Life360 crossed 100 million monthly active users for the first time in the second quarter, lifted its fiscal 2026 subscription revenue forecast and posted results that beat Wall Street estimates, even as shares fell 25.48% Tuesday amid concern that unchanged total revenue guidance still trailed consensus at the midpoint. Revenue rose 38% year over year to $159 million, including $115.6 million of subscription revenue and a record $22 million from advertising, while earnings came in at 6 cents a share versus a 1-cent estimate. The company added 4.6 million net MAUs, 185,000 net paying circles and said international growth outpaced the U.S. Life360 kept its total revenue outlook at $650 million to $685 million and adjusted EBITDA guidance at $130 million to $140 million, but raised subscription revenue guidance to $475 million to $480 million and cut its hardware forecast after Tile's retail exit and Pet GPS inventory constraints.