Filing Flows

Filing Flows › Life360 (LIF) › Q3 2026 › vs Q3 2025

Life360 (LIF) Q3 2026 vs Q3 2025 (year over year)

Life360's revenue rose $49.6M (+40%) from $124M in Q3 2025 to $174M in Q3 2026. The biggest changes: Subscription revenue +$27.9M (+29%); Advertising revenue +$18.2M (+250%); Other +$5.9M (+61%). Gross margin 76.9% against 78.0% (-1.1 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 Q3 2025, the increases inside each band.

Life360: what changed, Q3 2026 vs Q3 2025Life360: what changed, Q3 2026 vs Q3 2025Gross profit$36.9MOperating expenses$34.6MSubscription revenue$27.9MSales & marketing$20.3MWorking capital & other$19.5MPre-tax earnings$18.2MAdvertising revenue$18.2MOther income, net$16.0MCost of revenue$12.8MNet earnings$12.7M

Margins

Q3 2026Q3 2025Change
Gross margin76.9%78.0%-1.1 pts
Operating margin4.6%4.6%+0.0 pts
Net margin12.9%7.9%+5.0 pts
Free cash flow margin15.5%20.6%-5.1 pts

Every line

LineQ3 2026Q3 2025Change%
Subscription revenue$124M$96.3M$27.9M+29%
Advertising revenue$25.4M$7.3M$18.2M+250%
Other$15.5M$9.6M$5.9M+61%
Hardware$9.0M$11.3M−$2.3M-20%
Revenue$174M$124M$49.6M+40%
Gross profit$134M$97.1M$36.9M+38%
Cost of revenue$40.1M$27.4M$12.8M+47%
Other income, net$20.5M$4.5M$16.0M+352%
Operating profit$8.0M$5.7M$2.3M+40%
Operating expenses$126M$91.4M$34.6M+38%
Pre-tax earnings$28.5M$10.2M$18.2M+178%
Research & development$40.6M$32.4M$8.2M+25%
Sales & marketing$59.3M$39.0M$20.3M+52%
General & admin$26.1M$20.0M$6.1M+30%
Net earnings$22.5M$9.8M$12.7M+130%
Income tax$6.0M$427K$5.5M14×
Depreciation & amortization$6.1M$3.9M$2.2M+56%
Share-based compensation$20.1M$14.9M$5.3M+36%
Working capital & other$21.6M$2.1M$19.5M+911%
Operating cash flow$27.1M$26.4M$686K+3%
Free cash flow (OCF − capex)$26.9M$25.6M$1.3M+5%
Capital expenditures$220K$799K−$579K-72%

Questions

How much did Life360's revenue grow year over year in Q3 2026?

Life360's revenue rose $49.6M (+40%) from $124M in Q3 2025 to $174M in Q3 2026.

What drove Life360's revenue change in Q3 2026?

Subscription revenue +$27.9M (+29%); Advertising revenue +$18.2M (+250%); Other +$5.9M (+61%).

Q3 2026 results → · Compare in the interactive Sankey →