Life360 Inc

Latest Results (05.10.2025):

Life360 Inc reported record financial results for the second quarter of 2025, showcasing significant growth in key metrics such as monthly active users, paying circles, and revenue. The company also raised its full-year guidance for both revenue and adjusted EBITDA, highlighting its strong market position and continued expansion.

User Growth

Life360 Inc's monthly active users reached approximately 88.0 million in Q2 2025, marking a 25% increase year-over-year. This growth underscores the company's expanding user base and the increasing demand for its family safety and connection services.

Revenue Performance

Total quarterly revenue surged by 36% year-over-year to $115.4 million. Additionally, the annualized monthly revenue climbed to $416.1 million, reflecting robust subscription growth and successful monetization strategies.

Paying Circles Expansion

The company achieved record global net additions of 136,000 paying circles in Q2 2025, bringing the total to 2.5 million. This expansion indicates strong customer conversion and retention rates, contributing to higher recurring revenue streams.

Profitability and Cash Flow

Life360 Inc reported positive adjusted EBITDA of $20.3 million, an 85% increase year-over-year. The company maintained disciplined expense management, ensuring that operating expenses grew at a slower rate than revenue, and achieved its ninth consecutive quarter of positive operating cash flow.

Full-Year Outlook

Based on its year-to-date performance, Life360 Inc raised its full-year guidance for both revenue and adjusted EBITDA. This upward revision reflects the company's confidence in its growth trajectory and ongoing market demand for its services.