LIF (Life360, Inc.) Stock Financials & Earnings | Market Cap Arena

LIF (Life360, Inc.) Stock Financials & Earnings | Market Cap Arena

LIFLife360, Inc.

Mkt Cap$4B

Technology·Software - Application·🇺🇸 United States·NASDAQ

Revenue (TTM)$489M

Net Income (TTM)$151M

EPS (TTM)$1.78

Free Cash Flow (TTM)$81M

Gross Margin77.8%

Op. Margin3.8%

Net Margin30.8%

FCF Margin16.5%

P/S Ratio (TTM)7.7x

P/E Ratio (TTM)24.9x

YoY Rev Growth+31.8%

Employees—

Earnings Reports

Revenue & Profitability

Quarter	Revenue	Gross Profit	Op. Income
Q1 23	$68M	$50M	-$15M
Q2 23	$71M	$55M	-$4M
Q3 23	$79M	$58M	-$7M
Q4 23	$87M	$60M	-$4M
Q1 24	$78M	$60M	-$6M
Q2 24	$85M	$64M	-$2M
Q3 24	$93M	$70M	-$5M
Q4 24	$116M	$86M	$6M
Q1 25	$104M	$84M	$2M
Q2 25	$115M	$91M	$2M
Q3 25	$124M	$97M	$6M
Q4 25	$146M	$110M	$9M

Revenue Breakdown

Valuation

Quarter	P/S	P/E
Q1 23	—	—
Q2 23	14.0x	—
Q3 23	13.0x	—
Q4 23	12.3x	—
Q1 24	11.9x	—
Q2 24	11.4x	—
Q3 24	11.0x	—
Q4 24	10.1x	—
Q1 25	9.5x	391.2x
Q2 25	8.8x	136.2x
Q3 25	8.2x	126.6x
Q4 25	7.7x	24.9x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	-$9M	-$10M
Q2 23	$4M	$3M
Q3 23	$4M	$4M
Q4 23	$9M	$8M
Q1 24	$11M	$10M
Q2 24	$3M	$2M
Q3 24	$6M	$5M
Q4 24	$12M	$10M
Q1 25	$12M	$11M
Q2 25	$13M	$11M
Q3 25	$26M	$25M
Q4 25	$37M	$35M

Capital Expenditures

CapEx

Quarter	CapEx
Q1 23	$374K
Q2 23	$517K
Q3 23	$367K
Q4 23	$963K
Q1 24	$1M
Q2 24	$1M
Q3 24	$968K
Q4 24	$2M
Q1 25	$2M
Q2 25	$3M
Q3 25	$2M
Q4 25	$2M

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q3 23	+37.6%	+8.8%
Q4 23	+21.9%	+8.6%
Q1 24	+14.8%	+1.9%
Q2 24	+19.9%	+16.3%
Q3 24	+18.1%	+14.9%
Q4 24	+32.8%	+20.3%
Q1 25	+32.5%	+19.9%
Q2 25	+36.0%	+30.0%
Q3 25	+34.1%	+21.5%
Q4 25	+26.4%	+24.8%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$9M	13.1%
Q2 23	$9M	13.1%
Q3 23	$9M	12.0%
Q4 23	$11M	12.5%
Q1 24	$8M	10.6%
Q2 24	$11M	12.7%
Q3 24	$11M	12.3%
Q4 24	$12M	10.2%
Q1 25	$10M	9.5%
Q2 25	$15M	13.2%
Q3 25	$15M	11.9%
Q4 25	$15M	10.6%

OpEx Breakdown

Quarter	R&D	G&A	S&M
Q1 23	$27M	$13M	$24M
Q2 23	$23M	$12M	$23M
Q3 23	$25M	$14M	$26M
Q4 23	$26M	$13M	$26M
Q1 24	$27M	$14M	$25M
Q2 24	$27M	$15M	$24M
Q3 24	$29M	$15M	$31M
Q4 24	$30M	$16M	$34M
Q1 25	$30M	$16M	$35M
Q2 25	$32M	$17M	$39M
Q3 25	$32M	$20M	$39M
Q4 25	$33M	$26M	$42M

Rule of 40

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 23	—	-18.5%	—
Q2 23	—	-2.1%	—
Q3 23	37.6%	-5.1%	32.5
Q4 23	21.9%	-2.2%	19.7
Q1 24	14.8%	-5.1%	9.7
Q2 24	19.9%	0.1%	20.0
Q3 24	18.1%	-2.7%	15.5
Q4 24	32.8%	7.4%	40.2
Q1 25	32.5%	5.0%	37.4
Q2 25	36.0%	4.5%	40.4
Q3 25	34.1%	11.4%	45.5
Q4 25	26.4%	10.4%	36.8

Revenue Segments

Quarter	Hardware	Product and Service, Other	Subscription and Circulation
Q1 25	$9M	$13M	$82M
Q2 25	$12M	$15M	$89M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$61M	$0	$61M
Q2 23	$62M	$0	$62M
Q3 23	$62M	$0	$62M
Q4 23	$69M	$0	$69M
Q1 24	$73M	$0	$73M
Q2 24	$161M	$0	$161M
Q3 24	$159M	$0	$159M
Q4 24	$159M	$0	$159M
Q1 25	$169M	$0	$169M
Q2 25	$433M	$0	$433M
Q3 25	$456M	$0	$456M
Q4 25	$494M	$0	$494M

Shares Outstanding

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change
Q1 23	66M	-5.4%
Q2 23	66M	+1.3%
Q3 23	67M	+0.9%
Q4 23	68M	+1.6%
Q1 24	69M	+0.6%
Q2 24	71M	+3.2%
Q3 24	82M	+16.0%
Q4 24	83M	+1.4%
Q1 25	83M	+0.3%
Q2 25	84M	+1.2%
Q3 25	86M	+1.6%
Q4 25	85M	-0.7%

Revenue Per Employee

Revenue / Employee

Year	Revenue/Employee	Employees
FY 19	—	—
FY 20	—	—
FY 21	—	—
FY 22	$381K	600
FY 23	$599K	508
FY 24	$816K	455
FY 25	$895K	547