The earnings call highlighted significant growth in subscription and advertising revenue, successful product innovations like Pet GPS, and strategic acquisitions. Despite some challenges in hardware sales and slightly lower MAU growth, the overall sentiment is optimistic with strong financial performance and strategic expansion plans.

Company Guidance

In the third quarter of 2025, Life360 achieved record highs in Paying Circles and global net subscription additions, with 3.7 million new monthly active users, a 19% year-over-year increase, bringing the total to nearly 92 million. Paying Circles grew by 23% year-over-year, reaching 2.7 million. Subscription revenue increased by 34% to $96.3 million, and other revenue, primarily driven by advertising, grew 82% year-over-year to $16.9 million. The company reported a net income of $9.8 million and an adjusted EBITDA of $24.5 million, reflecting a margin of 20%. For the full year, Life360 raised its consolidated revenue guidance to a range of $474 million to $485 million and adjusted EBITDA guidance to a range of $82 million to $88 million. Additionally, Life360 announced its acquisition of Nativo, a leading advertising technology firm, expected to be accretive to adjusted EBITDA from day one.

Record Growth in Paying Circles

Total Paying Circles grew 23% year-over-year to 2.7 million, with a record 170,000 net new additions.

Strong Subscription Revenue Growth

Subscription revenue increased 34% year-on-year to $96.3 million, with core Life360 subscription revenue rising by 37%.

Expansion in Advertising Revenue

Q3 other revenue grew 82% year-over-year to $16.9 million, driven by strong performance in advertising.

Successful Launch of Pet GPS

The Pet GPS product launched in multiple regions and exceeded initial demand expectations, selling out in most areas within days.

Acquisition of Nativo

Entered into an agreement to acquire Nativo, a leading ad technology company, expected to accelerate their advertising roadmap.

Positive Adjusted EBITDA

Adjusted EBITDA rose 174% year-on-year to $24.5 million, with a 20% margin, marking the 12th consecutive quarter of positive adjusted EBITDA.

Life360, Inc. (LIF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LIF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	0.23 / -	0.241	―	―	―
Nov 10, 2025	2025 (Q3)	0.17 / 0.28	0.27	4.81% (+0.01)
Aug 11, 2025	2025 (Q2)	0.13 / 0.26	0.007	3614.29% (+0.25)	―
May 12, 2025	2025 (Q1)	0.01 / 0.17	-0.42	140.24% (+0.59)
Feb 27, 2025	2024 (Q4)	0.12 / 0.24	1.504	-83.98% (-1.26)
Nov 12, 2024	2024 (Q3)	0.10 / 0.27	-0.725	137.24% (+0.99)
Aug 08, 2024	2024 (Q2)	-0.14 / <0.01	0.208	-96.63% (-0.20)
May 09, 2024	2024 (Q1)	-0.77 / -0.42	-0.63	33.33% (+0.21)	―
Feb 29, 2024	2023 (Q4)	-0.76 / 1.50	-0.18	935.56% (+1.68)
Nov 14, 2023	2023 (Q3)	-0.36 / -0.72	-1.02	28.92% (+0.30)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LIF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 10, 2025	$93.30	$72.79	-21.98%
Aug 11, 2025	$73.74	$83.55	+13.30%
May 12, 2025	$49.51	$59.62	+20.42%
Feb 27, 2025	$40.58	$45.20	+11.38%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Life360, Inc. (LIF) report earnings?

Life360, Inc. (LIF) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).

What is Life360, Inc. (LIF) earnings time?

Life360, Inc. (LIF) earnings time is at Feb 26, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LIF EPS forecast?

LIF EPS forecast for the fiscal quarter 2025 (Q4) is 0.23.

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