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# Life360 Sales Grow 40% — But It Cuts The Ceiling On Its Advertising Forecast
- URL: https://www.bullished.co/life360-sales-grow-40-but-it-cuts-the-ceiling-on-its-advertising-forecast-fd16d7e4/
- Published: 2026-11-09T23:20:58.000Z
- Updated: 2026-11-09T23:20:58.000Z
- Description: Subscriptions keep growing, while a $17.5 million investment valuation gain accounts for much of quarterly profit.
- Author: Matteo Parrino
- Tags: SEC Filings, LIF, Industry: Technology

Life360, whose app lets families share locations and use safety services, grew [third-quarter sales](https://seekingalpha.com/news/4669403-life360-gaap-eps-of-026-beats-by-017-revenue-of-1741m-beats-by-269m?ref=bullished.co) 40% to $174.1 million, but lowered the ceiling on its annual advertising forecast. Monday's unaudited earnings release accompanying its SEC filing put year-earlier sales at $124.5 million and revised the full-year revenue range to a higher floor and a lower ceiling.

## Subscriptions Rise, Advertising Expectations Narrow

Life360 now expects [annual revenue](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/life360incq326mediarelea.htm?ref=bullished.co) of $665 million–$681 million, versus $650 million–$685 million previously. Its subscription forecast rose to $483 million–$488 million from $475 million–$480 million, while expected advertising revenue narrowed to $98 million–$102 million from $98 million–$115 million.

Management also reduced the hardware range to $35 million–$40 million from $35 million–$45 million. It raised expected other revenue to $49 million–$51 million from $42 million–$45 million and narrowed adjusted earnings before interest, taxes, depreciation and amortization to $132 million–$138 million from $130 million–$140 million.

Quarterly subscriptions brought in [$124.2 million](https://www.globenewswire.com/news-release/2026/11/09/3398950/0/en/life360-reports-q3-2026-results.html?ref=bullished.co), up 29% year-over-year. Advertising contributed $25.4 million, up 250%, chiefly from managed campaigns following the Nativo purchase. Other revenue rose 61% to $15.5 million as partnerships and greater data volumes from user growth helped.

Hardware sales fell 20% to $9.0 million. Life360's retreat from physical stores was the main reason shipments dropped 32% to approximately 0.6 million devices.

## More Families Pay, At Higher Prices

Life360 offers its core app free and charges for additional safety services. It also sells Tile trackers for belongings and Pet GPS devices, and earns money through advertising, partnerships and aggregated data that does not identify individuals.

Paying Circles—groups with a billed subscription—rose 26% to approximately [3.4 million](https://seekingalpha.com/news/4669403-life360-gaap-eps-of-026-beats-by-017-revenue-of-1741m-beats-by-269m?ref=bullished.co). The company called its 188,000 net additions a third-quarter record. Monthly active users increased 17% to approximately 107.7 million, with 5.3 million added during the quarter; international users reached 51.9 million, up 21%.

Annualized revenue per paying group increased 4%, helped by higher-priced plans and U.S. pricing changes. The [investor presentation](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/a360q326resultspresentat.htm?ref=bullished.co) says international increases took effect in mid-to-late 2025, while new U.S. subscribers faced increases in September 2026.

Life360 Chief Executive Officer Lauren Antonoff said, "early results from our [U.S. price changes](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/life360incq326mediarelea.htm?ref=bullished.co) are encouraging."

## Investment Gains Outpace Cash Growth

Net income rose 130% to [$22.5 million](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/life360incq326mediarelea.htm?ref=bullished.co), including a $17.5 million investment valuation gain. Diluted earnings per share increased to $0.26 from $0.11\. Adjusted earnings before interest, taxes, depreciation and amortization rose 41% to $34.6 million from $24.5 million, but operating cash flow grew just 3% to $27.2 million.

Gross margin slipped to 77% from 78% because Nativo expanded the mix of lower-margin advertising. Subscription gross margin improved to 87% from 85%. Operating expenses increased 38% to $126.0 million, though they consumed 72% of revenue rather than 73% a year earlier.

Nativo's [costs arrived immediately](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/a360q326resultspresentat.htm?ref=bullished.co), while advertising revenue peaks in the fourth quarter, according to the presentation. The first quarter also included higher marketing investment.

Life360 ended the quarter with [$465.0 million](https://www.globenewswire.com/news-release/2026/11/09/3398950/0/en/life360-reports-q3-2026-results.html?ref=bullished.co) in cash, restricted cash and short-term investments. It has spent $44.4 million on buybacks under the program announced in May 2026, leaving approximately $180.6 million available. Management plans to offset dilution measured by stock-based pay over rolling 12-month periods.

Life360 Chief Financial Officer Russell Burke expects fourth-quarter growth to benefit from subscription price increases and seasonal advertising spending, alongside lower growth-marketing spending and better cost efficiency.

Learn

- [Item 2.02: results of operations →](https://www.bullished.co/learn/8-k-items-explained/#item-202-results-of-operations)  
From 8-K Items Explained: What Every Item Code From 1.01 To 9.01 Tells You, With Examples

### Sources

- [8-K Filing — Life360, Inc. (LIF)](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/lifx-20261109.htm?ref=bullished.co) — SEC EDGAR
- [Exhibit life360incq326mediarelea.htm — Life360, Inc. 8-K exhibit](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/life360incq326mediarelea.htm?ref=bullished.co) — SEC EDGAR
- [Exhibit q326life360\_shareholderl.htm — Life360, Inc. 8-K exhibit](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/q326life360%5Fshareholderl.htm?ref=bullished.co) — SEC EDGAR
- [Exhibit a360q326resultspresentat.htm — Life360, Inc. 8-K exhibit](https://www.sec.gov/Archives/edgar/data/0001581760/000158176026000185/a360q326resultspresentat.htm?ref=bullished.co) — SEC EDGAR
- [Life360 GAAP EPS of $0.26 beats by $0.17, revenue of $174.1M beats by $2.69M (LIF:NASDAQ) | Seeking Alpha](https://seekingalpha.com/news/4669403-life360-gaap-eps-of-026-beats-by-017-revenue-of-1741m-beats-by-269m?ref=bullished.co) — seekingalpha.com
- [Life360 Reports Q3 2026 Results](https://www.globenewswire.com/news-release/2026/11/09/3398950/0/en/life360-reports-q3-2026-results.html?ref=bullished.co) — globenewswire.com