Life360: Building a Scalable, Multi-Engine Family Safety Platform
Life360 (ASX: 360) is a global family safety and connectivity platform serving approximately 95.8 million monthly active users (MAU), reflecting 20% year-over-year growth. The company closed 2025 with 2.8 million Paying Circles, up 26% year-over-year, supported by record annual net additions of 576 thousand subscribers. Annualized Monthly Revenue (AMR) reached US$478.0 million, increasing 30% year-over-year.
For FY2025, total revenue grew 32% year-over-year to US$489.5 million. Subscription revenue contributed US$369.3 million, up from US$277.8 million in the prior year, while other revenue, including advertising and data partnerships, rose to US$68.4 million. Hardware revenue totaled US$51.8 million. Net income was US$150.8 million, and Adjusted EBITDA increased 105% year-over-year to US$93.2 million, with a 19% margin.
In Q4 2025 alone, revenue reached US$146.0 million, with subscription revenue of US$102.5 million. Adjusted EBITDA was US$32.4 million, representing a 22% margin. The company ended the year with US$495.8 million in cash, strengthening its balance sheet to support international expansion, product innovation, and advertising platform scaling.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
x
Daily Dose of Buy, Sell & Hold recommendations before the market opens.
Start Your 7 Days Free Trial Now!
We use cookies to help us improve, promote, and protect our services.
By continuing to use this site, we assume you consent to this.
Read our
Privacy Policy
and
Terms & Conditions
Life360: Building a Scalable, Multi-Engine Family Safety Platform
Life360 (ASX: 360) is a global family safety and connectivity platform serving approximately 95.8 million monthly active users (MAU), reflecting 20% year-over-year growth. The company closed 2025 with 2.8 million Paying Circles, up 26% year-over-year, supported by record annual net additions of 576 thousand subscribers. Annualized Monthly Revenue (AMR) reached US$478.0 million, increasing 30% year-over-year.
For FY2025, total revenue grew 32% year-over-year to US$489.5 million. Subscription revenue contributed US$369.3 million, up from US$277.8 million in the prior year, while other revenue, including advertising and data partnerships, rose to US$68.4 million. Hardware revenue totaled US$51.8 million. Net income was US$150.8 million, and Adjusted EBITDA increased 105% year-over-year to US$93.2 million, with a 19% margin.
In Q4 2025 alone, revenue reached US$146.0 million, with subscription revenue of US$102.5 million. Adjusted EBITDA was US$32.4 million, representing a 22% margin. The company ended the year with US$495.8 million in cash, strengthening its balance sheet to support international expansion, product innovation, and advertising platform scaling.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au