Mayank Bansal, CFA
Mayank Bansal is a CFA Charterholder and heads the Equity Research team at Kapitales Research, with over 5 years of experience analysing global equity markets. He leads fundamental, data-driven research combining rigorous financial analysis with macro trends.
Life360 Shares Surge as Revenue Jumps 40% and Subscriber Growth Accelerates
Highlights
Life360 Shares Rally Following Strong Quarterly Results
Life360, Inc. (ASX: 360) attracted investor attention following its third-quarter FY2026 results released to the Australian market on 10 November 2026. The company's shares surged approximately 7.509%, reaching a CMP of AU$20.330, as strong revenue growth, expanding subscriptions and improved profitability supported market sentiment. The results covered the quarter ended 30 September 2026 and highlighted continued expansion across international markets.
Revenue Growth Strengthens Financial Performance
Life360 reported quarterly revenue of US$174.1 million, representing a 40% increase from US$124.5 million in the corresponding period.
Subscription revenue advanced 29% to US$124.2 million, while advertising revenue increased 250% to US$25.4 million, supported by the Nativo acquisition.
Net income reached US$22.5 million, increasing 130% year-on-year, although the result included a US$17.5 million investment valuation gain.
Adjusted EBITDA improved 41% to US$34.6 million, maintaining a 20% margin. Operating cash flow increased 3% to US$27.2 million.
Subscriber Expansion Supports Business Momentum
Life360's global monthly active users increased 17% to 107.7 million, including 5.3 million additional users during the quarter.
Global Paying Circles reached 3.4 million, reflecting 26% annual growth, with quarterly net additions reaching 188,000.
International monthly active users increased 21% to 51.9 million, demonstrating growing adoption beyond the United States.
FY2026 Outlook and Investment Considerations
Management refined its FY2026 revenue guidance to US$665 million–US$681 million, representing anticipated annual growth of 36%–39%.
Adjusted EBITDA is projected between US$132 million and US$138 million, while monthly active user growth expectations remain unchanged at 17%–20%.
Life360's expanding subscription base and advertising operations provide opportunities for continued growth. However, acquisition integration, rising operating expenses and advertising execution remain important considerations.
Sustained subscriber conversion, disciplined expenditure and stronger recurring revenue will be essential to supporting future profitability.
Note- All data presented is based on information available at the time of writing.
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