Equity Profile

LIF

Life360, Inc.

Information TechnologyApplication Software$3.7B

May11Mon

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Life360 Misses on EPS, Stock Down 1.75%

Metric	Actual	Expected	Surprise
EPS	$0.03	$0.12	+400.00%
Revenue	—	$137M	—

management commentary, guidance changes, and full analysis available with Pro.

Life360 Misses on EPS, Stock Down 1.75%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.03	$0.12	+400.00%
Revenue	—	$137M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Life360's earnings report shows a significant miss on EPS, which may concern investors about the company's profitability. The stock reacted negatively, dropping 1.75%, likely reflecting disappointment over the earnings shortfall. With no revenue reported and no guidance provided, investors may be left uncertain about the company's future performance.

Company Snapshot

Life360, Inc. is a technology company specializing in application software that helps families stay connected and safe through location sharing and communication tools....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.12

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

$137M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Life360, Inc. is a technology company specializing in application software that helps families stay connected and safe through location sharing and communication tools. As a player in the Information Technology sector, it taps into major themes like digital safety and family connectivity, which are increasingly relevant in today's fast-paced world.

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+694.51%

Avg Stock Reaction

+1.15%

Last Quarter Recap

In Q4-2025, Life360 reported an impressive EPS of $1.51, significantly exceeding expectations. This strong performance led to a positive stock reaction the following day.

Management Promises & Guidance

Continued focus on enhancing user experience and expanding service offerings.
Commitment to maintaining strong customer engagement and retention strategies.
Plans to explore new market opportunities to drive growth.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic ahead of the earnings report, expecting Life360 to continue its trend of exceeding earnings expectations.

Bull Case

If Life360 delivers better-than-expected EPS and revenue, it could signal strong operational momentum and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about growth sustainability and lead to a negative market reaction.

Key Metrics to Watch

EPS

$0.12

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$137M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Life360 achieve an EPS of $0.12 or higher?

This EPS figure is crucial as it will indicate the company's profitability and ability to manage costs effectively.

How does Life360 plan to sustain revenue growth in a competitive market?

Understanding their strategy for revenue growth will be key to assessing the company's long-term viability and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Life360's ability to leverage its existing user base for upselling new features, which could drive higher revenue growth than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational management.

Recent insider selling could reflect confidence in the company's future performance despite the current market sentiment.

Key Risk

If Life360's revenue growth exceeds $140M, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will determine whether Life360 can maintain its growth trajectory amid competitive pressures.

Bull Confirmed If

Achieving an EPS of $0.12 or better would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.05 would raise concerns about the company's profitability and growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±17.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors anticipate volatility around the earnings announcement.

Options are pricing ±17.2% while LIF has averaged ±2.6% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

2.1%

30d HV

70.0%

Calls (5K)P/C Ratio: 1.22Puts (11K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.2M

26,751 sh

3 insiders

Net

$1.2M

Net selling

Most Active Insiders· 3 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life360 beats expectations, history suggests a potential average one-day move of +1.63%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical data indicating an average one-day move of -0.15% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user growth and retention rates.
2Details on new features or services being introduced.
3Management's outlook on competitive pressures in the market.
4Comments on cost management and operational efficiency.
5Insights into customer feedback and satisfaction levels.

See the full picture

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Company Snapshot

Life360, Inc. is a technology company specializing in application software that helps families stay connected and safe through location sharing and communication tools....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$0.12

Revenue

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

$137M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 7Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+694.51%

Avg Stock Reaction

+1.15%

Last Quarter Recap

In Q4-2025, Life360 reported an impressive EPS of $1.51, significantly exceeding expectations. This strong performance led to a positive stock reaction the following day.

Management Promises & Guidance

Continued focus on enhancing user experience and expanding service offerings.
Commitment to maintaining strong customer engagement and retention strategies.
Plans to explore new market opportunities to drive growth.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic ahead of the earnings report, expecting Life360 to continue its trend of exceeding earnings expectations.

Bull Case

If Life360 delivers better-than-expected EPS and revenue, it could signal strong operational momentum and increased investor confidence.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about growth sustainability and lead to a negative market reaction.

Key Metrics to Watch

EPS

$0.12

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$137M

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its ongoing success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Life360 achieve an EPS of $0.12 or higher?

This EPS figure is crucial as it will indicate the company's profitability and ability to manage costs effectively.

How does Life360 plan to sustain revenue growth in a competitive market?

Understanding their strategy for revenue growth will be key to assessing the company's long-term viability and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Life360's ability to leverage its existing user base for upselling new features, which could drive higher revenue growth than anticipated.

Supporting Evidence

The company has consistently beaten EPS estimates in the past, indicating strong operational management.

Recent insider selling could reflect confidence in the company's future performance despite the current market sentiment.

Key Risk

If Life360's revenue growth exceeds $140M, it could challenge the cautious outlook currently held by analysts.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will determine whether Life360 can maintain its growth trajectory amid competitive pressures.

Bull Confirmed If

Achieving an EPS of $0.12 or better would confirm strong operational performance.

Bear Confirmed If

An EPS below $0.05 would raise concerns about the company's profitability and growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±17.42%

Historical Avg

±2.6%

Pricing rich

The options market is pricing in a significant move, indicating that investors anticipate volatility around the earnings announcement.

Options are pricing ±17.2% while LIF has averaged ±2.6% over the last 7 prints — setup is pricing rich.

Detail

ATM IV

2.1%

30d HV

70.0%

Calls (5K)P/C Ratio: 1.22Puts (11K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$1.2M

26,751 sh

3 insiders

Net

$1.2M

Net selling

Most Active Insiders· 3 open-market trades

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Life360 beats expectations, history suggests a potential average one-day move of +1.63%, confirming strong operational momentum.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical data indicating an average one-day move of -0.15% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on user growth and retention rates.
2Details on new features or services being introduced.
3Management's outlook on competitive pressures in the market.
4Comments on cost management and operational efficiency.
5Insights into customer feedback and satisfaction levels.