Life360 Reports Record Q4 2025 Operational Performance, Exceeds Full-Year Revenue and EBITDA Guidance
Summary
Life360 announced preliminary Q4 and full-year 2025 results, reporting record operational performance and exceeding prior guidance for revenue and Adjusted EBITDA.
Key Events
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Exceeded Full-Year 2025 Guidance
Preliminary unaudited results show full-year 2025 revenue of $486-489 million and Adjusted EBITDA of $87-92 million, both surpassing previous guidance.
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Record User Growth
Global Monthly Active Users (MAU) reached 95.8 million in Q4 2025, marking the highest Q4 MAU additions in company history, with full-year net additions of 16.2 million (20% YoY growth).
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Highest Annual Subscriber Additions
Total Paying Circles hit 2.8 million in Q4 2025, with full-year 2025 net additions of 576 thousand, representing the highest annual subscriber net adds on record.
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Positive 2026 Outlook
The company expects overall MAU growth of approximately 20% for 2026, indicating continued expansion.
Analysis
Life360's preliminary Q4 and full-year 2025 results indicate strong business momentum, with both revenue and Adjusted EBITDA exceeding prior guidance. The company achieved record user and subscriber growth, demonstrating robust demand for its family safety and connection services. This positive operational update suggests continued market penetration and effective monetization strategies, providing a strong outlook for 2026 with anticipated 20% MAU growth.
At the time of this filing, LIF was trading at $66.99 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.3B. The 52-week trading range was $29.62 to $112.54. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.