Highlights
- Life360 reached 95.8 million monthly active users in Q4 2025, marking highest quarterly growth.
- Paying Circles subscriptions totaled 2.8 million in Q4 2025, the highest annual net adds on record.
- Full-year 2025 revenue expected between USD 486-489 million, reflecting 31-32% year-over-year growth.
Life360 (ASX:360) shares closed at 33.84 AUD on 23 January, rising 27.57% or 7.32 AUD in a single session. The surge follows the release of preliminary Q4 2025 and full-year operational performance data, indicating notable user and subscriber growth.
The San Francisco-based company, known for its family safety and connection mobile application, has reported record quarterly figures for both monthly active users (MAU) and Paying Circles subscriptions.
Monthly Active Users: Record Additions
Life360’s global MAU reached 95.8 million in Q4 2025, adding 16.2 million users over the full year, reflecting 20% year-on-year growth. This represents the highest Q4 user growth in the company’s history.
- US MAU: 50.6 million, up 1.8 million in the quarter and 16% year-over-year.
- International MAU: 45.3 million, up 2.4 million in the quarter and 26% year-over-year.
The data indicates continued adoption across both US and international markets, contributing to overall user base expansion.
Paying Circles Subscriptions Growth
Paying Circles, Life360’s subscription service, totaled 2.8 million in Q4 2025, with net annual additions of 576,000—the highest on record.
- US Paying Circles: 2.0 million, up 84,000 in the quarter and 23% year-over-year.
- International Paying Circles: 0.8 million, up 48,000 in the quarter and 32% year-over-year.
The subscription growth trend aligns with the rise in MAU, suggesting a consistent conversion of users to paid services across regions.
Preliminary Financial Results
Based on preliminary unaudited results, Life360 expects full-year 2025 revenue of USD 486-489 million, representing approximately 31-32% growth year-over-year. Adjusted EBITDA is projected at USD 87-92 million, reflecting 18-19% margins. These figures exceed the company’s prior guidance.
Management Commentary
Management highlighted that Q4 2025 represents Life360’s strongest operational performance in its history. The growth trends in both users and subscriptions demonstrate ongoing momentum, with the company expecting approximately 20% MAU growth in 2026.
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