SEC Form 10-Q

• Total revenue of $219.0 million, up 34% year-over-year
• Subscription revenue of $170.5 million, up 34% year-over-year
• Net income of $11.4 million, compared to net loss of $20.7 million in prior year

Life360 Inc. reported its financial results for the second quarter of 2025. Total revenue for the quarter was $219.0 million, up 34% compared to the same period in the prior year. Subscription revenue, which accounted for the majority of total revenue, grew 34% year-over-year to $170.5 million. Hardware revenue was $21.2 million, and other revenue, which includes services and advertising, was $27.4 million. The company reported net income of $11.4 million for the quarter, compared to a net loss of $20.7 million in the same period of 2024. This improvement was driven by the strong revenue growth as well as disciplined cost management, with operating expenses increasing at a slower pace than revenue.During the quarter, Life360 continued to invest in product development and marketing to drive user growth and engagement. Research and development expenses were $62.7 million, up 15% year-over-year, while sales and marketing expenses increased 51% to $74.2 million.The company ended the quarter with $432.7 million in cash and cash equivalents, providing a strong balance sheet to fund future growth initiatives.

Life360 expects full-year 2025 revenue to be in the range of $850 million to $900 million, representing growth of 30% to 38% compared to 2024. The company also anticipates full-year 2025 net income to be in the range of $45 million to $55 million.

Looking ahead, Life360 remains focused on driving user growth, expanding its product offerings, and leveraging its strong brand and market position to capture a greater share of the family safety and connectivity market. The company is confident in its ability to deliver sustainable long-term growth and profitability.