Life360, Inc. (ASX: 360), a provider of the market-leading family connection and safety mobile application and hardware tracking devices, announced record financial results for the second quarter ended June 30, 2026. The company, which empowers members to stay connected to the people, pets, and things they care about most, reported a 38% year-over-year increase in total revenue, reaching US$159.0 million. Annualized Monthly Revenue (AMR) grew by 29% year-over-year to US$537.2 million, while Adjusted EBITDA saw a substantial 53% increase from the prior year to US$31.1 million.
Operational highlights for Q2 2026 included record second-quarter global net additions of 185,000 Paying Circles, bringing the total to 3.2 million, a 27% increase year-over-year. Monthly Active Users (MAU) reached approximately 102.4 million, with 4.6 million net additions in the quarter, reflecting a 16% year-over-year growth. Advertising revenue was a standout performer, achieving a record US$22.0 million for the quarter, an impressive 315% increase compared to Q2 2025. Life360 Chief Executive Officer Lauren Antonoff noted that crossing 100 million monthly active users demonstrates the trust families place in the platform.
Chief Financial Officer Russell Burke highlighted the strong financial performance, attributing it to robust subscription growth globally and the increasing momentum of the Life360 Advertising Platform following its integration. The company concluded Q2 2026 with a solid cash position of US$467.7 million in cash, cash equivalents, restricted cash, and short-term investments, and generated operating cash flows of US$23.8 million, up 79% year-over-year. Life360 expects revenue growth acceleration into the second half of 2026, driven by its core subscription business and the advertising platform entering its strongest seasonal period.
