Life360 (LIF) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Life360 published the results on November 9, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• Q3 2026 net income includes a $17.5 million net gain on the fair value of investments. Life360 reports one EPS figure, on a GAAP basis. Figures here are in millions, from the release's tables in thousands.
• Q4 2025 EPS of $1.51 in the history table includes a one-time, non-cash income tax benefit of $118.4 million from releasing a valuation allowance on deferred tax assets.
• Life360 bought the advertising technology company Nativo on January 2, 2026, which is the main reason advertising revenue rose 250%.

Source: Life360 Q3 2026 results, November 9, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Life360 splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Life360's Subscription revenue revenue was $124 million in Q3 2026, up 29% from $96.3 million in Q3 2025, 71% of total revenue.
• Life360's Hardware revenue revenue was $9.0 million in Q3 2026, down 20% from $11.3 million in Q3 2025, 5% of total revenue.
• Life360's Advertising revenue revenue was $25.4 million in Q3 2026, up 250% from $7.3 million in Q3 2025, 15% of total revenue.
• Life360's Other revenue revenue was $15.5 million in Q3 2026, up 61% from $9.6 million in Q3 2025, 9% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Life360 said:

“MAU growth of 17% to 20% (unchanged);”

“Consolidated revenue of $665 million to $681 million (YoY growth of 36% to 39%), increased from $650 million to $685 million, comprised of:”

“Subscription revenue of $483 million to $488 million, increased from $475 million to $480 million;”

“Advertising revenue of $98 million to $102 million, narrowed from $98 million to $115 million;”

Source: Life360 Q3 2026 release, Nov 9, 2026.

This is the company's own guidance as of Nov 9, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the LIF forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP total revenue and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Life360's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 9, 2026

Life360's total revenue was $174.1 million in Q3 2026, up 40% from $124.5 million. Subscription revenue was $124.2 million of that, advertising $25.4 million, other revenue $15.5 million and hardware $9.0 million. (Life360 Q3 2026 release, Nov 9, 2026)

Life360 says subscription revenue rose 29% on 26% growth in Paying Circles, to about 3.4 million, and a 4% rise in Average Revenue per Paying Circle. U.S. subscription revenue was $101.3 million and international $22.9 million. Core subscription revenue, from the Life360 app alone, was $119.9 million, up 32%. (Life360 Q3 2026 release, Nov 9, 2026)

Advertising revenue rose 250%, mainly from managed advertising after Life360 bought Nativo, an advertising technology company, on January 2, 2026 for total consideration of $104.0 million. Hardware revenue fell 20% as net units shipped dropped 32% after Life360 left brick-and-mortar retail. Other revenue rose 61% on partnership and data revenue. (Life360 Q3 2026 release, Nov 9, 2026; Life360 Form 10-Q, Q3 2026, Nov 9, 2026)

Two partners process most of Life360's revenue. Apple, as channel partner, handled 49% of Q3 2026 revenue (54% a year earlier) and Google 19% (21%). The 10-Q ties the ARPPC increase to a shift toward higher-priced offerings and U.S. price increases in September 2026. (Life360 Form 10-Q, Q3 2026, Nov 9, 2026)

Life360's GAAP diluted EPS was $0.26 in Q3 2026, against $0.11. Most of the rise came below the operating line: income from operations was $8.0 million, against $5.7 million, while a $17.5 million gain on the fair value of investments lifted pre-tax income to $28.5 million. (Life360 Q3 2026 release, Nov 9, 2026)

Life360 does not report an adjusted EPS. Its main non-GAAP measure is Adjusted EBITDA, $34.6 million in Q3 2026, up 41% from $24.5 million, which excludes stock-based compensation of $20.1 million along with the investment gain, taxes, depreciation and amortization and interest income. (Life360 Q3 2026 release, Nov 9, 2026)

Diluted weighted-average shares were 85,818,523, against 85,794,178. In Q3 2026 Life360 repurchased 666,336 shares for $31.2 million under its $225.0 million program and has $180.6 million left. It plans to offset dilution measured by stock-based compensation expense on a rolling 12 month basis. (Life360 Q3 2026 release, Nov 9, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Life360 gives full-year guidance in its release. For 2026 it raised its consolidated revenue range to $665 million to $681 million, from $650 million to $685 million, made up of subscription revenue of $483 million to $488 million, hardware of $35 million to $40 million, advertising of $98 million to $102 million and other revenue of $49 million to $51 million. (Life360 Q3 2026 release, Nov 9, 2026)

Life360 kept its 2026 MAU growth outlook at 17% to 20% and narrowed Adjusted EBITDA to $132 million to $138 million, a margin of about 20%. CFO Russell Burke said he expects Q4 2026 revenue to benefit from recent subscription price increases and the seasonal uplift in advertising. (Life360 Q3 2026 release, Nov 9, 2026)

A consensus figure is the average of the models published by the analysts who cover Life360, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Life360's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning LIF is on is LIF a buy or a sell?, what analysts expect next is on the LIF forecast, and what the company does is on the Life360 (LIF) stock page.

Every number on this page can be traced to a document Life360 published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.