Every 10-Q that Life360 Inc (LIF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow LIF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LIF filings page.
Life360, Inc. reported Q2 2026 revenue of $158.9 million, up from $115.4 million a year earlier, driven by strong growth in subscription and advertising revenue. Subscription revenue reached $115.6 million and advertising revenue rose sharply to $22.0 million, while hardware revenue declined.
Despite higher operating expenses from increased R&D, sales and marketing, and G&A, the company generated net income of $5.1 million for the quarter and $7.8 million for the first half, both lower than prior-year periods. Operating cash flow improved to $41.0 million for the first six months, but total cash, cash equivalents and restricted cash declined to $269.8 million after deploying surplus cash into $197.9 million of short-term U.S. Treasury investments and funding acquisitions, including the Nativo ad-tech purchase.
Total assets increased to $1.05 billion, supported by higher goodwill and intangible assets, while the company maintained $320.0 million of 0.00% convertible senior notes due 2030. Life360 also initiated a share repurchase program, buying 314,762 shares for $13.2 million, leaving $211.8 million authorized for future repurchases.
Life360, Inc. reported strong top-line growth for the quarter ended March 31, 2026, with revenue rising to $143.1 million from $103.6 million a year earlier, driven mainly by higher subscription and advertising revenue. Subscription revenue grew to $108.2 million and advertising revenue to $19.7 million, while hardware revenue declined.
Despite higher revenue, the company posted an operating loss of $8.1 million compared with operating income of $2.2 million in 2025, as research and development, sales and marketing, and general and administrative expenses increased. A tax benefit of $11.7 million helped Life360 achieve net income of $2.8 million, down from $4.4 million.
Operating cash flow improved to $17.2 million, but total cash, cash equivalents, and restricted cash fell to $352.9 million after funding the $104.0 million acquisition of advertising technology company Nativo and deploying $106.1 million into U.S. Treasury short-term investments. The balance sheet also reflects $320.0 million of 0.00% convertible senior notes due 2030 and total deferred revenue of $51.9 million, with remaining performance obligations of $200.9 million.
Life360, Inc. reported stronger Q3 2025 results. Total revenue reached $124.5 million, up from $92.9 million a year ago, led by subscription revenue of $96.3 million. Gross profit was $97.1 million. Operating income improved to $5.7 million, and net income was $9.8 million, compared with $7.7 million in Q3 2024.
The company ended the quarter with cash and cash equivalents of $455.7 million. In June, Life360 issued $320.0 million of 0.00% convertible senior notes due 2030 and purchased capped calls for $33.7 million to mitigate potential dilution. Current deferred revenue was $46.1 million, and remaining performance obligations were $225.3 million. Channel concentration remained high, with Apple processing 54% of transactions and Google 21%. Legal overhang eased as the Tile patent case was settled at no cost, and certain class claims were dismissed with prejudice while others are stayed pending appeal.
Life360 reported strong operational growth for the quarter ended June 30, 2025. Total revenue rose to $115.4 million (up 36% year-over-year), driven by subscription revenue of $88.6 million (up 35%) and a doubling of other revenue to $14.5 million. Gross profit increased to $90.5 million, and the company reported operating income of $2.0 million and net income of $7.0 million for the quarter, reversing prior-period losses.
Life360 strengthened liquidity and strategic positioning: cash and cash equivalents rose to $432.7 million, the company issued $320.0 million of 0.00% convertible senior notes (net carrying amount $309.3 million) and recorded a $33.7 million purchase of capped calls that reduced additional paid-in capital. The company made a $25.0 million convertible note investment in Aura, completed a $4.5 million asset purchase from Fantix, and reported remaining performance obligations of $234.6 million (38% expected to be recognized within 12 months). The filing also discloses customer and supplier concentration (Apple ~54% of revenue; a sole contract manufacturer).