Life360 (360) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
28 May, 2026Opening remarks and agenda
Meeting conducted virtually with global participation and introduction of executive team and board members.
Reflections on leadership transition and the company's founding vision.
Emphasis on supporting new CEO and focus on long-term strategy, including AI initiatives.
Financial performance review
Achieved record 2025 revenue of nearly $490 million, up 32% year-over-year.
First fully profitable year with adjusted EBITDA over $93 million and margin expansion to 19%.
Q1 2026 revenue grew 38% year-over-year; annualized monthly revenue exceeded $500 million.
Life360 Ads reported as a separate line, with Q1 revenue nearing $20 million.
Raised 2026 guidance to $650–$685 million revenue and $130–$140 million adjusted EBITDA.
Board and executive committee updates
Four Class I directors nominated for reelection, including CEO and key board members.
Board recommends voting for all nominees and proposals.
Latest events from Life360
- Record revenue, first annual profit, and strong user growth set up for robust 2026 expansion.360
Q4 20259 Jul 2026 - Nativo acquisition creates a unique, full-stack ad platform with unmatched data, scale, and privacy.360
Status Update9 Jul 2026 - Record Q1 2025 revenue and user growth drive improved margins and strong FY 2025 outlook.360
Q1 20258 Jul 2026 - FY'24 revenue up 22% to $371.5M; FY'25 outlook targets up to $480M revenue and $75M EBITDA.360
H2 20248 Jul 2026 - Share buyback, product innovation, and AI drive growth as user base and margins expand.360
Bank of America 2026 Global Technology Conference3 Jun 2026 - Expanding as a global family super app, driving growth via new products, markets, and partnerships.360
2026 Evercore Global TMT Conference2 Jun 2026 - Q1 2026 revenue up 38% to $143.1M, advertising up 329%, and guidance raised for FY26.360
Q1 202612 May 2026 - International growth, ad integration, and AI drive user, revenue, and margin expansion.360
Morgan Stanley Technology, Media & Telecom Conference 202625 Apr 2026 - Record revenue, first full-year profit, and expanded performance-based pay highlight 2026 proxy.360
Proxy filing16 Apr 2026