The combination of accelerating revenue growth, expanding margins, and strong cash generation suggests Life360 is scaling effectively. The 2026 guidance implies continued momentum in both subscriptions and advertising. Traders should monitor execution on international expansion and ad platform monetization as key catalysts.
Price Chart
Executive Summary
Life360 reported strong full-year 2025 results with 32% YoY revenue growth to $489.5 million and a 105% increase in Adjusted EBITDA to $93.2 million, driven by subscriber growth and operating leverage. The company achieved its first full year of GAAP profitability and provided bullish 2026 guidance, including revenue of $640–680 million and Adjusted EBITDA of $128–138 million.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue grew 32% YoY to $489.5 million
- Adjusted EBITDA surged 105% YoY to $93.2 million, with full-year margin expanding to 19%
- Company achieved first full-year GAAP net income of $150.8 million (excluding $118.4M one-time tax benefit)
- Monthly Active Users reached 95.8 million, up 20% YoY
- Paying Circles grew 26% YoY to 2.8 million with record annual net additions of 576,000
- 2026 guidance calls for $640M–$680M revenue (31–39% YoY growth) and $128M–$138M Adjusted EBITDA
- Cash balance increased to $495.8 million from $160.5 million in 2024, driven by operating cash flow and convertible notes
Financial Impact
Revenue expected to grow to $680M in 2026 (39% YoY), Adjusted EBITDA to $138M (48% YoY increase), with margin maintained at ~20%
Risk Factors
- One-time tax benefit inflated GAAP net income; underlying profitability was $32.5M after adjustment
- Hardware ASP declined 20% YoY due to increased discounts and channel mix shifts
- Adjusted EBITDA margin guidance for 2026 (~20%) is flat vs. 2025 (19%), despite revenue growth, suggesting continued investment pressure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3247854 |
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| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | 144 | $42.55 $43.37 | ▲ +1.93% | ▲ +3.08% | $43.18 (+1.48%) |
Oct 6, 2026 21d ago | 144 | $41.24 $41.55 | ▲ +0.75% | ▲ +1.73% | $43.18 (+4.70%) |
Oct 6, 2026 21d ago | SC 13G/A | $41.38 $42.55 | ▲ +2.84% | ▲ +2.98% | $43.18 (+4.36%) |
Oct 1, 2026 26d ago | 144 | $40.30 $41.88 | ▲ +3.92% | ▲ +2.62% | $43.18 (+7.15%) |
Sep 23, 2026 4w ago | Insider Cluster | $41.26 $40.30 | ▲ +2.33% | ▲ +1.91% | $43.18 (−4.65%) |
Sep 3, 2026 7w ago | Insider Cluster | $44.17 $44.28 | ▲ +0.25% | ▲ +1.46% | $43.18 (−2.24%) |
Aug 27, 2026 8w ago | Insider Cluster | $43.49 $44.17 | ▲ +1.56% | ▲ +1.45% | $43.18 (−0.71%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $43.18 (−5.76%) |
Aug 19, 2026 9w ago | Insider Cluster | $45.82 $44.26 | ▼ −3.40% | ▼ −4.52% | $43.18 (−5.76%) |
Aug 17, 2026 10w ago | Insider Cluster | $46.74 $44.55 | ▼ −4.69% | ▼ −4.48% | $43.18 (−7.62%) |
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