Life360, Inc.
LIF
Jodie read · what matters now
Revenue increased 38.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to LIF, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-11 against the comparable filing from 2025-05-12.
What improved
- Revenue increased 38.1% versus the comparable filing period.
What weakened
- Operating income moved from a profit to a loss in the comparable period.
- Gross margin fell 3.4 percentage points.
- Net margin fell 2.3 percentage points.
Filing receipts
“This was primarily driven by a $0.5 million increase in interest expense related to the June 2025 Convertible Notes, a $0.3 million increase in foreign exchange losses, and a $0.2 million increase in interest expense related to the deferred purchase price liability from the acquisition of Nativo.”
“The cash used by changes in our operating assets and liabilities was primarily due to decreases in accrued expenses and other current liabilities and increases in inventory and prepaid expenses and other assets, which was offset by decreases in accounts receivable, net, and deferred revenue.”
“Advertising gross margin decreased to 60% during the three months ended March 31, 2026 from 94% during the three months ended March 31, 2025, primarily due to higher costs associated with the acquisition of Nativo, which outpaced the growth in total advertising revenue.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind LIF
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
LIF is currently a Leader in the organic co-movement group Location-Based Safety. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for LIF; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.