SEC Form 8-K
| Stock | LIFE360 Inc (360.ASX) |
|---|---|
| Release Time | 12 Aug 2025, 9:18 a.m. |
| Price Sensitive | Yes |
Life360 Reports Record Q2 2025 Results
- Monthly Active Users reached approximately 88.0 million, up 25% year-over-year
- Paying Circles grew to 2.5 million, up 25% year-over-year
- Total Quarterly Revenue increased 36% year-over-year to $115.4 million
Life360, Inc. ('Life360' or the 'Company') (NASDAQ: LIF, ASX: 360), the provider of the market leading family safety and connection mobile application, today announced unaudited financial results for the second quarter ('Q2') ended June 30, 2025. Life360 delivered record results across multiple key metrics, including Monthly Active Users (MAUs), Paying Circles, Subscription Revenue, and Annualized Monthly Revenue (AMR). The Company also reported continued margin expansion and raised full-year guidance for both revenue and Adjusted EBITDA. The Company also announced today in a separate press release that Lauren Antonoff has been appointed Chief Executive Officer, succeeding Co-founder Chris Hulls, who will continue to support the company's long-term vision as Executive Chairman. Life360 Chief Financial Officer Russell Burke added: 'In Q2, Life360 delivered strong revenue growth and expanding profitability, with total revenue of $115.4 million -- up 36% year-over-year (YoY) -- and positive Adjusted EBITDA of $20.3 million -- up 85% YoY. We maintained disciplined expense management, keeping total operating expense growth below revenue growth, and achieved our ninth straight quarter of positive Operating Cash Flow. We also strengthened our balance sheet with the successful completion of a $320.0 million convertible notes offering. This transaction enhances our long-term capital flexibility while avoiding near-term dilution, giving us the ability to invest in growth and innovation from a position of strength.'
Even as consumer financial pressures persist, our core subscription business remains highly resilient. We began addressing tariff impacts earlier this year and continue to actively manage evolving conditions. Based on what we know today, we expect the overall effect to remain immaterial to our full-year outlook.