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Life360 (LIF) Reports Q3 Earnings: What Key Metrics Have to Say

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Life360 (LIF - Free Report) reported $174.14 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 39.9%. EPS of $0.45 for the same period compares to $0.11 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $170.33 million, representing a surprise of +2.24%. The company delivered an EPS surprise of +309.09%, with the consensus EPS estimate being $0.11.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Life360 performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Paying Circles: 3 compared to the 3 average estimate based on two analysts.
  • Monthly active user (MAU): 107.7 million versus the two-analyst average estimate of 107.73 million.
  • Revenue- Subscription revenue: $124.19 million compared to the $124.34 million average estimate based on two analysts. The reported number represents a change of +29% year over year.
  • Revenue- Other revenue: $15.5 million versus $10.86 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.3% change.
  • Revenue- Advertising revenue: $25.45 million versus the two-analyst average estimate of $26.42 million.
  • Revenue- Hardware revenue: $9 million versus the two-analyst average estimate of $8.72 million. The reported number represents a year-over-year change of -20.4%.

View all Key Company Metrics for Life360 here>>>

Shares of Life360 have returned +8.4% over the past month versus the Zacks S&P 500 composite's -5.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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