LIF Life360, Inc.
Price Chart
Executive Summary
Life360 reported Q1 2026 revenue of $143.1M (+38% YoY), beating the $136.9M consensus, and EPS of $0.13 vs $0.12 consensus (+11.7% beat). The company raised FY 2026 revenue guidance to $650-685M (from $640-680M) and Adjusted EBITDA guidance to $130-140M (from $128-138M), driven by record Paying Circle additions and accelerating advertising revenue (+329% YoY). However, GAAP net income declined to $2.8M from $4.4M YoY, operating income turned negative (-$8.1M vs +$2.2M), and operating expenses grew 46% YoY, signaling margin pressure from growth investments and the Nativo acquisition.
Key Financial Metrics
Actionable Insight
The strong beat and raised guidance, combined with record Paying Circle additions and advertising revenue scaling, support a bullish read-through. However, the GAAP operating loss and declining net income warrant monitoring of margin trajectory in Q2-Q3. The stock's historical T+20 performance on bullish calls has been poor (-23.98% on score=8, -27.71% on score=6), suggesting the market may already price in strong execution — watch for profit-taking after the initial pop.
Key Facts
- Q1 2026 revenue $143.1M (+38% YoY) vs consensus $136.9M — beat by 4.5%
- EPS $0.13 vs consensus $0.12 — beat by 11.7%
- FY 2026 revenue guidance raised to $650-685M from $640-680M
- FY 2026 Adjusted EBITDA guidance raised to $130-140M from $128-138M
- Advertising revenue $19.7M (+329% YoY), disclosed separately for first time
- Paying Circles reached 3.0M (+27% YoY), record quarterly net additions of 201K
- MAU reached 97.8M (+17% YoY)
- Operating cash flow $17.2M (+42% YoY)
- GAAP net income $2.8M vs $4.4M YoY; operating income -$8.1M vs +$2.2M YoY
- Operating expenses +46% YoY; gross margin declined to 77% from 81%
Financial Impact
Revenue beat consensus by ~$6.2M (4.5%); EPS beat by $0.01 (11.7%); guidance raised by $10M at midpoint for revenue and $2M for Adjusted EBITDA
Risk Factors
- GAAP operating income turned negative (-$8.1M) despite revenue growth, driven by 46% OpEx growth
- Gross margin declined to 77% from 81% due to lower-margin advertising mix and hardware discounts
- Hardware revenue declined 49% YoY due to strategic retail channel exit
- Historical T+20 performance on bullish calls for LIF has been negative (avg -7.30% across 5 settled reports)
- FY 2026 guidance implies H2-weighted revenue and EBITDA, creating execution risk
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3292318 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 2, 2026
7d ago
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Insider Cluster
| $46.21 $47.80 | ▲ +3.44% | ▲ +3.04% | $47.00 (+1.71%) |
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May 17, 2026
23d ago
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Press Release
| $39.47 $39.08 | ▼ −0.99% | ▼ −0.34% | $47.00 (+19.08%) |
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May 11, 2026
29d ago
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Press Release
| $38.62 $38.62 | · 0.00% | ▼ −0.54% | $47.00 (+21.70%) |
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Apr 13, 2026
8w ago
|
Insider Cluster
| $39.52 $39.78 | ▲ +0.66% | ▼ −0.55% | $47.00 (+18.93%) |
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Mar 13, 2026
12w ago
|
Insider Cluster
| $41.22 $41.03 | ▼ −0.46% | ▼ −1.48% | $47.00 (+14.02%) |
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Mar 13, 2026
12w ago
|
Insider Cluster
| $41.22 $41.03 | ▼ −0.46% | ▼ −1.48% | $47.00 (+14.02%) |
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Mar 2, 2026
14w ago
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Press Release
| $43.97 $44.86 | ▲ +2.02% | ▲ +1.26% | $47.00 (+6.89%) |
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Feb 28, 2026
14w ago
|
Institutional Cluster
| $53.79 $43.97 | ▼ −18.26% | ▼ −17.34% | $47.00 (−12.62%) |
US Market Status
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