LIF
Life360, Inc.64.25
-0.46-0.71%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
5.04BP/E (TTM)
173.65Basic EPS (TTM)
0.37Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
Life360's Q2 surge and CEO shift
Life360 reported stellar Q2 2025 results, with revenue surging 36% year-over-year to $115.4 million on 88 million monthly active users and 2.5 million paying circles, while Adjusted EBITDA climbed 85% to $20.3 million. Amid this momentum, COO Lauren Antonoff steps up as CEO effective August 11, succeeding co-founder Chris Hulls, who shifts to Executive Chairman to drive vision and innovation. The board expanded to ten members, appointing Antonoff as director; her compensation rises to $515,000 base salary plus $8.4 million in equity grants. Full-year guidance lifts to $462–$482 million revenue and $72–$82 million Adjusted EBITDA, yet tariff pressures linger.
10-Q
Q2 FY2025 results
Life360 posted solid Q2 FY2025 results, with total revenue jumping 36% year-over-year to $115.4M, fueled by 35% growth in subscription revenue to $88.6M from expanded paying circles and pricing tweaks, while other revenue doubled to $14.5M on stronger partnerships. Gross profit climbed 42% to $90.5M, lifting the margin to 78%, yet operating expenses rose 34% to $88.5M, mainly from sales and marketing pushes, yielding a slim $2.0M operating income versus a $2.4M loss last year. Diluted EPS swung to $0.08 from -$0.15, backed by 84.5M shares; net income of $7.0M reflects $4.6M in other income, including investment gains, with no material operating-to-net gap. Cash swelled to $432.7M after $320M in zero-coupon convertible notes due 2030, offset by $33.7M capped calls, while operating cash flow hit $25.4M YTD and free cash flow (derived) stood at $20.9M; the February Fantix asset buy added $0.9M goodwill and $3.6M intangibles over 3-6 years. Still, litigation over Tile trackers lingers as a distraction.
8-K
Life360 issues $320M convertible notes
Life360 issued $320 million in 0.00% convertible senior notes due 2030 on June 5, 2025, with an initial conversion price of about $80.97 per share. The company entered capped call transactions costing $33.7 million to curb dilution from conversions. This bolsters liquidity without interest drag, yet ties to stock performance.
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