olivLaw · US equity research
Life360, Inc. LIF
Services-Computer Processing & Data Preparation · SIC 7374 · Vertical: Services-Computer Processing & Data Preparation (SIC 7374)
Life360 develops a mobile family safety platform that combines location sharing, driving safety, digital protection and emergency assistance, using a freemium model with paid subscriptions. In 2026 the company reports accelerating revenue growth, driven by subscriptions and its new advertising line, with quarterly revenue of 159.0 million USD and 102.4 million monthly active users.
At the close of 05 Nov 2026, Life360, Inc. (LIF) stock was 46.87 USD (−2.46% on the day), with market capitalisation 3.8 bn USD, P/E 27.6 on diluted EPS of 1.70 USD over the last 12 months, beta 1.93, 52-week range 38.10–93.30 USD. Latest reported quarter (Q2 2026): revenue of 159.0 m USD (+37.8% YoY), net income of 5.1 m USD (−27.8% YoY), diluted EPS 0.06 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 59.3
- strong (55–70)
- Bollinger (20, 2)
- 40.67 – 47.60
- in the upper half of the band · %B 0.89 · band width 15.7%
- SMA 50 / 200
- 42.78 / 46.91
- mixed trend
- MACD (12, 26, 9)
- 0.95 / 0.57
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +13.3% | −5.9% | +19.2 pp | — |
| 3 months | −21.5% | −4.6% | −16.9 pp | — |
| 6 months | +6.5% | +0.2% | +6.3 pp | — |
| Year to date | −26.9% | +7.4% | −34.3 pp | — |
| 1 year | −50.9% | +8.2% | −59.1 pp | −23.9% |
| 3 years | unavailable | +68.4% | unavailable | −25.6% |
| 5 years | unavailable | +56.5% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 92.9 m | 115.5 m | 103.6 m | 115.4 m | 124.5 m | 146.0 m | 143.1 m | 159.0 m |
| Cost of revenue | 22.9 m | 30.0 m | 20.1 m | 24.9 m | 27.4 m | 36.3 m | 32.6 m | 32.1 m |
| Gross profit | 70.0 m | 85.5 m | 83.5 m | 90.5 m | 97.1 m | 109.7 m | 110.6 m | 126.9 m |
| Research & development | 29.0 m | 29.8 m | 30.4 m | 32.3 m | 32.4 m | 33.3 m | 39.3 m | 47.4 m |
| Operating income | -5.0 m | 5.7 m | 2.2 m | 2.0 m | 5.7 m | 9.0 m | -8.1 m | -57.0 k |
| Depreciation & amortisation | 2.4 m ≈ | 2.7 m | 2.9 m | 3.1 m ≈ | 3.9 m ≈ | 3.5 m | 5.4 m | 5.6 m ≈ |
| Pre-tax income | 3.0 m | 6.3 m | 4.2 m | 6.6 m | 10.2 m | 11.7 m | -8.9 m | 1.1 m |
| Income tax | -4.7 m | -2.2 m | -214.0 k | -392.0 k | 427.0 k | -118.0 m | -11.7 m | -4.0 m |
| Net income | 7.7 m | 8.5 m | 4.4 m | 7.0 m | 9.8 m | 129.7 m | 2.8 m | 5.1 m |
| Diluted EPS | 0.09 | 0.11 ≈ | 0.05 | 0.08 | 0.11 | 1.50 ≈ | 0.03 | 0.06 |
| Operating cash flow | 6.3 m ≈ | 12.3 m | 12.1 m | 13.3 m ≈ | 26.4 m ≈ | 36.8 m | 17.2 m | 23.8 m ≈ |
| Capex | 12.0 k ≈ | 1.1 m | 124.0 k | 642.0 k ≈ | 799.0 k ≈ | 227.0 k | 0 | 0 ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 17 percentile of its own 6-quarter history (min 23.7, median 116.3, max 371.2; quarters with earnings only).
Fiscal years
| Fiscal year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | 80.7 m | 112.6 m | 228.3 m | 304.5 m | 371.5 m | 489.5 m |
| Revenue YoY | unavailable | +39.7% | +102.7% | +33.4% | +22.0% | +31.8% |
| Net income | -16.3 m | -33.6 m | -91.6 m | -28.2 m | -4.6 m | 150.8 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | -0.33 | -0.65 | -1.50 | -0.42 | -0.06 | 1.77 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | -20.3% | -29.8% | -40.1% | -9.3% | -1.2% | 30.8% |
| Free cash flow | -7.9 m | -12.2 m | -57.1 m | 7.0 m | 31.4 m | 86.8 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 494.3 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 548.2 m USD
- Total assets
- 959.7 m USD
- Debt / equity
- unavailable
- Current ratio
- 6.26x
- ROE
- 33.3%
- ROA
- 21.5%
- FCF margin
- 17.7%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 80.7 m | 112.6 m | 228.3 m | 304.5 m | 371.5 m | 489.5 m | SEC (XBRL)· 02 Mar 2026verified |
| Cost of revenue | 15.4 m | 22.8 m | 79.7 m | 81.9 m | 92.3 m | 108.6 m | SEC (XBRL)· 02 Mar 2026verified |
| Gross profit | 65.3 m | 89.9 m | 148.6 m | 222.6 m | 279.2 m | 380.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Research & development | 39.6 m | 51.0 m | 102.5 m | 101.0 m | 113.1 m | 128.4 m | SEC (XBRL)· 02 Mar 2026verified |
| Operating income | -16.7 m | -32.3 m | -94.4 m | -30.0 m | -8.0 m | 18.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Depreciation & amortisation | 657.0 k | 876.0 k | 9.2 m | 9.1 m | 9.8 m | 13.3 m | SEC (XBRL)· 02 Mar 2026verified |
| EBITDA | -16.0 m ≈ | -31.4 m ≈ | -85.2 m ≈ | -20.8 m ≈ | 1.8 m ≈ | 32.2 m ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Pre-tax income | -16.3 m | -33.7 m | -91.3 m | -27.6 m | -4.6 m | 32.7 m | SEC (XBRL)· 02 Mar 2026verified |
| Income tax | 0 | -127.0 k | 312.0 k | 616.0 k | -71.0 k | -118.2 m | SEC (XBRL)· 02 Mar 2026verified |
| Net income | -16.3 m | -33.6 m | -91.6 m | -28.2 m | -4.6 m | 150.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Diluted EPS | -0.33 | -0.65 | -1.50 | -0.42 | -0.06 | 1.77 | SEC (XBRL)· 02 Mar 2026verified |
| Weighted average diluted shares | 49.3 m | 51.7 m | 62.8 m | 66.7 m | 72.1 m | 85.2 m | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 56.4 m | 231.0 m | 75.4 m | 69.0 m | 159.2 m | 494.3 m | SEC (XBRL)· 02 Mar 2026verified |
| Receivables | — | 11.8 m | 33.1 m | 42.2 m | 58.0 m | 80.7 m | SEC (XBRL)· 02 Mar 2026verified |
| Inventories | — | 2.0 m | 10.8 m | 4.1 m | 8.1 m | 9.9 m | SEC (XBRL)· 02 Mar 2026verified |
| Current assets | — | 256.7 m | 142.7 m | 131.4 m | 241.0 m | 606.1 m | SEC (XBRL)· 02 Mar 2026verified |
| Property, plant & equipment, net | — | 580.0 k | 393.0 k | 730.0 k | 1.8 m | 3.0 m | SEC (XBRL)· 02 Mar 2026verified |
| Goodwill | — | 31.1 m | 133.7 m | 133.7 m | 133.7 m | 134.6 m | SEC (XBRL)· 02 Mar 2026verified |
| Intangibles (excl. goodwill) | — | 8.0 m | 52.7 m | 45.4 m | 40.6 m | 38.3 m | SEC (XBRL)· 02 Mar 2026verified |
| Total assets | — | 302.4 m | 339.6 m | 321.7 m | 441.6 m | 959.7 m | SEC (XBRL)· 02 Mar 2026verified |
| Accounts payable | — | 3.2 m | 13.8 m | 5.9 m | 5.5 m | 8.4 m | SEC (XBRL)· 02 Mar 2026verified |
| Long-term debt | — | — | 7.6 m | 4.5 m | — | — | SEC (XBRL)· 29 Feb 2024verified |
| Current liabilities | — | 41.4 m | 87.6 m | 70.8 m | 77.3 m | 96.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Total liabilities | — | 52.3 m | 95.1 m | 74.7 m | 83.0 m | 411.5 m | SEC (XBRL)· 02 Mar 2026verified |
| Equity | 64.2 m † | 250.0 m † | 244.5 m † | 247.1 m † | 358.5 m † | 548.2 m † | SEC (XBRL)· 02 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | -7.3 m | -12.2 m | -57.1 m | 7.5 m | 32.6 m | 88.6 m | SEC (XBRL)· 02 Mar 2026verified |
| Capex | 653.0 k | 81.0 k | 0 | 506.0 k | 1.2 m | 1.8 m | SEC (XBRL)· 02 Mar 2026verified |
| Free cash flow | -7.9 m ≈ | -12.2 m ≈ | -57.1 m ≈ | 7.0 m ≈ | 31.4 m ≈ | 86.8 m ≈ | SEC (XBRL)· 02 Mar 2026derived |
| Investing cash flow | -653.0 k | -7.1 m | -111.6 m | -2.2 m | -10.1 m | -35.3 m | SEC (XBRL)· 02 Mar 2026verified |
| Financing cash flow | 445.0 k | 194.0 m | 27.7 m | -25.0 m | 67.3 m | 282.1 m | SEC (XBRL)· 02 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
05 Nov 2026Source: olivLaw, closing series
Market cap: 3.8 bn USD
Key indicators
Coverage and freshness
Score by group
72% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/Salesunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 77.6% | 94 (on a fixed band) | 15% |
| EBIT margin · Quality | 1.1% | 46 (vs peers) | 12% |
| FCF margin · Quality | 18.0% | 72 (on a fixed band) | 12% |
| Revenue CAGR 3Y · Growth | 28.9% | 100 (on a fixed band) | 24% |
| Revenue growth (YoY) · Growth | 31.8% | 82 (vs peers) | 12% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 5.6x | 100 (on a fixed band) | 9% |
| EV/Sales · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 2.7% | 54 (on a fixed band) | 18% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/2 factors with a value
- Growth94/100 · 2/2 factors with a value
- Quality72/100 · 3/3 factors with a value
- Returns· partialunavailable · 0/1 factors with a value
- Valuation· partial54/100 · 1/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
Life360, Inc. (LIF). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 489.5 m USD in 2025; YoY growth 31.8%; net margin 25.7%; ROE 30.1%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Gross margin: 77.6%
- FCF margin: 18.0%
- Revenue CAGR 3Y: 28.9%
- Revenue growth (YoY): 31.8%
- Current ratio: 5.6x
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA, EV/Sales, Shareholder yield (distributions).
Versus the vertical median
Services-Computer Processing & Data Preparation (SIC 7374) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ADPAutomatic Data Processing, Inc. | 121.2 bn | 28.1 | 77.0% | 20.1% | +6.7% | +20% / +34% |
| WDAYWorkday, Inc. | 44.0 bn | 40.6 | 16.0% | 12.3% | +13.1% | −7% / −26% |
| VRSKVerisk Analytics, Inc. | 27.1 bn | 32.1 | — | 27.7% | +6.6% | −6% / −12% |
| ATHMAutohome Inc. | 10.6 bn | 54.5 | 6.3% | 443.2% | +11.1% | −4% / −16% |
| PEGAPegasystems Inc. | 5.5 bn | 20.8 | 51.4% | 16.9% | +16.6% | −39% / +29% |
| APLDApplied Digital Corporation | 4.3 bn | — | -26.6% | -41.2% | +167.5% | −48% / +203% |
| FIRYFiry Inc. | 4.0 bn | — | -63.0% | -60.2% | +12.5% | +92% / +80% |
| LIFLife360, Inc. | 3.8 bn | 27.6 | 30.1% | 25.7% | +31.8% | −51% / unavailable |
| FIVNFive9, Inc. | 2.6 bn | 51.0 | 6.9% | 4.5% | +10.3% | +74% / −55% |
| GLOBGlobant S.A. | 2.2 bn | 21.5 | 5.1% | 4.2% | +1.6% | −23% / −78% |
| INODInnodata Inc. | 1.3 bn | 28.2 | 35.4% | 13.8% | +47.6% | −33% / +471% |
| LZLegalZoom.com, Inc. | 983.5 m | 48.4 | 12.1% | 2.6% | +10.9% | −36% / −48% |
| PLTKPlaytika Holding Corp. | 884.0 m | — | — | -9.8% | +8.1% | −43% / −73% |
| YEXTYext, Inc. | 757.2 m | 39.7 | 27.8% | 5.9% | +6.1% | −9% / +15% |
| NRDSNerdWallet, Inc. | 723.4 m | 14.7 | 14.4% | 6.1% | +21.7% | −24% / −3% |
| NXTTNext Technology Holding Inc. | 668.7 m | — | -59.4% | -2,356.0% | +545.3% | −99% / −100% |
| OOMAOoma, Inc. | 484.7 m | 46.0 | 11.7% | 3.6% | +6.5% | +56% / +51% |
| GRVYGravity Co., Ltd. | 462.0 m | 0.0 | 16.5% | 17.0% | −31.0% | +16% / −9% |
| SOHUSohu.com Limited | 355.1 m | 1.0 | 35.8% | 67.4% | −2.4% | −12% / +70% |
| SYSo-Young International Inc. | 146.7 m | — | -14.6% | -15.9% | +8.4% | −29% / +86% |
| TRAKRepositrak, Inc. | 125.8 m | 17.7 | 14.9% | 32.5% | +3.0% | −49% / −32% |
| SSTKShutterstock, Inc. | 113.9 m | — | -109.0% | -51.2% | +5.8% | −85% / −93% |
| GMHSGamehaus Holdings Inc. | 48.1 m | 8.0 | 11.8% | 4.1% | −11.3% | −39% / −94% |
| VERIVeritone, Inc. | 48.0 m | — | -517.7% | -117.5% | −0.5% | −89% / −77% |
| DTCXDatacentrex, Inc. | 40.1 m | — | -36.2% | -165.4% | +939,640.5% | −75% / −81% |
1- and 3-year price returns: for LIF from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 32.55 Total return -31% · Per year -31% | 57.29 Total return 22% · Per year 22% | 85.93 Total return 83% · Per year 83% |
| 3 years | 38.61 Total return -18% · Per year -6% | 75.77 Total return 62% · Per year 17% | 123.75 Total return 164% · Per year 38% |
| 5 years | 45.80 Total return -2% · Per year -0% | 100.20 Total return 114% · Per year 16% | 178.19 Total return 280% · Per year 31% |
- Exit P/E± 18.94
- Net margin± 13.26
- Annual revenue growth± 9.89
- Annual dilution± 1.11
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Life360 develops a mobile family safety platform that combines location sharing, driving safety, digital protection and emergency assistance, using a freemium model with paid subscriptions. In 2026 the company reports accelerating revenue growth, driven by subscriptions and its new advertising line, with quarterly revenue of 159.0 million USD and 102.4 million monthly active users.
SWOT
Strengths
- A large base of monthly active users and strong word-of-mouth referrals support growth without heavy acquisition costs 13.
- The freemium model combined with recurring subscriptions provides a fairly predictable revenue profile.
- High gross margins, especially on subscriptions, suggest growing operating efficiency.
Weaknesses
- Hardware revenue is declining and depends on seasonality and distribution channels.
- Hardware production is concentrated with a single external manufacturer, creating disruption risk.
- The company has limited operating experience at its current scale, which can complicate managing growth.
Opportunities
- International expansion and higher ARPPC could support new subscription revenue.
- Full integration of the advertising platform could increase advertising revenue.
- New products for pets and for different life stages could broaden the addressable market.
Threats
- Rules on data, privacy and the protection of minors may raise costs or limit current practices.
- Larger competitors with greater financial resources could offer lower prices or free services.
- Policy changes by app stores could affect distribution and revenue.
Risks
- Dependence on members and paid conversionhigh
If users reduce engagement or do not see value in paid plans, subscription revenue could decline.
- Data regulationhigh
Laws on privacy, location tracking and minors are changing and could affect the business model.
- Hardware supply chainmedium
A single production partner and facilities in Asia could expose the company to disruption or extra costs.
- Dependence on a data partnermedium
Termination of agreements with data partners could reduce revenue from this line.
- Share price volatilitylow
The company states that its share price has been volatile and may decline regardless of operating performance.
Investment thesis
What would need to be true (bull case)
- If subscriber growth and ARPPC continue, recurring revenue could become a solid base for profitability.
- Advertising, after the Nativo integration, could become a second important growth line.
- The brand and high referral rate could reduce acquisition costs over the long term.
What would break the thesis
- If the decline in hardware deepens, pressure on total revenue could increase.
- Data regulation could force costly changes to the product or to advertising.
- Competition from large platforms could limit pricing power and user growth.
What to watch
- Development of advertising revenue after platform integrationQ3 2026
- Acceleration of revenue growth in the second half of the year, as guided by management2026
- Trend in hardware margin and the effect of tariffsnext 10-Q
- Paying Circle and ARPPC results from international expansionQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Life360 offers the Life360 mobile application, which works on a freemium model: the core service is free, and paid subscriptions are optional. The company also sells tracking hardware through Tile by Life360 and Life360 Pet GPS devices. Revenue comes from subscriptions, hardware and other sources such as in-platform advertising and the sale of aggregated, non-personally identifiable data for insight purposes. In fiscal 2025 total revenue was 489.5 million USD and net income was 150.8 million USD 1.
Segments
Market context
Trends
- Subscription model in growthtailwind
Rising paying subscribers and ARPPC suggest the freemium model could produce more stable recurring revenue, if users see enough value in paid plans 3.
- Advertising on data platformsmixed
Scaling programmatic advertising could support revenue, but it may also bring stricter data and privacy rules 12.
- Tariff pressure on hardwareheadwind
Tariff and supply chain costs could weigh on hardware margins, given that manufacturing is outsourced to Asia 1.
- International expansiontailwind
Growth in users and subscribers outside the US could continue if the company adapts pricing and offers to new markets 23.
Competitive position
Competitors include large companies with substantial resources, smaller firms in location sharing, item tracking and pet tracking, and mobile operating system providers that control app stores 1. The company argues that its member base, data insights and broad service suite give it a competitive edge 1.
- Mobile operating systems and app stores
Can use dominant positions to compete with the Life360 platform and control the main channel through which members access it 1.
- Large safety and location providers
According to the company they have more resources, brand recognition and data access, which could allow lower prices or free products 1.
- Item tracking device makers
Compete in the location tracking device segment where the company says it pioneered the category 1.
- Roadside assistance and identity protection services
Offer services that overlap with the app's driving safety and digital protection features 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Researchers suggest tile-based radiation therapy as standard of care to lower risk of recurrence in brain metastasesMedical Xpress · 29 Sept 2026 · EN
- NVIDIA Announces CUDA Rust with cuda-oxide (SIMT) and cutile-rs (Tile) for Compile-Time-Safe GPU KernelsMarkTechPost (Asia AI) · 08 Sept 2026 · EN
- RosaicLabs, Atom RTL, and 32-Tile AMX: Trying to Piece Together a x86 PuzzleHacker News · 31 Jul 2026 · EN
- Tile’s best Bluetooth tracker is down to its lowest price of the yearThe Verge · 28 Jul 2026 · EN
- Tile's Security Is So Bad It's a Feature for StalkersHacker News · 25 Jul 2026 · EN
- A Coding Guide to NVIDIA’s Tile-Based GPU Programming: From cuTile and Triton Kernels to Flash AttentionMarkTechPost (Asia AI) · 12 Jul 2026 · RO
- Show HN: Phobos – A tiny scale-free kernel language with tile-DAG supportHacker News · 07 Jul 2026 · EN
- Kiln-free recycled tile startup agrees pilot deal with major UK supplierThe Guardian World · 27 May 2026 · RO
SEC filings
- Current report10 Aug 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report10 Aug 2026
- Current report29 May 2026Shareholder vote · Financial statements and exhibits
- Current report18 May 2026Other events
- Current report11 May 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Quarterly report11 May 2026
- Proxy statement16 Apr 2026
- Current report02 Mar 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
- Annual report02 Mar 2026
- Current report22 Jan 2026Results of operations · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Life360, Inc. · 02 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Life360, Inc. · 10 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Life360, Inc. · 10 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.