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Life360 (LIF) earnings and revenue breakdown

Latest: Q2 2026 · 10-Q filed Aug 10, 2026 · Life360 (LIF) Q2 2026 earnings results →

Q2 2026 Revenue up 38% year over year to $159M · 3¢ of every $1 of revenue kept as net profit · operating margin 0.0%

Life360 made $159M in Q2 2026 (+38% Y/Y): Subscription revenue $116M, Advertising revenue $22.0M, Other revenue $11.6M. Operating margin 0.0%, net earnings $5.1M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 10, 2026.

Revenue$159M
Year over year+38%
Operating margin0.0%
Net earnings$5.1M
Operating cash flow$23.8M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $159.0M in Q2 2026, up 38% year over year and up 11% from the previous quarter. Subscription revenue was the largest line at 73% of revenue. Subscription revenue added $27.1M year over year (up 31%), 62% of the total change. Hardware revenue declined 20%.

Gross margin was 79.8%, up 1.4 points from Q2 2025. Operating costs exceeded revenue by $57K, an operating margin of 0.0%. Operating expenses grew 43% against revenue growth of 38%. The fastest-growing cost line was General & admin (+57%). Net earnings were $5.1M, down 28% year over year. The tax line was a benefit of $4.0M on pre-tax earnings of $1.1M. Non-operating items added $1.1M, 105% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $23.8M (up 79% year over year), 470% of net earnings. Non-cash charges added back $5.6M of depreciation and amortization and $22.8M of share-based compensation. Working capital and other items used $9.7M.

Quarterly history

Life360 revenue by quarterLife360 revenue by quarter$116MQ4 2024$104MQ1 2025$115MQ2 2025$124MQ3 2025$146MQ4 2025$143MQ1 2026$159MQ2 2026
Life360 net earnings by quarterLife360 net earnings by quarter$8.5MQ4 2024$4.4MQ1 2025$7.0MQ2 2025$9.8MQ3 2025$130MQ4 2025$2.8MQ1 2026$5.1MQ2 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q2 202610-QAug 10, 2026$159M+38%0.0%$5.1M$23.8M
Q1 202610-QMay 11, 2026$143M+38%-5.6%$2.8M$17.2M
Q4 202510-KMar 2, 2026$146M+26%6.1%$130M$36.8M
Q3 202510-QNov 10, 2025$124M+34%4.6%$9.8M$26.4M
Q2 202510-QAug 11, 2025$115M+36%1.7%$7.0M$13.3M
Q1 202510-QMay 12, 2025$104M+32%2.1%$4.4M$12.1M
Q4 202410-KFeb 27, 2025$116M+33%4.9%$8.5M$12.3M

Charts

Life360: revenue growth, year over year and quarter over quarterLife360: revenue growth, year over year and quarter over quarterY/YQ/Q+33%Q4 2024+32%-10%Q1 2025+36%+11%Q2 2025+34%+8%Q3 2025+26%+17%Q4 2025+38%-2%Q1 2026+38%+11%Q2 2026
Latest (Q2 2026): Y/Y +38%, Q/Q +11%.
Life360: where the cash came from (+) and went (−), TTM to Q2 2026Life360: where the cash came from (+) and went (−), TTM to Q2 2026Other investing−$203MCash drawn (+) / kept (−)$164MOperating cash flow$104MTaxes on employees’ shares−$61.5MAcquisitions−$55.6MOther financing$52.3MCapital spending−$1.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Life360: profit against cash, quarter by quarterLife360: profit against cash, quarter by quarterNet incomeOperating cash flow$7.7M$6.3MQ3 2024$8.5M$12.3MQ4 2024$4.4M$12.1MQ1 2025$7.0M$13.3MQ2 2025$9.8M$26.4MQ3 2025$130M$36.8MQ4 2025$2.8M$17.2MQ1 2026$5.1M$23.8MQ2 2026
Latest (Q2 2026): Net income $5.1M, Operating cash flow $23.8M.
Life360: diluted shares by fiscal yearLife360: diluted shares by fiscal year49MFY202052MFY202163MFY202267MFY202372MFY202485MFY2025
+72.6% since FY2020: more shares outstanding (issuance, stock pay).
Life360 in its industry: growth against margin (65 companies, SIC 7374)Life360 in its industry: growth against margin (65 companies, SIC 7374)revenue growth, year over year →↑ operating marginmedian +9%median -8%ADPDXCWDAYTOSTRDDTVRSKRNGPLTKCLVTFAPEGAAPLDFIVNTASKEVTCCARGNRDSHNGELFTORAMPGDRXLZEGHTUPWKCARSIBEXSSTKYEXTTCXINODOOMAHAWKGLOOBRUNFIRYVERIBIRDINFQNXTTQMLSTRAKMOVEQBTSSHAZDTCXSDCHONFOBHICKWIKSEQCPHUNWORXONEICASTDTSTHTCRPWDYPVITMYX Inc.NTCSSTWIRADCCRCWHNITLIF (+38%, 0%)
Services-Computer Processing & Data Preparation; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

Buys from

About Life360

Life360 is a leading technology platform connecting millions of people throughout the world to the people, pets and things they care about most. We have created a new category at the intersection of family, technology, and safety to help keep families connected and safe. Our core offering, the Life360 mobile application, includes features like communications, driving safety, digital safety and location sharing. Beyond the everyday, Life360 also provides much-needed protection and saves lives, which is crucial for families in emergency situations such as natural disasters, vehicle collisions, physical property theft, and digital identity theft. The Life360 mobile application operates under a “freemium” model where its core offering is available to members at no charge, with additional membership subscription options that are available but not required.

In its own words, from its 10-K, filed Mar 2, 2026.

Life360 against its Services-Computer Processing & Data Preparation peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +38% against the peers' median +6%. Operating margin: 0.0% against the peers' median 11.8%.

CompanyQuarterRevenueY/YOp. margin
LIF Life360Q2 2026$159M+38%0.0%
ADP Automatic Data ProcessingQ1 FY27$5.5B+6%23.9%
DXC DXC TechnologyQ2 FY27$3.0B-4%6.2%
WDAY WorkdayQ2 FY27$2.6B+13%11.8%
TOST ToastQ3 2026$2.0B+21%8.3%
RDDT RedditQ3 2026$895M+53%29.2%
VRSK Verisk AnalyticsQ3 2026$809M+5%45.2%
RNG RingCentralQ3 2026$676M+6%8.0%
PLTK Playtika HoldingQ3 2026$674M-0.1%17.2%

Source: Life360 10-Q on SEC EDGAR · CIK 1581760 · Services-Computer Processing & Data Preparation

13F: who owns LIF and who is buying

Largest holders of LIF (13F)Largest holders of LIF (13F)Vanguard Group$525MBlackRock$513MVanguard Portfolio Management LLC$296MVanguard Capital Management LLC$194MState Street$126MGeode Capital Management, LLC$71.1MUBS Group AG$50.7MAllstate$40.1MBank of America$36.5MCharles Schwab Investment Managem…$36.3M
Funds' net buying of LIF by quarter (13F)Funds' net buying of LIF by quarter (13F)$20.8M2024-09−$120M2024-12$216M2025-03$250M2025-06$629M2025-09−$48.5M2025-12$248M2026-03$37.3M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LIF

History

Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results

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