Life360 Posts Strong Q3 2025 Results and Raises Full‑Year Guidance

Life360, Inc. (NASDAQ: LIF) delivered a standout third quarter for 2025, with total revenue increasing 34% year‑over‑year to US $124.5 million. Subscription revenue also grew 34% to about US $96.3 million, while “other” revenue (mainly advertising and partnerships) surged 82% to US $16.9 million. Monthly Active Users reached approximately 91.6 million (up 19% YoY), and Paying Circles climbed to 2.7 million globally (up 23% YoY) with net additions hitting a record 170 000. Adjusted EBITDA jumped to US $24.5 million (up 174 % YoY) and operating cash flow rose sharply to US $26.4 million, up 319 % YoY. Given the momentum, Life360 raised its full‑year 2025 guidance: revenue is now expected between US $474 million and US $485 million, up from the earlier range of US $462 million to US $482 million. The company also flagged strategic initiatives like the launch of a Pet GPS tracker across several markets and its planned acquisition of ad‑tech firm Nativo, Inc. (approx. US $120 million) to further accelerate its advertising business. While hardware margins remain under pressure due to tariffs and promotional pricing, Life360 noted that it’s leaning into its high‑margin subscription and advertising segments as its core growth drivers. #Life360 #Q32025Earnings #SubscriptionGrowth #AdTechAcquisition #SlimScan #GrowthStocks #CANSLIM