LIF
Life360, Inc.64.25
-0.46-0.71%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms guidance, adds color.
Q&A largely reaffirms prepared remarks on 2026 guidance, with management pushing back on perceived conservatism by noting PC acceleration without assumed price hikes and partial Nativo revenue carryover amid H2 ad ramp. No major contradictions, but incremental color emerged on international growth needing product tweaks plus marketing, conversion headroom via AI-driven funnel tests, and Nativo delivering mid-70s gross margins post-integration. Pet GPS stays multi-year focus for subs, with manufacturing relocation nearly done but no elderly device launch this year. AI efficiencies fuel growth investments, not headcount cuts. Confident tone persists; investors will eye H2 advertising scale and pet conversions.
Key Stats
Market Cap
5.04BP/E (TTM)
173.65Basic EPS (TTM)
0.37Dividend Yield
0%Recent Filings
8-K
Life360 smashes FY25 records
Life360 crushed FY25 with revenue up 32% to $489.5M, driven by 26% Paying Circles growth to 2.8M and MAU hitting 95.8M, up 20%. Adjusted EBITDA soared 105% to $93.2M at 19% margin, fueled by subscription strength while hardware dipped on discounts. Cash ballooned to $495.8M. Guides FY26 revenue $640-680M, EBITDA $128-138M.
10-K
FY2025 results
Life360 delivered FY2025 revenue of $489.5M, up 32% y/y, with subscriptions surging 33% to $369.3M on 26% Paying Circle growth to 2.8M and 7% ARPPC rise to $136.63; other revenue doubled to $68.4M via ads and data deals, yet hardware dipped 10% to $51.8M amid discounts and tariffs. Q4 holiday strength lifted hardware units 7% y/y while subscriptions accelerated on pricing and mix shifts, flipping FY net income to $150.8M from prior loss. Cash swelled to $494M post-$320M notes issuance, funding $89M op cash flow. Supply chain snarls from Asia linger as a drag.
8-K
Record Q4 MAUs, beats guidance
Life360 crushed Q4 2025 with record 95.8 million MAUs and 2.8 million Paying Circles, driving full-year net adds of 16.2 million users and 576 thousand subscribers. Revenue hit $486-489 million, Adjusted EBITDA $87-92 million—beating guidance on 31-32% growth. Momentum spans US and international. Expects 20% MAU growth in 2026. Record adds seal the win.
8-K
Life360 closes Nativo deal
Life360 completed its $120 million acquisition of Nativo on January 2, 2026—65% cash, 35% stock—to integrate ad tech and premium publisher networks for family-targeted advertising. The deal coincides with surpassing 50 million U.S. MAU, rivaling Netflix and Spotify in scale. Integration begins now. Risks include execution hurdles and talent retention.
8-K
Life360 acquires Nativo for $120M
Life360 signed a merger agreement on November 9, 2025, to acquire Nativo for ~$120M in cash and stock, expecting closure in January 2026 pending conditions. This bolsters its ad platform with Nativo's publisher network and tech, accelerating family-targeted advertising while blending location data. Integration risks loom. Deal scales fast.
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