Life360 Reports 20% YoY Growth in Monthly Active Users

By Chris Stiles • Friday, January 23 03:32 • Permanent Link

Life360, Inc. (NASDAQ: LIF, ASX: 360), the provider of the market-leading family safety and connection mobile application, has announced record-breaking operational performance metrics for the fourth quarter of 2025 and full-year results. The company revealed that its monthly active users (MAU) reached 95.8 million in Q4 2025, with a net addition of 16.2 million MAUs for the full year, marking a 20% year-over-year growth.

In the United States, MAUs totaled 50.6 million in Q4 2025, with a quarterly addition of 1.8 million and a 16% year-over-year increase. Additionally, international MAUs amounted to 45.3 million in Q4 2025, up 2.4 million in the quarter and 26% year-over-year.

Paying circles, or subscriptions, reached 2.8 million in Q4 2025, with a full-year net addition of 576 thousand, representing the highest annual subscriber net adds on record. In the U.S., paying circles totaled 2.0 million in Q4 2025, up 84 thousand in the quarter, or 23% year-over-year, with full-year net additions of 374 thousand. Internationally, paying circles reached 0.8 million in Q4 2025, up 48 thousand in the quarter, or 32% year-over-year, with full-year net additions of 202 thousand.

Based on preliminary unaudited operating results, Life360 now expects full-year 2025 revenue to range between $486-489 million, representing approximately 31-32% year-over-year growth. Additionally, the company anticipates full-year 2025 adjusted EBITDA of $87-92 million, reflecting approximately 18-19% margin. These results exceed prior guidance and demonstrate strong performance across the business.

Life360's CEO, Lauren Antonoff, expressed satisfaction with the company's performance, highlighting the record user and subscriber growth achieved in Q4 2025. Furthermore, she emphasized the quality of growth, noting that newly acquired users are converting to paid subscribers at record rates.

Looking ahead to 2026, Life360 expects overall MAU growth of approximately 20% and plans to invest in strategic growth initiatives while continuing to expand adjusted EBITDA margins.

The company is set to provide comprehensive 2025 results and detailed 2026 guidance on March 2, 2026 PT/March 3, 2026 AEDT during an investor conference call with Lauren Antonoff, CEO, and Russell Burke, CFO.

Life360 serves approximately 95.8 million monthly active users across more than 180 countries, offering services such as location sharing, safe driver reports, and crash detection with emergency dispatch, aiming to keep families connected and safe. Following these announcements, the company's shares moved -4.93%, and are now trading at a price of $56.84. For more information, read the company's full 8-K submission here.

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