Start here if you're new
what it is
Life360 sells a family safety app that tells you where your people, pets, and stuff are.
how it gets paid
Last year Inc. made $489M in revenue. membership subscriptions was the main engine at $352M, or 72% of sales.
why it's growing
Revenue grew 31.8% last year. Revenue rose 176% vs. prior year in the latest reported quarter.
what just happened
Latest Revenue hit $344M, and the bigger story was that gross margin stayed high at 78.9%.
At a glance
n/a balance sheet
179.1x trailing p/e — you're paying up for this one
-$0.13 fy2024 eps est
$372M fy2024 rev est
3.8% operating margin
What they do
Life360 sells a family safety app that tells you where your people, pets, and stuff are.
The product gets sticky because your family only gets value if everyone stays in the same app. That is network effect → more users make the product better → so leaving means breaking your own safety map. The company grew annual revenue to $489 million in 2025, up 31.8%, which shows that enough families are still opting in to pay.
How they make money
$489M
annual revenue · their business grew +31.8% last year
membership subscriptions
$352M
advertising
$78M
hardware and device services
$34M
data and other revenue
$25M
The products that matter
subscription safety app
Life360 core app
66M monthly active users
This is the center of gravity. Management guided to $460M–$470M of 2026 subscription revenue tied to the app and its paid features. That is the number carrying the thesis.
core revenue engine
device-finding hardware
Tile trackers
$140M–$160M 2026 other revenue guide
Tile pushes Life360 off the phone and into physical tracking. The reporting bucket is broad, but this line tells you management still sees meaningful revenue outside the core subscription business.
funnel widener
ads and AI-assisted efficiency
new monetization layer
~20% adjusted EBITDA margin target
Here is the quiet part loud: the market is not paying up because families like the app. It is paying up because management says the business can approach a roughly 20% adjusted EBITDA margin in 2026.
profit test
Key numbers
-$0.13
fy2024 eps est
$372M
fy2024 rev est
179.1x
trailing p/e
78.9%
gross margin
Gross profit kept about 78.9% of each revenue dollar.
Financial health
n/a
strength
- balance sheet grade n/a
- long-term debt $310M (9% of capital)
n/a — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for LIF right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Latest Revenue hit $344M, and the bigger story was that gross margin stayed high at 78.9%.
Revenue rose 176% vs. prior year in the latest reported quarter, while EPS reached $0.25. Quarterly EPS also improved sharply across 2024, moving from -$0.17 in Q2 to $0.13 in Q4.
$122M
revenue
$0.25
eps
78.9%
gross margin
the number that mattered
78.9% gross margin is the tell. Gross margin → money left after direct costs → so what: this business has software economics even before full profit shows up.
source: company earnings report, 2026
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What could go wrong
Life360 is not facing generic software risk here. It is facing a very specific problem: a stock priced for fast, cleaner profitability while management is already warning the path will be uneven.
med
Quarterly noise turns into multiple compression
Management already told you 2026 will not be linear quarter to quarter. That matters more when the stock trades at 179.1x trailing earnings and roughly a 786% premium to the sector.
If one or two quarters come in soft, the business can still be fine while the stock resets hard. Those are not the same thing, and high-multiple names remind you of that quickly.
med
Gross margin stays great while operating profit stays ordinary
A 78.9% gross margin says the underlying product has attractive economics. A 3.4% operating margin in peer framing says overhead still absorbs most of that benefit.
If revenue keeps rising but operating profit stays thin, investors stop treating this as early-stage scaling and start treating it as an expensive app business.
med
User growth looks big but monetization does not keep pace
The company has 66M monthly active users and has pointed to roughly 20% MAU growth for 2026. User growth alone is not the thesis. Paid conversion, subscription mix, and revenue per user are the thesis, and those details are thinner than you would like.
If the funnel widens without enough monetization, the headline numbers stay exciting while the valuation case gets weaker.
If you own LIF, the kill criteria are straightforward: 2026 revenue missing the $640M–$680M guide, MAU growth falling well short of the roughly 20% target, or adjusted EBITDA failing to move toward $128M–$138M.
source: institutional data · regulatory filings · risk analysis
Pay attention to
next earnings
First proof point on the “uneven” warning
The next report is the first live test of whether 2026 starts cleanly or starts with the kind of noise that cracks premium valuations.
user growth
Roughly 20% monthly active user growth target
With 66M users already on platform, this is still the top-of-funnel number. If growth fades early, the rest of the 2026 story gets harder to defend.
profitability
$128M–$138M adjusted EBITDA
This is the number that tells you whether scale is finally showing up below gross profit. Miss it, and the multiple loses one of its main excuses.
revenue mix
Subscription revenue versus other revenue
The 2026 guide calls for $460M–$470M in subscription revenue and $140M–$160M in other revenue. You want the higher-margin core leading the story, not getting diluted by lower-quality growth.
Analyst rankings
chart momentum
average
momentum rank 3 — the stock is moving with the broader market, no unusual signal.
source: institutional data
Institutional activity
institutional ownership data for LIF is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$63
current price
n/a
target midpoint · n/a from current
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