Life360 Reports 36% Revenue Growth to $115.4 Million, Achieves Net Income of $7 Million

Life360, Inc. reported significant financial growth in its latest quarterly results, with total revenue reaching $115.4 million for the three months ended June 30, 2025, a 36% increase from $84.9 million in the same period last year. Subscription revenue was a major contributor, rising 35% to $88.6 million, driven by a 25% increase in Paying Circles and an 18% growth in total subscriptions. The company also saw a 100% increase in other revenue, which reached $14.5 million, largely due to enhanced partnership and data revenue streams. Despite a slight decline in hardware revenue, which fell 3% to $12.3 million, the overall financial performance marked a notable improvement compared to the previous fiscal period.

In terms of profitability, Life360 reported a net income of $7.0 million, a significant turnaround from a net loss of $11.0 million in the prior year. This shift was attributed to increased revenue and improved operational efficiency, as the company recorded an income from operations of $2.0 million, compared to a loss of $2.4 million a year earlier. The gross profit margin also improved, reaching 78% for the quarter, up from 75% in the same period last year, reflecting effective cost management and pricing strategies.

Strategically, Life360 has been active in expanding its product offerings and market presence. The company completed the acquisition of certain assets from Fantix, Inc. for $4.5 million, which is expected to enhance its technology capabilities. Additionally, Life360 has entered into a partnership with Aura Consolidated Group, which includes a $25 million convertible note investment aimed at expanding its revenue channels. The company also launched new subscription tiers and implemented price increases for existing services, contributing to the growth in subscription revenue.

Operationally, Life360 reported a 25% increase in monthly active users, reaching approximately 88 million, and a 25% rise in Paying Circles, totaling 2.5 million. The company shipped 0.8 million hardware units during the quarter, a 21% increase year-over-year, indicating strong demand for its tracking devices. Life360's average revenue per Paying Circle (ARPPC) also improved by 8%, reflecting successful monetization strategies. The company continues to focus on geographic expansion and enhancing user engagement through its platform.

Looking ahead, Life360 expressed optimism about its growth trajectory, supported by its strong cash position of $432.7 million as of June 30, 2025, up from $159.2 million at the end of 2024. The company anticipates that its existing cash reserves, combined with ongoing revenue from subscriptions and hardware sales, will be sufficient to support its operational and capital needs for at least the next 12 months. Life360 remains committed to investing in product development and marketing to drive further growth and enhance its competitive position in the market.