Life360, Inc. reported significant financial growth in its latest 10-K filing for the fiscal year ending December 31, 2025. The company generated total revenue of $489.5 million, marking a 32% increase from $371.5 million in 2024. Subscription revenue, which constitutes the bulk of the company's income, rose by 33% to $369.3 million, driven by a 26% increase in Paying Circles and a 17% growth in total subscriptions. In contrast, hardware revenue decreased by 10% to $51.8 million, attributed to increased discounts and a reduction in bundled offerings, despite a 7% rise in net hardware units shipped.
The company achieved a net income of $150.8 million in 2025, a notable turnaround from a net loss of $4.6 million in 2024. This improvement was supported by a gross profit of $380.8 million, reflecting a gross margin of 78%, up from 75% the previous year. The increase in gross profit was primarily due to higher subscription revenue and improved operational efficiencies. Life360's operating cash flow also saw a substantial increase, reaching $88.6 million compared to $32.6 million in 2024.
Life360 has made strategic moves to enhance its market position, including the acquisition of Nativo, Inc. in January 2026, aimed at accelerating its advertising roadmap. The company also entered into a partnership with Hubble Network, Inc. to leverage satellite technology for a global location-tracking network. As of December 31, 2025, Life360 reported approximately 95.8 million Monthly Active Users (MAU), a 20% increase year-over-year, and 2.8 million Paying Circles, reflecting a 26% growth.
Operationally, Life360's employee headcount stood at approximately 547 full-time employees and 95 contractors as of the end of 2025. The company continues to focus on expanding its international presence, with international members accounting for about 47% of its total MAU and 15% of total revenue. The company also reported a significant increase in its advertising revenue, which grew by 90% year-over-year, indicating a successful expansion of its monetization strategies.
Looking ahead, Life360 aims to maintain its growth trajectory by enhancing its product offerings and expanding its market reach. The company plans to invest in research and development to innovate and improve its services, while also managing operational costs effectively. Life360's management expressed confidence in its ability to attract and retain members, convert free users to paying subscribers, and leverage its brand reputation to drive future growth.
About Life360, Inc.
Life360, Inc. provides a technology platform focused on family safety, connecting users through location sharing, driving safety, digital security, and emergency services via a freemium mobile app. It offers subscription services, hardware devices like Tile and Jiobit, and data insights to consumers and partners. The company operates globally, emphasizing safety, privacy, and brand reputation in a competitive, rapidly evolving digital market.
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