Life360 reports record Q4: revenue +26% to $146.0M; first annual net income; MAU 95.8M

Life360, Inc.

Record Q4 revenue $146.0M (+26% YoY); full-year revenue $489.5M (+32% YoY); first annual net income $150.8M (incl. $118.4M non-cash tax benefit).
MAU reached 95.8M (+20% YoY); Paying Circles 2.8M (+26%) with record annual net adds of 576K.
Full-year Adjusted EBITDA $93.2M (+105% YoY); Q4 Adjusted EBITDA $32.4M (+53% YoY) with record 22% margin.
Cash $495.8M (up from $160.5M year-end 2024) boosted by $275.4M from June 2025 convertible notes.
Completed Nativo acquisition Jan 2026 to create full-stack ad platform; CEO cites AI transition and target of >150M MAU and $1B revenue.

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