Q3 2025 Investor Presentation

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Stock LIFE360 Inc (360.ASX)
Release Time 11 Nov 2025, 8:45 a.m.
Price Sensitive Yes
 Life360 Q3 2025 Investor Presentation
Key Points
  • Global scale, durable growth, and expanding profitability
  • Comprehensive family safety and connection platform
  • Expanding reach beyond parents with teens and into pet market
Full Summary

Life360 is a leading family safety and connectivity platform with global scale, durable growth, and expanding profitability. As of Q3 2025, the company has over 91.6 million monthly active users across 180+ countries, with 16% U.S. smartphone penetration. Key highlights include 2.7 million global paying circles, 77 billion safe arrival notifications, and 463 billion miles driven with Life360's crash detection. The company's comprehensive offering combines location sharing, driving safety, emergency dispatch, and item/pet tracking, providing an all-in-one solution for families of all types. Life360 has industry-leading user retention, outperforming social media averages by 1.5x after 90 days. The company is expanding beyond its core parent/teen demographic, with 36% of circles including families with teens and 18% being couples. Life360 is also entering the pet market with the launch of a Pet GPS device and Pet Finder Network, further expanding its addressable opportunity. The company continues to invest heavily in R&D, with over $500 million invested since 2016, driving innovation and a competitive moat.

Guidance

For FY 2025, Life360 expects to deliver revenue growth of 34% year-over-year and an Adjusted EBITDA margin of 20%.

Outlook

Life360 sees substantial opportunities to further penetrate its existing member base, expand internationally, and enter adjacent markets like family financial services, elderly monitoring, and auto insurance. The company is well-positioned to capitalize on these growth drivers and continue its track record of strong financial performance.