Life360 (ASX:360): ASX Family Safety App Stock On Investor’s Radar

Life360 (ASX:360): ASX Family Safety App Stock On Investor’s Radar – Here’s Why

Sonal Goyal

17 September 2026 07:27 PM AEST

Life360 (ASX:360): ASX Family Safety App Stock On Investor’s Radar – Here’s Why

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Key Highlights

Life360, Inc. (NASDAQ:LIF, ASX:360) reported Q2 2026 Total Revenue of $159.0 million, up 38% year-over-year, with shares trading at $19.205, down 1.01%, during the Trading session on 17 September 2026.
Monthly Active Users reached approximately 102.4 million, crossing 100 million for the first time, with 4.6 million net additions during the quarter.
Annualized Monthly Revenue increased 29% year-over-year to $537.2 million, while record Q2 Advertising Revenue reached $22.0 million, up 315%.
Paying Circles grew 27% year-over-year to 3.2 million, with a record second-quarter net addition of 185 thousand Paying Circles.

Life360, Inc. (NASDAQ:LIF, ASX:360) shares traded at $19.205, down 1.01%, during the trading session on 17 September 2026. The provider of the family connection and safety mobile application recently announced unaudited financial results for the second quarter of 2026 (Q2'26) ended 30 June 2026, reporting record revenue and its highest-ever second-quarter Paying Circle net additions.

Q2 2026 Financial Highlights

Life360 reported Total Q2'26 revenue of $159.0 million, a year-over-year increase of 38%, with total subscription revenue of $115.6 million, up 31%, and core subscription revenue of $111.1 million, up 34%. Advertising revenue reached $22.0 million, up 315% year-over-year, a record for the quarter as the Life360 Ads Platform continued to gain momentum following its integration. Annualized Monthly Revenue rose 29% year-over-year to $537.2 million.

Adjusted EBITDA increased 53% to $31.1 million from $20.3 million in Q2'25. Operating Cash Flow was positive $23.8 million, up 79% year-over-year. The company ended the quarter with $467.7 million in cash, cash equivalents, restricted cash and short-term investments, an increase of $33.5 million from Q2'25.

User and Subscriber Growth

Global Monthly Active Users reached approximately 102.4 million, crossing 100 million for the first time, with quarterly net additions of 4.6 million, up 16% year-over-year. CEO Lauren Antonoff said this milestone reflects the trust millions of families place in the platform to stay connected, coordinated and safe, and that disciplined execution drove strong Paying Circle growth while putting MAU back on the growth trajectory the company had outlined in the prior quarter.

Global Paying Circle net additions totalled a record 185 thousand for the quarter, lifting total Paying Circles to 3.2 million, up 27% year-over-year. Average Revenue Per Paying Circle increased 5% year-over-year, which the company attributed primarily to a shift in product mix toward higher-priced offerings across select international markets over the second half of 2025.

Outlook

CFO Russell Burke said the company expects revenue growth acceleration into the back half of 2026, driven by continued strength in the core subscription Business and the advertising platform entering its strongest seasonal window. The company said it will continue to invest in strategic initiatives including international expansion, advertising platform scaling, AI labs and product innovation, while remaining committed to balancing growth Investment with Margin expansion. Management noted that with the Life360 Ads Platform integration largely complete, focus has shifted to building awareness and commercial momentum, alongside furthering the company's commitment to serve all life stages, from pet parents to kids and aging adults.

Key Takeaways

Life360 delivered record second-quarter revenue and its strongest-ever Q2 Paying Circle net additions, crossing 100 million monthly active users for the first time as both subscription and advertising revenue grew strongly. The substantial increase in Adjusted EBITDA and operating cash flow, combined with management's expectation of accelerating revenue growth into the second half of 2026 as the advertising platform enters its strongest seasonal window, points to a business scaling its core family safety platform while diversifying its revenue base through advertising.

FAQs

Q: What was Life360's Q2 2026 revenue?

A: Total revenue grew 38% year-over-year to $159.0 million, with Annualized Monthly Revenue up 29% to $537.2 million.

Q: How many monthly active users does Life360 have?

A: The company reached approximately 102.4 million Monthly Active Users in Q2 2026, crossing 100 million for the first time.

Q: How much did Life360's advertising revenue grow?

A: Advertising revenue reached a record $22.0 million in Q2 2026, up 315% year-over-year.

Q: What was Life360's Adjusted EBITDA in Q2 2026?

A: Adjusted EBITDA increased 53% to $31.1 million from $20.3 million in Q2 2025.

Q: How many Paying Circles does Life360 have?

A: Total Paying Circles grew 27% year-over-year to 3.2 million, with a record 185 thousand net additions in the quarter.

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