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Life360 Posts First Annual Profit as Users Reach 95.8 Million

The bottom line was boosted by a one‑off tax benefit, leaving adjusted net income at $32.7 million.

Overview

  • Life360 reported 2025 statutory net income of $150.8 million after a $4.6 million loss in 2024.
  • Revenue rose 32% year over year to $489.5 million, driven by stronger subscription conversion from free users.
  • Monthly active users grew 20% to 95.8 million in the December quarter, the company’s strongest fourth‑quarter user growth on record.
  • Management aims to exceed 100 million MAUs in 2026 as Australian shares climbed more than 8% to $26.78, implying a market value of about $6 billion.
  • The company estimates about 16% penetration in the US and 14% in Australia, expands its digital safety offerings, and is exploring elderly‑focused devices with no launch expected this year.