LIF

lifx-20260810

0001581760False00015817602026-08-102026-08-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 10, 2026

Life360, Inc.

(Exact name of registrant as specified in its charter)

Delaware 001-42120 26-0197666

(State or other jurisdiction of

incorporation or organization) (Commission File Number) (I.R.S. Employer

Identification No.)

1900 South Norfolk Street, Suite 310

San Mateo, CA 94403

(Address of principal executive office, including zip code)(1)

(415) 484-5244

(Registrant’s telephone number, including area code)

Not applicable.

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Title of each classTrading Symbol(s)Name of each exchange on which registered

Common Stock, $0.001 par value per share

LIF

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

(1)We are a Delaware corporation with a globally distributed workforce and no corporate headquarters. Under the Securities and Exchange Commission's rules, we are required to designate a “principal executive office.” For purposes of this report, we have designated our office in San Mateo, California as our principal executive office.

Item 2.02     Results of Operations and Financial Condition.

Life360, Inc., a Delaware corporation (“the Company”) is furnishing this Current Report on Form 8-K in connection with the disclosure of information, in the form of a media release and shareholder letter issued on August 10, 2026. A copy of the media release and shareholder letter are furnished as Exhibits 99.1 and 99.2, respectively to this Current Report on Form 8-K. A conference call to discuss the Company’s financial results will be held on August 10, 2026 at 6:00 p.m. Eastern Time.

Item 7.01     Regulation FD Disclosure.

The Company is furnishing this Item 7.01 of this Current Report on Form 8-K in connection with the disclosure of information, in the form of an investor presentation issued on August 10, 2026. A copy of the investor presentation is furnished herewith as Exhibit 99.3 to this Current Report on Form 8-K.

The information in Item 2.02 (including Exhibits 99.1 and 99.2) and Item 7.01 (including Exhibit 99.3) of this Current Report on Form 8-K is furnished and shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

The replay of the conference call and webcast will be available on the Company’s website located at www.investors.life360.com, although the Company reserves the right to discontinue that availability at any time.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.Description

99.1 Media release dated August 10, 2026

99.2 Letter to Shareholders dated August 10, 2026

99.3 Investor Presentation dated August 10, 2026

104Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LIFE360, INC.

Dated: August 10, 2026 By:/s/ Russell Burke

Russell Burke

Chief Financial Officer

(Principal Financial and Accounting Officer)

EX-99.1

2 a991-life360incq126media.htm

EX-99.1

a991-life360incq126media

May 11, 2026 Life360 Reports Record Q1 2026 Results Record Quarterly Global Net Additions of 201 thousand Paying Circles, Reaching 3.0 million Total Monthly Active Users Reached Approximately 97.8 million; Up 17% Year-Over-Year Total Revenue Grew 38% Year-Over-Year to $143.1 million Annualized Monthly Revenue Increased 32% Year-Over-Year to $517.9 million Record Q1 Advertising Revenue of $19.7 million. SAN FRANCISCO, California. Life360, Inc. (Life360 or the Company) (NASDAQ: LIF, ASX: 360), the provider of the market leading family safety and connection mobile application, today announced unaudited financial results for the first quarter (Q1’26) ended March 31, 2026. Building on the momentum of prior quarters, the Company achieved record-breaking results across key metrics, including Paying Circles, Global Net Additions, Subscription Revenue, Annualized Monthly Revenue, and Advertising Revenue. "Life360 has become a meaningful part of everyday family life for more than 97 million people who use Life360 to keep their families safe and connected," said Life360 Chief Executive Officer Lauren Antonoff. "The value we deliver to our members powered record-breaking Paying Circle additions in Q1. At the same time, our Life360 Ads platform scaled to become a material part of our business. And with AI, we're moving faster than ever to transform Life360 into the super app that makes everyday family better." "Life360 delivered strong growth and financial performance in Q1’26," said Chief Financial Officer Russell Burke. "Quarterly revenue grew 38% year-over-year to $143.1 million, and our Annualized Monthly Revenue of $517.9 million was up 32% year-over-year. We are disclosing our Advertising Revenue separately for the first time this quarter, which reached $19.7 million in the quarter and was up 329% year-over-year, as the Life360 Advertising Platform took flight following the closing of the Nativo acquisition.” "We ended Q1’26 with $459.0 million in cash, cash equivalents, restricted cash, and short-term investments, a significant increase from $170.4 million a year ago at this time, primarily driven by the net proceeds from our June 2025 convertible notes offering and operating cash flows generated over the last twelve months. In Q1’26 alone, we generated operating cash flows of $17.2 million, up 42% year-over-year. "Looking ahead, we expect revenue growth acceleration into the back half of 2026 driven by both our core subscription business and our advertising platform entering its strongest seasonal window. We will continue to invest in strategic initiatives including international expansion, advertising platform scaling, and product innovation, while remaining committed to balancing growth investment with margin expansion." Q1'26 Financial Highlights • Total Q1'26 revenue of $143.1 million, a YoY increase of 38%, with total subscription revenue of $108.2 million, up 32% YoY and core subscription revenue1 of $103.5 million, up 36% YoY. • Advertising revenue of $19.7 million, up 329% YoY. • Annualized Monthly Revenue (AMR) of $517.9 million, up 32% YoY. • Adjusted EBITDA2 of $17.1 million increased 7% from $15.9 million in Q1'25. • Positive Operating Cash Flow of $17.2 million, up 42% YoY. • Quarter-end cash, cash equivalents, restricted cash and short-term investments of $459.0 million, an increase of $288.6 million from Q1'25. Q1'26 Operating Highlights • Q1'26 global MAU net additions of 1.9 million lifted total MAU to approximately 97.8 million, up 17% YoY. • Q1'26 global Paying Circle net additions totaled 201 thousand. Total Paying Circles grew 27% YoY to 3.0 million. • Average Revenue Per Paying Circle (ARPPC) increased 7% YoY primarily due to a shift in product mix toward higher-priced offerings across select international markets throughout 2025. Note: The financial information in this announcement may not add or recalculate due to rounding. All references to $ are to U.S. dollars. Life360, Inc. | ARBN 629 412 942 | 1900 South Norfolk St, Suite 310 San Mateo, CA 94403 | investors.life360.com 1

Key Performance Indicators (in millions, except ARPPC, ARPPS, ASP, and percentages) Q1 2026 Q1 2025 % YoY Core3 Monthly Active Users (MAU) - Global4 97.8 83.7 17 % U.S. 51.8 45.3 14 % International 46.0 38.4 20 % UK, ANZ, CA 12.5 9.9 26 % Other International 33.5 28.5 18 % Paying Circles - Global5 3.0 2.4 27 % U.S. 2.1 1.7 24 % International 0.9 0.7 32 % UK, ANZ, CA 0.4 0.3 30 % Other International 0.5 0.4 34 % Average Revenue per Paying Circle (ARPPC)6,7 $ 143.03 $ 133.42 7 % Life360 Consolidated Subscriptions8 3.5 3.0 17 % Average Revenue per Paying Subscription (ARPPS)7,9 $ 127.15 $ 112.98 13 % Net hardware units shipped10 0.4 0.5 (25) % Average Selling Price (ASP)11,12 $ 11.88 $ 16.99 (30) % Annualized Monthly Revenue (AMR) $ 517.9 $ 393.0 32 % • Global MAU increased 17% YoY to approximate

lifx-20260302

0001581760False00015817602026-03-022026-03-02

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): March 2, 2026

Life360, Inc.

(Exact name of registrant as specified in its charter)

Delaware 001-42120 26-0197666

(State or other jurisdiction of

incorporation or organization) (Commission File Number) (I.R.S. Employer

Identification No.)

1900 South Norfolk Street, Suite 310

San Mateo, CA 94403

(Address of principal executive offices, including zip code)

(415) 484-5244

(Registrant’s telephone number, including area code)

Not applicable.

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Title of each classTrading Symbol(s)Name of each exchange on which registered

Common Stock, $0.001 par value per share

LIF

The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02     Results of Operations and Financial Condition.

Life360, Inc., a Delaware corporation (“the Company”) is furnishing this Current Report on Form 8-K in connection with the disclosure of information, in the form of textual information from a media release issued on March 2, 2026. A copy of the media release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

Item 7.01     Regulation FD Disclosure.

The Company is furnishing this Item 7.01 of this Current Report on Form 8-K in connection with the disclosure of information, in the form of the textual information from a PowerPoint presentation to be given during a conference call and webcast on March 2, 2026 at 5:00 p.m. Eastern Time. A copy of the PowerPoint presentation to be used for the conference call and webcast is furnished as Exhibit 99.2 to this Current Report on Form 8-K.

The information in Item 2.02 (including Exhibit 99.1) and Item 7.01 (including Exhibit 99.2) of this Current Report on Form 8-K is furnished and shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

The replay of the conference call and webcast will be available on the Company’s website located at www.life360.com, although the Company reserves the right to discontinue that availability at any time.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits

Exhibit No.Description

99.1 Media release of the Registrant dated March 2, 2026

99.2 Life360, Inc. Investor Presentation

104Cover Page Interactive Data File - the cover page XBRL tags are embedded within the Inline XBRL document

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

LIFE360, INC.

Dated: March 2, 2026 By:/s/ Russell Burke

Russell Burke

Chief Financial Officer