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Side-by-side financial comparison of Applied Digital Corp. (APLD) and Life360, Inc. (LIF). Click either name above to swap in a different company.
Life360, Inc. is the larger business by last-quarter revenue ($146.0M vs $126.6M, roughly 1.2× Applied Digital Corp.). Life360, Inc. runs the higher net margin — 88.8% vs -11.4%, a 100.2% gap on every dollar of revenue. On growth, Applied Digital Corp. posted the faster year-over-year revenue change (98.2% vs 26.4%). Life360, Inc. produced more free cash flow last quarter ($36.6M vs $-567.9M). Over the past eight quarters, Applied Digital Corp.'s revenue compounded faster (70.9% CAGR vs 36.6%).
BAE Systems Digital Intelligence is an international defence and security technology firm owned by BAE Systems. They specialize in delivering digital solutions that enable rapid, data-driven decision-making. Their services, solutions and products span customers in Law Enforcement, National Security, Government Departments and Government Enterprises, Critical National Infrastructure, Telecommunications, the Military, and Space.
Life360, Inc. develops family-focused safety and connectivity platforms. Core offerings include real-time location sharing, emergency alerts, driving behavior analysis tools and identity theft protection. It serves consumer markets across North America, Europe and Asia-Pacific, with most revenue from tiered premium subscription plans.
APLD vs LIF — Head-to-Head
Income Statement — Q2 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $126.6M | $146.0M |
| Net Profit | $-14.4M | $129.7M |
| Gross Margin | 20.6% | 75.1% |
| Operating Margin | -24.5% | 6.1% |
| Net Margin | -11.4% | 88.8% |
| Revenue YoY | 98.2% | 26.4% |
| Net Profit YoY | 89.6% | 1425.9% |
| EPS (diluted) | $-0.07 | $1.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $126.6M | $146.0M | ||
| Q3 25 | $64.2M | $124.5M | ||
| Q2 25 | $-33.3M | $115.4M | ||
| Q1 25 | $52.9M | $103.6M | ||
| Q4 24 | $63.9M | $115.5M | ||
| Q3 24 | $60.7M | $92.9M | ||
| Q2 24 | $43.7M | $84.9M | ||
| Q1 24 | $43.3M | $78.2M |
| Q4 25 | $-14.4M | $129.7M | ||
| Q3 25 | $-16.9M | $9.8M | ||
| Q2 25 | $-52.5M | $7.0M | ||
| Q1 25 | $-35.6M | $4.4M | ||
| Q4 24 | $-138.7M | $8.5M | ||
| Q3 24 | $-4.2M | $7.7M | ||
| Q2 24 | $-64.5M | $-11.0M | ||
| Q1 24 | $-62.8M | $-9.8M |
| Q4 25 | 20.6% | 75.1% | ||
| Q3 25 | 13.4% | 78.0% | ||
| Q2 25 | — | 78.4% | ||
| Q1 25 | 7.1% | 80.6% | ||
| Q4 24 | 18.0% | 74.0% | ||
| Q3 24 | -0.6% | 75.4% | ||
| Q2 24 | -9.1% | 75.0% | ||
| Q1 24 | -8.6% | 76.7% |
| Q4 25 | -24.5% | 6.1% | ||
| Q3 25 | -34.7% | 4.6% | ||
| Q2 25 | — | 1.7% | ||
| Q1 25 | -35.8% | 2.1% | ||
| Q4 24 | -29.1% | 4.9% | ||
| Q3 24 | 15.6% | -5.3% | ||
| Q2 24 | -68.4% | -2.8% | ||
| Q1 24 | -128.8% | -8.2% |
| Q4 25 | -11.4% | 88.8% | ||
| Q3 25 | -26.4% | 7.9% | ||
| Q2 25 | 157.8% | 6.1% | ||
| Q1 25 | -67.2% | 4.2% | ||
| Q4 24 | -217.2% | 7.4% | ||
| Q3 24 | -7.0% | 8.3% | ||
| Q2 24 | -147.5% | -12.9% | ||
| Q1 24 | -145.0% | -12.5% |
| Q4 25 | $-0.07 | $1.53 | ||
| Q3 25 | $-0.07 | $0.11 | ||
| Q2 25 | $-0.31 | $0.08 | ||
| Q1 25 | $-0.16 | $0.05 | ||
| Q4 24 | $-0.66 | $0.14 | ||
| Q3 24 | $-0.03 | $0.09 | ||
| Q2 24 | $-0.57 | $-0.15 | ||
| Q1 24 | $-0.52 | $-0.14 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.9B | $494.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.4B | $548.2M |
| Total Assets | $5.2B | $959.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.9B | $494.3M | ||
| Q3 25 | $73.9M | $455.7M | ||
| Q2 25 | $41.6M | $432.7M | ||
| Q1 25 | $68.7M | $168.9M | ||
| Q4 24 | $286.2M | $159.2M | ||
| Q3 24 | $58.2M | $159.0M | ||
| Q2 24 | $3.3M | $160.8M | ||
| Q1 24 | $4.4M | $73.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $5.2M |
| Q4 25 | $1.4B | $548.2M | ||
| Q3 25 | $1.0B | $391.4M | ||
| Q2 25 | $497.7M | $366.7M | ||
| Q1 25 | $454.6M | $376.3M | ||
| Q4 24 | $434.6M | $358.5M | ||
| Q3 24 | $241.8M | $339.7M | ||
| Q2 24 | $124.8M | $326.7M | ||
| Q1 24 | $118.5M | $239.8M |
| Q4 25 | $5.2B | $959.7M | ||
| Q3 25 | $2.4B | $787.5M | ||
| Q2 25 | $1.9B | $753.6M | ||
| Q1 25 | $1.7B | $455.4M | ||
| Q4 24 | $1.5B | $441.6M | ||
| Q3 24 | $937.7M | $427.4M | ||
| Q2 24 | $762.9M | $405.9M | ||
| Q1 24 | $643.2M | $318.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.02× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-15.8M | $36.8M |
| Free Cash FlowOCF − Capex | $-567.9M | $36.6M |
| FCF MarginFCF / Revenue | -448.6% | 25.1% |
| Capex IntensityCapex / Revenue | 436.1% | 0.2% |
| Cash ConversionOCF / Net Profit | — | 0.28× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.3B | $86.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-15.8M | $36.8M | ||
| Q3 25 | $-82.0M | $26.4M | ||
| Q2 25 | $6.9M | $13.3M | ||
| Q1 25 | $5.9M | $12.1M | ||
| Q4 24 | $-52.3M | $12.3M | ||
| Q3 24 | $-75.9M | $6.3M | ||
| Q2 24 | $-34.1M | $3.3M | ||
| Q1 24 | $38.8M | $10.7M |
| Q4 25 | $-567.9M | $36.6M | ||
| Q3 25 | $-331.4M | $25.6M | ||
| Q2 25 | $-191.4M | $12.7M | ||
| Q1 25 | $-251.6M | $11.9M | ||
| Q4 24 | $-223.3M | $11.2M | ||
| Q3 24 | $-130.7M | $6.3M | ||
| Q2 24 | $-88.9M | $3.2M | ||
| Q1 24 | $-2.3M | — |
| Q4 25 | -448.6% | 25.1% | ||
| Q3 25 | -516.1% | 20.6% | ||
| Q2 25 | 574.8% | 11.0% | ||
| Q1 25 | -475.4% | 11.5% | ||
| Q4 24 | -349.6% | 9.7% | ||
| Q3 24 | -215.3% | 6.8% | ||
| Q2 24 | -203.5% | 3.8% | ||
| Q1 24 | -5.4% | — |
| Q4 25 | 436.1% | 0.2% | ||
| Q3 25 | 388.4% | 0.6% | ||
| Q2 25 | -595.4% | 0.6% | ||
| Q1 25 | 486.6% | 0.1% | ||
| Q4 24 | 267.8% | 1.0% | ||
| Q3 24 | 90.3% | 0.0% | ||
| Q2 24 | 125.4% | 0.1% | ||
| Q1 24 | 95.0% | 0.0% |
| Q4 25 | — | 0.28× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 1.90× | ||
| Q1 25 | — | 2.75× | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APLD
| HPC Hosting Business | $85.0M | 67% |
| Data Center Hosting Business | $41.6M | 33% |
LIF
Segment breakdown not available.
