The Life360 Inc. (ASX: 360) share price is in focus today after the company posted record Q2 FY26 results, with total revenue up 38% to US$159 million and monthly active users surpassing 100 million.
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What did Life360 report?
- Total revenue rose 38% year over year to US$159.0 million.
- Adjusted EBITDA increased 53% to US$31.1 million.
- Annualised Monthly Revenue grew 29% to US$537.2 million.
- Paying Circles jumped 27% to 3.2 million.
- Advertising revenue reached a record US$22 million, up 315% year over year.
- Operating cash flow grew 79% to US$23.8 million.
What else do investors need to know?
Life360 achieved strong momentum across its core business segments. Global monthly active users increased by 4.6 million in the quarter, bringing the total to approximately 102.4 million – up 16% compared to the previous year. Paying Circles also saw impressive growth, led by continued traction in both the US and international markets.
The company ended the quarter with US$467.7 million in cash, cash equivalents, restricted cash, and short-term investments. Operating expenses rose 43% year over year to US$127 million, primarily due to company growth and integration costs from the Nativo acquisition. Despite these higher costs, margins improved as Life360 integrated its new advertising platform and invested in product innovation and AI.
What did Life360 management say?
Life360"s CEO, Lauren Antonoff, commented:
This quarter, Life360 crossed 100 million monthly active users—proof of the trust millions of families place in us to stay connected, coordinated, and safe. Disciplined execution drove strong Paying Circle growth and put MAU back on the growth trajectory we outlined last quarter.
With the Life360 Ads Platform integration largely complete, we're now focused on building awareness and commercial momentum. In Q3, we're furthering our commitment to serve all life stages—from pet parents to kids and aging adults—reinforcing our position as the platform that makes everyday family life better.
What's next for Life360?
Looking ahead, Life360 expects revenue growth to accelerate into the second half of 2026. The company is forecasting FY26 consolidated revenue between US$650 million and US$685 million, and Adjusted EBITDA of US$130 million to US$140 million.
Life360 will continue to invest in product innovation, artificial intelligence, and the scaling of its advertising platform, while exploring international expansion. Management remains confident in striking the right balance between growth investments and improving profit margins.
Life360 share price snapshot
The Life360 share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a disappointing decline of 22%.
