Life360 Q2 revenue rises 38%, beats analyst estimates

Life360

10/08/2026 21:17

Overview
U.S. family safety app's Q2 revenue grew 38%, beating analyst expectations
Adjusted EBITDA for Q2 rose 53%, beating analyst consensus

Outlook
Life360 sees FY'26 revenue of $650 mln to $685 mln, up 33%-40% YoY
Company raises FY'26 subscription revenue outlook to $475 mln-$480 mln from $470 mln-$475 mln
Company lowers FY'26 hardware revenue outlook to $35 mln-$45 mln from $40 mln-$50 mln

Result Drivers
SUBSCRIPTION GROWTH - Co said Q2 subscription revenue rose 31% YoY, driven by a 27% increase in paying circles and higher average revenue per paying circle
ADVERTISING PLATFORM EXPANSION - Q2 advertising revenue increased 315% YoY, attributed to new offerings and momentum from the Nativo acquisition
INTERNATIONAL PRICING - Co said ARPPC rose 14% YoY in international markets, reflecting price increases and a shift to higher-priced offerings

Company press release: ID:nGNX32tMz4

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$159 mln
$156.13 mln (9 Analysts)
Q2 Adjusted EBITDA
Beat
$31.10 mln
$24.67 mln (8 Analysts)
Q2 Gross Margin
 
80.00%
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Life360, Inc. is $66.00, about 4.4% above its August 7 closing price of $63.20
The stock recently traded at 31 times the next 12-month earnings vs. a P/E of 27 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)