Life360 (LIF) FY2025 results: revenue $489 million, up 31.8% on the year
Life360, Inc. (LIF) reported revenue of $489 million for fiscal 2025, the year ended 31 December 2025, up 31.8% on the year before. Net income was $151 million, and diluted earnings per share $1.77. The figures are the company's own, from the 10-K it filed with the SEC on 2 March 2026.
Revenue
$489 million
+31.8% on the year
FY2020FY2025
Operating margin
3.8%
-2.1% a year earlier
FY2020FY2025
Net income
$151 million
FY2020FY2025
Diluted EPS
$1.77
FY2020FY2025
this yearthe year beforeHover a bar for its figure.
The year in brief
What management said about the year
Guidance figures: 5 new, 1 kept.
Full-year revenue up 32%: Full-year 2025 revenue was $489.5 million, up 32%. Fourth-quarter revenue was $146.0 million, up 26%, with subscription revenue of $102.5 million.
Adjusted EBITDA up 105%: Full-year Adjusted EBITDA was $93.2 million, up from $45.5 million in 2024. Fourth-quarter Adjusted EBITDA was $32.4 million, up 53%.
Other revenue up 86%: Fourth-quarter other revenue was $24.2 million. Growth came from more partners and higher spend under existing arrangements.
Monthly active users reached 95.8 million: Global MAU reached about 95.8 million, up 20%. Management described the 4.2 million Q4 net additions as the largest Q4 user net additions in the company's history.
Paying Circles net adds reached 576 thousand: Paying Circles reached 2.8 million, up 26%. Full-year net additions of 576 thousand were the largest annual subscriber net adds on record; Q4 net adds were 132 thousand.
$ million except per share. Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.
Cash flow
$ million
FY2025
FY2024
FY2023
On the year
Last 8 years
Operating cash flow
88.6
32.6
7.5
+171.8%
Capital expenditure
1.8
1.2
0.5
+51.0%
Free cash flow
86.8
31.4
7.0
+176.3%
Free cash flow margin
17.7%
8.5%
2.3%
Cash from investing
-35.3
-10.1
-2.2
Cash from financing
282
67.3
-25.0
+319.3%
Depreciation and amortisation
13.3
9.8
9.1
+36.3%
Share-based compensation
55.5
42.3
38.5
+31.2%
Diluted shares, weighted
85m
72m
67m
+18.1%
Shares outstanding at period end
79m
75m
68m
+5.2%
Balance sheet
$ million
FY2025
FY2024
FY2023
On the year
Last 8 years
Shareholders' equity
548
359
247
+52.9%
Debt
310
0.0
4.5
Operating lease liabilities
0.0
0.4
0.7
Other liabilities
101
82.7
69.4
+22.3%
Total liabilities and equity
960
442
322
+117.3%
Fixed assets
3.0
1.8
0.7
+69.7%
Goodwill
135
134
134
+0.7%
Intangible assets
38.3
40.6
45.4
-5.7%
Investments
45.4
19.8
n/a
+129.6%
Cash and equivalents
494
159
69.0
+210.4%
Receivables
80.7
58.0
42.2
+39.2%
Inventory
9.9
8.1
4.1
+22.5%
Other assets
154
20.5
26.6
+649.1%
Total assets
960
442
322
+117.3%
10-K for the year ended 31 December 2025, filed 2 March 2026: the filing.