Q2 Performance AcceleratesLife360, Inc. (ASX: 360) released its unaudited second-quarter 2026 financial results on 11 August 2026 AEST. The family-safety technology company generated US$159.0 million in quarterly revenue, 38% above the previous corresponding period. Its global reach also expanded, with monthly active users climbing to approximately 102.4 million and Paying Circles reaching 3.2 million.Key Highlights

• Revenue advanced 38% as Life360 widened its sources of income.
• Paying Circles reached 3.2 million, strengthening subscription monetisation.
• Advertising growth opens opportunities, but rising expenditure warrants attention.

Paying Memberships Lift Core BusinessCustomer conversion remained a key contributor during the quarter. Life360 added 185,000 Paying Circles, taking the worldwide total 27% above the level recorded a year earlier.

The larger paying customer base helped subscription revenue rise 31% to US$115.6 million. Revenue attributable to the core subscription offering increased 34% to US$111.1 million, demonstrating continued demand for the company’s principal digital services.

The advertising operation recorded an even faster rate of expansion. It generated US$22.0 million during Q2 2026, versus US$5.3 million in the comparable quarter. Annualized Monthly Revenue stood at US$537.2 million, representing a 29% annual increase.

Hardware moved in the opposite direction. Revenue from devices fell 20% to US$9.8 million, partly reflecting Life360’s decision to move away from Tile sales through physical retail stores.Profitability Gains Alongside ExpansionLife360 also recorded stronger underlying earnings. Adjusted EBITDA came in at US$31.1 million, compared with US$20.3 million a year earlier, while the adjusted EBITDA margin stood at 20%.Cash generation improved as well. Net operating cash inflow reached US$23.8 million, an increase of 79% from Q2 2025. Life360 finished the period with US$467.7 million held across cash, restricted cash and short-term investments.Can Momentum Carry Into 2027?Management expects FY26 revenue of US$650 million to US$685 million and adjusted EBITDA between US$130 million and US$140 million. Monthly active users are anticipated to increase by 17%–20%.

The next phase will depend on converting a larger audience into higher recurring revenue while developing advertising and international markets. Planned expenditure on artificial intelligence, marketing and product development may create cost pressure. Consequently, the balance between investment and earnings growth will be an important measure of Life360’s progress heading into 2027.

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