The Life360 Inc (ASX: 360) share price is in focus today after the company reported a strong 32% increase in FY25 revenue to US$489.5 million and a 26% jump in global paying circles.
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What did Life360 report?
- Revenue: US$489.5 million, up 32% year-on-year
- Adjusted EBITDA: US$93.2 million, a 19% margin
- Net Income: US$150.8 million (boosted by a significant one-off tax benefit)
- Global Monthly Active Users (MAU): 95.8 million, up 20%
- Global Paying Circles: 2.8 million, up 26%
- Cash and Cash Equivalents: US$495.8 million, up 209%
What else do investors need to know?
Life360 delivered record growth in both its subscription and international segments. Subscription revenue climbed 33% (Life360 core subscriptions up 36% to US$347.1 million), while international MAU grew 26% year-on-year. The business is also scaling its advertising revenue and saw a 90% increase in 'Other Revenue,' driven mainly by new and existing partnerships.
Operating expenses increased by 26%, but fell as a percentage of revenue, highlighting management's focus on efficiency as the business grows. Hardware revenue fell 10%, offset by higher unit shipments and increased promotional activity.
What's next for Life360?
Life360 expects strong growth to continue in FY26, guiding for global MAU growth of 20% and revenue between US$640 million and US$680 million (up 31–39%). Subscription revenue is forecast to increase by at least 25%, and other revenue could more than double. Adjusted EBITDA is anticipated to range from US$128 million to US$138 million, maintaining a margin around 20%.
Management flagged that earnings will be weighted more heavily to the second half of the year due to investment and seasonality. The company continues to prioritise expanding internationally, monetising its free user base, and driving innovation—including leveraging artificial intelligence to improve the user experience and operational efficiencies.
Life360 share price snapshot
Over the past 12 months, Life360 shares have risen 5%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 12% over the same period.
