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

Life360 Q3 revenue rises 40% to $174.1 million; full-year revenue range narrowed

Positive Impact 4 of 5 earnings

Life360 reported third-quarter 2026 total revenue of $174.1 million, up 40% from a year earlier, with net income of $22.5 million, up 130%, including a $17.5 million investment fair value gain. The company narrowed its full-year 2026 guidance for consolidated revenue to $665 million to $681 million and for Adjusted EBITDA to $132 million to $138 million, and reported $44.4 million in share repurchases to date.

Key points

  • Q3 2026 total revenue of $174.1 million, up 40% YoY; advertising revenue of $25.4 million, up 250% YoY
  • Net income of $22.5 million, up 130% YoY, including a $17.5 million net gain on fair value of investments
  • Adjusted EBITDA of $34.6 million, up 41% from $24.5 million in Q3 2025
  • FY26 consolidated revenue guidance of $665 million to $681 million, versus the prior $650 million to $685 million; Adjusted EBITDA guidance of $132 million to $138 million, narrowed from $130 million to $140 million

The filing

CompanyLife360 (LIF)
Form8-K, current report
Filed with the SECNov 9, 2026, 4:12 PM ET
Accession number0001581760-26-000185

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 7:16 PM ET, from this filing only.

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