Life360 delivered strong top-line results for the second quarter of 2026, with revenue of $159.0 million surpassing analyst estimates of $156.7 million. The performance was driven by record subscriber growth and the successful scaling of the advertising platform following the Nativo integration. While GAAP diluted EPS of $0.06 missed the $0.08 estimate, the company achieved a significant milestone by crossing 100 million monthly active users.
Key Highlights
- Global Paying Circle net additions reached a second-quarter record of 185,000, bringing the total subscriber base to 3.2 million, a 27% year-over-year increase.
- Advertising revenue surged 315% year-over-year to $22.0 million, reflecting commercial momentum from the integrated Life360 Ads Platform.
- Global Monthly Active Users (MAU) reached 102.4 million following 4.6 million net additions in the quarter, representing 16% year-over-year growth.
- Full-year 2026 subscription revenue guidance was raised to $475 million - $480 million, up from the prior range of $470 million - $475 million.