Life360 delivered a significant top and bottom-line beat in the third quarter 2026, driven by record net subscriber additions and a 250% surge in advertising revenue. The company achieved its highest-ever third-quarter global net Paying Circle additions of 188,000, while total Monthly Active Users (MAU) reached 107.7 million, with international users crossing the 50 million milestone.
Key Highlights
- Global Paying Circles increased 26% year-over-year to 3.4 million, significantly exceeding the anticipated figure of 2.15 million.
- Advertising revenue reached $25.4 million, a 250% year-over-year increase fueled by the successful integration of the Nativo acquisition.
- GAAP net income reached $22.5 million, up 130% from the prior year, though this figure includes a $17.5 million net gain on the fair value of investments.