Life360 Stock Drops 25% After Earnings Miss Profit Expectations

TLDR

• Life360 stock fell 23.4% in after-hours trading to $49.50 following Q2 earnings
• Revenue grew 38% year-over-year to $159 million, adjusted EBITDA up 53% to $31.1 million
• GAAP net income dropped to $5.1 million from $7 million, with margin deterioration
• Monthly active users crossed 100 million for the first time
• Full-year adjusted EBITDA guidance held at $130-$140 million, disappointing investors

Life360 stock dropped 23.4% in after-hours trading on Monday, hitting $49.50, after the company reported Q2 earnings that showed slipping underlying profitability despite strong top-line growth.

Life360, Inc., LIF

Revenue came in at $159 million, up 38% year-over-year. Adjusted EBITDA rose 53% to $31.1 million. On the surface, those look like solid numbers.

But the GAAP net income told a different story. It fell to $5.1 million from $7 million in the same period last year, and margins also deteriorated.

LIFE360 $LIF Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $159.0M (Est. $156M) 🟢; +38% YoY
🔹 EPS: $0.06
🔹 Adj. EBITDA: $31.1M (Est. $24.7M) 🟢; +53% YoY
🔹 MAU: 102.4M; +16% YoY

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