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Life360, Inc.
NASDAQ: LIF Technology IT 🔎 Screen
$9.6B
Market Cap
36.2
P/E
PEG
30.9%
ROCE
33.3%
ROE
0.57
D/E
3.9%
OPM
-61.5%
% from 52W High
14
α RS
🔍 LIF is showing a high-conviction setup because it matches 4 of 39 tracked screener presets, Sector RRG has Technology in the Leading quadrant with the trail still rolling over, and an ECS of 86 last quarter. Net: Broad signal stack, not a recommendation. ? Conviction RRG ECS
Sources
Conviction 4/39 · Technology in Leading quadrant · ECS 86
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Currency-adjusted total returns for LIF including FX impact
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📈 Price History
Ratio Health
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About

Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model that offers communications, driving safety, digital safety, and location sharing; Life360 Platform that provides location coordination and safety, driving safety, digital safety, and emergency assistance services; and mobile-first technology platform that protects members data and ensures integrity, security, and performance. It also offers real-time location, location history, and smart notifications; location-specific alerts, driving alerts, and crime reports; crash detection, roadside assistance, family driving summaries, and individual driver reports; data breach alerts, identity theft protection, stolen funds reimbursement, and credit monitoring; and SOS with emergency dispatch, disaster response, medical assistance, and travel support, as well as related third-party services. Additionally, the company provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels as well as websites; tile mobile application, which includes a free service and two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Gold or Platinum Life360 subscriptions; and location tracking services. It sells its products through retailers and distributors, as well as through online retailers. Life360, Inc. was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. The company was incorporated in 2007 and is based in San Mateo, California.

Key Ratios Snapshot
📈 Growth Pattern
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 144.3K $5.9M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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📊 MIXED Life360 Q1 revenue $143M, 38% growth; ads business scales with Nativo
Revenue & Profitability
Total revenue for Q1 2026 was $143.1 million, up 38% year-over-year. Subscription revenue reached $108.2 million (up 32%), advertising revenue was $19.7 million (up 329%), hardware revenue $4.5 million, and other revenue $10.7 million. GAAP net income was $2.8 million with basic and diluted EPS of $0.03. Adjusted EBITDA was $17.1 million, representing a 12% margin. Operating cash flow was $17.2 million, positive for the 12th consecutive quarter.
Outlook
Management expressed strong confidence in demand, noting that Google Trends searches for Life360 were up over 40% during the period affected by technical issues. The U.S. (most penetrated states continued increasing penetration), U.K. (25% growth), Canada (32% growth), and Australia/New Zealand (24% growth) all showed robust member retention. The company expects MAU growth to return to its planned glide slope by Q3, with full-year MAU growth of 17%-20%.
Growth Drivers
Key growth levers include record subscription net adds (3 million Paying Circles) and an all-time high ARPPC. Advertising revenue is expected to ramp steeply in the back half of the year, with Q4 revenue roughly double Q1's $19.7 million. International territories (Brazil, Mexico, Germany) are being targeted with increased marketing spend. New products such as Pet GPS (120,000 new pet profiles per week) and aging parents features are expected to drive future growth. The Uber partnership, allowing parents to call a ride for their teen, enriches the subscription value.
Balance Sheet & CapEx
Capital expenditure specifics were not discussed in this call. However, the company noted significant investment in AI (R&D restructuring, developer productivity up over 50%), Nativo integration (adding ~125 personnel and ad tech operations), and brand marketing (Super Bowl and Winter Olympics commercials). The CFO stated that the net financial impact of the April organizational reshaping is neutral to 2026, with operating leverage from AI expected to compound thereafter.
Margins
Q1 gross margin was 77% (down from 81% last year) due to a 60% advertising gross margin and negative hardware margins. Subscription gross margin held at 87%. Adjusted EBITDA margin was 12% in Q1, with full-year guidance raised to approximately 20%. The CFO noted that advertising gross margin should normalize to around 70% as scale increases. Q4 2026 adjusted EBITDA margin is expected to exceed the 22% delivered in Q4 2025, driven by advertising seasonality and fixed cost leverage.
Key Risks
The primary risk highlighted was a series of technical issues that suppressed MAU growth in Q1, particularly affecting Android users on lower-end devices. This temporarily reduced registration volume and impacted Google search rankings. Management expects recovery by Q3 but noted that it will not happen in a single quarter. Other risks include the integration of Nativo (back-half weighted revenue and costs) and the need to invest in brand marketing for longer-term payoffs, which compresses near-term margins.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-10
Q2 saw record user and subscription growth, with revenue up 38% year-over-year and strong international expansion. Advertising and AI-driven initiatives are scaling, while guidance for full-year revenue and EBITDA remains robust. Share repurchases and new product launches support future growth.
Q1 2026 Q1 2026 2026-05-11
Q1 revenue grew 38% year-over-year to $143.1 million, driven by record subscription net adds and a surge in advertising revenue following the Nativo acquisition. Technical issues temporarily slowed MAU growth, but fixes are in place and full-year guidance has been raised.
Q4 2025 Q4 2025 2026-03-02
2025 saw record net income, 32% revenue growth, and strong Adjusted EBITDA, driven by subscription and advertising expansion. 2026 guidance targets 20% MAU growth, up to $680M revenue, and continued margin expansion, with investments in AI, international markets, and the Nativo ad platform.
Q3 2025 Q3 2025 2025-11-10
Record Q3 results featured 34% revenue growth, strong subscription and advertising momentum, and the successful launch of Pet GPS. Raised 2025 guidance across all key metrics and announced the Nativo acquisition to accelerate advertising growth.
Q2 2025 Q2 2025 2025-08-11
Q2 2025 saw record revenue, user growth, and profitability, with strong international expansion and new advertising products driving high-margin growth. Leadership transition was completed smoothly, and full-year guidance was raised across all key metrics.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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