360 Price sensitive 10 Nov 2026, 8:25 AM

Investor Presentation

LIFE360 Inc

Life360 Q3'26 Investor Presentation

Key points

  • Revenue increased by 40% YoY to $174.1m
  • Adjusted EBITDA grew 41% YoY to $34.6m
  • Global Monthly Active Users (MAU) increased by 17% YoY to 107.7m
  • Advertising revenue increased 250% YoY
  • Net income of $22.5m, including a $17.5m gain on investments

Full summary

Life360's Q3'26 investor presentation highlighted a 40% YoY increase in revenue to $174.1m, driven by a 29% growth in subscription revenue and a 250% increase in advertising revenue. Adjusted EBITDA grew 41% YoY to $34.6m, with the company's global Monthly Active Users (MAU) increasing by 17% YoY to 107.7 million. The company also reported a net income of $22.5 million, which included a $17.5 million gain on the fair value of investments. Despite a 20% decrease in hardware revenue, Life360 continued to scale its business, expanding its audience and creating new revenue streams.

Summary generated by a large language model. Please interpret with care.

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