Filing Flows › Life360 (LIF) › Q3 2026 › vs Q2 2026
Life360 (LIF) Q3 2026 vs Q2 2026 (quarter over quarter)
Life360's revenue rose $15.2M (+10%) from $159M in Q2 2026 to $174M in Q3 2026. The biggest changes: Subscription revenue +$8.6M (+7%); Other +$3.9M (+34%); Advertising revenue +$3.5M (+16%). Gross margin 76.9% against 79.8% (-2.9 pts).
Life360, Q3 2026: revenue $174M (+40% year over year), operating margin 4.6%, net earnings $22.5M, operating cash flow $27.1M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 76.9% | 79.8% | -2.9 pts |
| Operating margin | 4.6% | 0.0% | +4.6 pts |
| Net margin | 12.9% | 3.2% | +9.7 pts |
| Free cash flow margin | 15.5% | 15.0% | +0.5 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Subscription revenue | $124M | $116M | $8.6M | +7% |
| Advertising revenue | $25.4M | $22.0M | $3.5M | +16% |
| Other | $15.5M | $11.6M | $3.9M | +34% |
| Hardware | $9.0M | $9.8M | −$810K | -8% |
| Revenue | $174M | $159M | $15.2M | +10% |
| Gross profit | $134M | $127M | $7.1M | +6% |
| Cost of revenue | $40.1M | $32.1M | $8.1M | +25% |
| Other income, net | $20.5M | $1.1M | $19.3M | 18× |
| Operating profit | $8.0M | −$57K | $8.0M | — |
| Operating expenses | $126M | $127M | −$939K | -0.7% |
| Pre-tax earnings | $28.5M | $1.1M | $27.4M | 26× |
| Research & development | $40.6M | $47.4M | −$6.8M | -14% |
| Sales & marketing | $59.3M | $52.3M | $7.0M | +13% |
| General & admin | $26.1M | $27.2M | −$1.2M | -4% |
| Net earnings | $22.5M | $5.1M | $17.4M | +344% |
| Income tax | $6.0M | −$4.0M | $9.9M | — |
| Depreciation & amortization | $6.1M | $5.6M | $506K | +9% |
| Share-based compensation | $20.1M | $22.8M | −$2.7M | -12% |
| Working capital & other | $21.6M | $9.7M | $11.9M | +123% |
| Operating cash flow | $27.1M | $23.8M | $3.3M | +14% |
| Free cash flow (OCF − capex) | $26.9M | $23.8M | $3.1M | +13% |
| Capital expenditures | $220K | $0 | $220K | — |
Questions
How much did Life360's revenue grow quarter over quarter in Q3 2026?
Life360's revenue rose $15.2M (+10%) from $159M in Q2 2026 to $174M in Q3 2026.
What drove Life360's revenue change in Q3 2026?
Subscription revenue +$8.6M (+7%); Other +$3.9M (+34%); Advertising revenue +$3.5M (+16%).