Shareholder Letter

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Stock LIFE360 Inc (360.ASX)
Release Time 11 Aug 2026, 7:33 a.m.
Price Sensitive Yes
 Life360 Reaches 100M Monthly Active Users
Key Points
  • Reached 100 million monthly active users (MAU)
  • Q2 revenue grew 38% year over year to $159.0 million
  • Advertising revenue reached $22.0 million
  • Paying Circles increased by 27% to 3.2 million
  • New international strategies and partnerships launched
Full Summary

Life360 has reached a significant milestone with 100 million monthly active users (MAU). This growth reflects the trust families worldwide have placed in the company. The company reported a 38% year-over-year increase in total revenue to $159.0 million for Q2. Advertising revenue reached $22.0 million, showcasing the potential of the company's full-funnel advertising platform. The number of Paying Circles increased by 27% to 3.2 million, indicating strong growth in subscription revenue streams. Internationally, Life360 launched new go-to-market strategies in LATAM and Germany, with early traction seen in these regions. The company also introduced new features and partnerships, such as PetGPS for pet parents and a collaboration with AT&T Mexico, to enhance user engagement and expand its market reach.

Guidance

Q2 revenue grew 38% year over year to $159.0 million, with advertising revenue at $22.0 million

Outlook

Life360 aims to make its services essential to everyday family life globally, with a focus on expanding its user base and enhancing features to meet diverse family needs.