Life360

LIF

Market cap $4.47B

New integration lets families request, track, and coordinate Uber Family rides directly within Life360 New integration lets families request, track, and coordinate Uber Family rides directly within Life360

Life360, Inc. (LIF) Presents at Bank of America 2026 Global Technology Conference Transcript

Life360 (LIF) delivered robust Q1 2026 results, with revenue up 38% YoY to $143M and GAAP EPS of $0.05, both exceeding expectations. AI-driven risks to software companies are real, but LIF's user trust, scale, and diversified platform insulate it from pure code-based competition. Paying Circles grew 27% to 3M, with ARPU up 7%, and advertising revenue surged 329% YoY, indicating strong monetization and engagement trends.

Life360 offers a contrarian opportunity, uncorrelated to the semiconductor-driven market rally. LIF is down ~30% YTD despite strong top-line acceleration and healthy Q1 results. I reiterate my buy rating, citing Life360's upgraded growth trajectory and overlooked potential.

SAN FRANCISCO, May 17, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (NASDAQ: LIF; ASX: 360), the provider of the market-leading family safety and connection mobile application, today announced that its Board of Directors has authorized management's deployment of a multi-year share repurchase program of up to $225 million (the “Program”). The objective of the Program is designed to return value to our shareholders by minimizing dilution from stock-based instruments.

Life360, Inc. (LIF) Q1 2026 Earnings Call Transcript

Life360 posted a "beat and raise" performance for the first quarter. The family-friendly GPS app saw its revenue grow more than twice as fast as its user base.

Life360 NASDAQ: LIF reported record first-quarter revenue and raised its full-year outlook, while management said technical issues temporarily weighed on user registration during the quarter but did not derail subscription momentum.

Life360 (LIF) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.05 per share a year ago.

Record Quarterly Global Net Additions of  201 thousand Paying Circles, Reaching 3.0 million Total Monthly Active Users Reached Approximately 97.8 million; Up 17% Year-Over-Year Total Revenue Grew 38% Year-Over-Year to $143.1 million Annualized Monthly Revenue Increased 32% Year-Over-Year to $517.9 million Record Q1 Advertising Revenue of $19.7 million . SAN FRANCISCO, May 11, 2026 (GLOBE NEWSWIRE) -- Life360, Inc. (Life360 or the Company) (NASDAQ: LIF, ASX: 360), the provider of the market leading family safety and connection mobile application, today announced unaudited financial results for the first quarter (Q1'26) ended March 31, 2026.