Q1'25 Investor Presentation
Stock | LIFE360 Inc (360.ASX) |
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Release Time | 13 May 2025, 10:24 a.m. |
Price Sensitive | Yes |
Life360 Reports Q1'25 Results
- Global Monthly Active Users ~83.7M, up 32% YoY
- Q1'25 Revenue $103.6M, up 32% YoY
- Q1'25 Adjusted EBITDA $15.9M, 15% margin
Life360, a leading family safety platform, reported impressive Q1'25 results, showcasing its continued growth and expansion. The company's global Monthly Active Users reached ~83.7M, a 32% year-over-year increase, demonstrating the strong demand for its comprehensive family safety solutions. Revenue in Q1'25 grew 32% year-over-year to $103.6M, driven by the company's ability to drive higher retention and conversion of its paid member base. Adjusted EBITDA in Q1'25 was $15.9M, representing a healthy 15% margin. This performance highlights Life360's ability to leverage its expense base and balance growth investment with financial discipline. The company continues to see significant runway for growth, both in the U.S. and internationally, as it expands its reach beyond its core parent demographic to include families with teens, pet owners, and the elderly population. Life360 is also exploring new revenue streams, such as family financial services, auto insurance, and advertising, to further monetize its large and engaged user base. With its strong brand positioning, innovative product offerings, and focus on driving profitability, Life360 is well-positioned to capitalize on the substantial opportunity in the family safety and connectivity market.
For the full fiscal year 2025, Life360 expects to deliver revenue of $450-$475 million and Adjusted EBITDA margin of 18-20%.
Life360 remains focused on executing its strategic priorities, which include growing its audience, scaling its paid offerings, creating new revenue streams, and expanding profitability. The company is confident in its ability to achieve its long-term aspirational goals of 150M+ Monthly Active Users, $1B+ in revenue, and 35%+ Adjusted EBITDA margins.