Life360 Reports Record Q4 2025 Results

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Stock LIFE360 Inc (360.ASX)
Release Time 3 Mar 2026, 8:44 a.m.
Price Sensitive Yes
 Life360 Reports Record Q4 2025 Results
Key Points
  • Monthly Active Users Reached Approximately 95.8 million; Up 20% Year-Over-Year
  • Record Annual Global Net Additions of 576 thousand Paying Circles, Reaching 2.8 million Total
  • Total Annual Revenue Grew 32% Year-Over-Year to $489.5 million
Full Summary

Life360, Inc. reported unaudited financial results for the fourth quarter (Q4) and audited financial results for the full year ended December 31, 2025. The company achieved record-breaking results across key metrics, including Monthly Active Users (MAU), Paying Circles, Global Net Additions, Subscription Revenue, Annualized Monthly Revenue, Net Income, and Adjusted EBITDA. For the full year 2025, the company reported 32% year-over-year revenue growth to $489.5 million and 105% growth in Adjusted EBITDA. The company exited the year with 95.8 million monthly active users and 2.8 million Paying Circles with record annual net additions. Life360 also made significant progress in 2025, including the introduction of Pet GPS, the acquisition of Fantix, and the completion of the Nativo acquisition, establishing the company as a multi-engine platform combining subscription excellence with emerging advertising scale. The company is deep into the transition to become an AI-first company, with organization-wide active AI adoption growing to over 95%. Looking ahead to 2026, the company expects revenue growth acceleration driven by both its core subscription business and the scaling of its advertising platform, while remaining committed to balancing growth investment with margin expansion.

Guidance

For the full year 2026, Life360 expects revenue growth acceleration driven by both its core subscription business and the scaling of its advertising platform. The company plans to invest in strategic initiatives including international expansion, advertising platform scaling, and continued product innovation, while remaining committed to balancing growth investment with margin expansion, and is on track to achieving its strategic target of above 35% Adjusted EBITDA margin.

Outlook

Life360 enters 2026 with accelerating Paying Circles growth, its multi-engine business model scaling, and strong conviction in its ability to deliver substantial value for Life360 members, advertisers, partners, and shareholders.