What Did Life360 (ASX:360) Report for Q2 2026, Including Paying Circles and Advertising Revenue?

Sonal Goyal

21 October 2026 04:53 PM AEDT

What Did Life360 (ASX:360) Report for Q2 2026, Including Paying Circles and Advertising Revenue?

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Key highlights

Life360 reported Q2 2026 total Revenue of US$159.0 million, up 38%, in its 10 August 2026 release.
Paying Circles reached 3.2 million after record Q2 net additions of 185 thousand, and monthly active users were about 102.4 million.
Adjusted EBITDA was US$31.1 million, up 53%, and cash and short-term investments were US$467.7 million.

During the Trading session on 21 October 2026, LIFE360 Inc (ASX:360) was priced at $20.88, up 3.93%. The S&P/ASX 200 Info Tech [XIJ] traded at 1,614.00 (−3.38%, −56.50 points) and the S&P/ASX 200 [XJO] at 8,811.10 (−0.066%, −5.80 points) at 3:12 pm GMT+11. In US trading on Tuesday, the Dow rose 1.02% to 52,495.88 and the S&P 500 added 0.28% to 7,712.57, while the Nasdaq Composite eased roughly 0.02% to 26,424.82 as some large technology names declined on a reassessment of valuations and coming earnings. Life360 is a family safety and location-sharing mobile app provider listed on NASDAQ and the ASX.

What Life360 does

Life360, Inc. provides a family connection and safety mobile application that offers location sharing, driving safety and related features. It earns subscription revenue from Paying Circles, which are family groups on paid plans, and Advertising revenue through the Life360 Ads Platform. The company is based in San Francisco and is listed on NASDAQ as LIF and on the ASX as 360.

Q2 2026 financial results

In an announcement dated 10 August 2026 for the quarter ended 30 June 2026, Life360 reported total revenue of US$159.0 million, up 38% on the prior year. Subscription revenue was US$115.6 million, up 31%, and advertising revenue reached a record US$22.0 million. Annualized Monthly Revenue was US$537.2 million, up 29%.

Adjusted EBITDA was US$31.1 million, up 53% from US$20.3 million. Net Income was US$5.1 million, compared with US$7.0 million in the prior-year quarter, based on the reconciliation table in the release. Net cash from Operating Activities was US$23.8 million, up 79%, although lower than adjusted EBITDA because of timing of receipts and payables.

Users and paying circles

The company reported record Q2 global net additions of 185 thousand Paying Circles, taking the total to 3.2 million. Monthly active users were about 102.4 million, with 4.6 million net additions in the quarter, after a prior quarter in which user growth was below its stated trajectory. The company said the Ads Platform integration is largely complete and that it is now focused on awareness and commercial momentum.

Balance sheet and outlook

Life360 ended the quarter with US$467.7 million in cash, cash equivalents, restricted cash and short-term investments. It said it expects revenue growth to accelerate into the second half of 2026, supported by subscription growth and the advertising platform entering its strongest seasonal period, while continuing to invest in international expansion, advertising scaling and AI development.

Sector context

Technology shares are being assessed against Earnings and valuations. During the session, the S&P/ASX 200 Info Tech index was at 1,614.00, down 3.38%, and the broader S&P/ASX 200 was at 8,811.10. In the United States, the Nasdaq is described as sensitive to corporate earnings and forward guidance and to artificial intelligence infrastructure spending. Consumer app companies are assessed on user growth, paid conversion and advertising scale, and Life360’s dual listing means it is exposed to both US and Australian market conditions.

Risks and uncertainties

Net income was lower than a year earlier, and Operating Cash Flow was below adjusted EBITDA in the quarter. Monthly active user growth had slowed before returning to the company’s trajectory, and advertising revenue depends on seasonal Demand and platform adoption. Forward expectations for growth acceleration are not guaranteed, and competition, privacy regulation, app store policies, currency and Investment in international expansion can affect outcomes.

Catalysts to watch

Items to watch include Q3 2026 results, monthly active user and Paying Circle trends, advertising revenue in the seasonal window, international expansion progress and any updated guidance.

Closing perspective

Life360’s 10 August 2026 release reported record revenue and subscriber additions, higher adjusted EBITDA and a lower net income. The next quarter will show how second-half growth compares with the company’s expectations.

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