Life360 Stock Earnings Reports

Life360 reported strong Q1 results with total revenue up 38% to $143.1M, driven by subscription growth (32% to $108.2M) and a rapidly scaling advertising business (advertising revenue $19.7M, +329%, following the Nativo acquisition). Paying Circles reached 3 million and ARPPC is at an all-time high. MAU growth was 17% YoY but was temporarily suppressed by third-party and Android-specific technical issues affecting new registrations; management expects recovery and a full-year MAU growth range of 17%–20% with a return to plan by Q3. Management raised full-year revenue guidance to $650M–$685M and adjusted EBITDA guidance to $130M–$140M (~20% margin), citing back-half weighted advertising seasonality and front-loaded brand & integration costs. Gross margin was 77% (subscription gross margin 87%; advertising 60% in Q1, expected to trend toward ~70% as scale improves). Hardware revenue was down and hardware margins were negative this quarter (reflecting Pet GPS adoption pricing and Tile retail exit), but hardware is a shrinking part of revenue. Cash balance remains strong (~$459M). Management highlighted the ads opportunity (unique first-party real-world family data plus Nativo expanding reach to ~95% of U.S. ad-eligible adults), AI initiatives that have already increased developer productivity and are expected to drive operating leverage over time, and product expansion into Pets and aging-parents as long-term growth levers. Key investor takeaways: durable subscription economics, accelerating ad monetization post-Nativo, temporary MAU headwind with remediation underway, raised revenue and EBITDA guidance, and continued investment in AI and growth.