The Life360 Inc (ASX: 360) share price is in focus today after the company reported total Q1 2026 revenue up 38% year-over-year to a record US$143.1 million, with advertising revenue surging 329% to US$19.7 million.
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What did Life360 report?
- Total revenue up 38% to US$143.1 million
- Subscription revenue up 32% to US$108.2 million
- Advertising revenue up 329% to US$19.7 million
- Adjusted EBITDA of US$17.1 million, up 7% vs Q1 2025
- Net income of US$2.8 million (including US$11.7 million tax benefit), EPS US$0.03
- March annualised monthly revenue hit US$517.9 million, up 32%
What else do investors need to know?
Life360 crossed three million Paying Circles in the quarter, with 201,000 net additions—its strongest quarter ever for subscriber growth. Monthly active users (MAU) reached 97.8 million, a 17% increase, though this was below expectations due to technical issues. Management identified and addressed problems affecting Android registrations, particularly on lower-end devices, and expects MAU growth to recover by Q3.
The Nativo acquisition boosted advertising capabilities, adding hundreds of advertisers and expanding Life360's ad reach to more than 20,000 apps and sites. The first quarter of full Nativo integration saw Life360 advertising revenue separated in reports for the first time.
What's next for Life360?
Life360 has raised its full-year 2026 revenue guidance to US$650–685 million and adjusted EBITDA to US$130–140 million. The company expects MAU growth to return to its planned path by Q3, especially as Android user challenges subside and new international growth initiatives roll out in Germany, Mexico, and Brazil.
Management flagged that advertising revenue and gross margins are likely to be back-half weighted as platform integration completes and new campaigns ramp up. Life360 plans further AI-driven product innovation, international expansion, and added features designed to boost engagement and subscription conversion.
Life360 share price snapshot
Over the past 12 months, Life360 shares have declined 16%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.
