Life360 crossed 100 million monthly active users and posted record Q2 revenue of $159 million, up 38% YoY, ahead of advertising's strongest seasonal window
Alpha Score of 40 reflects weak overall profile with moderate momentum, poor value, moderate quality, moderate sentiment.
Life360 (ASX:360), the family location safety app, posted record second-quarter revenue of US$159 million for the three months ended June 30, up 38% from a year earlier. Monthly active users crossed 100 million during the quarter. Both subscription and advertising revenue contributed to the record total, which the company called its highest ever.
Chief executive Lauren Antonoff said Paying Circle net additions, a measure of new paid subscribers, were the highest Life360 has reported for any second quarter. "Disciplined execution drove strong Paying Circle growth and put MAU back on the growth trajectory we outlined last quarter," she said.
Chief financial officer Russell Burke said annualized monthly revenue came to US$537.2 million, up 29% from a year earlier, on the strength of subscription growth globally. Advertising revenue reached a record US$22 million, he said, after the Life360 Advertising Platform scaled up following integration. Integration work is largely complete, and Life360 is now turning to awareness and commercial adoption, Antonoff said.
Burke said the balance sheet also strengthened. "We ended Q2'26 with US$467.7 million in cash, cash equivalents, restricted cash, and short-term investments, and we generated operating cash flows of $23.8 million, up 79% year-over-year," he said.
The company has forecast that revenue growth will accelerate in the back half of 2026, driven by continued strength in the core subscription business and the advertising platform entering its strongest seasonal window. Burke said Life360 will keep investing in international expansion, advertising platform scaling, AI labs and product innovation while balancing that spending against margin expansion.
For the current quarter, the company said it will extend the app to more life stages, including pet parents and older adults. Antonoff described Life360 as "the platform that makes everyday family life better."
Life360 shares were steady at $29.48 ahead of the Australian open, putting market capitalization at $7.169 billion.
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