LIF · Life360, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $48.21M | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 16% | Six Months Ended June 30, 2026 | — |
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| Annualized Monthly Revenue | $537.2M | Q2 2026 | — |
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| App Opens per Day | 650M | Q2'26 | — |
| Average Revenue per Paying Circle (ARPPC) | $142.56 | Q2 2026 | — |
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| Average Revenue per Paying Subscription (ARPPS) | $128.38 | Q2 2026 | — |
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| Average Selling Price (ASP) | $14.7 | Q2 2026 | — |
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| Global Net Additions | 185K | Q2 2026 | — |
| International ARPPC | 14% | Q2 2026 | — |
| International MAU | 20% | Q2 2026 | — |
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| Life360 Consolidated Subscriptions | 3.7M | Q2 2026 | — |
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| Miles driven with Life360 Crash Detection | 639B | Q2'26 | — |
| Monthly active Tile devices | 10.9M | Q2'26 | — |
| Monthly Active Users (MAU) | 102.4M | as of June 30, 2026 | — |
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| Monthly Active Users (MAU) - International | 48.4M | Q2 2026 | — |
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| Monthly Active Users (MAU) - Rest of World | 35.2M | Q2 2026 | — |
| Monthly Active Users (MAU) - UK, CA, ANZ | 13.2M | Q2 2026 | — |
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| Net Additions | 4.6M | Q2 2026 | — |
| Net hardware units shipped | 0.7M | Q2 2026 | — |
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| Other international MAU net adds | 1.7M | Q2 2026 | — |
| Other international Paying Circles net adds | 30K | Q2 2026 | — |
| Paying Circles - Global | 3.2M | Q2 2026 | — |
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| Paying Circles - Other International | 31% | Q2 2026 | — |
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| Paying Circles - UK, ANZ, CA | 34% | Q2 2026 | — |
| Paying Circles net additions | 185,000 | Q2 2026 | — |
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| Safe arrival notifications | 99B | Q2'26 | — |
| Top 10 Grocery Store Campaign blended in-store visit uplift | 43.5% | Q2 2026 | — |
| Top 10 Grocery Store Campaign net new incremental trips | 35,000 | Q2 2026 | — |
| Top 10 Grocery Store Campaign store visits driven | 132,000 | Q2 2026 | — |
| Total Monthly Active Users | 102.4M | Q2 2026 | — |
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| Total Users | 121M | As of June 30, 2026 | — |
| U.S. Monthly Active Users | 54M | Q2'26 | — |
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| U.S. net adds | 2.2M | Q2 2026 | — |
| U.S. Smartphone Penetration | 17% | Q2'26 | — |
| UK, ANZ, and CA MAU net adds | 0.7M | Q2 2026 | — |
| Countries | 180 | as of March 31, 2026 | — |
| Cross-platform share of Total Paying Circles | 46% | as of March 31, 2026 | — |
| International Paying Circles | 0.9M | Q1 2026 | — |
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| Life360 App Ranking (vs. Find My at 2.8) | 4.8 | as of March 31, 2026 | — |
| Life360 U.S. In-App Reach | 41M | as of March 2026 | — |
| Members per Paying Circle (average) | 3.3 | as of March 31, 2026 | — |
| Monthly Active Users | 98M | As of March 31, 2026 | — |
| NPS Score | 60 | as of December 2025 | — |
| Of Circles are Couples | 18% | as of March 31, 2026 | — |
| Of Circles are Families with Teens | 36% | as of March 31, 2026 | — |
| Other International Monthly Active Users (MAU) | 33.5M | Q1 2026 | — |
| Other International Paying Circles | 0.5M | Q1 2026 | — |
| Passive Users | 19M | As of March 31, 2026 | — |
| Paying Circles - U.S. | 2.1M | Q1 2026 | — |
| Pet Tracker Interest among surveyed U.S. pet owner member base | 65% | as of March 31, 2026 | — |
| Pets added to Life360 Circles (Free) | 6M | as of March 31, 2026 | — |
| U.S Off-Site Reach | 234M | as of March 2026 | — |
| U.S. MAU Ads Eligible | 80% | as of March 31, 2026 | — |
| U.S. MAU Open the App Daily | 45% | as of March 31, 2026 | — |
| U.S. Paying Circles | 2.1M | Q1 2026 | — |
| U.S. Paying Circles share - Gold Membership | 84% | as of March 31, 2026 | — |
| U.S. Paying Circles share - Platinum Membership | 4% | as of March 31, 2026 | — |
| U.S. Paying Circles share - Silver Membership | 12% | as of March 31, 2026 | — |
| U.S. Penetration | 17% | as of March 31, 2026 | — |
| UK, ANZ, CA Paying Circles | 0.4M | Q1 2026 | — |
| US DAU/MAU Ratio With Push Notifications | 71% | as of March 31, 2026 | — |
| Life360 Consolidated Average Revenue per Paying Subscription (ARPPS) | $118.17 | FY 2025 | — |
| US MAU | 50.6M | Q4 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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LIF
this stock
Life360, Inc.
|
$3.66B | -30.4% | +31.8% | 26.0 | 10.4% |
|
SAP
Sap SE
|
$249.56B | -10.0% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$188.60B | -7.3% | +30.1% | 98.4 | 1.6% |
|
CRM
Salesforce, Inc.
|
$168.25B | -21.0% | +25.9% | 23.8 | 3.6% |
|
UBER
Uber Technologies, Inc
|
$160.44B | -3.6% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LIF | -12.8% | -8.6% | -17.0% | -17.4% | -30.4% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | -11.4% | -12.2% | -28.5% | -19.9% | -42.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.