Life360, Inc.(LIF)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Life360, Inc. (LIF) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores LIF at 69.8/100 on a 32-signal composite quality model, placing it at rank #243 of 2,960 stocks — the top 10% of the AI-ranked universe. LIF scores in the top quartile across institutional flow (99.8), balance sheet strength (94.2), revenue growth (89.8). Areas of concern include earnings quality (33.1) and revenue scale (39.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 14.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Life360, Inc. reports quarterly revenue of $159.0M, net income of $5.1M, an operating margin of -0.0%. Top institutional holders of LIF by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. LIF trades on the Nasdaq exchange and files with the SEC under CIK 1581760. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LIF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Life360, Inc. directly from SEC EDGAR.
AI Quality Score
69.8/100
AI Rank
#243
Revenue
$159.0M
Net Income
$5.1M
Free Cash Flow
$23.8M
Operating Margin
-0.0%
LIF key financials by period
Life360, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$489.5M
$150.8M
3.9%
FY 2024
10-K
$371.5M
$-4.6M
-2.1%
FY 2023
10-K
$304.5M
$-28.2M
-9.8%
FY 2022
10-K
$228.3M
$-91.6M
-41.3%
FY 2021
10-K
$112.6M
$-33.6M
-28.6%
FY 2020
10-K
$80.7M
$-16.3M
-20.6%
Institutions holding LIF
Institutional investors reporting a position in Life360, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-10 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Life360 revenue grew 38% YoY to $159.0M, powered by a 315% surge in advertising revenue from the Nativo acquisition, while operating income slipped slightly negative as opex outpaced revenue growth.
Biggest Revenue Drivers
Subscription revenue$115.6M+31% YoY
27% growth in Paying Circles and 18% growth in total subscriptions, plus a 5% ARPPC uplift
Advertising revenue$22.0M+315% YoY
Primarily a $14.1M increase in managed advertising, largely attributable to the Nativo acquisition
Biggest Revenue Drivers
Total revenue: $159.0M+38% YoY
Subscription revenue$115.6M+31% YoY
27% growth in Paying Circles and 18% growth in total subscriptions, plus a 5% ARPPC uplift
Advertising revenue$22.0M+315% YoY
Primarily a $14.1M increase in managed advertising, largely attributable to the Nativo acquisition
Other revenue$11.6M+25% YoY
$1.6M increase in data revenue from user growth and $0.7M increase in partnership revenue
Hardware revenue$9.8M-20% YoY
Driven by an 18% decrease in net hardware units shipped
Largest Expense Items
Sales and marketing$52.3M+35% YoY
Higher personnel/stock-based comp and intangible amortization from Nativo, plus increased Channel Partner commissions
Research and development$47.4M+47% YoY
Personnel and stock-based compensation costs including Nativo, plus technology expenses from company growth
General and administrative$27.2M+57% YoY
Personnel-related and stock-based compensation costs and technology expenses attributable to company growth
Total cost of revenue$32.1M+29% YoY
Cost of advertising revenue rose sharply on traffic acquisition and technology/hosting costs tied to Nativo
Margins: Gross margin rose to 80% from 78% YoY as subscription margin improved to 87%, but advertising gross margin fell to 57% from 90% due to Nativo integration costs; operating margin turned slightly negative as opex growth (43%) outpaced revenue growth (38%).
Watch Items from the Filing
Apple (Channel Partner) accounted for 50% of Q2 revenue and Google for 19%, creating significant platform concentration risk.
Advertising gross margin fell to 57% from 90% a year ago as the Nativo acquisition brought lower-margin ad revenue into the mix.
Board authorized a $225.0M share repurchase program in May 2026; $211.8M remained available as of June 30, 2026 after $13.2M repurchased.
Ninth Circuit ruled in Life360's favor compelling arbitration in the Tile tracker stalking class action; the certiorari deadline passed without a petition being filed.
$320.0M of 0.00% convertible senior notes due 2030 remain outstanding, with an estimated fair value of $337.7M as of June 30, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
