Life360, Inc. · NASDAQ:LIF
Life360 — Q3 2026 Earnings Presentation
40 slides from Life360's earnings presentation, Nov 10, 2026
Slide 1: Q3'26 Investor Update
al use only Q3'26 Investor Update QUARTERLY PRESENTATION 9 November 2026 U.S. PT 10 November 2026 AEDT
Slide 2: Disclaimer
DISCLAIMER These materials and the accompanying oral presentation have been prepared by information made available to you is, or shall be relied upon as, a promise, This presentation contains certain measures of financial performance not Life360, Inc. (ARBN 629 412 942) (“Company”) on a confidential
Slide 3: Contents
01 Q3’26 Result Highlights 4-5 02 Q3’26 Financial Performance 6-9 al use only 03 Q3’26 Operational Performance 10 - 24 Contents INVESTOR UPDATE 04 AI Highlights 25 - 28 05 FY’26 Outlook 29 - 30 Pet GPS Unit Economics 06 Appendix Top 10 International Markets by MAU and Revenue Countries Membership mo
Slide 4: Q3'26 Result Highlights
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX 01 al use only Q3’26 Result Highlights INVESTOR UPDATE
Slide 5: Q3'26 Achievements
Q3'26 Achievements Cementing our position as the market-leading family safety membership service al use only Growing our Scaling paid Creating new Expanding audience offerings revenue streams profitability ~107.7m ~3.4m $25.4m $174.1m Global Monthly Active Global Paying Circles Growing advertising r
Slide 6: Q3'26 Financial Performance
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX 02 al use only Q3’26 Financial Performance INVESTOR UPDATE
Slide 7: Q3'26 Results Summary
Q3'26 Results Summary Commentary Delivering on growth • Continued strong subscription revenue momentum, up 29% YoY, primarily driven by 26% growth in Paying Circles and a 4% uplift in $M Q3’25 Q3'26 $ Change % YoY ARPPC Revenue • Hardware revenue decreased 20% YoY, primarily driven by a 32% Subscrip
Slide 8: Scaling our business
Scaling our business Core subscription business is performing strongly, funding our expansion into new ways to serve families Q3’26 Revenue and % of Revenue ($M) al use only CORE BUSINESS: THE ENGINE • Subscriptions remain our most important growth driver today and continues to scale rapidly • More
Slide 9: Expanding Profitability
Expanding Profitability Leveraging the cost base as we scale to drive Adjusted EBITDA margin expansion ADJUSTED EBITDA MARGIN (%) OPERATING EXPENSES (GAAP) AS % REVENUE OPERATING LEVERAGE Q1-Q3‘26 reflected investment in Q3’26 Opex as % revenue improved Operating “jaws” expected to open al use only
Slide 10: Q3'26 Operational Performance
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX al use only
Slide 11: Growing our user base
Growing our user base Improving our funnel and conversion in local markets drove one of our best MAU quarters ever Growing our user base is the foundation of our strategy: more members drive paying circles, App Rating Google growth from al use only ads and pets, on our path to 150M MAU Sign-in 4.5 t
Slide 12: Global MAU up 17% to 107.7M
Global MAU up 17% to 107.7M Second-best quarter for net adds (+5.3M), led by International contributing 3.5M Life360 Core Monthly Active Users (MAU) (M) International Triple Tier countries MAU (M) al use only +20% +31% YoY YoY 38 35 33 34 31 30 28 +24% +23% 27 YoY YoY 26 22 13 14 20 11 12 12 18 11 1
Slide 13: Global MAU Net Additions reach 5.3M
Global MAU Net Additions reach 5.3M U.S. and Triple Tier markets deliver steady gains while Other International rebounds to 2.5M net adds 5 100 5 100 U.S. & International Triple Tier MAU Net Additions (M) 80 Other International MAU Net Additions (M) 80 4 4 al use only 60 60 3 40 3 40 0.6 0.5 0.7 0.7
Slide 14: Long remaining runway in U.S. penetration
Long remaining runway in U.S. penetration Majority of states are in the Growing and Scaling phases with the largest states adding the highest absolute growth and significant runway before achieving Established status al use only Penetration by State (2020) 1 U.S. Top 5 penetrated states Penetration
Slide 15: Large global opportunity for membership
Large global opportunity for membership International penetration, while expanding, trails the U.S., with large upside opportunity Penetration by Region (2020–2026)1 $ Canada al use only United $ 1% 6% Kingdom (2020) (2026) 2% 14% (2020) (2026) Europe United States $ 0.4% 2% 6% 18% (2020) (2026) Aus
Slide 16: Scaling the international opportunity
Scaling the international opportunity A phased strategy to support local market needs while global initiatives raise all boats Strategy Monetize Large User Base Grow The User Base Create Strong Product Fit Q3 Highlight: Jamie Oliver campaign • Strong driving culture • Dense urban markets with • High
Slide 17: Subscription Revenue
Subscription Revenue Q3’26 subscription revenue growth of 29% underpinned by 26% YoY uplift in Paying Circles Consolidated Quarterly Subscription Revenue ($M) Global Paying Circles (000s) • Strong subscription revenue al use only growth across U.S. and international, with consolidated subscription r
Slide 18: Paying Circles
Paying Circles Q3'26 year over year growth of 26%, while raising prices and improving customer value Paying Circles by Geography (000s) International Triple Tier Countries Paying Circles (000s) al use only +29% YoY +47% YoY 602 563 +34% 534 YoY UK & ANZ 427 498 Legacy price 468 392 increases +34% 29
Slide 19: Global Paying Circle Net Additions
Global Paying Circle Net Additions Q3'26 year over year growth of 10%, with 40% growth in International Triple Tier Life360 U.S. & International Triple Tier Paying Circle Other International Paying Circle 180 Net Additions (000s) Net Additions (000s) al use only 160 160 140 29 27 35 120 19 25 110 10
Slide 20: Average Revenue Per Paying Circle (ARPPC)
Average Revenue Per Paying Circle (ARPPC) Triple Tier launches and annual subscription price increases driving ARPPC in the U.S. and internationally Average Revenue Per Paying Circle (ARPPC) ($) 1 International Triple Tier Countries Revenue +4% $167 YoY al use only +4% +69% YoY YoY Global ARPPC $88
Slide 21: Hardware Revenue
Hardware Revenue Devices give members reasons to join and to stay at every life stage Quarterly Hardware Revenue ($M) al use only 23.8 19.3 Before or without kids The family years After the kids leave 11.9 12.3 11.7 11.3 10.2 Expands our audience 9.8 Families are our core audience, and couples and f
Slide 22: Advertising Revenue
Advertising Revenue Significant YoY revenue uplift driven by continued monetization of free user base and Nativo acquisition Quarterly Advertising Revenue ($M) ADS FOR FREE MEMBERS al use only ACCESS UNIQUE AUDIENCES BASED ON FIRST PARTY DATA 25.4 22.0 19.7 • Q3'26 Advertising revenue of $25.4 milli
Slide 23: Full stack advertising drives scale
Full stack advertising drives scale Bigger scale, with margin that reflects a broader platform WHAT’S DRIVING THE GROWTH Annual advertising revenue ($M) Annual advertising gross profit ($M) al use only FY’26E up more than 3x YoY on a full-stack Gross margin reflect addition of off-app platform volum
Slide 24: Other Revenue
Other Revenue Data and partnerships extend the platform with high-margin revenue Quarterly Other Revenue ($M) FIRST PARTY DATA MONETIZATION al use only HUBBLE PARTNERSHIP 15.5 11.6 • Q3'26 Other revenue growth of 61% YoY 10.7 9.2 9.6 10.2 primarily due to higher partnership 8.8 8.3 8.2 revenue and h
Slide 25: AI Highlights
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX 04 al use only Q3’26 AI Highlights INVESTOR UPDATE
Slide 26: Opening Life360 family intelligence to AI agents
Opening Life360 family intelligence to AI agents USERS INTERFACE PLATFORM Family Member Is everyone where they need to be? al use only Help! Family Intelligence Family’s Unique real-world, external real-time data about info Read each family, External AI Agent Write shared only with a Turn on the lig
Slide 27: AI agents make Life360 family intelligence more valuable
AI agents make Life360 family intelligence more valuable Members set the pace Adoption is member-controlled. al use only Durable data advantage Real-time, passive location signals reflect real-world behavior. Agents expand use cases Members can use Circle data in creative ways, especially when combi
Slide 28: One engine, built on family intelligence
One engine, built on family intelligence From conversion to web billing and higher tiers, AI lifts our top and bottom line HOW THE ENGINE WORKS al use only Family Intelligence Member Engine Decides Data feeds back Who’s in the family and Outcome Offer, plan, and Each use is smarter how they live The
Slide 29: FY'26 Outlook
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX al use only
Slide 30: Outlook
Outlook For FY’26, Life360 expects to deliver: • MAU growth of 17% to 20% (unchanged); al use only • Consolidated revenue of $665 million to $681 million (YoY growth of 36% to 39%), increased from $650 million to $685 million, comprised of: - Subscription revenue of $483 million to $488 million, inc
Slide 31: Appendix
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | AI HIGHLIGHTS 05 | OUTLOOK 06 | APPENDIX 06 al use only Appendix INVESTOR UPDATE Investor Presentation | November 2026
Slide 32: Pet GPS Unit Economics
APPENDIX 1 Pet GPS Unit Economics Hardware is the entry point; the returns come from the subscription renewal in Year 2 and beyond Illustrative Revenue to COGS to Gross Margin Cumulative Gross Margin by Year (% of Revenue) al use only Year 1: Hardware + Subscription Hardware Subscription Net Year 1
Slide 33: Top International Markets by MAU and Revenue Countries
APPENDIX 2 Top 10 International Markets by MAU and Revenue Countries TOP 10 TOP 10 al use only INTERNATIONAL INTERNATIONAL MAU COUNTRIES1 REVENUE COUNTRIES1 (66% of total International) (78% of total International) 1. United Kingdom 1. United Kingdom 2. Brazil 2. Australia 3. Mexico 3. Canada 4. Aus
Slide 34: Freemium model supports families and drives monetization
APPENDIX 3 Freemium model supports families and drives monetization Life360's premium services provide benefits focused on driving and digital safety Current Triple Tier Membership Bundles (U.S., UK, Canada, ANZ) al use only FREE MEMBERSHIP SILVER MEMBERSHIP GOLD MEMBERSHIP PLATINUM MEMBERSHIP $0.00
Slide 35: Operating Metrics
APPENDIX 4 Operating Metrics $ in millions, except ARPPC, ARPPS, ASP Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Life360 Core(1) Monthly Active Users (MAU) – Global 107.7 102.4 97.8 95.8 91.6 U.S. 55.8 54.0 51.8 50.6 48.7 International 51.9 48.4 46.0 45.3 42.9 UK, ANZ, CA 14.2 13.2 12.5 12.0 11.4 Other
Slide 36: Income Statement
APPENDIX 5 Income Statement Three Months Ended September 30, $ in millions 2026 2025 Revenue Subscription revenue $ 124.2 $ 96.3 Hardware revenue 9.0 11.3 Advertising revenue 25.4 7.3 al use only Other revenue 15.5 9.6 Total revenue 174.1 124.5 Cost of revenue Cost of subscription revenue 16.3 14.0
Slide 37: Balance Sheet and Cash Flow
APPENDIX 6 Balance Sheet Cash Flow September 30, December 31, Nine Months Ended September 30, $ in millions 2026 2025 $ in millions 2026 2025 Cash Flows from Operating Activities: Current Assets: Net income $ 30.3 $ 21.2 Cash and cash equivalents $ 333.1 $ 494.3 Adjustments to reconcile net income t
Slide 38: GAAP to Non-GAAP reconciliations
APPENDIX 7 GAAP to Non-GAAP reconciliations Cost of revenue Operating expenses Three Months Ended September 30, Three Months Ended September 30, $M 2026 2025 $M 2026 2025 al use only Cost of subscription revenue, GAAP $ 16.3 $ 14.0 Research and development expense, GAAP $ 40.6 $ 32.4 Less: Depreciat
Slide 39: Non-GAAP Financial Measures
APPENDIX 8 Non-GAAP Financial Measures We collect and analyze operating and financial data to evaluate the health of our business, allocate our resources and assess our performance. Adjusted EBITDA In addition to total revenue, net income and other results under GAAP, we utilize a non-GAAP calculati
Slide 40: Thank You
01 | HIGHLIGHTS 02 | FINANCIAL PERFORMANCE 03 | OPERATIONAL PERFORMANCE 04 | OUTLOOK 05 | APPENDIX al use only Thank You