Life360 Inc (ASX:360)

ALERT: Price-sensitive ASX Announcement for 360

Current share price for 360 : $19.565 -0.545 (-2.71%)⁺

Announcement

Investor Presentation

Release

12 May 2026 7:30AM

Price at Release

$20.110

Full Release

Summary

Life360 Inc, in its May 2026 investor presentation, reported robust revenue and user growth. Core subscription revenue growth was driven by price hikes in the U.S. and a shift towards premium products, while international regions benefited from price adjustments and new membership tiers. The company achieved a 32% revenue increase in Q1 2026, supported by growing Paying Circles and ARPPC. Advertising revenue surged significantly post the acquisition of Nativo. Despite a dip in Q1 margins due to seasonal factors, Life360 reported a 7% increase in adjusted EBITDA. Projections for FY 2026 anticipate revenue between $650 million to $685 million and an adjusted EBITDA up to $140 million, with MAU growth expected to be 17% to 20%.

Key Points

Life360's core subscription revenue growth was supported by price increases in the U.S. and a shift towards higher priced products.
International regions saw a revenue uplift due to legacy subscriber price increases and higher priced membership tiers.
Q1 2026 revenue growth was 32%, underpinned by a 27% year-over-year uplift in Paying Circles and a 7% increase in ARPPC.
Advertising revenue saw significant growth, from $0 million in Q1 2024 to $19.7 million in Q1 2026, following the acquisition of Nativo.
Adjusted EBITDA was $17.1 million, up 7% year-over-year, with an AEBITDA margin of 12% for Q1 2026.
Global Monthly Active Users saw a 17% year-over-year growth in Q1 2026.
The FY 2026 outlook projects MAU growth of 17% to 20% and consolidated revenue of $650 million to $685 million.
Life360 aims for an adjusted EBITDA of $130 million to $140 million for FY 2026.

IMPORTANT NOTE: This information is autogenerated and has not been reviewed for accuracy or completeness. You should refer to the full announcement here for further information.