LIF on Nasdaq

Life360, Inc.

In its 2026 annual report the company says: “Life360 is a leading technology platform connecting millions of people throughout the world to the people, pets and things they care about most. We have created a new category at the intersection of family, technology, and safety to help keep families connected and safe. In addition to the Life360 mobile application, we also offer hardware tracking devices through the sale of Tile by Life360, Inc. devices and Life360 Pet GPS devices to keep members close to the people, pets and things they care about most.”3 It is headquartered in San Mateo, California.1

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Last updated Oct 21, 2026.

Overview

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  • TickerLIF on Nasdaq1
  • IndustryServices-Computer Processing & Data Preparation1
  • HeadquartersSan Mateo, California1
  • Incorporated inDE2
  • Business address1900 South Norfolk Street, Suite 310, San Mateo, Ca 944032
  • Filer categoryLarge accelerated filer2
  • Legal formCorporation

Life360 is a leading technology platform connecting millions of people throughout the world to the people, pets and things they care about most. We have created a new category at the intersection of family, technology, and safety to help keep families connected and safe. Our core offering, the Life360 mobile application, includes features like communications, driving safety, digital safety and location sharing. Beyond the everyday, Life360 also provides much-needed protection and saves lives, which is crucial for families in emergency situations such as natural disasters, vehicle collisions, physical property theft, and digital identity theft. The Life360 mobile application operates under a “freemium” model where its core offering is available to members at no charge, with additional membership subscription options that are available but not required.3 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

77.8%Gross margin4
3.8%Operating margin4
30.8%Net margin4
31.8%Revenue growth, 20254
27.5%Return on equity4
$86.8MFree cash flow4

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Subscription and Circulation brought in 75% of the revenue Life360, Inc. broke down this way in fiscal 2025.

  1. Subscription and Circulation$369.3M475%up 33% from 2024
  2. Hardware$51.8M411%down 10% from 2024
  3. Partnerships$35.7M47%up 280% from 2024
  4. Data$32.7M47%up 23% from 2024
Products and services by year
Products and services202320242025
Subscription and Circulation$220.8M$277.8M$369.3M
Hardware$58.2M$57.6M$51.8M
Partnerships$3.9M$9.4M$35.7M
Data$21.6M$26.6M$32.7M

Regions

North America brought in 47% of the revenue Life360, Inc. broke down this way in fiscal 2025.

  1. North America$425.8M447%up 31% from 2024
  2. United States$415.4M446%up 30% from 2024
  3. EMEA$36.1M44%up 32% from 2024
  4. Other International Regions$27.6M43%up 50% from 2024
Regions by year
Regions202320242025
North America$272.7M$325.8M$425.8M
United States$258.5M$318.6M$415.4M
EMEA$19.2M$27.3M$36.1M
Other International Regions$12.6M$18.4M$27.6M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Cost of revenue21¢$108.6M
  • Research and development25¢$128.4M
  • Income tax23¢$118.2M
  • Profit30¢$150.8M

Out of $489.5M in revenue.4

Where each dollar of operating cash went, fiscal 2025

  • Capital spending2¢$1.8M
  • Kept or used elsewhere98¢$86.8M

Out of $88.6M of cash from operations.4

Financial statements

Revenue5674$489.5M in 2025+507% since 2020
0$200.0M$400.0M$600.0M2020: $80.7M$80.7M20202021: $112.6M$112.6M2021+40%2022: $228.3M$228.3M2022+103%2023: $304.5M$304.5M2023+33%2024: $371.5M$371.5M2024+22%2025: $489.5M$489.5M2025+32%
Gross profit5674$380.8M in 2025+484% since 2020
0$100.0M$200.0M$300.0M$400.0M2020: $65.3M$65.3M20202021: $89.9M$89.9M2021+38%2022: $148.6M$148.6M2022+65%2023: $222.6M$222.6M2023+50%2024: $279.2M$279.2M2024+25%2025: $380.8M$380.8M2025+36%
Operating income5674$18.8M in 2025
-$100.0M-$50.0M0$50.0M2020: -$16.7M-$16.7M20202021: -$32.3M-$32.3M2021+94%2022: -$94.4M-$94.4M2022+193%2023: -$30.0M-$30.0M2023−68%2024: -$8.0M-$8.0M2024−73%2025: $18.8M$18.8M2025
Net income5674$150.8M in 2025
-$100.0M0$100.0M$200.0M2020: -$16.3M-$16.3M20202021: -$33.6M-$33.6M2021+105%2022: -$91.6M-$91.6M2022+173%2023: -$28.2M-$28.2M2023−69%2024: -$4.6M-$4.6M2024−84%2025: $150.8M$150.8M2025

Every line of the income statement as filed: the last 3 fiscal years, latest first.4

Period ending2025-12-312024-12-312023-12-31
Total revenue$489.5M$371.5M$304.5M
Gross profit$380.8M$279.2M$222.6M
Research and development$128.4M$113.1M$101.0M
Sales and marketing$155.0M$113.3M$99.1M
General and administrative$78.6M$60.7M$52.6M
Total operating expenses$362.0M$287.1M$252.6M
Income (loss) from operations$18.8M-$8.0M-$30.0M
Convertible notes fair value adjustment$0-$608.0K-$684.0K
Derivative liability fair value adjustment$0-$1.7M-$116.0K
Loss on settlement of convertible notes$0-$440.0K$0
Gain on settlement of derivative liability$0$1.9M$0
Gain on change in fair value of investments$609.0K$5.4M$0
Interest income$13.7M$6.0M$3.1M
Total other income (expense), net$13.8M$3.4M$2.4M
Income (loss) before income taxes$32.7M-$4.6M-$27.6M
Provision for (benefit from) income taxes-$118.2M-$71.0K$616.0K
Net income (loss)$150.8M-$4.6M-$28.2M
Net income (loss) per share, basic (in usd per share)$1.95-$0.06-$0.42
Net income (loss) per share, diluted (in usd per share)$1.77-$0.06-$0.42
Weighted-average shares used in computing net income (loss) per share, basic (in shares)77.3M shares72.1M shares66.7M shares
Weighted-average shares used in computing net income (loss) per share, diluted (in shares)85.2M shares72.1M shares66.7M shares
Change in foreign currency translation adjustment$4.0K$35.0K$15.0K
Total comprehensive income (loss)$150.8M-$4.5M-$28.2M
Total cost of revenue$108.6M$92.3M$81.9M
Other expense$481.0K$7.2M-$145.0K

Compare Life360, Inc. with another company

Corporate structure

Life360, Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Life360, Inc.

  • Life360, Inc. San Mateo, California

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Life360, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$4.5M4 Dec 31, 2025$2.8M4 Dec 31, 2024+59.1%
Accumulated depreciation$1.5M4 Dec 31, 2025$1.0M4 Dec 31, 2024+40.9%
Property and equipment, net$3.0M4 Dec 31, 2025$1.8M4 Dec 31, 2024+69.7%
Operating-lease assets (leased space)$335.0K4 Dec 31, 2025$683.0K4 Dec 31, 2024−51.0%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$494.3M4 Dec 31, 2025$159.2M4 Dec 31, 2024+210.4%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$134.6M4 Dec 31, 2025$133.7M4 Dec 31, 2024+0.7%
Finite-lived intangibles, gross$78.8M4 Dec 31, 2025$68.2M4 Dec 31, 2024+15.5%
Accumulated amortization$40.5M4 Dec 31, 2025$27.6M4 Dec 31, 2024+46.7%
Finite-lived intangibles, net$38.3M4 Dec 31, 2025$40.6M4 Dec 31, 2024−5.7%

Inventory

ItemLatestA year beforeChange
Inventory, total$9.9M4 Dec 31, 2025$8.1M4 Dec 31, 2024+22.5%
Raw materials$40.0K4 Dec 31, 2025$24.0K4 Dec 31, 2024+66.7%
Finished goods$9.8M4 Dec 31, 2025$8.0M4 Dec 31, 2024+22.3%

Properties, in its own words

We are a Delaware corporation with a globally distributed workforce. Since 2020, we have operated as a remote-first company and intend to continue doing so indefinitely. While our employees primarily work remotely, all have the option to work from our San Mateo, California office, or at other flexible workspaces. All of our facilities are leased. We believe our facilities are adequate for our needs and that suitable additional or alternative space will be available to support our operations, if needed.

Item 2 of the 10-K filed Mar 2, 2026.3

Leadership

Who has led Life360, Inc., and when. Pick a name to see everywhere that person has worked.

Board members and other officers (13)

Named in SEC Form D filings

People the company listed in its private-offering notices.

  • DirectorBrit Philip Morin named Aug 26, 202625

Timeline

  1. Aug 10, 20268-K Results of operations; Regulation FD disclosure26
  2. May 29, 20268-K Shareholder vote27
  3. May 18, 20268-K Other events28
  4. May 11, 20268-K Results of operations; Regulation FD disclosure29
  5. Mar 2, 20268-K Results of operations; Regulation FD disclosure30
  6. Jan 22, 20268-K Results of operations; Regulation FD disclosure31
  7. Jan 5, 20268-K Regulation FD disclosure32
  8. Nov 10, 20258-K Results of operations; Regulation FD disclosure33
  9. Aug 27, 2025New chief executive Lauren Antonoff becomes CEO10
  10. Aug 11, 20258-K Results of operations; Executive or director change; Regulation FD disclosure34
  11. Jun 5, 20258-K Entered a material agreement; New debt or obligation; Unregistered sale of shares35
  12. May 29, 20258-K Shareholder vote36
  13. May 12, 20258-K Regulation FD disclosure37
  14. Jun 27, 2022New chief executive Chris Hulls becomes CEO11

Calendar

Coming up

  1. Nov 9, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $0.11 a share, on Nov 10, 2025.38

When it reported results

  1. Aug 10, 2026Reported quarterly or annual results26
  2. May 11, 2026Reported quarterly or annual results29
  3. Mar 2, 2026Reported quarterly or annual results30
  4. Jan 22, 2026Reported quarterly or annual results31
  5. Nov 10, 2025Reported quarterly or annual results33
  6. Aug 11, 2025Reported quarterly or annual results34
  7. Nov 12, 2024Reported quarterly or annual results39
  8. Aug 8, 2024Reported quarterly or annual results40

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

537 filings to the SEC since October 2021: 5 annual reports, 13 quarterly reports, 53 major events, 309 insider forms, 21 large holders, 1 private raises, 135 other. The latest 20:

  1. Oct 15, 20264 EDGAR
  2. Oct 13, 2026144 EDGAR
  3. Oct 8, 20264 EDGAR
  4. Oct 6, 2026144 EDGAR
  5. Oct 6, 2026SCHEDULE 13G/A EDGAR
  6. Oct 5, 20264 EDGAR
  7. Oct 1, 2026144 EDGAR
  8. Sep 23, 20264 EDGAR
  9. Sep 21, 2026144 EDGAR
  10. Sep 16, 20264 EDGAR
  11. Sep 14, 2026144 EDGAR
  12. Sep 10, 20264 EDGAR
  13. Sep 10, 20264 EDGAR
  14. Sep 10, 20264 EDGAR
  15. Sep 3, 20264 EDGAR
  16. Aug 27, 20264 EDGAR
  17. Aug 26, 2026D EDGAR
  18. Aug 21, 20264 EDGAR
  19. Aug 19, 20264 EDGAR
  20. Aug 18, 2026144 EDGAR

The 537 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

142 open-market trades by officers, directors and large owners since October 2021: 1 buys and 141 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Sep 21, 2026Haro AlexDirectorSale50,000$40.88$2.0MForm 4
Sep 14, 2026Prober Charles J.DirectorSale7,930$42.12$334.0KForm 4
Sep 1, 2026COGHLAN JOHN PHILIPDirectorSale4,000$41.97$167.9KForm 4
Aug 26, 2026Synge JamesDirectorSale27,466$44.31$1.2MForm 4
Aug 25, 2026Synge JamesDirectorSale5,833$45.05$262.8KForm 4
Aug 18, 2026Hulls ChrisDirectorSale250,000$46.84$11.7MForm 4
Aug 13, 2026Prober Charles J.DirectorSale7,930$48.59$385.3KForm 4
Aug 10, 2026Morin BritDirectorSale15,582$65.00$1.0MForm 4
Aug 4, 2026Morin BritDirectorSale10,701$60.00$642.1KForm 4
Aug 4, 2026Hulls ChrisDirectorSale27,000$63.34$1.7MForm 4
Aug 3, 2026COGHLAN JOHN PHILIPDirectorSale4,000$54.82$219.3KForm 4
Jul 16, 2026Hulls ChrisDirectorSale14,345$55.74$799.6KForm 4
Jul 13, 2026Prober Charles J.DirectorSale7,930$53.05$420.7KForm 4
Jul 1, 2026COGHLAN JOHN PHILIPDirectorSale4,000$56.07$224.3KForm 4
Jun 29, 2026Morin BritDirectorSale4,655$55.00$256.0KForm 4
Jun 18, 2026Hulls ChrisDirectorSale16,042$47.07$755.1KForm 4
Jun 15, 2026Prober Charles J.DirectorSale7,930$46.07$365.3KForm 4
Jun 1, 2026COGHLAN JOHN PHILIPDirectorSale4,000$43.99$175.9KForm 4
May 28, 2026Hulls ChrisDirectorSale16,379$40.34$660.7KForm 4
May 13, 2026Prober Charles J.DirectorSale7,930$40.44$320.7KForm 4

All 142 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Lauren AntonoffChief Executive Officer, Executive Director, & former Chief Operating Officer55$490.8K$12.3M49
2025Chris HullsCo-Founder, Executive Chairman of the Board, Director, & former Chief Executive Officer42$515.0K$8.7M49
2025Russell BurkeChief Financial Officer65$450.0K$2.7M49
2025Susan StickFormer General Counsel and Corporate Secretary$157.8K$1.4M49
2024Chris HullsCo-Founder, Executive Chairman of the Board, Director, & former Chief Executive Officer42$515.0K$4.4M49
2024Lauren AntonoffChief Executive Officer, Executive Director, & former Chief Operating Officer55$475.0K$2.7M49
2024Russell BurkeChief Financial Officer65$450.0K$2.6M49
2024Susan StickFormer General Counsel and Corporate Secretary$340.0K$984.8K49
2023Lauren AntonoffChief Executive Officer, Executive Director, & former Chief Operating Officer55$298.3K$5.4M49
2023Russell BurkeChief Financial Officer65$400.0K$2.3M49
2023Chris HullsCo-Founder, Executive Chairman of the Board, Director, & former Chief Executive Officer42$500.0K$1.9M49
2023Susan StickFormer General Counsel and Corporate Secretary$111.1K$1.7M49

Funding

Where the company's money came from, by calendar year: private offerings filed with the SEC, federal grants, loans, contracts and other assistance from USAspending.gov, and PPP loans from the SBA. Each bar links to the records below.

Money received by year$600.0K 2026–2026
Money received by yearMoney received by year, 2026–2026: $600.0K in all. Private raises (Form D) $600.0K.$0$200K$400K$600K2026 · Private raises (Form D): $600.0K2026
Figures by year
YearPrivate raises (Form D)Total
2026$600.0K$600.0K

Private raises

Private offerings the company reported to the SEC on Form D. The amount is what the latest filing says was sold so far, charted in the year of the first sale. Covers filings since Oct 1, 2021.

  1. Aug 10, 2026Raised $600,000 in a private offering of equity25 Form D: 1 investor so far Form D

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.9,265,283$512.9M0.0%+345,859
Vanguard Portfolio Management LLC5,349,636$296.2M0.0%+175,922
Vanguard Capital Management LLC3,507,701$194.2M0.0%+139,376
State Street Corp2,272,051$125.8M0.0%+172,904
Geode Capital Management, LLC1,284,468$71.1M0.0%+105,461
UBS Group AG915,427$50.7M0.0%+202,826
Norges Bank749,530$41.5M0.0%New
Allstate Corp725,000$40.1M0.4%−286
Bank Of America Corp /de/658,949$36.5M0.0%+251,653
Charles Schwab Investment Management Inc655,488$36.3M0.0%+104,453
Morgan Stanley525,727$29.1M0.0%−201,507
Vanguard Fiduciary Trust Co519,191$28.7M0.0%+27,643
Principal Financial Group Inc483,007$26.7M0.0%+19,565
Northern Trust Corp481,064$26.6M0.0%+48,453
Invesco Ltd.299,928$16.6M0.0%+57,119
Dimensional Fund Advisors LP286,988$15.9M0.0%−16,491
Bank of New York Mellon Corp280,827$15.5M0.0%−24,196
Public Sector Pension Investment Board278,350$15.4M0.0%−2,150
Citigroup Inc242,917$13.4M0.0%−28,127
Goldman Sachs Group Inc242,785$13.4M0.0%−236,361
Barclays PLC215,269$11.9M0.0%+117,887
Ameriprise Financial Inc208,911$11.6M0.0%−32,188
Greenspring Advisors, LLC173,271$9.6M0.5%+9,689
Legal & General Group Plc171,006$9.5M0.0%−3,567
Swiss National Bank152,835$8.5M0.0%−2,300

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Life360, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARLife360, Inc.1
  • CIK0001581760
  • Employer ID (EIN)26-01976663
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company3
  • Incorporated inDelaware3
  • Fiscal year endsDecember 311
  • Industry code (SIC)7374 Services-Computer Processing & Data Preparation1
  • SEC reviewing officeOffice of Technology, Division of Corporation Finance1
  • Business address1900 South Norfolk Street, Suite 310, San Mateo, CA 944031
  • Phone415-484-52441
  • Shares outstanding81,480,369 as of Aug 4, 20269
  • Public float$4.8B as of Jun 30, 20253
  • AuditorDeloitte and Touche LLP, San Francisco, CA PCAOB ID 34; it also attests to the company’s internal control over financial reporting3
  • On EDGAR sinceJul 19, 20131
  • Filings542 in all: 4 (267), 144 (89), 8-K (52), 3/A (24), 3 (16), 10-Q (13), SCHEDULE 13G/A (9), DEFA14A (8)1
    All 33 form types

    SCHEDULE 13G (6), UPLOAD (6), S-8 (5), 10-K (4), ARS (4), CORRESP (4), D (4), DEF 14A (4), SC 13G/A (4), 10-12G/A (2), 424B5 (2), D/A (2), FWP (2), PRE 14A (2), SC 13G (2), SEC STAFF LETTER (2), 10-12G (1), 10-K/A (1), 4/A (1), 5 (1), 8-A12B (1), 8-K/A (1), CERT (1), PRER14A (1), S-3ASR (1)

  • Latest filingsAnnual report (10-K) Mar 2, 2026
    Quarterly report (10-Q) Aug 10, 2026
    Proxy statement (DEF 14A) Apr 16, 2026
    Latest 8-K (8-K) Aug 10, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, $0.001 par value per shareLIFThe Nasdaq Stock Market LLC

From the cover page of the 10-K filed Mar 2, 2026 (Section 12(b) of the Exchange Act).3

Risk factors and legal proceedings

The risks Life360, Inc. names in Item 1A of its 10-K filed Mar 2, 2026: 55 risks under these headings, as written.3

  • Risks Related to Our Business
  • If we fail to retain existing members or add new members, or if our members decrease their level of engagement with our products and services or do not convert to paying subscribers, our revenue, business, financial condition, and results of operations may be significantly harmed.
  • If we fail to monetize members through subscription plans, our business, financial condition, and results of operations may be harmed.
  • If we are not able to maintain the value and reputation of our brands, or if we are not able to compete successfully with current or future competitors, our ability to expand our member base and maintain our relationships with partners and other key service providers may be impaired and our business, financial condition, and results of operations may be harmed.
  • The digital consumer subscription products market is competitive, with low switching costs and a consistent stream of new products, services, and entrants. We may not be able to compete successfully with current or future competitors, which may impact our business, financial condition, and results of operations.
  • We have in the past, and may in the future, need to change our pricing models to compete successfully.
  • The market for our offerings is evolving, and our future success depends on the growth of this market and our ability to anticipate and satisfy consumer preferences in a timely manner.
  • Changes to our existing brands, products, and services, or the introduction of new brands, products, or services, could fail to attract or retain members or generate revenue and profits.
  • Unfavorable media coverage and publicity could damage our brands and reputation and materially adversely affect our business, financial condition, and results of operations.
  • Our business could be harmed if we are unable to accurately forecast demand for our products and services and to adequately manage our product inventory.
  • Our growth and profitability rely, in part, on our ability to attract members through cost-effective marketing efforts. Any failure in these efforts could materially adversely affect our business, financial condition, and results of operations.
  • We depend on retailers and distributors to sell and market our hardware products, and our failure to maintain and further develop our sales channels could harm our business.
The other 44 risks
  • We rely on a limited number of suppliers, manufacturers, and fulfillment partners for our smart trackers. A loss of or change with any of these partners could negatively affect our business, including the potential inability to produce or obtain quality products and services on a timely basis or in sufficient quantity.
  • We have limited control over our suppliers, manufacturers, fulfillment partners and inflation in costs, which may subject us to significant risks, including the potential inability to produce or obtain quality products and services on a timely basis or in sufficient quantity.
  • If we do not successfully coordinate the worldwide manufacturing, fulfillment, and distribution of our products, we could lose sales, which could materially adversely affect our business, financial condition, and results of operations.
  • Our manufacturer’s facilities are located in Malaysia and the PRC. Uncertainties with respect to the legal system of the PRC, including uncertainties regarding the enforcement of laws, and sudden or unexpected changes in policies, laws and regulations in the PRC could materially adversely affect us. Disruption in the supply chains from the PRC and Malaysia could also adversely affect our business.
  • Our apps are currently available for download internationally and in the future we expect to penetrate additional international regions, including certain markets and regions in which we have limited experience, which subjects us to a number of additional risks.
  • We rely on key data partners, and any termination of our agreements with such data partners could have a material adverse effect on our revenues, business, financial condition, and results of operations.
  • Our future success depends on the continuing efforts of our executive officers and other key employees and our ability to attract and retain highly skilled personnel and senior management.
  • Investment in new business strategies, partnerships, and acquisitions could fail to produce the expected results, disrupt our ongoing business, present risks not originally contemplated, and materially adversely affect our business, reputation, results of operations, and financial condition.
  • Our member metrics and other estimates are subject to inherent challenges in measurement, and real or perceived inaccuracies in those metrics may negatively affect our reputation and our business.
  • The limited operating history of our new brands, products, and services makes it difficult to evaluate our current business and future prospects.
  • We have grown rapidly in recent years and have limited operating experience at our current scale of operations. If we are unable to manage our growth effectively, our brands, company culture, and financial performance may suffer and place significant demands on our operational, risk management, sales and marketing, technology, compliance, and finance and accounting resources.
  • Unstable market and economic conditions may adversely affect consumer discretionary spending and demand for our products and services.
  • We are affected by seasonality, which may cause fluctuations in our operating results and affect investor expectations.
  • We derive a portion of our revenues from lead generation offerings. If we are unable to continue to compete for these lead generation offerings, or if any events occur that negatively impact our relationships with potential advertising partners, our partnership revenue, which includes advertising revenue, and results of operations will be negatively impacted.
  • Our advertising offerings, including those developed through the acquisition of Nativo, are new and subject to various risks and uncertainties, which may adversely affect our business.
  • We may require additional capital to support business growth and objectives, and this capital might not be available to us on reasonable terms, if at all, and may result in stockholder dilution.
  • If our estimates or judgments relating to our critical accounting policies prove to be incorrect, our results of operations could be adversely affected.
  • Risks Related to Privacy and Cybersecurity
  • Providers of online websites, applications and services are subject to various laws, regulations, and other requirements relating to children’s privacy and protection, which if violated, could subject us to an increased risk of litigation and regulatory actions.
  • If our information technology systems or data, or those of third parties upon which we rely, are or were compromised, we could experience adverse consequences resulting from such compromise, including but not limited to regulatory investigations or actions; litigation (including class action or similar lawsuits); fines and penalties; disruptions of our business operations; reputational harm; loss of revenue or profits; and other adverse consequences.
  • Risks Related to Our Technology and Intellectual Property
  • Our success depends, in part, on the integrity of third-party systems and infrastructures, and on the continued and unimpeded access to our products and services on the internet.
  • Our success depends, in part, on the integrity of our information technology systems and infrastructures, as well as those of third parties on which we rely, and on our ability to enhance, expand, and adapt these systems and infrastructures in a timely and cost-effective manner. Any compromise, disruption, or failure of these systems could result in material adverse consequences, including operational disruptions, loss of data, regulatory investigations, reputational harm, and financial loss.
  • We may fail to adequately obtain, protect, and maintain our intellectual property rights or prevent third parties from making unauthorized use of such rights.
  • From time to time, we have been and may be party to intellectual property-related litigation and proceedings that are expensive and time-consuming to defend, and, if resolved adversely, could materially adversely impact our business, financial condition and results of operations.
  • Our use of “open source” software could subject our proprietary software to general release, adversely affect our ability to sell our products and services and subject us to possible litigation.
  • Risks Related to Legal Matters and Our Regulatory Environment
  • Changes in laws regulating subscription and auto-payment renewals may be unfavorable, which could have a material adverse effect on our business, reputation, financial condition, and results of operations.
  • We may fail to comply with laws regulating subscriptions and auto-payment renewals, which could have a material adverse effect on our business, reputation, financial condition, and results of operations.
  • Adverse litigation judgments or settlements resulting from legal proceedings in which we may be involved could have a material adverse effect on our business, financial condition, and results of operations.
  • Our ability to use our net operating losses and certain other tax attributes to offset future taxable income may be subject to certain limitations.
  • We are subject to taxation related risks in multiple jurisdictions.
  • Actions by governments to restrict access to Life360 in their countries, or that otherwise impair our ability to sell advertising in their countries, could substantially harm our business, financial condition, and results of operations.
  • If additional tariffs on Chinese-origin goods are imposed, related countermeasures are taken by the PRC, additional tariffs are imposed on goods manufactured in Malaysia or other jurisdictions in which we operate, or we experience supply chain transformation setbacks, it could have an adverse impact on our business, financial condition, and results of operations.
  • We are subject to governmental export and import controls and economic sanction laws that could subject us to liability and impair our ability to compete in international markets.
  • Risks Related to Our Common Stock and CDIs
  • The market price of our CDIs and common stock has been, and may in the future be, volatile, or may decline regardless of our operating performance and you could lose all or part of your investment.
  • If securities and industry analysts do not publish research or publish inaccurate or unfavorable research about our business, our stock price and trading volume could decline.
  • Future sales of our common stock in the public market could cause the market price of our common stock to decline.
  • Provisions of our charter documents and Delaware law may inhibit a takeover, which could limit the price investors might be willing to pay in the future for our common stock.
  • We have identified a material weakness in our internal control over financial reporting in the past. If we identify additional material weaknesses in our future or otherwise fail to maintain effective internal control over financial reporting, we may not be able to accurately or timely report our financial condition or results of operations, which may adversely affect our business and the price of our common stock and CDIs.
  • Our Certificate of Incorporation provides, subject to certain exceptions, that the Court of Chancery of the State of Delaware is the exclusive forum for certain stockholder litigation matters and the U.S. federal district courts are the exclusive forum for actions arising under the Securities Act, which could limit our stockholders’ ability to bring a claim in a judicial forum that they find more favorable for disputes with us or our directors, officers, employees, or stockholders.
  • Risks Related to Our Indebtedness
  • Our indebtedness and liabilities could adversely affect our financial condition and results of operations and limit the cash flow available for our operations, which may impair our ability to satisfy our obligations under our 0.00% Convertible Senior Notes due 2030 (the “June 2025 Convertible Notes”).
  • We may be unable to raise the funds necessary to repurchase the June 2025 Convertible Notes for cash following a fundamental change (as defined in the indenture governing the June 2025 Convertible Notes) or to pay any cash amounts due upon maturity or conversion of the June 2025 Convertible Notes, and our other indebtedness may limit our ability to repurchase the June 2025 Convertible Notes or to pay any cash amounts due upon their maturity or conversion.
  • The capped call transactions entered into in connection with the pricing of the June 2025 Convertible Notes may affect the value of our common stock.
  • We are subject to counterparty risk with respect to the capped call transactions, and the capped call may not operate as planned.
  • Provisions in the indenture governing the June 2025 Convertible Notes could delay or prevent an otherwise beneficial takeover of us.
  • General Risk Factors
  • Severe weather, natural disasters, global pandemics, acts of war or terrorism, theft, civil unrest, government expropriation or other external events could have significant effects on our business.

Legal proceedings

From time to time, we may be and have been involved in legal proceedings, claims, and government investigations in the ordinary course of business. We have received, and may in the future continue to receive, inquiries from regulators regarding our compliance with law and regulations, including those related to data protection and consumer rights, and due to the nature of our business and the rapidly evolving landscape of laws relating to data privacy, cybersecurity, consumer protection, and data use, we expect to continue to be the subject of regulatory investigations and inquiries in the future. We have received, and may in the future continue to receive, claims from third parties relating to information or content that is published or made available on our platform, among other types of claims including those relating to, among other things, regulatory matters, commercial matters, intellectual property, competition, tax, employment, pricing, discrimination, and consumer rights. Future litigation may be necessary to defend ourselves, our partners, and our customers by determining the scope, enforceability, and validity of these claims. The results of any current or future regulatory inquiry or litigation cannot be predicted with certainty, and regardless of the outcome, such investigations and litigation can have an adverse impact on us because of defense and settlement costs, diversion of management resources, the potential for enforcement orders or settlements to impose operational restrictions or obligations on our business practices, and other factors.

The information set forth under Note 10, "Commitments and Contingencies" in the notes to the consolidated financial statements under the caption “Litigation and Arbitration” is incorporated herein by reference.

The opening of Item 3, Legal Proceedings.3

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