Life360 Shares Surge on Q2 Revenue Growth and Upgraded FY25 Guidance

Sonal Goyal

12 August 2025 11:51 AM AEST

Life360 Shares Surge on Q2 Revenue Growth and Upgraded FY25 Guidance

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Highlights

Life360 reported Q2 2025 revenue of USD 115.4 million, up 36% year on year, with subscription revenue increasing 35%.

Adjusted EBITDA rose 85% to USD 20.3 million, with operating cash flow increasing 303% to USD 13.3 million.

The company raised its FY25 revenue guidance to USD 462–482 million and adjusted EBITDA guidance to USD 72–82 million.

Life360 Inc (ASX:360) shares advanced sharply on Tuesday following the release of unaudited second-quarter results for the three months ending 30 June 2025. The stock, which closed at AUD 37.82 on Monday, reached AUD 43.34 in early trade, representing a 14.6% gain. By mid-morning, shares were trading at AUD 41.00, up 8.4%, compared to the S&P/ASX 200 Index’s 0.3% rise at the same time.

Financial Performance
Life360 reported Q2 revenue of USD 115.4 million, representing a 36% increase from the prior corresponding period. Subscription revenue rose 35% to USD 88.6 million, while core subscription revenue climbed 38% to USD 82.9 million. Annualised monthly revenue (AMR) grew 36% year on year to USD 416.1 million.

The company’s adjusted EBITDA rose 85% to USD 20.3 million. Operating cash flow for the quarter increased 303% to USD 13.3 million. Monthly active users reached approximately 88.0 million, reflecting 25% year-on-year growth.

Life360 ended the quarter with USD 434.2 million in cash, cash equivalents, and restricted cash, up 59.5% from Q2 2024. The increase was primarily attributed to capital raised through the issuance of June 2025 convertible notes.

Leadership Update
Life360 announced the appointment of Lauren Antonoff as Chief Executive Officer, succeeding co-founder Chris Hulls, who will continue as executive chairman. Antonoff commented that the company experienced growth across core metrics in Q2 and highlighted increasing demand for services that enhance safety, connection, and control for families.

Business Strategy
Alongside subscription growth, Life360 is expanding its advertising platform with new location-based formats. The company stated that these initiatives aim to increase value while maintaining the member experience.

Outlook
Life360 raised its FY25 revenue guidance to between USD 462 million and USD 482 million, up from USD 450 million to USD 480 million. Full-year adjusted EBITDA guidance was also revised higher to USD 72 million–USD 82 million, compared to the previous range of USD 65 million–USD 75 million.

CFO Russell Burke stated that the company remains focused on balancing top-line momentum with margin expansion in a volatile macroeconomic environment.

With the intraday increase, Life360 shares have gained 134.9% over the past 12 months.

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