Q3 2025 - SEC Form 10-Q

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Stock LIFE360 Inc (360.ASX)
Release Time 11 Nov 2025, 8:29 a.m.
Price Sensitive Yes
 Life360 Reports Q3 2025 Results
Key Points
  • Subscription revenue grew 37% year-over-year to $96.3 million
  • Hardware revenue stable at $11.3 million
  • Other revenue increased 82% year-over-year to $16.9 million
  • Net income of $9.8 million, up from $7.7 million in Q3 2024
Full Summary

Life360, Inc. (NASDAQ: LIF) reported its financial results for the third quarter ended September 30, 2025. Subscription revenue grew 37% year-over-year to $96.3 million, while hardware revenue remained stable at $11.3 million. Other revenue, which includes services and advertising, increased 82% year-over-year to $16.9 million. Total revenue for the quarter was $124.5 million, up from $92.9 million in the same period last year. Net income for the quarter was $9.8 million, compared to $7.7 million in Q3 2024. The company continued to see strong growth in its core subscription business, driven by increased adoption of its family safety and location sharing platform. Hardware revenue remained flat as the company focused on higher-margin subscription and services offerings. Other revenue, including advertising and new service offerings, saw a significant 82% year-over-year increase, underscoring the company's success in diversifying its revenue streams. Overall, Life360 delivered a solid quarter of financial performance, demonstrating the strength and resilience of its business model.

Guidance

The company expects full-year 2025 subscription revenue to be in the range of $350 million to $360 million, with total revenue for the year expected to be between $450 million and $460 million.

Outlook

Life360 remains optimistic about its long-term growth prospects, driven by continued strong demand for its family safety and location sharing platform, as well as its ability to successfully expand into new revenue streams. The company is focused on further enhancing its product offerings, driving user engagement, and exploring strategic partnerships to fuel its future growth.