Life360 Q4 Revenue Up 26% to $146M, FY Revenue Hits $489.5M
Life360 closed Q4 with 95.8 million monthly active users, a 20% year-over-year increase, and 132,000 quarterly paying circle adds, lifting total paying circles to 2.8 million. Full-year 2025 revenue jumped 32% to $489.5 million, net income reached $150.8 million, and adjusted EBITDA more than doubled to $93.2 million.
1. Record Q4 and Full-Year Financial Results
Life360 generated Q4 revenue of $146.0 million, up 26% year-over-year, with full-year 2025 revenue of $489.5 million, a 32% increase. Net income for the year reached $150.8 million and adjusted EBITDA more than doubled to $93.2 million, reflecting the first annual profitability and margin expansion to 19%.
2. User and Subscriber Growth
Monthly active users climbed to approximately 95.8 million, a 20% increase from Q4 2024, driven by 4.2 million net additions in the quarter. Paying Circles grew 26% year-over-year to 2.8 million, with average revenue per paying circle rising 6% to $139.54.
3. Strategic Initiatives and Future Outlook
The company launched Pet GPS hardware and acquired Fantix and Nativo to build a full-stack advertising platform, enhancing location-based advertising capabilities. Life360 has transitioned to an AI-first model with over 95% active AI adoption, aiming for 150 million MAU and $1 billion revenue, and targeting above 35% EBITDA margins.