Filing Flows

Filing Flows › Life360 (LIF) › Q3 2026

Life360 (LIF) Q3 2026 earnings results (third quarter 2026)

10-Q filed Nov 9, 2026

Life360 (LIF) reported revenue of $174M for the third quarter 2026 (Q3 2026), +40% from a year earlier and +10% from the quarter before. Operating margin was 4.6%, net earnings $22.5M (12.9% of revenue).

Revenue$174M
Year over year+40%
Quarter over quarter+10%
Operating margin4.6%
Net earnings$22.5M

Life360, Q3 2026: revenue $174M (+40% year over year), operating margin 4.6%, net earnings $22.5M, operating cash flow $27.1M. The chart follows the revenue to costs, profit and cash.

Q3 2026AmountQ/QY/Y
Revenue$174M+10%+40%
Gross profit$134M+6%+38%
Operating profit$8.0M—+40%
Net earnings$22.5M+344%+130%
Operating cash flow$27.1M+14%+3%
Free cash flow$26.9M+13%+5%

What changed

Revenue was $174.1M in Q3 2026, up 40% year over year and up 10% from the previous quarter. Subscription revenue was the largest line at 71% of revenue. Subscription revenue added $27.9M year over year (up 29%), 56% of the total change. Hardware declined 20%.

Gross margin was 76.9%, down 1.1 points from Q3 2025. Operating profit was $8.0M, a 4.6% margin (unchanged year over year). Of the extra revenue versus Q3 2025, 5% reached operating profit, above the 5% margin then. Operating expenses grew 38% against revenue growth of 40%. The fastest-growing cost line was Sales & marketing (+52%). Net earnings were $22.5M, up 130% year over year. The effective tax rate was 21.0%. Non-operating items added $20.5M, 72% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $27.1M (up 3% year over year), 121% of net earnings. Non-cash charges added back $6.1M of depreciation and amortization and $20.1M of share-based compensation. Working capital and other items used $21.6M. Capital expenditures of $220K left free cash flow of $26.9M.

Questions

What was Life360's revenue in the third quarter 2026?

Life360 (LIF) reported revenue of $174M for the third quarter 2026 (Q3 2026), +40% from a year earlier and +10% from the quarter before.

Was Life360 profitable in the third quarter 2026?

Operating profit was $8.0M (4.6% of revenue) and net earnings $22.5M.

Open the interactive Sankey →

Source: Life360 10-Q on SEC EDGAR.