Life360 posts record Q4 as revenue and EBITDA top guidance

The Life360 Inc (ASX: 360) share price is in focus after the company delivered record Q4 FY25 monthly active user growth, with revenue and adjusted EBITDA for the full year set to exceed previous guidance.

What did Life360 report?

• Q4 FY25 monthly active users (MAU) reached 95.8 million, up 20% year-on-year
• US MAU hit 50.6 million and international MAU rose to 45.3 million
• Paying Circles grew to 2.8 million, the largest annual net addition on record (576,000)
• Full-year FY25 revenue expected between US$486–489 million, up 31–32%
• Full-year FY25 adjusted EBITDA forecast at US$87–92 million, an 18–19% margin

What else do investors need to know?

Life360 continues to see strong user acquisition and monetisation in both its core US and fast-growing international markets. Newly acquired users are converting to paid subscriptions at record rates, supporting the company’s growth momentum.

The company expects its monthly active user base to grow approximately 20% in 2026 and plans to invest further in strategic growth initiatives. Life360 will provide its full, audited FY25 results and 2026 guidance during its upcoming investor call on 3 March 2026 AEDT.

What did Life360 management say?

Life360 Chief Executive Officer Lauren Antonoff said:

Life360 continues to deliver strong, consistent growth across both our user base and paid subscriber base. Q4 2025 represents our strongest operational performance in company history, with record user additions and record subscriber growth. The quality of our growth continues to improve, with newly acquired users converting to paid subscribers at record rates. While we typically see variation quarter-to-quarter, our Q4 2025 and full year 2025 results demonstrate that our growth trends remain intact and consistent—a reflection of the value families place on staying connected and safe. As we look to 2026, we expect overall MAU growth of approximately 20%. As previously indicated, we plan to invest in strategic growth initiatives, while continuing on the path to expand AEBITDA margins.

What’s next for Life360?

Looking ahead, Life360 is targeting another year of strong user and subscriber growth, underpinned by new feature development and a renewed focus on international markets. The company aims to keep expanding its adjusted EBITDA margin while investing in strategic priorities to support and accelerate user acquisition.

Investors can expect further operational and financial updates when Life360 releases its audited FY25 results and detailed FY26 outlook in March.

Life360 share price snapshot

Over the past 12 months, Life360 shares have risen 39%, strongly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

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The post Life360 posts record Q4 as revenue and EBITDA top guidance appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.