Life360 Reports Record FY25 Results, First Annual Profitability, and Strong FY26 Outlook
Summary
Life360, Inc. announced record Q4 and full-year 2025 financial results, achieving its first annual net income, alongside robust guidance for FY26, driven by strong user growth and expanding monetization.
Key Events
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Record FY25 Financial Performance
Achieved total annual revenue of $489.5 million, representing a 32% year-over-year increase, and Adjusted EBITDA of $93.2 million, up 105% year-over-year.
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First Annual Net Income Achieved
Reported net income of $150.8 million for the full year 2025, marking the first time the company achieved annual profitability.
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Strong User Growth Continues
Global Monthly Active Users (MAU) reached approximately 95.8 million, up 20% year-over-year, and Paying Circles grew to 2.8 million, up 26% year-over-year, with record annual net additions.
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Positive FY26 Guidance Issued
Projected consolidated revenue of $640 million to $680 million (31-39% YoY growth) and Adjusted EBITDA of $128 million to $138 million for fiscal year 2026.
Analysis
This 8-K filing provides the audited full-year 2025 financial results, confirming the preliminary strong performance previously announced. The company achieved record revenue, Monthly Active Users (MAU), and Paying Circles, and notably, its first full year of profitability with a net income of $150.8 million. Adjusted EBITDA more than doubled year-over-year. The strong performance is expected to continue into FY26, with guidance projecting significant revenue and Adjusted EBITDA growth. This report solidifies Life360's operational strength and positive trajectory, reinforcing investor confidence in its growth strategy and multi-engine business model.
At the time of this filing, LIF was trading at $61.25 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.2B. The 52-week trading range was $29.62 to $112.54. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.