Life360 Inc. Q2'26 Investor Presentation
Key points
- Q2'26 Revenue: $159.0m, +38% YoY
- Q2'26 Adjusted EBITDA: $31.1m, 20% Margin
- Global Monthly Active Users: ~102.4M
- High NPS Score: 60, considered 'Excellent'
- Strong U.S. Engagement, rivals top social media apps
Full summary
Life360 Inc.'s Q2'26 Investor Presentation highlights a revenue of $159.0m, a 38% increase year-over-year, and an adjusted EBITDA of $31.1m with a 20% margin. The company boasts ~102.4M global monthly active users and maintains a high NPS score of 60, considered 'Excellent'. Life360 offers a comprehensive family safety platform, including location sharing, driving safety, and premium services. The app has strong U.S. engagement, rivaling top social media apps, with a 71% DAU/MAU ratio. Life360 also has substantial addressable market opportunities in subscription services, advertising, and item tracking.
Guidance
Q2'26 Revenue: $159.0m, Adjusted EBITDA: $31.1m, Margin: 20%
Outlook
Life360 Inc. anticipates continued growth in its addressable markets, including subscription services, advertising, and item tracking. The company aims to expand its reach beyond parents to include teens, couples, and aging parents within its current member base.
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