Life360, Inc. (LIF): Results of Operations and Financial Condition
Life360, Inc. (LIF) filed an SEC Form 8-K — Results of Operations and Financial Condition. August 10, 2026 Life360 Reports Record Q2 2026 Results Record Second Quarter Global Net Additions of 185 thousand Paying Circles, Reaching 3.2 million Total Monthly Active Users Reached Approximately 102.4 million with 4.6 million Net Additions Total Revenue Grew 38% Year-Over-Ye
How this was made
The 30-second read
Why it matters
An 8-K results disclosure can move the stock if it contains new earnings numbers, guidance, or material changes in operating metrics. However, the provided text excerpt contains only exhibit metadata and extensive legal boilerplate, with no disclosed financial results or targets.
Market read
This is a primary-source filing indicating results were released, but the excerpt does not include the actual figures needed to assess market impact.
What to watch
Traders should verify whether the investor presentation includes updated KPIs (subscriber growth, monetization, ARPU), cash flow, and any guidance changes, since those are typically what drive post-8-K repricing.
Q2'26 revenue was $159.0m, up +38% YoY, with $31.1m of Adjusted EBITDA and a 20% margin.
The presentation reported +38% YoY revenue growth alongside $31.1m of Adjusted EBITDA and a 20% Adjusted EBITDA margin.
Key metrics
as reported| Metric | Value | q/q | y/y |
|---|---|---|---|
| Revenueother | $159.0m | – | +38% YoY |
| Adjusted EBITDAnon-GAAP | $31.1m | – | – |
| Adjusted EBITDA marginnon-GAAP | 20% Margin | – | – |
| Global Monthly Active Usersother | ~102.4M | – | – |
| Global Paying Circlesother | ~3.2M | – | – |
| Monthly active Tile devicesother | 10.9M+ | – | – |
| U.S. Penetrationother | 17% | – | – |
| Safe arrival notificationsother | 99 billion | – | – |
| Miles driven with Life360 Crash Detectionother | 639 billion | – | – |
| Countriesother | 180+ | – | – |
| Top Social Networking App ranking by DAU in the U.S.other | #7 | – | – |
What drove it
- Q2'26 revenue growth of +38% YoY.
- Global Monthly Active Users of ~102.4M.
- Global Paying Circles of ~3.2M.
- Monthly active Tile devices of 10.9M+.
- 99 billion safe arrival notifications and 639 billion miles driven with Life360 Crash Detection, each stated on an LTM basis as of June 30, 2026.
Concerns
- The provided filing excerpt does not include GAAP income-statement results, cash flow, balance-sheet data, segment revenue, or FY'26 outlook figures.
- Adjusted EBITDA and Adjusted EBITDA margin are non-GAAP measures and should not be considered substitutes for GAAP net income, income from operations, or cash flows, according to the presentation.
What to watch
- Whether Life360 sustains the reported +38% YoY revenue growth rate.
- The progression of Adjusted EBITDA and the 20% Adjusted EBITDA margin.
- Growth in Global Monthly Active Users, Global Paying Circles, and monthly active Tile devices.
- FY'26 outlook figures, which are referenced in the presentation contents but not included in the provided excerpt.
Analysis
Life360 reported Q2'26 revenue of $159.0m, up +38% YoY. The company also reported $31.1m of Adjusted EBITDA, a non-GAAP measure, and a 20% Adjusted EBITDA margin. On the information provided, the combination of reported revenue growth and positive non-GAAP profitability is the central feature of the quarter.
Operating scale remained substantial. The presentation listed ~102.4M Global Monthly Active Users, ~3.2M Global Paying Circles, and 10.9M+ monthly active Tile devices. It also cited 99 billion safe arrival notifications and 639 billion miles driven with Life360 Crash Detection on an LTM basis as of June 30, 2026. These usage figures provide context for the reach of the company’s location, safety, and device ecosystem.
The disclosed figures do not provide a revenue split by operating segment, product category, geography, or monetization stream. As a result, the filing excerpt does not establish which products or businesses drove the reported +38% YoY revenue increase, nor does it provide a prior-quarter revenue figure to assess sequential momentum. It also does not provide gross margin, operating expenses, GAAP operating income, GAAP net income, or EPS, limiting assessment of GAAP profitability and expense leverage.
Capital allocation and liquidity cannot be assessed from the provided text because it contains no reported operating cash flow, free cash flow, cash balance, debt balance, share repurchases, or dividends. The presentation identifies an FY'26 Outlook section in its contents, but the excerpt does not include the associated figures. Accordingly, there is no numerical forward outlook or prior-guidance comparison available from the supplied filing text.
The figures that merit follow-up are the durability of the +38% YoY revenue growth, the development of the 20% Adjusted EBITDA margin, and conversion of the reported user and paying-circle base into future financial performance. Investors also need the omitted GAAP financial statements, cash-flow data, segment detail, and FY'26 outlook metrics to form a complete quarterly assessment.
Not in the filing
stated, not guessed- GAAP gross profit and gross margin
- GAAP operating income or loss
- GAAP net income or loss
- GAAP diluted EPS
- Non-GAAP EPS
- Revenue by segment
- Segment YoY and QoQ comparisons
- Prior-quarter total revenue
- GAAP revenue prior-year amount
- Adjusted EBITDA prior-year amount
- Adjusted EBITDA prior-quarter amount
- Operating cash flow
- Free cash flow
- Cash and cash equivalents
- Debt
- Share repurchases
- Dividends
- FY'26 revenue guidance
- FY'26 gross-margin guidance
- FY'26 operating-expense guidance
- FY'26 tax-rate guidance
- FY'26 Adjusted EBITDA guidance
- Previous-quarter outlook for comparison
- Named executive commentary or quotes
AlphAI analysis generated from the company’s SEC earnings filing (Form 8-K Item 2.02, or Form 6-K for a foreign private issuer). Every figure was cross-checked against the filing text; consensus estimates, price targets and share-price reactions are not shown because they are not in the filing. AI-generated research, not investment advice.
Background
The filing is an SEC Form 8-K (Item 2.02) for Life360’s results of operations and financial condition, with an attached Exhibit 99.3 investor presentation for Q2 2026.
Ticker impact
Life360 filed an SEC 8-K for Q2 2026 results of operations and financial condition, attaching an investor presentation as Exhibit 99.3.
Near-term price reaction is possible on the full results, but with no numbers included here, directional impact cannot be determined from the provided text.
The article confirms an 8-K and exhibit for Q2 2026 results, yet the body excerpt ends before any concrete financial metrics, guidance, or operational KPIs are shown.
Market effects
Limited from the provided excerpt; any sector read-through would require the actual results and guidance figures.
Limited from the provided excerpt; no regional operational metrics are included.
Limited from the provided excerpt; no international growth or KPI details are shown.
Counterpoint
Because the scrape does not include the actual financial statements or guidance, the apparent “results” headline may not translate into actionable trading signals until the full exhibit content is reviewed.
Key entities
- issuerLife360, Inc.
Subject of the SEC 8-K filing, reporting results of operations and financial condition for Q2 2026 via Exhibit 99.3.
