Life360 Inc SEC Filings

Life360 reported record 2025 results with its first full year of profitability and strong growth across key metrics. Total 2025 revenue reached $489.5 million, up 32% year-over-year, driven mainly by subscription revenue of $369.3 million and rapidly expanding data and partnership revenue.

Adjusted EBITDA more than doubled to $93.2 million, up 105% year-over-year, for a 19% margin. Net income was $150.8 million, helped by a one-time, non-cash tax benefit of $118.4 million. In Q4 2025, revenue grew 26% to $146.0 million and Adjusted EBITDA rose to $32.4 million, a 22% margin.

Monthly Active Users increased 20% to about 95.8 million, and Paying Circles grew 26% to 2.8 million, supporting Annualized Monthly Revenue of $478.0 million, up 30%. Year-end cash, cash equivalents and restricted cash rose to $495.8 million from $160.5 million, aided by operating cash flow and June 2025 convertible notes.

For 2026, Life360 guides to revenue of $640–$680 million, including $460–$470 million of subscription revenue and $140–$160 million of other revenue, with Adjusted EBITDA of $128–$138 million (around a 20% margin) and targeted 20% MAU growth.

Life360, Inc. reports strong growth in 2025, with total revenue of $489.5 million, up from $371.5 million in 2024, and turns to profitability with net income of $150.8 million after prior-year losses. Subscription revenue reached $369.3 million, while hardware contributed $51.8 million and other revenue $68.4 million.

The company’s family safety platform had approximately 95.8 million Monthly Active Users and 2.8 million global Paying Circles as of December 31, 2025, representing year-over-year increases of 20% and 26%. Life360 continues to invest heavily in technology and innovation, with research and development expenses of $128.4 million in 2025 to expand its app features, hardware trackers, and global infrastructure.

Life360, Inc. director Charles J. Prober exercised stock options for 7,930 shares of common stock at an exercise price of $11.18 per share on February 13, 2026, then sold 7,930 shares in open-market transactions at an average price of $49.02 per share under a pre-arranged Rule 10b5-1 trading plan adopted on March 14, 2025. Following these transactions, he directly holds 105,456 shares of common stock, including 1,357 restricted stock units that each convert into one share upon vesting, and retains 71,370 stock options subject to the vesting schedule described.

A shareholder has filed to sell 7,930 shares of common stock, with an aggregate market value of 388,728.60, through Fidelity Brokerage Services LLC on NASDAQ around 02/13/2026. The filing lists 78,400,518 shares outstanding, providing context for the planned sale size.

The same shareholder sold 7,930 common shares in each of the past three months, on 11/13/2025, 12/15/2025, and 01/13/2026, for gross proceeds of 610,054.90, 541,619.00, and 491,501.40, respectively. The shares to be sold were acquired on 02/13/2026 via an option granted on 04/12/2022 and paid for in cash.

Life360, Inc. reported that AustralianSuper Pty Ltd, an Australian entity classified as an employee benefit plan and/or investment company, has filed a Schedule 13G as a passive shareholder.

As of 12/31/2025, AustralianSuper beneficially owns 4,655,983 Life360 ordinary shares, representing 5.94% of the class. It holds sole power to vote and to dispose of all these shares, with no shared voting or dispositive power and no other persons identified on whose behalf it holds more than 5%.

AustralianSuper certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Life360, nor in connection with any transaction aimed at that purpose, other than activities solely related to proxy access nominations.

Life360, Inc. filed a current report to furnish a media release related to its results of operations and financial condition. The company is providing the text of this release, dated January 22, 2026, as Exhibit 99.1 under Items 2.02 and 7.01. This information is being furnished rather than filed, which means it is not subject to certain liability provisions of the Exchange Act and is not automatically incorporated into other securities filings. The company also notes that the text associated with these items will be made available on its website, with the option to discontinue that access at any time.

Life360, Inc. Chief Financial Officer Russell John Burke reported an option exercise and updated share holdings. On 01/14/2026, he exercised a stock option to acquire 12,427 shares of common stock at $3.58 per share, bringing his directly held common stock (including awards) to 84,657 shares. This direct position includes 72,230 restricted stock units, each representing a contingent right to one share upon vesting. He also reports 91,077 common shares held indirectly by the Russell John Burke Revocable Trust following a transfer of 18,524 directly held shares that was exempt from Section 16 under Rule 16a-13. After the transaction, a fully vested and exercisable stock option covering 419,087 shares of common stock remains outstanding.

Life360, Inc. director Charles J. Prober reported an option exercise and share sale in the company’s stock. On January 13, 2026, he exercised a stock option for 7,930 shares of common stock at an exercise price of $11.18 per share, then sold the same 7,930 shares at a price of $61.98 per share. After these transactions, he directly owned 105,456 shares of common stock, which includes 1,357 restricted stock units that can convert into shares upon vesting, and held 79,300 stock options outstanding.

The filing notes that the transaction was carried out under a Rule 10b5‑1 trading plan adopted on March 14, 2025. This plan is a pre-arranged, automatic trading program that was put in place when the director stated they were not aware of any material nonpublic information about Life360.