LIFMEDIUM SIGNALFINANCIAL10-K

Life360 delivered strong revenue growth while meaningfully strengthening its balance sheet through improved profitability and debt reduction.

The company demonstrated solid operational execution with revenue growing substantially alongside expanding gross profit margins. The notable increase in stockholders' equity combined with debt reduction signals improving financial health and potentially greater capacity for strategic investments or shareholder returns.

Comparing 2026-03-02 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

Life360 posted robust top-line growth with revenue advancing 32% year-over-year, accompanied by strong gross profit expansion that outpaced revenue growth, indicating margin improvement. The balance sheet strengthened considerably with stockholders' equity growing 53% while total debt declined 41%, reflecting improved profitability and disciplined capital management. The company maintained modest increases in R&D spending and working capital components like accounts receivable and inventory, consistent with supporting the revenue growth trajectory.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+52.9%
$358.5M→$548.2M

Equity base grew 52.9% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Capital Expenditure
Cash Flow
+51%
$1.2M→$1.8M

Capital expenditure jumped 51% — major investment cycle underway; assess returns on deployment.

Total Debt
Balance Sheet
-40.5%
$7.6M→$4.5M

Debt reduced 40.5% — deleveraging strengthens balance sheet and reduces financial risk.

Accounts Receivable
Balance Sheet
+39.2%
$58.0M→$80.7M

Receivables surged 39.2% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Gross Profit
P&L
+36.4%
$279.2M→$380.8M

Gross profit expanding — improving pricing power or product mix shift toward higher-margin offerings.

Revenue
P&L
+31.8%
$371.5M→$489.5M

Strong top-line growth of 31.8% — accelerating demand or successful expansion into new markets.

Current Liabilities
Balance Sheet
+25.2%
$77.3M→$96.8M

Current liabilities rose 25.2% — increased short-term obligations, watch current ratio.

Inventory
Balance Sheet
+22.5%
$8.1M→$9.9M

Inventory built 22.5% — monitor whether demand supports this build or if write-downs may follow.

R&D Expense
P&L
+13.6%
$113.1M→$128.4M

R&D investment increased 13.6% — signals commitment to future product development, though near-term margin impact.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-02-27
ADDED
As of February 24, 2026, the registrant had 80,198,613 shares of common stock, par value $0.001 per share, including shares underlying all issued and outstanding CHESS Depositary Interests ( CDIs ), outstanding.
____________________ (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.
Form 10-K Summary 116 Signatures 117 In this report, unless otherwise stated or the context otherwise indicates, the terms Life360, the Company, we, us, our and similar references refer to Life360, Inc.
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REMOVED
As of February 21, 2025, the registrant had 75,527,845 shares of common stock, par value $0.001 per share, including shares underlying all issued and outstanding CHESS Depositary Interests ( CDIs ), outstanding.
Form 10-K Summary 121 Signatures 122 In this report, unless otherwise stated or the context otherwise indicates, the terms Life360, the Company, we, us, our and similar references refer to Life360, Inc and its consolidated subsidiaries.
Some of the statements under Risk Factors, Management s Discussion and Analysis of Financial Condition and Results of Operations, Business and elsewhere in this Annual Report contain forward-looking statements.
In some cases, you can identify forward-looking statements by the following words: may, might, will, could, would, should, expect, plan, anticipate, intend, seek, believe, estimate, predict, potential, continue, contemplate, possible or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words.
These statements involve risks, uncertainties and other factors that may cause our actual results, levels of activity, performance or achievements to be materially different from the information expressed or implied by these forward-looking statements.
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