Q3'25 Financial Performance - Life360's Q3'25 revenue reached $124.5 million, a 34% year-over-year increase[19, 125] - Adjusted EBITDA for Q3'25 was $24.5 million, representing a 20% margin[19, 125] - Global Paying Circles grew to approximately 2.7 million, a 23% year-over-year increase[19, 125] - Annualized Monthly Revenue (AMR) increased by 33% to $446.7 million[126] User Engagement and Growth - Global Monthly Active Users (MAU) reached approximately 91.6 million, a 19% year-over-year increase[19, 125] - International MAU experienced a 24% year-over-year growth[125] - Life360 is ranked as the 7 top social networking app by DAU in the U S[19] Revenue Breakdown - Subscription revenue was $96.3 million, a 34% year-over-year increase[126] - Hardware revenue was $11.3 million, a 4% year-over-year decrease[126] - Other revenue, including data and partnership agreements, was $16.9 million, an 82% year-over-year increase[126] FY'25 Outlook - Life360 expects consolidated revenue of $474 million to $485 million for FY'25[169] - The company anticipates positive Adjusted EBITDA of $84 million to $88 million for FY'25[168]

Core Insights - The survey conducted by Verizon in collaboration with Morning Consult reveals that parents are increasingly using technology to balance Halloween fun with their children's safety and independence [1][2]. Parental Concerns and Technology Use - 61% of parents with children aged 6 and over express greater concern for their child's safety on Halloween compared to other holidays, while 72% believe allowing their kids some independence is important [2]. - 78% of parents view technology as a helpful tool for ensuring their children's safety during trick-or-treating [2][11]. Monitoring Methods - Over 90% of parents with children aged 6 and over plan to monitor or check in with their kids while they are out, with the most common methods being phone calls or texts (88%), location-sharing apps (75%), and wearable devices (69%) [3][6]. - 59% of parents using smartphones to monitor their trick-or-treaters plan to check in multiple times an hour, and 24% of Black/African American parents monitor their kids via phone calls/texts every few minutes [6]. Safety Features Desired - 35% of parents indicated they would prefer their child to carry a device with an emergency SOS button to enhance safety during trick-or-treating [7][11]. Verizon's Offerings - Verizon provides a range of products and services aimed at enhancing parental peace of mind, including the Gizmo Watch 3, which features real-time GPS tracking, safe zones, and an SOS button [10][12]. - The Verizon Family service allows parents to manage screen time, filter content, and monitor their child's location, including a Safe Walk feature with SOS [11][12]. Survey Details - The survey was conducted from October 3 to October 6, 2025, involving a national sample of 671 US parents with children aged 6 and older, with oversamples of 242 Black/African American parents and 209 Latino parents [14].