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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
$3.45B
P/E (TTM)
22.5
63
Dividend Yield
--
52W High
$112.54
52W Low
$29.62
52W Range
17%
Rank53Top 76.1%
2.8
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2020-2025

Financial Dashboard

Q4 2025 Data

Revenue

$145.98M+0.00%
4-Quarter Trend

EPS

$1.67+0.00%
4-Quarter Trend

FCF

$35.18M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Strong Profitability Achieved Net income reached $150.8M in 2025, a significant swing from $4.6M net loss in 2024.
Total Revenue Jumps 32% Total revenue grew to $489.5M in 2025, driven by 33% growth in subscription revenue to $369.3M.
Member Base Expansion Monthly Active Users (MAU) increased 20% year-over-year to 95.8M as Paying Circles grew 26% to 2.8M.
Cash Position Strengthened Cash and cash equivalents totaled $494.3M as of year-end 2025, up substantially from $159.2M in 2024.

Risk Factors

Member Retention Critical Risk Failure to retain existing members or convert free users to paying subscribers significantly harms revenue and operations.
Manufacturing Supply Chain Reliance Reliance on single contract manufacturer in Asia (Jabil) exposes business to PRC/Malaysia supply chain disruptions.
Evolving Data Privacy Regulation Subject to stringent and evolving laws regarding data privacy, security, and children's data, increasing compliance costs.
Competitive Market Dynamics Intense competition in subscription services features low switching costs, pressuring pricing and market share retention.

Outlook

Investing in Platform Capabilities Intend to continue significant investment in R&D to bring new customer experiences and expand platform capabilities.
Advertising Monetization Focus Success depends on integrating Nativo, scaling advertiser demand, and balancing monetization with member experience.
International Market Expansion Plan to invest in sales, marketing, and infrastructure to support international expansion and capture global opportunity.
Managing Rapid Growth Scale Rapid growth requires scaling technology infrastructure and management resources across numerous global jurisdictions.

Peer Comparison

Revenue (TTM)

LYFT stock ticker logoLYFT
$6.32B
+9.2%
MTCH stock ticker logoMTCH
$3.49B
+0.2%
NICE stock ticker logoNICE
$2.95B
+7.9%

Gross Margin (Latest Quarter)

CVLT stock ticker logoCVLT
81.1%
-0.4pp
DBX stock ticker logoDBX
79.2%
-2.8pp
LIF stock ticker logoLIF
75.1%
+2.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NICE$7.63B11.816.4%3.2%
MTCH$7.27B11.8-275.4%89.1%
DBX$7.02B12.9-35.6%135.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
12.1%
Steady Growth
4Q Net Income CAGR
209.4%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:May 10, 2026
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LTM
No Data