Q3 2025 Media Release

• Monthly Active Users Reached Approximately 91.6 million; Up 19% Year-Over-Year
• All-time record Global Net Additions of 170 thousand Paying Circles, Reaching 2.7 million Total
• Total Quarterly Revenue Increased 34% Year-Over-Year to $124.5 million

Life360 delivered record results across multiple key metrics, including Monthly Active Users (MAUs), Paying Circles, Net Paying Circle Additions, 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. Total Q3'25 revenue increased 34% year-over-year to $124.5 million, with total subscription revenue of $96.3 million, up 34% year-over-year and core subscription revenue of $90.7 million, up 37% year-over-year. Annualized Monthly Revenue (AMR) increased 33% year-over-year to $446.7 million. Q3'25 global MAU net additions of 3.7 million lifted total MAUs to approximately 91.6 million, up 19% year-over-year. Q3'25 global Paying Circle net additions totaled 170 thousand, setting an all-time record. Total Paying Circles grew 23% year-over-year to 2.7 million. Average Revenue per Paying Circle (ARPPC) increased 8% year-over-year. The company also announced the acquisition of Nativo, an advertising technology company, for approximately $120 million.

For FY'25, Life360 now expects to deliver consolidated revenue of $474 million to $485 million, comprised of subscription revenue of $366 million to $368 million, hardware revenue of $46 million to $50 million, and other revenue of $62 million to $67 million. The company also expects to deliver positive Adjusted EBITDA of $84 million to $88 million.