Life360 Q3 Revenue Up 40% to US$174.1 Million

Life360 (ASX:360) released unaudited results for the quarter ended September 30, 2026 and updated its FY'26 guidance, narrowing consolidated revenue to US$665 million to US$681 million from US$650 million to US$685 million.

Total revenue rose 40% year-over-year to US$174.1 million. Subscription revenue was US$124.2 million, up 29%, and advertising revenue was US$25.4 million, up 250%. Annualized Monthly Revenue was US$578.0 million, up 29%. Net income was US$22.5 million, up 130%, including a US$17.5 million net gain on the fair value of investments. Adjusted EBITDA was US$34.6 million, up 41%, and operating cash flow was US$27.2 million, up 3%. Global Monthly Active Users rose 17% to approximately 107.7 million after 5.3 million net additions, and Paying Circles rose 26% to approximately 3.4 million after 188 thousand net additions. Quarter-end cash, cash equivalents, restricted cash and short-term investments were US$465.0 million. The company has repurchased shares for US$44.4 million under the program announced in May 2026, leaving approximately US$180.6 million available. FY'26 Adjusted EBITDA guidance is US$132 million to US$138 million, narrowed from US$130 million to US$140 million, and MAU growth guidance of 17% to 20% is unchanged.

The results are unaudited and Adjusted EBITDA is a non-GAAP measure that the company says it cannot reconcile to GAAP on a forward basis. The release does not quantify the effect of the U.S. price increases it describes as early.