Life360, Inc.
- Open
- 56.49
- Day high
- 56.49
- Day low
- 53.99
- Prev close
- 54.34
- Volume
- 287K
- Mkt cap
- $4.4B
- P/E (TTM)
- 28.4
- EPS (TTM)
- $1.92
- P/B
- 7.4
- P/S
- 8.4
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$4.1M over the last 3 months (0 open-market buys, 14 sales)
- 🏛Institutions accumulating (13F)
Life360, Inc. (LIF) is a Technology company listed on NASDAQ. The stock is down 15% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 14 sales (SEC Form 4).
Life360, Inc. (LIF) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LIF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 11, 2026 | $0.01 | $0.19 | +1432.3% | $143M | +4.5% |
| Feb 27, 2025 | $-0.01 | $0.10 | +1100.0% | $116M | +13.3% |
| May 10, 2024 | $-0.06 | $-0.05 | +20.7% | $78M | -18.9% |
| Feb 29, 2024 | — | $-0.03 | — | $79M | — |
| Dec 30, 2023 | — | $-0.02 | — | $87M | — |
LIF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 6, 2026 | COGHLAN JOHN PHILIPdirector | Sell | 202 | $56.57 |
| Jul 6, 2026 | COGHLAN JOHN PHILIPdirector | Sell | 3,798 | $56.04 |
| Jul 1, 2026 | Morin Britdirector | Sell | 4,655 | $55.00 |
| Jun 23, 2026 | Hulls Chrisdirector | Option | 27,000 | $8.19 |
| Jun 23, 2026 | Hulls Chrisdirector | Sell | 16,042 | $47.07 |
| Jun 17, 2026 | Prober Charles J.director | Sell | 7,930 | $46.07 |
| Jun 17, 2026 | Prober Charles J.director | Option | 7,930 | $11.18 |
| Jun 10, 2026 | Antonoff Laurendirector, officer: Chief Executive Officer | Tax | 21,130 | $45.37 |
| Jun 10, 2026 | Burke Russell Johnofficer: Chief Financial Officer | Tax | 6,087 | $45.37 |
| Jun 10, 2026 | Hulls Chrisdirector | Tax | 7,544 | $45.37 |
| Jun 2, 2026 | COGHLAN JOHN PHILIPdirector | Sell | 204 | $44.64 |
| Jun 2, 2026 | Prober Charles J.director | Grant | 4,455 | — |
| Jun 2, 2026 | Morin Britdirector | Grant | 4,636 | — |
| Jun 2, 2026 | Haro Alexdirector | Grant | 4,455 | — |
| Jun 2, 2026 | Goines Markdirector | Grant | 5,322 | — |
Source: LIF SEC Form 4 filings, latest Jul 6, 2026. For informational purposes only — not investment advice.
See the full LIF insider & 13F page →Life360, Inc. company profile
Overview
Life360, Inc. (NASDAQ:LIF) is a technology company founded in 2007 and headquartered in San Mateo, California. Originally incorporated as LReady, Inc., the company changed its name to Life360 in October 2011 and went public in 2016. Life360 operates a comprehensive family safety and location-sharing platform that serves millions of users globally across North America, Europe, the Middle East, Africa, and other international markets. The company has evolved from a simple location-sharing app into a multi-product ecosystem focused on family safety, incorporating hardware tracking devices and various safety services.
Business
Life360 operates in the family safety technology sector, providing location-based services and safety solutions through both software applications and hardware devices. The company's ecosystem revolves around helping families stay connected and safe through real-time location sharing and safety features. The core offering is the Life360 mobile application, which operates under a freemium model where basic services are provided free to users, with premium subscription tiers offering enhanced features. The app allows family members to share their real-time locations, receive notifications when family members arrive at or leave designated places, and access driving safety features including crash detection and roadside assistance. The platform also includes digital safety tools and emergency assistance services. Beyond the mobile app, Life360 operates several hardware-focused business segments. Tile represents a significant portion of the business, offering Bluetooth tracking devices that help users locate lost items like keys, wallets, and bags. These small, coin-sized devices connect to a mobile app and leverage a crowd-sourced network to help locate missing items. Tile products are sold through online channels, brick-and-mortar retailers, and directly through Tile.com, with both hardware sales and subscription services for premium features. The company also offers Jiobit, which provides wearable GPS tracking devices specifically designed for young children, pets, and seniors. These devices offer more robust tracking capabilities than Tile products and are primarily sold in the United States through online retailers, accompanied by subscription services for ongoing location monitoring. While specific revenue breakdowns by segment are not provided in the available data, the company's total revenue reached $371.5 million in 2024, representing significant growth from $304.5 million in 2023. The business model combines hardware sales with recurring subscription revenues across all product lines.
Revenue model
Life360 generates revenue through a diversified model combining subscription services, hardware sales, and premium feature access across its family safety ecosystem. The company's primary revenue streams include subscription fees from premium Life360 app features, hardware sales of Tile tracking devices and Jiobit wearable GPS units, and recurring subscription services for enhanced tracking and safety features. The subscription model forms a significant portion of revenue, with users paying monthly or annual fees for premium Life360 features such as unlimited place alerts, crime reports, roadside assistance, and enhanced driving reports. Tile and Jiobit also offer subscription tiers including Premium and Premium Protect services that provide additional features like extended warranties and item reimbursement coverage. Hardware sales contribute substantially through Tile's Bluetooth tracking devices and Jiobit's GPS wearables. These products are sold through multiple channels including direct-to-consumer online sales, major retailers, and the company's own e-commerce platforms. The hardware serves as an entry point that often leads to ongoing subscription revenue. The company's margins are influenced by several key factors. Positive margin drivers include the scalable nature of software services, recurring subscription revenue that provides predictable cash flows, and the network effects of Tile's crowd-sourced tracking system which becomes more valuable as more users join. The freemium model also allows for efficient customer acquisition with opportunities for upselling premium features. Margin pressures come from hardware manufacturing and distribution costs, particularly for Tile and Jiobit devices, competitive pricing pressure in the consumer electronics market, customer acquisition costs for the mobile app, and the need for continuous investment in product development and safety features. Additionally, the company faces ongoing costs for maintaining location services infrastructure and providing 24/7 emergency assistance capabilities.
Competitive moat
Life360's competitive moat is moderate and primarily built around network effects, brand recognition in family safety, and ecosystem integration, though it faces significant competitive threats from larger technology companies. The company's strongest moat element is the network effect within families and communities. Once a family adopts Life360, there's strong switching resistance because the value proposition depends on all family members using the same platform. This creates natural customer stickiness and makes it difficult for competitors to displace established user bases. The Tile network also benefits from network effects, where the crowd-sourced tracking becomes more effective as more users join the platform. Life360 has established brand recognition as a pioneer in family safety technology, with millions of active users who trust the platform with sensitive location data. The company has built expertise in location services, safety features, and family-oriented user experience design that creates some differentiation from generic location-sharing apps. However, the company's moat faces significant challenges. Large technology companies like Apple and Google have introduced competing family sharing and location features built directly into their operating systems, offering convenience and integration that third-party apps struggle to match. Apple's Find My network, in particular, poses a substantial threat to Tile's hardware tracking business by leveraging hundreds of millions of Apple devices. The competitive landscape includes not only tech giants but also specialized safety companies, automotive manufacturers adding built-in safety features, and new entrants in the IoT tracking space. The relatively low barriers to entry for basic location-sharing apps mean that well-funded competitors can quickly replicate core features. Additionally, privacy concerns and regulatory changes around location tracking could impact the entire industry, and Life360's dependence on mobile operating systems controlled by Apple and Google creates platform risk. The company's moat is therefore moderate but under pressure from formidable competitors with deeper resources and platform advantages.
Risks & safety
Life360 demonstrates a strong financial position with solid liquidity but trades at elevated valuation multiples that suggest limited margin of safety for investors. **Cash Position and Solvency:** - Strong cash position with $159.2 million in cash and short-term investments as of Q4 2024 - Minimal debt with debt-to-equity ratio of just 0.001, indicating virtually no leverage risk - Current ratio of 3.12 shows excellent short-term liquidity coverage - Positive free cash flow of $27.5 million for full year 2024, representing significant improvement from prior years - No immediate solvency concerns given strong balance sheet position **Valuation Metrics:** - Extremely high EV/EBITDA ratio of 4,234x based on minimal EBITDA of $2.1 million for 2024 - Price-to-book ratio of 25.6x indicates significant premium to book value - Company trades at premium valuations despite minimal profitability - Market cap of approximately $4.9 billion appears high relative to current earnings power **Other Considerations:** - Recent transition to profitability with positive net income in Q3 and Q4 2024 after losses in prior periods - Revenue growth trajectory shows strong momentum with 22% year-over-year growth in 2024 - Operating leverage potential exists but unproven at current scale - High valuation leaves little room for execution missteps or market disappointment
Recent development
Based on the financial progression over recent years, Life360 has undergone significant strategic transformation focused on achieving profitability and operational efficiency while maintaining growth momentum. The company has successfully transitioned from consistent losses to profitability, with positive net income achieved in the second half of 2024 after years of losses. The most notable development has been the dramatic improvement in operational performance. The company moved from negative EBITDA of $85.2 million in 2022 to positive EBITDA of $2.1 million in 2024, representing a fundamental shift in operational efficiency. This improvement coincided with strong revenue growth, with total revenue increasing from $228.3 million in 2022 to $371.5 million in 2024, indicating successful scaling of the business model. Cash flow generation has also improved substantially, with the company achieving positive free cash flow of $27.5 million in 2024 compared to negative $57.8 million in 2022. This improvement suggests better working capital management and more disciplined capital allocation. The company has maintained a strong balance sheet throughout this transition, with cash reserves growing to over $159 million by the end of 2024. The progression from consistent quarterly losses through 2023 and early 2024 to positive net income in Q3 and Q4 2024 indicates that management's focus on operational efficiency and profitable growth has begun to yield results. The company appears to have reached an inflection point where its scale advantages and subscription model are generating sustainable profitability, though the sustainability of these margins remains to be proven over longer periods.
LIF company profile · for informational purposes only — not investment advice.
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