Life360 is building something most families did not know they needed, until they had it. The Company keeps loved ones connected through real-time location sharing, crash detection, emergency dispatch and pet tracking. Now, a strong set of full-year results shows that more families around the world are choosing it every quarter.
   
Figure 1: Life360 at a glance, highlighting FY’25 user growth, revenue expansion and Adjusted EBITDA performance [Life360 Investor Presentation]
The ASX 360 investor presentation released on 3 Mar 2026 shows the Company ended FY’25 with approximately 95.8 million global Monthly Active Users, up 20% year-on-year. Revenue reached US$489.5 million, growing 32% year-on-year, while Adjusted EBITDA came in at US$93.2 million, representing a 19% margin.
FY’25 Financial Highlights: ASX 360 Financial Report Delivers Across the Board
ASX 360 financial report highlights that the Company delivered revenue growth across all major segments for the period ended 31 December 2025. Subscription revenue rose 33% to US$369.3 million, driven by a 26% increase in Global Paying Circles to approximately 2.8 million. Core Life360 subscription revenue grew 36% to US$347.1 million.
ASX 360 2026 summary reveals that Life360 also saw its Other revenue, covering advertising, data and partnerships, surge 90% to US$68.4 million for the period ended 31 December 2025. Net income reached US$150.8 million, which included a significant one-time, non-cash tax benefit of US$118.2 million.
Moreover, ASX 360 investor presentation shows that the income before income taxes was US$32.7 million. Operating cash flow grew 172% to US$88.6 million. Cash and cash equivalents stood at US$495.8 million as on 31 December 2025.
User Growth and Global Expansion: What the ASX 360 2026 Summary Reveals
Life360 reached 95.8 million global MAU in Q4’25, recording 16.2 million net additions for the full year, the strongest Q4 net additions in Company history. International MAU grew 26% year-on-year, with the International Triple Tier countries of Australia, New Zealand, the United Kingdom and Canada all accelerating.
Figure 2: Global MAU net additions showing strong international acceleration and 51% year-on-year growth in Q4’25 [Life360 Investor Presentation]
The Company’s penetration story remains early. The United States sits at 16% smartphone penetration, Australia and New Zealand at 14%, the United Kingdom at 12%, and Canada at just 5%. Europe and the rest of the world remain in the earliest stages. For FY’26, the Company is targeting 20% global MAU growth year-on-year.
Subscription Momentum and ARPPC Growth
ASX 360 2026 summary shows that the Company continues to convert free users to paid at a healthy pace. Global Paying Circles reached 2,834,000 in Q4’25, up 26% year-on-year. Average Revenue per Paying Circle (ARPPC) grew 6% year-on-year to US$139.54, supported by price increases in the US and a product mix shift toward higher-priced tiers.
Figure 3: Average Revenue Per Paying Circle (ARPPC) trend demonstrating 6% global YoY growth and rising international contribution [Life360 Investor Presentation]
Life360 operates a freemium model offering four membership tiers. The Free tier includes crash detection and basic location features. The Gold Membership at US$14.99 per month accounts for 84% of US Paying Circles and includes roadside assistance, 24/7 emergency dispatch and real-time pet tracking. This layered approach drives both strong conversion rates and a net subscription revenue retention rate of approximately 100%.
Figure 4: Life360 freemium monetisation model outlining subscription, advertising and retention strategy at scale [Life360 Investor Presentation]
Advertising and New Revenue Streams: Inside the ASX 360 Investor Presentation
This is where the ASX 360 investor presentation gets particularly interesting for long-term investors. Other revenue, which includes advertising, grew 86% year-on-year in Q4’25, reaching US$24.2 million for the quarter. Other revenue as a share of total revenue climbed to 17% in Q4’25, up from 11% in Q4’24.
Figure 5: Other revenue growth driven by advertising ramp-up and expanding share of total revenue in Q4’25 [Life360 Investor Presentation]
Life360 is building a family-focused advertising network, backed by the proposed acquisition of Nativo and the earlier acquisition of Fantix. The platform has a US in-app reach of approximately 40 million users and an off-site US reach of approximately 234 million. The Company sees global advertising spend estimated at US$1.25 trillion in 2026 as a long-term opportunity.
Expanding Profitability and Operational Efficiency
ASX 360 investor presentation affirms disciplined cost management as it scales. Operating expenses as a percentage of revenue declined to 69% in Q4’25, down from 74% in Q4’24. Adjusted EBITDA margin expanded to 22% in Q4’25, up from 18% in Q4’24.
The Company also flagged that organisation-wide AI adoption is running at approximately 95%, enabling faster R&D releases and customer support automation without adding headcount. This positions Life360 to grow revenue faster than costs as it enters FY’26.
Share Price Performance
Life360 last traded at $22.210 per share on the ASX. The 52-week range is $14.930 to $55.870 per share. Market capitalisation stands at approximately $5.93 billion as at 3 Mar 2026.
Figure 6: Life360 share price performance over one year as at 3 Mar 2026 [ASX]
FY’26 Guidance and Strategic Targets: ASX 360 2026 Summary Outlook
In the ASX 360 2026 summary, Life360 has issued guidance for FY’26 through the ASX 360 financial report, targeting consolidated revenue of US$640 million to US$680 million, representing year-on-year growth of 31% to 39%. The breakdown includes:
- Subscription revenue: US$460 million to US$470 million
- Other revenue: US$140 million to US$160 million
- Hardware revenue: US$40 million to US$50 million
- Adjusted EBITDA: US$128 million to US$138 million at approximately 20% margin
Figure 7: Life360 and Uber integration announcement expanding super app functionality and teen ride supervision features [Life360 Investor Presentation]
In the ASX 360 investor presentation, the Company also announced a new integration with Uber, enabling real-time trip tracking, ride booking and parental supervision for teen accounts. Long-term aspirational goals include 150 million+ Monthly Active Users, US$1 billion+ in revenue and 35%+ Adjusted EBITDA margins.
Frequently Asked Questions
Q1. What does Life360 do?
Ans. Life360 is a family safety and location-sharing app. It offers real-time location tracking, crash detection, emergency dispatch, roadside assistance, item tracking via Tile and pet GPS tracking, all within a single platform available across iOS and Android.
Q2. What were Life360’s key financial results for FY’25?
Ans. According to the ASX 360 financial report, Life360 reported total revenue of US$489.5 million for the period ended 31 December 2025, up 32% year-on-year. Adjusted EBITDA was US$93.2 million at a 19% margin. Net income was US$150.8 million, including a significant one-time non-cash tax benefit.
Q3. How many users does Life360 have?
Ans. As at 31 December 2025, Life360 had approximately 95.8 million global Monthly Active Users and approximately 2.8 million Global Paying Circles.
Q4. What is the FY’26 revenue guidance for Life360?
Ans. The ASX 360 investor presentation outlines guidance for FY’26 consolidated revenue of US$640 million to US$680 million, with Adjusted EBITDA of US$128 million to US$138 million.
