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Life360, Inc. LIF Subscription — Total Cost of Revenue

Other product segments

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$8.62M+0.3%
Advertising
$7.94M+2,929%

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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
Advertising revenue19,6614,584
Other revenue(1)10,7428,259
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

Item 1. Financial Statements (unaudited)

FAQ

What is Life360, Inc.'s subscription — total cost of revenue?
Life360, Inc. (LIF) reported subscription — total cost of revenue of $14.5M in Q1 2026.
How has Life360, Inc.'s subscription — total cost of revenue changed year-over-year?
Life360, Inc.'s subscription — total cost of revenue increased by 43.0% year-over-year, from $10.14M to $14.5M.
What is the long-term trend for Life360, Inc.'s subscription — total cost of revenue?
Over 4 years (2021 to 2025), Life360, Inc.'s subscription — total cost of revenue has grown at a 30.1% compound annual growth rate (CAGR), from $17.81M to $50.97M.
What does subscription — total cost of revenue mean?
This metric captures the direct costs incurred to deliver subscription services, including hosting, customer support, and third-party service fees. Monitoring this figure helps assess the direct profitability of the subscription offering and the scalability of the service infrastructure. It is a key component in calculating the gross margin for the subscription segment.

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