Life360 (ASX:360) Expands Its Paying Circles as Advertising Revenue Accelerates

Aditi Sarkar

12 November 2026 08:50 PM AEDT

Life360 (ASX:360) Expands Its Paying Circles as Advertising Revenue Accelerates

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Highlights

Life360 added 5.3 million monthly active users during Q3 2026, bringing its global audience to 107.7 million.
The company gained 188,000 net Paying Circles during the quarter and reached approximately 3.4 million worldwide.
Quarterly Revenue increased 40% year on year to USD 174.1 mn, supported by subscription and Advertising operations.
Life360 lifted quarterly adjusted EBITDA 41% to USD 34.6 mn and generated USD 27.2 mn in operating cash flow.

A family-safety app is converting a larger audience into more paying relationships while developing advertising into a sizeable second revenue stream. Life360 Inc (ASX:360) recorded 107.7 million monthly active users at the end of September 2026, having added 5.3 million during the third quarter. Revenue rose 40% from a year earlier, and a third-quarter record for new Paying Circles added another layer to the company’s growth story.

Subscriber Growth Extends Beyond the US

The company reported 188,000 net Paying Circle additions in Q3 2026, lifting the worldwide total to about 3.4 million. This represented 26% growth compared with the same quarter in 2025. US Paying Circles rose 24%, while the combined UK, Australia-New Zealand and Canada group recorded 34% growth. International monthly active users passed 50 million, reaching 51.9 million. The latest audience additions included 1.8 million in the US and 3.5 million in international markets. The broader geographic spread places subscription conversion and engagement in focus as the user base develops.

Advertising Adds a New Dimension

Third-quarter revenue was USD 174.1 mn, versus USD 124.5 mn a year earlier. Subscription revenue rose 29% to USD 124.2 mn and core subscription revenue increased 32% to USD 119.9 mn. Advertising delivered USD 25.4 mn, up 250% year on year. Life360 attributed much of the advertising increase to managed advertising following its Acquisition of Nativo. Other revenue also increased, reaching USD 15.5 mn. Hardware revenue, by contrast, declined to USD 9.0 mn as the company continued its exit from brick-and-mortar retail distribution. These figures show how the mix of subscription, advertising and hardware operations changed across the period.

Earnings and Cash Flow Support Expansion

Adjusted EBITDA reached USD 34.6 mn, compared with USD 24.5 mn in the prior-year quarter. Net Income increased to USD 22.5 mn, although that included a USD 17.5 mn gain related to the Fair Value of investments. Operating Cash Flow totalled USD 27.2 mn. At quarter-end, the company held USD 465.0 mn in cash, cash equivalents, restricted cash and short-term investments. It had also repurchased USD 44.4 mn of shares cumulatively under its existing programme, leaving approximately USD 180.6 mn available. This Capital position sits alongside continued Investment in subscriptions, advertising and the broader family connection product.

The Next Revenue Target

Management expects FY26 consolidated revenue of USD 665–681 mn, compared with USD 650–685 mn previously, and adjusted EBITDA of USD 132–138 mn. Its updated revenue composition includes subscriptions of USD 483–488 mn and advertising of USD 98–102 mn. The company maintained its full-year monthly active user growth expectation of 17–20%. These are company targets, not achieved full-year outcomes. The coming quarter will therefore test the continuation of subscription growth, advertising contributions and operating discipline.

Life360 shares closed at AUD 21.28 on 12 November 2026, rising 2.26% for the session. The stock traded between AUD 21.11 and AUD 21.54.

FAQs

Q: What was Life360’s Q3 2026 revenue?

A: USD 174.1 mn, representing 40% year-on-year growth.

Q: How many Paying Circles did Life360 have?

A: Approximately 3.4 million globally at the end of Q3 2026.

Q: What is its FY26 revenue guidance?

A: USD 665–681 mn, according to the November results announcement.

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