earnings
confidence high
sentiment positive
materiality 0.90
Life360 Q3: Revenue $124.5M (+34% YoY), Adj EBITDA $24.5M (+174%); acquires Nativo for $120M
Life360, Inc.
2025-Q3 EPS
reported $0.25
vs consensus $0.03
▲ beat
(+733.3%)
- Q3 revenue $124.5M (+34% YoY); net income $9.8M (+27% YoY); Adjusted EBITDA $24.5M (+174% YoY).
- MAUs 91.6M (+19% YoY); Paying Circles 2.7M (+23% YoY); record net additions of 170K Paying Circles.
- Raised full-year outlook for both revenue and Adjusted EBITDA.
- Acquired Nativo for ~$120M in cash/stock; expected close Jan 2026; expands advertising platform.
- Ended Q3 with $457.2M cash; tenth consecutive quarter of positive operating cash flow.