Life360 Reports Q3 2026 Results

(NASDAQ: LIF, ASX: 360) Life360, Inc. announced unaudited financial results for the third quarter ended September 30, 2026. The company reported total Q3'26 revenue of $174.1 million, representing a 40% year-over-year increase. Subscription revenue for the quarter was $124.2 million, up 29% YoY, with core subscription revenue of $119.9 million, up 32% YoY. Advertising revenue reached $25.4 million, a 250% YoY increase, while hardware revenue was $9.0 million, down 20% YoY. Annualized Monthly Revenue (AMR) stood at $578.0 million, up 29% YoY. Net income for Q3'26 was $22.5 million, up 130% YoY, including a $17.5 million net gain on the fair value of investments. Adjusted EBITDA was $34.6 million, a 41% increase from $24.5 million in Q3'25. Operating cash flow for the quarter was $27.2 million, up 3% YoY. At quarter-end, cash, cash equivalents, restricted cash, and short-term investments totaled $465.0 million, an increase of $7.8 million from Q3'25. The company repurchased shares for an aggregate purchase consideration of $44.4 million, leaving $180.6 million available for future repurchases under the program. Global Monthly Active Users (MAU) reached approximately 107.7 million, up 17% YoY, with net additions of 5.3 million in Q3'26. Global Paying Circles grew 26% YoY to 3.4 million, with net additions of 188,000. Average Revenue Per Paying Circle (ARPPC) increased 4% YoY to $143.56. In the UK, Australia, New Zealand, and Canada, MAU increased 24% YoY to 14.2 million, and Paying Circles increased 34% YoY to 0.4 million. Net hardware units shipped decreased 32% YoY to 0.6 million, while the average selling price increased 18% YoY to $14.11. Gross profit for Q3'26 was $134.0 million with a gross margin of 77%. Operating expenses for the quarter were $126.0 million, up 38% YoY, with research and development at $40.6 million, sales and marketing at $59.3 million, and general and administrative at $26.1 million. The company completed the acquisition of Nativo during the quarter. The share repurchase program, authorized at $225.0 million, had $180.6 million remaining at quarter-end. The company plans to offset dilution from stock-based compensation on a rolling 12-month basis from the launch of the program. Life360 continues to invest in AI integration and expects continued revenue momentum in Q4'26, supported by subscription price increases and seasonal advertising uplift.

Life360 Appoints Advertising Leader Donna Sharp as General Manager of Life360 Ads

(NASDAQ:LIF) Life360 announced the appointment of Donna Sharp as General Manager of Life360 Ads. Donna Sharp will lead growth, monetization, and advertising strategy for Life360’s network of over 100 million monthly active users. She will report to James Selby, Chief Revenue Officer of Life360. Sharp previously served as a Managing Director at MediaLink and as a Partner at United Talent Agency (UTA), where she was instrumental in developing commerce media strategies for major retailers. She also advised Life360 during the development and launch of Life360 Ads. James Selby, Chief Revenue Officer, stated that Donna Sharp’s experience with first-party data and her familiarity with Life360 will help advance Life360 Ads to its next stage of growth. Donna Sharp commented that Life360’s trusted daily connection with families is unique in advertising and expressed her intention to deepen measurement, build out the sales organization, and expand advertising across screens. Sharp is recognized as an Ad Age Leading Woman, an Adweek 50 honoree, a Campaign US Inspiring Woman, and a She Runs It “Changing the Game” award winner. Earlier in her career, she spent over a decade at Publicis Media, including roles as SVP at Starcom MediaVest Group and Business Director for Starcom China, working with brands such as Walmart, Visa, Mars Wrigley, and General Electric. She holds a degree from Vanderbilt University and served on the Board of Directors for the Ad Council. Life360 Ads utilizes real-world signals to deliver relevant ads and differentiated results for advertisers, while providing value to members through offers and savings. Advertising is described as a core part of Life360’s growth strategy, supporting accessibility and continued investment in its products. As of June 30, 2026, Life360 serves approximately 102.4 million monthly active users across more than 180 countries.

Life360 and Uber Partner to Help Parents Coordinate Rides From Anywhere

(NASDAQ: LIF) Life360 and Uber Technologies, Inc. (NYSE: UBER) launched the next phase of a strategic partnership, enabling Life360 members to request and coordinate Uber rides for teens and other family members directly within the Life360 app. The new Uber integration will be live for Life360 members in select markets on June 18, 2026. Since launching in 2023, Uber teen account users have completed tens of millions of trips across more than 50 countries worldwide. Life360 serves approximately 97.8 million monthly active users (MAU), as of March 31, 2026, across more than 180 countries. Parents can invite their teen (ages 13-17) to create a specialized account that allows teens to request their own rides and order food, with parental supervision and key safety features. Only highly-rated and experienced drivers who have undergone a multi-step safety screening, including a Motor Vehicle Record and criminal background check, are able to receive trip and delivery requests from teen account holders. The integration combines Uber Family's trusted ride platform and safety features with Life360's real-time location sharing and coordination experience.