• Reported GAAP EPS of $1.65 up 1400.00% YoY • Reported revenue of $145.98M up 26.36% YoY • Life360 expects FY26 consolidated revenue of $640M to $680M, representing 31% to 39% YoY growth, and Adjusted EBITDA of $128M to $138M, with a 20% margin.
Bullish
Life360 achieved record annual net income and strong revenue growth, alongside robust user and subscriber expansion. Strategic platform enhancements and AI adoption position Life360 for continued innovation and market leadership.
Bearish
Life360 experienced a Q4 hardware revenue decline and increased operating expenses, including sales and marketing. Life360 also expects its 2026 Adjusted EBITDA to be lightly weighted in the first half.