News & Events zu Life360 Inc (LIF)LIFLife360 Inc

Life360 Q3 Revenue $174.14M, Exceeds Expectations

Reports Q3 revenue $174.14M, consensus $171.41M. "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," said Life360 Chief Executive Officer Lauren Antonoff. "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."

Company Narrows FY26 EBITDA Outlook to $132M-$138M

Consensus $672.75M. Narrows FY26 adjusted EBITDA view to $132M-$138M from $130M-$140M. The company said, "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."

Life360 Launches New Pet Services and Tags

Life360 announced the launch of several new pet-focused offerings including new in-app Care and Connection features, like pre-set recurring routines, Zoomies Alerts, and activity roundups, as well as a new QR code Life360 Pet Tag. Shared Care logs can be set to run on a recurring schedule to remind anyone in the family Circle to record walks, feedings, litter pan cleanings, or even medications with a tap. Completed care routines are visible to everyone. Zoomies Alerts track when a pet has a burst of joy, and a Weekly Roundup recaps their routines like distance walked and who provided the most care. The Life360 Pet Tag, priced at $7.99, is a new stainless-steel QR code collar tag that allows the finder of a lost pet to call or text its owner, or share location details with its family Circle instantly, no app required. Contact details linked to a Pet Tag can be updated any time through the pet's Life360 pet profile. There are already over 8M pets on Life360. Some Connection features require a linked Life360 Pet GPS tracker, which Life360 is making more accessible with a new Silver Bundle option. Previously enabled with only Platinum or Gold subscriptions, the new Silver Bundle includes a Life360 Pet GPS tracker and Silver tier subscription service for $99, renewing at $99/year. Life360 Pet Tag and Life360 Pet GPS are now available on Amazon.com and Life360.com in the U.S., Canada, Australia, New Zealand, and the U.K.