Life360 Reports Q3 2026 Results
Key points
- Record third quarter global net Paying Circle additions of 188 thousand, reaching 3.4 million
- Monthly Active User additions of 5.3 million, reaching 107.7 million
- Total revenue grew 40% year-over-year to $174.1 million
Full summary
Life360, Inc. reported its Q3 2026 financial results, highlighting a 40% year-over-year increase in total revenue to $174.1 million. The company achieved a record 188,000 net new Paying Circles, bringing the total to 3.4 million, and saw Monthly Active Users (MAU) increase by 5.3 million to 107.7 million globally. Subscription revenue grew 29% to $124.2 million, while advertising revenue surged 250% to $25.4 million, primarily due to the acquisition of Nativo. The company also reported a net income of $22.5 million, up 130% year-over-year.
Guidance
FY'26: Consolidated revenue $665M-$681M, MAU growth 17%-20%, Adjusted EBITDA $132M-$138M
Outlook
Life360 expects continued revenue momentum in Q4'26, underpinned by recent subscription price increases, seasonal advertising uplift, and cost efficiency. The company aims to strengthen operating leverage while balancing growth investments with margin expansion.
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