earnings
confidence high
sentiment positive
materiality 0.85
Life360 reports record Q4 MAU of 95.8M, FY25 revenue guidance raised to $486-489M
Life360, Inc.
2025-FY EPS
reported $1.77
vs consensus $0.13
▲ beat
(+1245.0%)
- Q4 2025 MAU 95.8M; full-year net adds 16.2M (+20% YoY), highest Q4 additions in history.
- Paying Circles reached 2.8M; annual net adds 576K, highest on record.
- FY 2025 revenue guided to $486-489M (+31-32% YoY), Adj. EBITDA $87-92M (18-19% margin), exceeding prior guidance.
- US MAU 50.6M (+16% YoY); International MAU 45.3M (+26% YoY).
- Expects 2026 MAU growth of approximately 20%.