The strong beat on both revenue and EPS, combined with raised subscription guidance and record Paying Circle additions, confirms accelerating momentum in the core subscription business and the advertising platform. The stock should react positively. Monitor Q3 for continued MAU growth and advertising revenue ramp into the seasonally strong H2.
Price Chart
Executive Summary
Life360 reported a record Q2 2026 with revenue of $159.0M (+38% YoY), beating consensus estimates of $156.7M. EPS of $0.27 strongly beat the $0.17 consensus (+58.8%). The company raised its full-year subscription revenue guidance to $475M-$480M, while maintaining overall revenue and Adjusted EBITDA guidance, signaling strong core subscription momentum and a scaling advertising business.
Key Financial Metrics
Key Facts
- Q2 2026 total revenue of $159.0M, up 38% YoY vs consensus $156.7M
- EPS of $0.27 beat consensus of $0.17 by 58.8%
- Subscription revenue of $115.6M, up 31% YoY
- Advertising revenue of $22.0M, up 315% YoY
- Global MAU reached 102.4M, up 16% YoY
- Paying Circles grew to 3.2M, up 27% YoY with record Q2 net adds of 185K
- Adjusted EBITDA of $31.1M, up 53% YoY with 20% margin
- FY26 subscription revenue guidance raised to $475M-$480M from $470M-$475M
- Board authorized a $225M share repurchase program; $13.2M repurchased in Q2
Financial Impact
Revenue beat by $2.3M (+1.5% vs consensus); EPS beat by $0.10 (+58.8% vs consensus); subscription revenue guidance raised by $5M at midpoint
Risk Factors
- Hardware revenue declining 20% YoY due to retail channel exit
- Operating expenses growing 43% YoY, outpacing revenue growth
- Advertising gross margin compression (57% in Q2 vs prior year) as managed services scale
- Cash and equivalents declined $164.4M YoY due to Nativo acquisition and share repurchases
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001581760-26-000142 |
| Document: q226life360_shareholderl.htm | 0001581760-26-000142 |
| Document: life360incq226mediarelea.htm | 0001581760-26-000142 |
| Document: lifx-20260810.htm | 0001581760-26-000142 |
| Document: 0001581760-26-000142-index-headers.html | 0001581760-26-000142 |
| Document: 0001581760-26-000142-index.html | 0001581760-26-000142 |
| Document: 0001581760-26-000142.txt | 0001581760-26-000142 |
| 8-K Data (Synthetic) | 0001581760-26-000142 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 144 | $42.55 $43.37 | ▲ +1.93% | ▲ +3.08% | $44.02 (+3.45%) |
Oct 6, 2026 20d ago | 144 | $41.24 $41.55 | ▲ +0.75% | ▲ +1.73% | $44.02 (+6.74%) |
Oct 6, 2026 20d ago | SC 13G/A | $41.38 $42.55 | ▲ +2.84% | ▲ +2.98% | $44.02 (+6.39%) |
Oct 1, 2026 25d ago | 144 | $40.30 $41.88 | ▲ +3.92% | ▲ +2.62% | $44.02 (+9.23%) |
Sep 23, 2026 4w ago | Insider Cluster | $41.26 $40.30 | ▲ +2.33% | ▲ +1.91% | $44.02 (−6.69%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.17 $44.28 | ▲ +0.25% | ▲ +1.46% | $44.02 (−0.34%) |
Aug 27, 2026 8w ago | Insider Cluster | $43.49 $44.17 | ▲ +1.56% | ▲ +1.45% | $44.02 (+1.22%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $44.02 (−3.93%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $44.02 (−3.93%) |
Aug 17, 2026 10w ago | Insider Cluster | $46.74 $44.55 | ▼ −4.69% | ▼ −4.48% | $44.02 (−5.82%) |
US Market Status
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