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
Market Cap
$5.06B
P/E (TTM)
169.1
77.1
Dividend Yield
--
52W High
$112.54
52W Low
$29.62
52W Range
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$6.27B
MTCH$3.47B
NICE$2.88B
Gross Margin (Latest Quarter)
CVLT80.1%
DBX79.8%
78.0%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| PCTY | $8.48B | 37.3 | 19.1% | 3.0% |
| APPF | $8.39B | 41.2 | 42.1% | 5.4% |
| DBX | $8.06B | 15.0 | -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%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 11, 2025|Revenue: $115.38M+36.0%|EPS: $0.09-160.8%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 12, 2025|Revenue: $103.62M+32.5%|EPS: $0.06-141.3%BeatForm 10-K/A - FY 2024
Period End: Dec 31, 2024|Filed: Apr 18, 2025|Revenue: $371.48M+22.0%|EPS: $-0.06+85.0%MissForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 27, 2025|Refer to amended dataForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 12, 2024|Revenue: $92.87M+18.1%|EPS: $0.10-202.6%MeetForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 8, 2024|Revenue: $84.86M+19.9%|EPS: $-0.15+125.9%MissForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 10, 2024|Revenue: $78.23M+14.8%|EPS: $-0.14-34.7%Beat