Core Insights - Life360, Inc. reported a significant increase in key metrics, including a 19% year-over-year growth in Monthly Active Users (MAUs) to approximately 91.6 million and an all-time record of 170 thousand net additions in Paying Circles, totaling 2.7 million [1][2][11] - The company achieved a total quarterly revenue of $124.5 million, reflecting a 34% year-over-year increase, and raised its full-year revenue and Adjusted EBITDA guidance [1][2][24] - Life360 announced an agreement to acquire Nativo, an advertising technology company, for approximately $120 million in cash and stock [3] Financial Highlights - Q3'25 total revenue reached $124.5 million, a 34% increase from the previous year, with subscription revenue at $96.3 million, also up 34% year-over-year [7][17] - Annualized Monthly Revenue (AMR) increased by 33% year-over-year to $446.7 million [1][7] - Net income for Q3'25 was $9.8 million, a 27% increase year-over-year, while Adjusted EBITDA rose 174% to $24.5 million [7][11] Operating Highlights - The company experienced a net addition of 3.7 million global MAUs in Q3'25, with U.S. MAUs increasing by 15% and international MAUs by 24% [11][17] - Average Revenue Per Paying Circle (ARPPC) increased by 8% year-over-year, driven by price increases and a shift towards higher-priced offerings [11][8] - Life360's cash, cash equivalents, and restricted cash at the end of Q3'25 totaled $457.2 million, an increase of $297 million from the previous year [7][22] Guidance and Future Outlook - For FY'25, Life360 expects consolidated revenue between $474 million and $485 million, with subscription revenue projected at $366 million to $368 million [24] - The company anticipates positive Adjusted EBITDA in the range of $84 million to $88 million, reflecting an increase from previous guidance [24]
Life360 Reports Record Q3 2025 Results