Filing Flows › Technology › Life360 (LIF)
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.
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
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 10, 2026 | $159M | +38% | 0.0% | $5.1M | $23.8M |
| Q1 2026 | 10-Q | May 11, 2026 | $143M | +38% | -5.6% | $2.8M | $17.2M |
| Q4 2025 | 10-K | Mar 2, 2026 | $146M | +26% | 6.1% | $130M | $36.8M |
| Q3 2025 | 10-Q | Nov 10, 2025 | $124M | +34% | 4.6% | $9.8M | $26.4M |
| Q2 2025 | 10-Q | Aug 11, 2025 | $115M | +36% | 1.7% | $7.0M | $13.3M |
| Q1 2025 | 10-Q | May 12, 2025 | $104M | +32% | 2.1% | $4.4M | $12.1M |
| Q4 2024 | 10-K | Feb 27, 2025 | $116M | +33% | 4.9% | $8.5M | $12.3M |
Charts
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
- AAPL · Stated in 10-K (named, share not stated) · source
- PPLI · Stated in 10-K (named, share not stated) · source
- GOOGL · Stated in 10-K (named, share not stated) · source
- AMZN · Stated in 10-K (named, share not stated) · source
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%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LIF Life360 | Q2 2026 | $159M | +38% | 0.0% |
| ADP Automatic Data Processing | Q1 FY27 | $5.5B | +6% | 23.9% |
| DXC DXC Technology | Q2 FY27 | $3.0B | -4% | 6.2% |
| WDAY Workday | Q2 FY27 | $2.6B | +13% | 11.8% |
| TOST Toast | Q3 2026 | $2.0B | +21% | 8.3% |
| RDDT Reddit | Q3 2026 | $895M | +53% | 29.2% |
| VRSK Verisk Analytics | Q3 2026 | $809M | +5% | 45.2% |
| RNG RingCentral | Q3 2026 | $676M | +6% | 8.0% |
| PLTK Playtika Holding | Q3 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
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