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Life360 Schedules Q4 FY25 Results Call As Growth Momentum Continues

Life360 (ASX: 360) has confirmed it will release its Q4 FY25 and full-year results on 3 March 2026. The family safety and connection platform will host an investor conference call with CEO Lauren Antonoff and CFO Russell Burke on the same day.

Figure 1: Life360 Chief Executive Officer Lauren Antonoff, who has led the company through a period of rapid user and revenue growth. [Source: Yahoo Finance]

Investors will be watching closely to see whether the growth trends established through the first nine months of FY25 continued into the year-end period. Life360 Q4 FY25 results will also provide insight into how the Company’s international expansion and new product launches performed during the important holiday season.

Life360 Q4 Results Announcement Details Confirmed

Life360 has scheduled the release of its Life360 Q4 results announcement for Tuesday, 3 March 2026 AEDT, which is Monday, 2 March 2026 in US Pacific Time. The announcement will cover both the fourth quarter and full FY25 performance for the period ending 31 December 2025.

The Company will host an Investor Conference Call at 9:00 am AEDT on Tuesday, 3 March 2026. US-based participants can join at 2:00 pm Pacific Time or 5:00 pm Eastern Time on Monday, 2 March 2026. The call will be conducted as a Zoom audio webinar.

Participants wishing to ask questions should register and join via their browser. Those joining via telephone will be in listen-only mode. Dial-in details are available for Australia and the US, with additional international numbers provided for global participants.

A replay of the Life360 Q4 results conference call will be available after the event at the Company’s investor relations website. This allows shareholders and interested parties who cannot attend the live call to review management commentary and Q&A at their convenience.

Strong Q3 Performance Sets Foundation For Q4

Life360 delivered impressive results in Q3 FY25 that provide context for upcoming Life360 Q4 FY25 results expectations. Monthly active users reached approximately 91.6 million, representing 19 per cent year-on-year growth. The Company added 3.7 million net new users during the quarter.

Paying Circles grew to 2.7 million, up 23 per cent year-on-year. The Q3 net addition of 170,000 Paying Circles set an all-time record for Life360. This metric is particularly important as it directly drives subscription revenue growth.

Figure 2: Illustration showing Life360’s Tile tracking functionality. [Source: Life360]

Total quarterly revenue increased 34 per cent year-on-year to US$124.5 million. Subscription revenue reached US$96.3 million, also up 34 per cent. Core subscription revenue, which excludes hardware-related subscriptions, grew even faster at 37 per cent to US$90.7 million.

Annualised Monthly Revenue climbed 33 per cent year-on-year to US$446.7 million as of September 2025. Adjusted EBITDA surged 174 per cent to US$24.5 million, reflecting improved operating leverage and disciplined expense management. The Company also generated US$26.4 million in positive operating cash flow during Q3.

Life360 Shareholder Update To Address Key Growth Drivers

The upcoming Life360 shareholder update will likely focus on several strategic initiatives that were underway during Q4. The Company launched its Pet GPS product in the US, Canada, UK, Australia and New Zealand, heading into the holiday gifting season. This expands Life360’s addressable market beyond human family members to include pets.

Life360 also announced a significant acquisition during Q3. The Company entered an agreement to acquire Nativo, an advertising technology company, for approximately US$120 million in cash and stock. This deal aims to enhance Life360’s advertising capabilities and create additional revenue streams by leveraging its extensive first-party location data.

International expansion remains a priority. Life360’s international monthly active users grew 24 per cent year-on-year to 42.9 million in Q3. International Paying Circles increased 29 per cent, demonstrating strong momentum in markets outside the US. The Company has been rolling out higher-priced membership tiers in select international markets.

The Q4 period includes important seasonal factors. Back-to-school demand typically drives Q3 performance, while holiday gifting and New Year safety concerns can influence Q4 adoption. How Life360 navigated these dynamics will be revealed in the Life360 Q4 results announcement.

Share Price Reflects Market Confidence In Platform Growth

Life360 stock closed at $30.420, giving the Company a market capitalisation of $7.30 billion. The shares have traded in a 52-week range of $14.930 to $55.870 per share, reflecting significant volatility as investors assess the Company’s rapid growth and market potential.

Figure 3: Life360 share price performance over the past year. [Source: ASX]

What This Means For Investors

The Life360 Q4 FY25 results announcement on 3 March 2026 will provide comprehensive insight into how the Company finished its financial year. Investors will be assessing whether the strong momentum from Q3 continued through the year-end period and holiday season.

Key metrics to watch include monthly active user growth, Paying Circle additions, subscription revenue performance, and Adjusted EBITDA margin progression. Life360’s ability to maintain or exceed its raised guidance will be important for investor confidence.

Final Thoughts

Life360 heads into its Q4 FY25 results announcement from a position of strength. The Company delivered record performance across key metrics in Q3 and raised full-year guidance, signalling confidence in its business trajectory.

The Life360 Q4 results will reveal whether the Company met or exceeded its ambitious targets. With consolidated revenue guidance ranging up to US$485 million and Adjusted EBITDA potentially reaching US$88 million, Life360 is demonstrating the scalability of its platform business model.


Figure 4: Life360 mobile application interface displaying real-time location sharing and safety features across connected family members. [Source:
Life360]

Strategic initiatives, including international expansion, new product categories like Pet GPS, and the Nativo acquisition, all position Life360 for continued growth beyond FY25. The Company’s approximately 91.6 million monthly active users provide a substantial base for converting free users to paying subscribers.

The conference call with CEO Lauren Antonoff and CFO Russell Burke will allow investors to ask direct questions about performance, strategy, and outlook. This interactive format provides valuable insight beyond the written announcement.

FAQs

Q1. When will Life360 release its Q4 FY25 results?

Ans. Life360 Q4 FY25 results and full-year results will be released on Tuesday 3 March 2026 AEDT, covering the period ending 31 December 2025.

Q2. How can investors join the Life360 Q4 results conference call?

Ans. The Life360 Q4 results announcement conference call will be held at 9:00 am AEDT on Tuesday, 3 March 2026. Investors can join via Zoom audio webinar to ask questions or dial in via telephone for listen-only mode.

Q3. What was Life360’s performance in Q3 FY25?

Ans. Life360 delivered record Q3 results with monthly active users reaching 91.6 million (up 19 per cent year-on-year), total revenue of US$124.5 million (up 34 per cent), and Adjusted EBITDA of US$24.5 million (up 174 per cent).

Q4. What is Life360’s FY25 revenue guidance?

Ans. Life360 raised its FY25 consolidated revenue guidance to US$474 million to US$485 million, with Adjusted EBITDA expected between US$84 million and US$88 million following strong Life360 Q4 FY25 results expectations.

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