Life360

Q2 FY2026 EarningsQ2 FY26 beat consensus on the top line with revenue of $159.0M vs. $156.7M expected, driven by a 315% YoY surge in advertising revenue following the Nativo acquisition. Gross margin outperformed at 79.8% vs. 73.5% expected, reflecting improved subscription pricing and tariff refunds. While GAAP EPS of $0.06 beat the $0.02 mean estimate, adjusted metrics showed significant scaling in G&A and R&D expenses as the company integrates its new advertising technology platform.