AI brief of an SEC Form 8-K · Life360 (LIF)

Life360 Q3 revenue rises 38% to $78.6 million; raises Adjusted EBITDA guidance

Positive Impact 4 of 5 earnings Written later

Life360 reported unaudited third-quarter 2023 results with total revenue of $78.6 million, up 38% from a year earlier, and a net loss of $6.5 million, narrowed from $21.1 million. It raised its calendar 2023 Adjusted EBITDA guidance to $12 million to $16 million from $9 million to $14 million and raised hardware revenue growth guidance to 10% to 15%, while reiterating consolidated revenue of $300 million to $310 million.

Key points

  • Q3 2023 total revenue of $78.6 million, up 38% year over year; core Life360 subscription revenue of $50.6 million, up 50%
  • Q3 2023 net loss of $6.5 million, compared with $21.1 million in Q3 2022; Adjusted EBITDA of $5.5 million, versus a loss of $9.4 million a year earlier
  • CY23 Adjusted EBITDA guidance raised to $12 million to $16 million; consolidated revenue guidance of $300 million to $310 million reiterated
  • Company expects fewer net subscriber additions in Q4 2023 than in Q3 2023, citing likely pull-forward effects in Q3 and seasonality

The filing

CompanyLife360 (LIF)
Form8-K, current report
Filed with the SECNov 14, 2023, 2:11 PM ET
Accession number0001581760-23-000126

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:01 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 14, 2023.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.