Life360 Reports Q3 2026 Results

Lauren Antonoff, Chief Executive Officer of Life360

“Life360 continues to demonstrate its invaluable place in everyday family life and translate that into meaningful value for our shareholders. Our impressive third quarter operating and financial results are a direct reflection of the trust families place in us to keep them connected and safe. We saw healthy MAU growth in Q3, with 5.3 million net new active members bringing us to 107.7 million MAU globally, and we added a third-quarter record of 188,000 net new Paying Circles. Our subscription engine continues to get even stronger, and early results from our U.S. price changes are encouraging. In advertising, we’re building the foundation for a much larger business, with growing proof points from leading brands providing positive signals for 2027. Meanwhile, as consumers adopt personal AI assistants, we’re making Life360’s family intelligence available to third-party AI agents to simplify everyday coordination through the tools families already use. Members decide whether to share their Circle’s information with an agent. We believe AI agents are a meaningful opportunity to increase the value we deliver.”

Russell Burke, Chief Financial Officer of Life360

“As foreshadowed in our Q2’26 results, Q3’26 delivered revenue growth acceleration, along with moderating operating expense growth following a period of investment in the first half. Quarterly revenue grew 40% year-over-year to $174.1 million. Looking ahead to Q4’26, we expect continued revenue momentum underpinned by recent subscription price increases and the seasonal uplift in advertising, combined with cost efficiency and seasonally lower growth media spend. We expect strengthening operating leverage as we continue to balance growth investment with our commitment to margin expansion. We ended Q3’26 with $465.0 million in cash, cash equivalents, restricted cash, and short-term investments, and we generated operating cash flows of $27.2 million, up 3% year-over-year. Following the announcement of our share repurchase program in May 2026, we have repurchased shares of common stock for an aggregate purchase consideration of $44.4 million, leaving approximately $180.6 million available for future repurchases under the program. This is in line with our commitment to return value to our shareholders and reflects the same disciplined approach we outlined when the Board authorized the program. We plan to offset dilution measured by stock-based compensation expense on a rolling 12 month basis from the launch of the program. We will remain opportunistic and retain the flexibility to adjust the pace and timing to market conditions.”