Life360 Raises 2026 Revenue Outlook to $665 Million-$681 Million

Life360, Inc. raised its 2026 revenue outlook to $665 million to $681 million as third-quarter revenue grew 40%, with U.S. subscription price changes expected to temper customer additions.

The company also raised its full-year subscription revenue outlook while lowering the high end of its advertising forecast. Its adjusted EBITDA outlook stands at $132 million to $138 million.

Third-quarter GAAP revenue rose 40% from a year earlier, including 29% growth in subscription revenue. Advertising revenue more than tripled, helped by an advertising acquisition in the first quarter.

Despite that growth, advertising revenue came in at the low end of Life360’s expectations. The company paused programmatic advertising to improve ad quality and was late in securing advertising budgets.

Life360 is extending its U.S. subscription price changes. It expects fourth-quarter net U.S. Paying Circle additions to be about half the level they would have reached without the changes.