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Life360, Inc.

Life360, Inc.

NASDAQ•LIF
CEO: Mr. Christopher Hulls
Sector: Technology
Industry: Software - Application
Listing Date: 2016-01-27
Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model, which offers its services to users at no charge; and provides Life360 Platform, which offers location coordination and safety, driving safety, digital safety, and emergency assistance services. It also provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels, as well as directly through Tile.com; tile mobile application that includes a free service, as well as two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Jiobit subscriptions; and Jiobit wearable location devices for young children, pets, and seniors primarily in the United States through online retailers. The company was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. Life360, Inc. was incorporated in 2007 and is headquartered in San Mateo, California.
Contact Information
1900 South Norfolk Street, Suite 310, San Mateo, CA, 94403, United States
415-484-5244
www.life360.com
Market Cap
$5.06B
P/E (TTM)
169.1
77.1
Dividend Yield
--
52W High
$112.54
52W Low
$29.62
52W Range
42%
Rank50Top 56.1%
3.5
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 3.5 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q3 2025 Data

Revenue

$124.50M+34.06%
4-Quarter Trend

EPS

$0.13+30.00%
4-Quarter Trend

FCF

$25.65M+304.73%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Growth Strong Total revenue reached $343.50M, up 34% for nine months, driven by 23% Paying Circle growth.
Profitability Reached Nine months net income $21.18M, reversing prior year loss of $13.05M; gross profit rose 40%.
Operating Cash Flow Surge Operating cash flow $51.83M provided for nine months, up 155%; MAUs reached 91.6 million, up 19%.
Monetization Metrics Improving Annualized Monthly Revenue (AMR) reached $446.7M, reflecting 33% growth, driven by ARPPC 8% increase.

Risk Factors

New Convertible Note Debt Issued $320.0M convertible notes in June 2025; potential future dilution exists upon conversion triggers.
Hardware Supplier Concentration Sole contract manufacturer for hardware creates supply chain concentration risk; failure could impact product availability and growth.
Investment Valuation Uncertainty Convertible Note Investment valuation relies on Level 3 inputs and complex scenario modeling assumptions for fair value.

Outlook

Nativo Acquisition Planned Signed $120.0M acquisition agreement for Nativo, Inc. to accelerate advertising roadmap, closing expected January 2026.
Continued R&D Investment Continued investment planned in R&D to launch new customer experiences, devices, and expand platform capabilities.
Operating Costs Expected Expect cost of subscription revenue to increase in absolute dollars due to planned capacity and infrastructure enhancements.

Peer Comparison

Revenue (TTM)

Lyft, Inc.LYFT
$6.27B
+14.9%
Match Group, Inc.MTCH
$3.47B
-0.5%
NICE Ltd.NICE
$2.88B
+9.2%

Gross Margin (Latest Quarter)

Commvault Systems, Inc.CVLT
80.1%
-1.6pp
Dropbox, Inc.DBX
79.8%
-2.8pp
Life360, Inc.LIF
78.0%
+2.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PCTY$8.48B37.319.1%3.0%
APPF$8.39B41.242.1%5.4%
DBX$8.06B15.0-43.1%116.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.5%
Moderate Growth
4Q Net Income CAGR
4.8%
Profitability Slowly Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:$0.29
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 10, 2025|
    Revenue: $124.50M+34.1%
    |
    EPS: $0.13+30.0%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 11, 2025|
    Revenue: $115.38M+36.0%
    |
    EPS: $0.09-160.8%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 12, 2025|
    Revenue: $103.62M+32.5%
    |
    EPS: $0.06-141.3%
    Beat
  • Form 10-K/A - FY 2024

    Period End: Dec 31, 2024|Filed: Apr 18, 2025|
    Revenue: $371.48M+22.0%
    |
    EPS: $-0.06+85.0%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|Refer to amended data
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $92.87M+18.1%
    |
    EPS: $0.10-202.6%
    Meet
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 8, 2024|
    Revenue: $84.86M+19.9%
    |
    EPS: $-0.15+125.9%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 10, 2024|
    Revenue: $78.23M+14.8%
    |
    EPS: $-0.14-34.7%
    Beat