Life360 reported 40% year-over-year revenue growth in the third quarter of 2026, alongside record third-quarter additions to its paid subscriber base. The family safety and connection app company also pointed to early signs of traction from U.S. subscription price increases, continued investment in advertising, and a possible new way to make its family information available through third-party AI assistants—with members choosing whether to share it.
Key details
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Revenue reached $174.1 million, up 40% from a year earlier. Chief Financial Officer Russell Burke said growth accelerated from the prior quarter, while operating-expense growth moderated after heavier investment in the first half of the year.
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Monthly active users rose by 5.3 million to 107.7 million globally. International monthly active users passed 50 million.
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Paid subscriptions continued to grow. Life360 added a record 188,000 net new Paying Circles for a third quarter, ending September with 3.4 million. The company said early results from recent U.S. price increases are encouraging, but did not quantify their effect.
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Advertising remains an area of investment. Life360 said it is building the business and has received positive signals from leading brands that it believes offer proof points for 2027. It expects seasonal advertising strength to support fourth-quarter revenue.
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The company is exploring access through third-party AI agents. Life360 said it is making its “family intelligence” available to agents to help with everyday coordination. Members decide whether an agent can access information from their Circle.
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Cash and investments totaled $465.0 million at quarter-end, including cash, cash equivalents, restricted cash and short-term investments. Operating cash flow was $27.2 million, up 3% year over year.
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Life360 has repurchased $44.4 million of its common stock since announcing a share repurchase program in May 2026. The available release text does not specify the remaining authorization or number of shares bought.
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For the fourth quarter, management expects continued revenue momentum, supported by subscription price increases and seasonal advertising. It also expects cost efficiencies and seasonally lower growth-marketing spending to contribute to stronger operating leverage, while continuing to balance growth investment with margin expansion.
Plain-English implications
Life360’s growth came with gains in both user activity and paid subscriptions, while its cash balance and positive operating cash flow provide context for its ongoing investment and share repurchases. Management’s fourth-quarter outlook points to pricing, seasonal advertising and expense discipline as the main near-term drivers it expects to support growth and operating leverage.