Appointment supports Life360’s leadership team as the company scales globally and continues to deliver peace of mind to families worldwide.SAN FRANCISCO, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Life360 (Nasdaq: LIF; ASX: 360), the leading family connection and safety company, today announced the appointment of Matt Cullen as General Counsel, effective December 1, 2025. Cullen joins the company’s leadership team, reporting directly to Chief Executive Officer Lauren Antonoff. Cullen will lead the company’s global l ...

Core Viewpoint - Life360 has announced a definitive agreement to acquire Nativo for approximately $120 million, combining cash and stock, to enhance its advertising strategy and capabilities [1][2][3] Company Overview - Life360 is a leading family connection and safety company with approximately 91.6 million monthly active users across more than 180 countries as of September 30, 2025 [8] - Nativo is an advertising technology company that focuses on creating and distributing engaging ad experiences, helping brands connect with audiences effectively [9] Acquisition Details - The acquisition is valued at around $120 million and is expected to close in January 2026, subject to customary closing conditions [1][7] - Stifel is serving as Life360's financial advisor, while Perella Weinberg Partners is advising Nativo [7] Strategic Implications - The acquisition will unite Life360's first-party family and location insights with Nativo's advertising technology, allowing brands to reach families more effectively [2][5] - Life360 aims to build a full-funnel, family-safe advertising platform that enhances the member experience while providing relevant advertising [4][6] Technology Integration - Nativo's ad-tech stack and publisher integrations will expand Life360's reach beyond its app, enabling connections with modern families across various platforms [5] - The combination of Life360's real-world intelligence and Nativo's creative expertise is expected to drive measurable impact in a privacy-forward ecosystem [5]

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]

Core Insights - Life360 has launched a new weekly giveaway campaign called "Life360 Pays For…" aimed at assisting families with everyday expenses amidst a projected 22% decrease in monthly disposable income for households this year [2][8] - The campaign will award cash prizes to members in the US and UK to help cover costs related to family expenses such as housing, gas, or utilities [3] - The initiative aligns with Life360's mission to enhance family connections and alleviate financial burdens, especially as over half (54%) of surveyed individuals plan to reduce spending on entertainment, dining, and travel [4] Company Overview - Life360 is a leading family connection and safety company with approximately 88 million monthly active users as of June 30, 2025, operating in over 180 countries [6] - The company offers a mobile app and tracking devices that provide services like location sharing, safe driver reports, and crash detection with emergency dispatch [6] - Life360 aims to improve everyday family life and foster connections among loved ones [6]

Core Insights - Life360 has launched a new weekly giveaway campaign called "Life360 Pays For…" aimed at assisting families with everyday expenses amidst a projected 22% decrease in monthly disposable income for households this year [1][3] Group 1: Campaign Details - The "Life360 Pays For…" giveaway will award cash prizes to members in the US and UK to help cover family expenses such as housing, gas, or utilities [2] - Eligible Life360 members can enter the giveaway by opting in each week via in-app notifications, with winners announced every Monday starting September 29th through the end of 2025 [3] Group 2: Market Context - A recent survey indicated that 54% of respondents plan to reduce spending on entertainment, dining out, and travel this year, highlighting the financial pressures families are facing [3] - The campaign aligns with Life360's mission to enhance family connections and alleviate the burden of rising costs, allowing families to prioritize making memories together [1][3] Group 3: Company Overview - Life360 is a leading family connection and safety company with approximately 88 million monthly active users across more than 180 countries as of June 30, 2025 [5] - The company offers a range of services including location sharing, safe driver reports, and crash detection, aimed at keeping families connected and providing peace of mind [5]

Core Insights - Life360 has announced a partnership with AccuWeather to provide real-time severe weather alerts to its members, enhancing family safety during extreme weather events [1][2][3] Group 1: Partnership Details - The partnership allows Life360 members to receive personalized severe weather alerts based on their location, enabling proactive communication within their private groups, known as Circles [2][3] - This integration is part of Life360's advertising platform, which connects its audience of over 88 million monthly active users with relevant brands and services [3][4] Group 2: Company Background - Life360 is a leading family connection and safety company, serving approximately 88 million monthly active users across more than 180 countries, offering services like location sharing and emergency dispatch [6] - AccuWeather is recognized as the most accurate source of weather forecasts globally, with its alerts relied upon by billions and available in 71 countries [5][7] Group 3: Value Proposition - The partnership aims to deliver potentially lifesaving information to families during critical weather events, aligning with both companies' missions to enhance safety and connectivity [5][6] - Life360 will utilize AccuWeather's data to target advertising effectively during weather events, providing timely offers to members in affected areas [4]

Core Insights - Life360 has announced a partnership with AccuWeather to provide real-time severe weather alerts to its members, enhancing family safety during extreme weather events [1][2][3] - The integration allows Life360 users to receive personalized weather notifications, enabling proactive communication and coordination among family members [2][3] - This partnership aligns with Life360's advertising platform, which connects its large user base with relevant brands and services during critical weather events [3][4] Company Overview - Life360 serves approximately 88 million monthly active users globally, offering services such as location sharing and crash detection [6] - The company is based in the San Francisco Bay Area and operates in over 180 countries [6] - AccuWeather is recognized as the most accurate source of weather forecasts, with its alerts relied upon by billions worldwide [5][7] Strategic Importance - The partnership aims to deliver dual value by enhancing family safety while providing targeted advertising opportunities during severe weather [4][5] - AccuWeather's forecasts are available in 71 countries and in over 200 languages, making it a suitable partner for Life360 [5] - The collaboration is expected to empower families with timely and relevant weather intelligence, potentially saving lives and property [5][7]

Core Insights - Life360 has launched a new feature called No Show Alerts, aimed at providing parents with peace of mind by notifying them if a loved one does not arrive at a designated location on time [1][4][7] - A survey indicated that 53% of parents find managing family schedules complex, contributing to 67% feeling distracted at work [1][3] - The feature is designed to help parents coordinate increasingly chaotic back-to-school routines, as they reportedly spend an average of 10 hours per week on family logistics [2][3] Company Overview - Life360 is a leading family connection and safety company, serving approximately 88 million monthly active users across more than 180 countries as of June 30, 2025 [8] - The company offers a range of services including location sharing, safe driving reports, and crash detection, enhancing everyday family life [8] Feature Details - No Show Alerts is a free feature available to US members, with plans for a global rollout in the coming weeks [7] - The feature acts as a digital heads-up for parents, allowing them to intervene early when plans go awry, thus reducing the mental load of tracking multiple responsibilities [2][4] - The implementation process for setting a No Show Alert involves navigating to the member's profile and selecting the alert option [5][10]

Leadership Transition - Lauren Antonoff has been promoted to Chief Executive Officer, succeeding co-founder Chris Hulls, who will become Executive Chairman of the Board [1][2] - This leadership change is part of a long-term succession plan initiated nearly two years ago, coinciding with Life360's expansion into new product categories and global markets [2][7] Company Growth and Performance - Life360 is progressing towards $1 billion in revenue, with 88 million monthly active users as of June 30, 2025 [2][10] - Under Antonoff's leadership as Chief Operating Officer, the company achieved a record-breaking 36% year-over-year revenue increase in the most recent quarter [3] Leadership Background - Antonoff has over three decades of experience in technology companies, previously serving as President of GoDaddy's US small business segment and holding product leadership roles at Microsoft [4] - Chris Hulls has been instrumental in shaping Life360's vision and product innovation since its founding, emphasizing a values-driven culture [5][6] Future Vision - The company aims to evolve into a family super app that integrates location sharing, device-based trackers, and safety services, targeting billions of families worldwide [9] - Hulls and Antonoff share a bold vision for Life360, focusing on enhancing family life through innovative products [6]

Core Viewpoint - Life360, Inc. has successfully closed a private offering of $320 million in convertible senior notes due 2030, with net proceeds of approximately $308.9 million intended for corporate purposes, including potential acquisitions and strategic investments [1][2]. Group 1: Offering Details - The offering consisted of $275 million in initially announced notes and an additional $45 million option exercised by initial purchasers, totaling $320 million in principal amount [1]. - The notes were sold to qualified institutional buyers under Rule 144A of the U.S. Securities Act [1]. Group 2: Use of Proceeds - Approximately $33.7 million of the net proceeds will fund capped call transactions, while the remaining funds will be used for general corporate purposes, which may include acquisitions or strategic investments [2]. Group 3: Company Overview - Life360 is a family connection and safety company that offers services such as location sharing, safe driver reports, and crash detection, enhancing everyday family life [7].