Key highlights

  • LIFE360 shares were down 11.69% at $19.72 during the 10 November 2026 trading session.
  • Third-quarter Revenue grew 40% year on year to $174.1 million.
  • Monthly active users reached 107.7 million, with a third-quarter record of 188,000 net new Paying Circles.

LIFE360 Inc (ASX:360) traded lower during the 10 November 2026 trading session, with shares down 11.69% at $19.72. The S&P/ASX 200 was higher by 1.34%, or 121.20 points, at 9,150.90 over the same session. The family safety and location app provider is listed on the ASX and on Nasdaq. Its latest update came on 9 November 2026, when it released unaudited results for the third quarter of 2026, ended 30 September 2026.

Third-quarter results

Life360 reported total revenue of $174.1 million for the quarter, up 40% year on year. The company said it added 5.3 million monthly active users, taking the total to 107.7 million, and passed 50 million international monthly active users.

Net new Paying Circles reached 188,000, which the company described as a third-quarter record, bringing the total to 3.4 million.

Outlook and product initiatives

The chief financial officer said revenue growth accelerated in the third quarter as Operating Expense growth moderated. The company expects continued revenue momentum in the fourth quarter, supported by recent subscription price increases and a seasonal uplift in advertising.

Life360 also said it is making its family intelligence available to third-party AI agents, with members deciding whether to share their Circle's information with an agent. Early results from its U.S. price changes were described as encouraging.

Sector context

Subscription app businesses are often judged on paying user growth, retention and the pace of price increases. Investors also watch whether Advertising and new product areas can add to Earnings over time. The shares were trading at nearly $20 during the session, and the broader market was higher on the day.

Risks

Revenue growth depends on continued subscriber additions and on the response to recent price increases. Any slowdown in paying user growth or churn could affect the company's outlook.

The advertising and AI agent initiatives are at an early stage, and their commercial contribution is not yet known. Operating costs and Marketing spending will also influence margins.

What to watch ahead

The next key date is the fourth-quarter 2026 result, where investors will look for whether revenue momentum and Operating Leverage continue. Updates on advertising and AI agent partnerships will also be followed.

Final Word

LIFE360's Trading session decline came after a third-quarter report showing revenue growth and record paying user additions. The company's fourth-quarter result will indicate whether that momentum carries forward.