Key highlights

  • Life360 Inc (ASX:360) closed at $20.09 on 20 October 2026, up 1.77%.
  • The shares are down approximately 56.42% over the past year.
  • Life360 reported Q2 2026 Revenue of $159.0 million, up 38%, and 102.4 million monthly active users on 10 August 2026.

Shares in Life360 Inc (ASX:360) closed at $20.09 on 20 October 2026, rose 1.77% on the day from a previous close of about $19.7406.

Over the past 12 months the stock lost approximately 56.42%. Working back from the closing price, a 12-month change of approximately -56.42% implies a share price of about $46.10 a year earlier. The annual decline is much larger than the move in a single session, which is a reminder of how far a stock can travel over a year.

In dollar terms, the 12-month move amounts to about $26.01 per share, from roughly $46.10 to $20.09, while the move during the 20 October session was about 34.9 cents per share. The two figures measure different time frames and are reported here on their own terms.

About Life360

Life360 Inc is a San Francisco-based provider of a family connection and safety mobile application, listed on Nasdaq as LIF and on the ASX as 360. It earns revenue from subscriptions paid by families, known as Paying Circles, and from Advertising on its platform.

Latest development

The share price figures above are not linked here to the results. On 10 August 2026 Life360 reported unaudited results for the second quarter ended 30 June 2026. Total revenue rose 38% to $159.0 million, and annualised monthly revenue rose 29% to $537.2 million. Advertising revenue reached a record $22.0 million for a second quarter.

Global Paying Circles reached 3.2 million, up 27% on a year earlier, with net additions of 185 thousand. Average revenue per Paying Circle was $142.56, up 5% on a year earlier, mainly due to a shift in product mix. Monthly active users reached about 102.4 million, with 4.6 million net additions, returning to growth after the prior quarter. Operating Cash Flow was $23.8 million, up 79% year on year, and cash, restricted cash and short-term investments totalled $467.7 million.

The company said it expects revenue growth to accelerate in the second half of 2026, with its advertising platform entering its seasonally highest period. Internationally, Paying Circles in the United Kingdom, Australia and New Zealand, and Canada increased 34% year on year, while other international markets rose 31%.

Sector context

Consumer subscription apps depend on user growth, conversion to paid plans and pricing, while advertising adds a second revenue stream that varies with the season. Companies in this part of the technology sector commonly report monthly active users, paying subscribers and average revenue per user as their main measures.

Integrating an advertising platform takes time before it contributes commercially, and consumer app companies compete for user attention on mobile devices.

Risks

Monthly active users had slowed in the prior quarter before returning to growth, which shows that user growth can be uneven. Operating cash flow of $23.8 million was below Adjusted EBITDA, according to the company.

Revenue growth guidance for the second half depends on advertising seasonality and subscription conversion. The company reports in US dollars, and its share price has fallen approximately 56.42% over the year.

Share price movements add a separate layer of uncertainty. The stock’s one-day move of +1.77% on 20 October 2026 and its 12-month change of approximately -56.42% show how far the share price can move, and past movements do not indicate future direction.

Catalysts to watch

Items to watch include Paying Circle net additions, monthly active user growth, advertising revenue in the seasonally higher quarter, new product launches aimed at pet owners, children and ageing adults, and the company’s next quarterly report.