Key Highlights

  • Life360 shares traded up 8.51% at $20.52 during the 11 November 2026 trading session.
  • Third-quarter total Revenue rose to $174.1 million from $124.5 million, while Net Income reached $22.5 million.
  • Advertising revenue climbed to $25.4 million from $7.3 million a year earlier.

During the Trading session on 11 November 2026, Life360 Inc (ASX:360) shares were trading at $20.52 by late morning, up 8.51%. The S&P/ASX 200 (ASX:XJO) was down about 0.06% at 9,123.90 at 12:19 pm over the same period. Life360 is a US-headquartered family safety and location-sharing app company, In its latest filing, a Quarterly Report on Form 10-Q for the quarter ended 30 September 2026, the company announced its third-quarter figures.

 

Third-Quarter Revenue Growth

Life360 reported total revenue of $174.1 million for the three months ended 30 September 2026, compared with $124.5 million a year earlier. For the nine months, total revenue reached $476.2 million, up from $343.5 million. Subscription revenue rose to $124.2 million from $96.3 million in the quarter.

 

Advertising and Other Revenue

Advertising revenue was the fastest-growing line in the filing, rising to $25.4 million in the quarter from $7.3 million a year earlier. Other revenue increased to $15.5 million from $9.6 million, while hardware revenue fell to $9.0 million from $11.3 million.

 

Profitability

Net income for the quarter was $22.5 million, compared with $9.8 million in the same period last year. Diluted Earnings per Share were 26 cents, against 11 cents a year earlier. Cost of Advertising revenue rose sharply, to $11.5 million from $0.5 million, reflecting the growth of that line.

 

Deferred Revenue and Share Count

Current deferred revenue increased to $54.4 million at 30 September 2026, from $46.4 million at the end of 2025. The filing shows 81,755,320 common shares outstanding as at 3 November 2026.

 

Sector Context

Family safety and location-sharing services sit within the consumer technology sector, where subscription models and advertising income drive revenue. Technology companies of this kind are often assessed on subscriber growth and on the mix between subscription and advertising income, which can shift the business’s Margin profile.

 

Key Risks

Hardware revenue declined in the quarter, and the cost of advertising revenue increased sharply. The filing also includes legal proceedings, including a class action filed in 2023 and an amended complaint in 2024, for which the company has said a loss is not probable or reasonably estimable. Results can be affected by changes to the advertising market and to consumer spending.

 

What to Watch Ahead

Investors will be watching the company’s next quarterly filing, along with any updates on advertising revenue and subscription growth. The outcome of the legal proceedings disclosed in the filing will also be relevant to the company’s outlook.

 

Final Word

Life360’s trading session on 11 November 2026 followed a quarter in which revenue, advertising income and net income all rose compared with the prior year. The coming periods will show whether the growth in advertising and subscriptions continues.