Pulling SEC filings + quote and writing the call…

Life360, Inc.
Next earnings Aug 10, 2026 · consensus $0.05 EPS, $158M rev
Last earnings -1.7% on 2026-05-11
Inflection year: Life360 hit GAAP profitability with 32% revenue growth, $494M cash, and a freemium flywheel converting 96M members.
Sources: SEC EDGAR (CIK 0001581760, latest 10-Q filed 2026-05-11) · EODHD · analysis by claude-code · as of 6/25/2026, 1:17:58 PM.
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Quality fundamentals and an attractive price line up (~27% below fair value) — the rarer case where both the business and the entry look good.
Life360 just crossed the chasm from a growth-at-a-loss consumer subscription story into a self-funding compounder, and the FY2025 10-K narrative supports that the inflection is structural rather than cosmetic. Revenue grew 31.8% to $489M, but the mix is what matters: management discloses subscription revenue grew 33% to $369M while 'Other revenue' (ads + aggregated data partnerships) jumped 90% to $68M. That higher-margin mix shift explains how gross margin reached 77.8% and net income swung from -$4.55M to +$151M — a genuine operating-leverage step, not a one-quarter blip. Operating cash flow of $88.6M against just $1.79M of capex confirms the model is now cash-generative, and the balance sheet carries $494M cash against a trivial $4.5M of long-term debt.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $113M | $228M | $305M | $371M | $489M |
| Gross profit | $89.9M | $149M | $223M | $279M | $381M |
| Operating income | -$32.3M | -$94.4M | -$30.0M | -$7.98M | $18.8M |
| Net income | -$33.6M | -$91.6M | -$28.2M | -$4.55M | $151M |
| Diluted EPS | -$0.65 | -$1.50 | -$0.42 | -$0.06 | $1.77 |
| Net margin | -29.8% | -40.1% | -9.3% | -1.2% | 30.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Annual meeting vote results disclosed; routine director/auditor approvals.
Other Events disclosure; no material financial impact flagged.
Q1 2026 10-Q confirms continued subscription growth and profitability.
Q1 2026 10-Q confirms continued subscription growth and profitability.
2026 proxy filed; routine governance, exec comp and director slate.
FY2025 10-K: 96M members, subs +33%, first full year of GAAP net income.
FY2025 10-K: 96M members, subs +33%, first full year of GAAP net income.
Preliminary Q4/FY2025 metrics released; signals strong member and revenue beat.
Reg FD disclosure, likely investor conference update; tone constructive.
1047 tracked peers · median
Last 90 days: 0 open-market buys · 2 sales
| 2026-06-18 | Hulls Chris Director | Exercise | 27.0K @ $8.19 | $221K |
| 2026-06-18 | Hulls Chris Director | Sell | 16.0K @ $47.07 | $755K |
| 2026-06-15 | Prober Charles J. Director | Exercise | 7.93K @ $11.18 | $88.7K |
| 2026-06-15 | Prober Charles J. Director | Sell | 7.93K @ $46.07 | $365K |
| 2026-06-12 | Burke Russell John Chief Financial Officer | Disposed (J) | 45.0K | |
| 2026-06-08 | Hulls Chris Director | Tax | 7.54K @ $45.37 | $342K |
| 2026-06-08 | Burke Russell John Chief Financial Officer | Tax | 6.09K @ $45.37 | $276K |
| 2026-06-08 | Antonoff Lauren Chief Executive Officer | Tax | 21.1K @ $45.37 | $959K |
| 2026-05-29 | Zuckerberg Randi Director | Award | 4.46K | |
| 2026-05-29 | Wiadrowski David Director | Award | 4.82K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.