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Life360, Inc. LIF Advertising — Total Cost of Revenue

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Subscription
$14.5M+43.0%
Hardware
$8.62M+0.3%

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Other financials

Income statement

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Revenue$143.1M+38.1%
Gross profit$110.6M+32.3%
Operating income-$8.1M-469%
Net income$2.8M-36.5%
EPS (diluted)$0.03-40.0%

Balance sheet

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Cash & equivalents$352.9M+107%
Total debt$263.0K-58.5%
Total equity$597.6M+58.8%
Total assets$1.0B+129%

Cash flow

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Operating cash flow$17.2M+42.7%
CapEx--100%
Free cash flow$17.2M+44.2%

Valuation

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Market cap$4.84B-18.7%
Enterprise value$4.48B-18.7%
P/E32.4×
P/S9.1×-4.8×

Profitability

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Gross margin77.1%+0.8pp
Operating margin1.6%
Net margin28.2%
FCF margin17.4%+9.2pp

Returns & leverage

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Return on equity30.6%
Debt / equity0.0×
Current ratio5.4×+2.0×

Where this comes from

Reported directly by Life360, Inc. in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: Life360, Inc.’s 10-Q, filed May 11, 2026.

Filed
May 11, 2026, 4:09 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001581760-26-000078
Line itemThree Months Ended March 31, 2026Three Months Ended March 31, 2025
Total revenue143,123103,624
Cost of subscription revenue14,50410,141
Cost of hardware revenue8,6248,597
Cost of advertising revenue7,935262
Cost of other revenue1,4971,075
Total cost of revenue32,56020,075
Gross profit110,56383,549
Operating expenses:

Item 1. Financial Statements (unaudited)

FAQ

What is Life360, Inc.'s advertising — total cost of revenue?
Life360, Inc. (LIF) reported advertising — total cost of revenue of $7.94M in Q1 2026.
What does advertising — total cost of revenue mean?
This metric measures the direct costs incurred to deliver advertising services, including third-party ad network fees, server costs, and direct operational expenses associated with ad serving. It represents the cost of goods sold specifically for the advertising segment. Monitoring this helps evaluate the gross margin profile and scalability of the advertising business model.

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