Key Points Life360 is successfully converting users into paying customers. Management expects the company's promising growth trends to persist. 10 stocks we like better than Life360 › Shares of Life360 (NASDAQ: LIF) rallied on Friday after the location-sharing mobile app maker announced preliminary fourth-quarter results. By the close of trading, Life360's stock price was up more than 24%. Image source: Getty Images. Life360's safety-focused services are resonating with consumers Life360's mont ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 22, 2026 Life360, Inc. (Exact name of registrant as specified in its charter) Delaware 001-42120 26-0197666 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification No.) 1900 South Norfolk Street, Suite 310 Sa ...

Core Insights - Life360, Inc. reported strong operational performance in Q4 2025, achieving record user and subscriber growth, with expectations for continued growth in 2026 [5][7]. User Metrics - Life360's global Monthly Active Users (MAU) reached 95.8 million in Q4 2025, with a net addition of 16.2 million users for the full year 2025, representing a 20% year-over-year growth [2][7]. - The U.S. MAU was 50.6 million in Q4 2025, up by 1.8 million in the quarter and 16% year-over-year, with full-year net additions of 6.9 million [8]. - International MAU reached 45.3 million in Q4 2025, increasing by 2.4 million in the quarter and 26% year-over-year, with full-year net additions of 9.3 million [8]. Subscription Metrics - Total Paying Circles (subscriptions) reached 2.8 million in Q4 2025, with full-year net additions of 576 thousand, marking the highest annual subscriber growth on record [3][7]. - U.S. Paying Circles were 2.0 million in Q4 2025, up by 84 thousand in the quarter, or 23% year-over-year, with full-year net additions of 374 thousand [8]. - International Paying Circles totaled 0.8 million in Q4 2025, increasing by 48 thousand in the quarter, or 32% year-over-year, with full-year net additions of 202 thousand [8]. Financial Performance - Full-year 2025 revenue is expected to be between $486 million and $489 million, reflecting approximately 31-32% year-over-year growth [8]. - Adjusted EBITDA for full-year 2025 is projected to be between $87 million and $92 million, representing an 18-19% margin [8]. - The company anticipates overall MAU growth of approximately 20% in 2026 and plans to invest in strategic growth initiatives while expanding AEBITDA margins [5][7].

Core Insights - Life360, Inc. reported strong operational performance for Q4 2025 and full year 2025, with record user and subscriber growth, exceeding prior guidance [4][5][7]. User Metrics - Life360's global Monthly Active Users (MAU) reached 95.8 million in Q4 2025, with a net addition of 16.2 million users for the full year, representing a 20% year-over-year growth [2][7]. - In the US, MAU was 50.6 million, up by 1.8 million in Q4 2025 and 16% year-over-year, with full-year net additions of 6.9 million [8]. - International MAU reached 45.3 million, increasing by 2.4 million in Q4 2025 and 26% year-over-year, with full-year net additions of 9.3 million [8]. Subscription Metrics - Total Paying Circles (subscriptions) reached 2.8 million in Q4 2025, with full-year net additions of 576 thousand, marking the highest annual subscriber growth on record [3][7]. - US Paying Circles were 2.0 million in Q4 2025, up by 84 thousand in the quarter, or 23% year-over-year, with full-year net additions of 374 thousand [8]. - International Paying Circles totaled 0.8 million in Q4 2025, increasing by 48 thousand in the quarter, or 32% year-over-year, with full-year net additions of 202 thousand [8]. Financial Performance - Full Year 2025 revenue is expected to be between $486 million and $489 million, reflecting approximately 31-32% year-over-year growth [8]. - Adjusted EBITDA for the full year is projected to be between $87 million and $92 million, representing an 18-19% margin [8]. Management Outlook - The CEO indicated that Life360 anticipates overall MAU growth of approximately 20% in 2026 and plans to invest in strategic growth initiatives while expanding AEBITDA margins [5][7].

Core Insights - Life360's Director, John Philip Coghlan, sold 6,170 shares in December 2025, which included 3,125 shares sold on the open market for approximately $241,317 and 3,045 shares donated as charitable gifts [1][2] - The company's stock has shown strong performance, with a 45.38% price increase over the past year as of January 13, 2026 [4] - Life360 has recently completed the acquisition of Nativo, an advertising technology company, to enhance its ad revenue and partnership opportunities [10][11] Transaction Summary - The transaction involved the sale of 3,125 shares and the gifting of 3,045 shares, with a total transaction value of around $241,317 [2] - Post-transaction, Coghlan holds 3,344 shares directly and 9,065 shares indirectly through trusts [6] - The shares sold represented 20.12% of Coghlan's remaining holdings, aligning with the median sale size observed over the past year [6] Company Overview - Life360 specializes in location-based safety and coordination solutions, offering services such as real-time location tracking and digital security [7] - The company reported a total revenue of $459.03 million and a net income of $29.68 million for the trailing twelve months [4] - Life360 has a market capitalization of $4.9 billion, with a gross margin of 77.71% [8] Strategic Outlook - The acquisition of Nativo is expected to leverage Life360's large user base of 50 million monthly users to drive ad revenue growth [11] - The company is well-positioned for long-term growth as it continues to expand its subscription and ad-revenue strategies [11]

Core Insights - Life360 Inc. is currently viewed as an oversold stock, with a recent downgrade from Citizens to Market Perform due to skepticism about its growth catalysts for 2026 [1] - The company announced the completion of a $120 million acquisition of Nativo, enhancing its advertising capabilities and expanding its user base to over 50 million Monthly Active Users in the US [2] Group 1: Company Performance and Market Position - Citizens expressed concerns about Life360's growth potential following a successful 2025 advertising campaign, indicating challenges in year-over-year comparisons [1] - DA Davidson initiated coverage with a Buy rating and a $94 price target, highlighting the potential for international growth and new revenue streams from pet GPS subscriptions [3] Group 2: Strategic Developments - The acquisition of Nativo, structured as 65% cash and 35% stock, allows Life360 to integrate advanced advertising technology into its platform, targeting families across various digital environments [2] - Life360 operates a technology platform for locating people, pets, and things across multiple regions, including North America and Europe [4]

Core Insights - Life360 has completed the acquisition of Nativo for approximately $120 million, consisting of 65% cash and 35% stock, aiming to enhance its advertising capabilities to better connect brands with families [1] - Life360 has surpassed 50 million Monthly Active Users (MAU) in the U.S., positioning itself among top consumer platforms like Netflix and Spotify, which provides a significant opportunity for advertisers [2][3] Company Overview - Life360 is a family connection and safety company that offers services such as location sharing, safe driver reports, and crash detection, serving approximately 91.6 million MAU across more than 180 countries as of September 30, 2025 [4] - Nativo specializes in advanced advertising technology that connects brands and publishers, focusing on delivering premium ad experiences and helping publishers unlock new revenue streams [5] Strategic Implications - The acquisition of Nativo is expected to create a differentiated advertising platform that leverages Life360's first-party insights to connect brands with families in relevant moments, enhancing user experience and advertising effectiveness [3] - The combined solution from Life360 and Nativo will extend Life360's contextual insights into premium publisher environments, providing a comprehensive system for targeting, creative development, delivery, optimization, and reporting [3]

Citigroup downgraded Life360 (NASDAQ:LIF) from "Market Outperform" to "Perform".Director John Philip Coghlan sold 3,125 shares at a weighted average price of $77.22 per share.Life360's stock has declined by 40% from its peak in October, with a slight increase of 0.34% today.Life360 (NASDAQ:LIF) is a company known for its family networking app, which helps users stay connected and safe. The app offers location sharing, driving safety features, and emergency assistance. Life360 competes with other family safe ...

Core Insights - Life360 executed an insider sale of 3,125 shares valued at approximately $241,316 under a pre-arranged Rule 10b5-1 trading plan, indicating planned portfolio management rather than a reaction to market conditions [1][9]. Transaction Summary - The transaction involved the indirect sale of 3,125 shares, with a total value of ~$241,316 [2]. - Post-transaction, the indirect holdings of the seller decreased to 12,110 shares, valued at approximately $944,095 [2]. - The average sale price was $77.22 per share, which was below the market open and close prices on that day [6]. Company Overview - Life360 reported a total revenue of $459.03 million and a net income of $29.68 million for the trailing twelve months (TTM) [4]. - The company has 603 employees and experienced a 1-year price change of 54.19% [4]. - Life360 specializes in location-based safety and coordination solutions, targeting families, pet owners, and individuals seeking safety and digital security services [6][7]. Recent Performance and Developments - Life360's stock price has retreated from an October high of $112.54, with a current price around $64.36 [10][11]. - The company reported record Q3 results with a 34% year-over-year revenue increase to $124.5 million and 91.6 million monthly active users [10]. - Life360 announced a strategic acquisition of Nativo for $120 million, expected to close in early 2026, aimed at enhancing its location-based targeting capabilities [11]. Market Position - Life360 operates a freemium business model, generating revenue from both hardware sales and subscription services [7][14]. - The company maintains a strong market presence in connected safety solutions, supported by a diversified product suite and a scalable subscription-driven model [8].

Core Viewpoint - Life360 is actively challenging a patent infringement claim by GoCodes, asserting that the patent in question is invalid and lacks merit [1][2]. Group 1: Legal Actions - Life360 has filed a complaint in the District of Delaware seeking a declaratory judgment to invalidate GoCodes, Inc.'s U.S. Patent No. 8,973,813, which GoCodes previously claimed Life360 infringed [1]. - GoCodes voluntarily dismissed its patent infringement lawsuit against Life360 on July 23, 2025, without prejudice [1]. Group 2: Patent Validity Arguments - The complaint argues that GoCodes' patent is a patent-ineligible, abstract, and generic idea, supported by extensive publicly available prior art that predates the patent [2]. Group 3: Company Background and Achievements - Life360 has a history of defending its innovations against meritless litigation, having previously won a case against AGIS Inc. in 2015, which was deemed "exceptionally weak" [3]. - Tile, a subsidiary of Life360, successfully invalidated the majority of claims in a patent-infringement suit by Cellwitch, leading to a summary judgment confirming no infringement [3]. - Life360 serves approximately 91.6 million monthly active users across more than 180 countries, providing services that enhance family safety and connection [4].