Life360 Q4 revenue beats estimates

Life360

02/03/2026 21:17

Overview

Family safety app's Q4 revenue rose 26% yr/yr, beating analyst expectations

Adjusted EBITDA for Q4 increased 53%, surpassing analyst estimates

Company achieved record growth in monthly active users and paying circles

Outlook

Life360 expects 2026 revenue between $640 mln and $680 mln

Company anticipates adjusted EBITDA of $128 mln to $138 mln in 2026

Result Drivers

SUBSCRIPTION REVENUE - Q4 subscription revenue rose 30% YoY, driven by growth in Paying Circles

PAYING CIRCLES GROWTH - Q4 global Paying Circle net additions totaled 132 thousand, with full-year net additions of 576 thousand

PRICE INCREASES - ARPPC increased 6% YoY due to U.S. price increases and higher-priced offerings

Company press release: ID:nGNX1FpZ5d

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$146 mln
$139.49 mln (8 Analysts)
Q4 EPS
$1.51
Q4 Net Income
$129.7 mln
Q4 Adjusted EBITDA
Beat
$32.4 mln
$26.90 mln (8 Analysts)
Q4 Gross Margin
75%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "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 $95.00, about 80.4% above its February 27 closing price of $52.65

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 58 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)