed and cross-platform campaigns ramped. Management expects meaningful H2 acceleration.
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Hardware Revenue Reset, Strategic Shift to Subscriptions
Hardware revenue fell 20% YoY to $9.8M due to the retail channel exit. FY2026 hardware guidance cut to $35M–$45M. Pet GPS will be bundled with an annual Silver subscription at $99, prioritizing subscription attach over device margin.
Analysis · LIF · Technology
A standout quarter saw Life360 surpass 100 million monthly active users and deliver 38% revenue growth to $159 million. Advertising revenue surged 315% to $22 million as the Nativo integration scales, while subscription revenue grew 31% on strong Paying Circle net adds. Confidence in back-half acceleration is evident in the raised full-year subscription revenue guidance of $475–$480 million and the maintained Adjusted EBITDA outlook of $130–$140 million. Hardware revenue was guided lower due to the retail exit and manufacturing relocation, but the strategic shift toward subscription-attached devices like Pet GPS is a long-term positive. With $467.7 million in cash and investments and a $225 million buyback program underway, the company has ample firepower to invest in international expansion and AI while returning capital to shareholders.
At the time of this filing, LIF was trading at $59.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.2B. The 52-week trading range was $37.01 to $112.54. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.