Life360 (LIF) Company Report

Life360 reported a record Q3 2025, with total revenue increasing 34% year-over-year to $124.5 million and adjusted EBITDA rising 174% year-over-year to $24.5 million, marking its 12th consecutive quarter of positive adjusted EBITDA.
The company achieved all-time highs in paying circles, growing 23% year-over-year to 2.7 million, and added 3.7 million monthly active users, reaching nearly 92 million total.
Life360 announced the acquisition of Nativo, a native advertising technology company, for approximately $120 million to accelerate its advertising roadmap; the transaction is expected to close in early 2026 and be accretive to adjusted EBITDA from day one.
New product initiatives included the successful launch of Life360 Pet GPS, which requires a paid Gold or Platinum membership, and the introduction of no-show alerts.
The company raised its full-year 2025 guidance for consolidated revenue to a range of $474 million - $485 million and adjusted EBITDA to $82 million - $88 million.

Nov 10, 2025, 10:00 PM

Transcript

Life360 Reports Strong Q3 2025 Results, Acquires Nativo, and Raises Full-Year Guidance

LIF

Earnings

M&A

Guidance Update

Life360 reported strong Q3 2025 financial results, with total revenue increasing 34% year-over-year to $124.5 million and Adjusted EBITDA rising 174% year-over-year to $24.5 million.
The company announced an agreement to acquire Nativo, an advertising technology company, for approximately $120 million in cash and stock, aiming to accelerate its advertising roadmap and expand reach.
Life360 launched Pet GPS in key markets, which saw early demand exceeding expectations and is designed to drive subscriptions to Gold or Platinum memberships.
Management raised its full-year 2025 guidance for consolidated revenue to $474 million-$485 million and Adjusted EBITDA to $82 million-$88 million, reflecting confidence in continued growth.

Nov 10, 2025, 10:00 PM

Transcript

Life360 Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Nativo Acquisition

LIF

Earnings

Guidance Update

M&A

Life360 reported Q3 2025 total revenue of $124.5 million, a 34% year-on-year increase, with adjusted EBITDA rising 174% to $24.5 million.
The company raised its full-year 2025 guidance, with consolidated revenue now projected between $474 million-$485 million and adjusted EBITDA between $82 million-$88 million.
Life360 entered an agreement to acquire advertising technology company Nativo for approximately $120 million in cash and stock, aiming to accelerate its advertising roadmap and be accretive to adjusted EBITDA from day one.
Total paying circles grew 23% year-over-year to 2.7 million, and the company launched Life360 Pet GPS, which experienced early demand exceeding expectations.

Nov 10, 2025, 10:00 PM

Transcript

Life360 Reports Record Q3 2025 Results, Raises Full-Year Guidance, and Announces Acquisition

LIF

Earnings

Guidance Update

M&A

Life360 reported strong Q3 2025 financial results, with total revenue increasing 34% year-over-year to $124.5 million and Adjusted EBITDA rising 174% year-over-year to $24.5 million. Net income for the quarter was $9.8 million, up 27% year-over-year.
Operational metrics demonstrated significant growth, including Monthly Active Users (MAUs) of approximately 91.6 million (up 19% year-over-year) and Global Paying Circles of 2.7 million (up 23% year-over-year). Annualized Monthly Revenue (AMR) also increased 33% year-over-year to $446.7 million.
The company raised its full-year 2025 guidance, now projecting consolidated revenue between $474 million and $485 million and Adjusted EBITDA between $84 million and $88 million.
Life360 entered into an agreement to acquire Nativo, an advertising technology company, for approximately $120 million in a combination of cash and stock, with the transaction expected to close in January 2026.

Nov 10, 2025, 9:10 PM

8-K

Life360 Discusses Growth Strategy, Advertising, and Partnerships at Conference

LIF

Revenue Acceleration/Inflection

New Projects/Investments

Life360, a family app focused on location tracking and safety services, believes it is early in its growth journey with significant runway in both the U.S. and international markets, where penetration is still low.
The company's advertising business is small but growing quickly and provides high-margin revenue, with a focus on delivering user value rather than aggressive monetization.
Life360 is actively pursuing strategic partnerships (e.g., Hubble for satellite tracking, Aura for distribution) and investing in AI to enhance member experience, drive efficiencies, and adapt to future technological changes.
The company views family safety and security as a resilient spend category, indicating confidence in navigating various macro-economic conditions.

Sep 10, 2025, 10:45 PM

Transcript

Life360 Discusses Growth, Strategy, and Market Penetration

LIF

Revenue Acceleration/Inflection

New Projects/Investments

Life360 identifies significant growth opportunities, with 14% U.S. phone user penetration and very low international penetration, indicating a long runway for expansion.
The company's advertising business is a high-margin, fast-growing revenue stream, providing capital for investments while maintaining profitability targets.
Life360 implemented a substantial price increase of approximately 50% in the U.S. about 1.5 years ago, with no immediate plans for further U.S. price hikes, while focusing on granular pricing optimization internationally.
Strategic initiatives include expanding its value proposition for families, increasing partnerships, and leveraging AI for efficiency and innovation, with the goal of becoming the number one brand for everyday family life.

Sep 10, 2025, 10:45 PM

Transcript

Life360 Discusses Growth, Monetization, and Strategic Partnerships at Conference

LIF

New Projects/Investments

Revenue Acceleration/Inflection

Life360 sees significant growth opportunities, with 14% U.S. phone user penetration and very low international penetration, aiming to grow its user and subscriber base globally.
The company's high-margin advertising business is growing quickly, providing a revenue stream that supports investments without impacting profitability targets.
Life360 is strategically expanding its offerings and reach through partnerships, such as with Hubble Network for extended tracking capabilities and enterprise solutions, and Aura for new distribution channels.
Following a substantial 50% price increase in the U.S. about 1.5 years ago, the company is now optimizing pricing internationally on a region-by-region basis to close the gap with U.S. ARPPC.
Management believes the business is resilient to macro-economic fluctuations, as family safety and security remain a priority spend for consumers even in an "anxiety economy".

Sep 10, 2025, 10:45 PM

Transcript

Life360 Discusses Growth Strategies, Diversified Revenue, and AI Integration

LIF

Revenue Acceleration/Inflection

New Projects/Investments

Life360, a family app for location tracking and safety services, considers itself early in its growth journey with 14% penetration of U.S. phone users and expects acceleration in new markets and continued growth in highly penetrated states.
The company is diversifying its revenue streams through a growing high-margin advertising business, which focuses on delivering user value, and strategic partnerships like Hubble Network for extended tracking capabilities and enterprise applications.
Life360 implemented a substantial 50% price increase in the U.S. about 1.5 years ago and is now focusing on optimizing international pricing on a region-by-region basis, prioritizing subscriber growth over immediate price hikes.
The company is committed to its adjusted EBITDA margin targets and is leveraging AI for internal efficiencies, innovation, and adapting to future technology shifts in user interaction, aiming to scale up and become a household brand.

Sep 10, 2025, 10:45 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Life360.

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