Location sharing technology company Life360 reported its first annual profit last year as user numbers grew, though its shares dropped.
Revenue last quarter was up 26% year-over-year to US$145.89 million, beating Zacks estimates by 1.4%. Earnings per share were $0.32, rising from $0.10 but just below estimates of $0.33.
“2025 was a landmark year for Life360. For the first time in company history, we achieved annual net income, reflecting both the fundamental strength of our freemium model and the operating discipline we've built over the past several years," said Life360 CEO Lauren Antonoff.
Across the year, total revenue was $489.48 million, up from $371.48 million. Net income was $150.83 million, recovering from 2024’s net loss of $4.56 million.
Operating income last quarter was $8.95 million, rising from $5.72 million. Over the year, it swung to income of $18.83 million from a loss of $7.98 million.
Adjusted EBITDA rose from $21.25 million to $32.43 million year-over-year in the fourth quarter, and grew 105% to $93.20 million across 2025.
The company had 95.8 million monthly active users last quarter, climbing by 20% year-over-year. Monthly active users were up 16% to 50.6 million in the United States, 26% to 45.3 million internationally, and 16% to 3.5 million in Australia and New Zealand.
Its guidance for 2026 includes revenue of $640-680 million, adjusted EBITDA of $128-138 million, and 20% growth in monthly active users.
“Looking ahead to 2026, we expect revenue growth acceleration driven by both our core subscription business and the scaling of our advertising platform. We plan to invest in strategic initiatives including international expansion, advertising platform scaling, and continued product innovation,” said CFO Russell Burke.
The company closed its acquisition of advertising technology business Nativo for $120 million in January. It also said last month that it will partner with Uber to allow users of both apps to link their accounts, and will roll out Uber ride tracking and membership benefits in the coming months.
Life360 (NASDAQ: LIF) shares closed 2.2% higher at U$53.79, and spiked to $63.57 after-hours before dropping to $48.86. Its ASX-listed shares (ASX: 360) were trading 14.5% lower at A$21.13 by 3:25 pm AEDT. Life360’s market capitalisation is $4.98 billion.
