Update on Preliminary Q4 2025 and Full Year Results
| Stock | LIFE360 Inc (360.ASX) |
|---|---|
| Release Time | 23 Jan 2026, 9:52 a.m. |
| Price Sensitive | Yes |
Life360 Reports Record Q4 2025 Operational Performance
- Q4 2025 Monthly Active Users of 95.8 million, highest in company history
- Paying Circles reached 2.8 million in Q4 2025, with highest annual net adds on record
- Strong momentum across US and International markets
Life360, Inc. (NASDAQ: LIF, ASX: 360), the provider of the market-leading family safety and connection mobile application, today provided an operational update on key performance metrics for Q4 and full year 2025. The company's global Monthly Active Users (MAU) base reached 95.8 million in Q4 2025, with full-year 2025 net additions of 16.2 million (20% growth YoY), delivering the strongest Q4 user growth in the Company's history. US MAU reached 50.6 million in Q4 2025, up 1.8 million in the quarter and 16% year-over-year, while International MAU reached 45.3 million, up 2.4 million in the quarter and 26% year-over-year. Total Paying Circles (Subscriptions) reached 2.8 million in Q4 2025, with full-year 2025 net additions of 576 thousand representing the highest annual subscriber net adds on record. US Paying Circles reached 2.0 million in Q4 2025, up 84 thousand in the quarter, or 23% year-over-year, while International Paying Circles reached 0.8 million, up 48 thousand in the quarter, or 32% year-over-year. Based on preliminary unaudited operating results, the Company now expects Full Year 2025 Revenue of $486-489 million, representing approximately 31-32% year-over-year growth, and Full Year 2025 Adjusted EBITDA of $87-92 million, representing approximately 18-19% margin. These results exceed prior guidance and reflect strong performance across the business.
Full Year 2025 Revenue: $486-489 million, representing approximately 31-32% year-over-year growth. Full Year 2025 Adjusted EBITDA: $87-92 million, representing approximately 18-19% margin.
As we look to 2026, we expect overall MAU growth of approximately 20%. We plan to invest in strategic growth initiatives, while continuing on the path to expand AEBITDA margins.