Life360 (360) investor relations material

Executive summary

• Q3 revenue rose 40% YoY to $174.1M; Adjusted EBITDA increased 41% to $34.6M, with a 20% margin.

• Global MAU reached 107.7M, up 17% YoY, after 5.3M net additions; Paying Circles grew 26% to 3.4M, with record net additions of 188K.

• FY26 revenue guidance rose to $665M–$681M; Adjusted EBITDA guidance narrowed to $132M–$138M.

Financial highlights

• Subscription revenue rose 29% to $124.2M; core subscription revenue grew 32% to $119.9M.

• Advertising revenue increased 250% to $25.4M; other revenue rose 61% to $15.5M, while hardware revenue declined 20% to $9.0M.

• Net income was $22.5M vs. $9.8M, including a $17.5M investment fair-value gain; diluted EPS was $0.26 vs. $0.11.

• Operating cash flow was $27.2M, up 3% YoY; nine-month revenue rose 39% to $476.2M.

Outlook and guidance

• FY26 revenue guidance increased to $665M–$681M from $650M–$685M, implying 36%–39% YoY growth; subscription guidance rose to $483M–$488M and other revenue to $49M–$51M.

• FY26 advertising guidance narrowed to $98M–$102M from $98M–$115M; hardware guidance narrowed to $35M–$40M from $35M–$45M.

• FY26 Adjusted EBITDA guidance narrowed to $132M–$138M from $130M–$140M, implying ~20% margin; MAU growth guidance remained 17%–20%.

• Q4 expectations included subscription momentum from price increases and seasonal advertising, with lower seasonal growth-media spend; U.S. price increases are expected to soften paying-circle additions.