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Life360, Inc. LIF Hardware — Share-Based Payment Arrangement, Expense

Other product segments

Subscription
$463K+176%
Advertising
$133K

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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:AllocatedShareBasedCompensationExpense.

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
Cost of subscription revenue$463$168
Cost of hardware revenue299235
Cost of advertising revenue133
Cost of other revenue
Total cost of revenue895403
Research and development7,8245,709
Sales and marketing2,0461,326
General and administrative5,4902,451

Item 1. Financial Statements (unaudited)

FAQ

What is Life360, Inc.'s hardware — share-based payment arrangement, expense?
Life360, Inc. (LIF) reported hardware — share-based payment arrangement, expense of $299K in Q1 2026.
How has Life360, Inc.'s hardware — share-based payment arrangement, expense changed year-over-year?
Life360, Inc.'s hardware — share-based payment arrangement, expense increased by 27.2% year-over-year, from $235K to $299K.
What is the long-term trend for Life360, Inc.'s hardware — share-based payment arrangement, expense?
Over 4 years (2021 to 2025), Life360, Inc.'s hardware — share-based payment arrangement, expense has grown at a 226.4% compound annual growth rate (CAGR), from $13K to $1.48M.
What does hardware — share-based payment arrangement, expense mean?
This metric represents the portion of total stock-based compensation expenses specifically allocated to personnel or operations within the hardware business segment. It reflects the non-cash cost of equity-based incentives provided to employees involved in hardware development and sales. Tracking this expense is essential for understanding the true labor cost and profitability of the hardware segment on a stock-adjusted basis.

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