Is Life360 Inc.s FY25 Update Behind Its 13.92% Share Price Drop?
Source: Kapitales Research
Highlights
• Life360 Inc. (ASX: 360) shares fell nearly 13.92% at the time of writing, trading at AU$21.280 after declining AU$3.439.
• FY25 revenue increased 33% to US$370.4 million, supported by continued growth in global paying circles.
• Adjusted EBITDA rose 139% to US$65.6 million, while the company delivered a positive operating cash flow of US$62.0 million.
Life360 Inc. (ASX: 360) recorded a sharp share price decline of nearly 13.92% at the time of writing, trading at AU$21.280 following a AU$3.439 drop during the session. The pullback comes after the company released its FY25 results, which highlighted strong revenue growth and significant improvement in profitability metrics.
FY25 Financial Performance
For the year ended 31 December 2025, total revenue rose 33% to US$370.4 million, driven by subscription growth and higher average revenue per paying circle. Subscription revenue remained the dominant contributor, reflecting continued traction across premium offerings.
Adjusted EBITDA surged 139% to US$65.6 million, demonstrating meaningful operating leverage as the company scaled its user base and monetisation initiatives. Operating cash flow improved significantly to US$62.0 million, reinforcing balance sheet strength.
User and Subscription Growth
The company continued expanding its global footprint, with paying circles increasing year-on-year and monthly active users growing across key markets. Growth was supported by product innovation, enhanced member engagement, and cross-selling initiatives within its ecosystem.
Outlook
The leadership team reaffirmed its focus on driving durable revenue growth, enhancing margins, and maintaining disciplined capital management. The company expects continued subscription momentum and operating leverage benefits as it scales further in FY26.
Note:
The data presented above is based on information available at the time of writing.
Disclaimer for Kapitales Research
The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au
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Is Life360 Inc.s FY25 Update Behind Its 13.92% Share Price Drop?
Highlights
• Life360 Inc. (ASX: 360) shares fell nearly 13.92% at the time of writing, trading at AU$21.280 after declining AU$3.439.
• FY25 revenue increased 33% to US$370.4 million, supported by continued growth in global paying circles.
• Adjusted EBITDA rose 139% to US$65.6 million, while the company delivered a positive operating cash flow of US$62.0 million.
Life360 Inc. (ASX: 360) recorded a sharp share price decline of nearly 13.92% at the time of writing, trading at AU$21.280 following a AU$3.439 drop during the session. The pullback comes after the company released its FY25 results, which highlighted strong revenue growth and significant improvement in profitability metrics.
FY25 Financial Performance
For the year ended 31 December 2025, total revenue rose 33% to US$370.4 million, driven by subscription growth and higher average revenue per paying circle. Subscription revenue remained the dominant contributor, reflecting continued traction across premium offerings.
Adjusted EBITDA surged 139% to US$65.6 million, demonstrating meaningful operating leverage as the company scaled its user base and monetisation initiatives. Operating cash flow improved significantly to US$62.0 million, reinforcing balance sheet strength.
User and Subscription Growth
The company continued expanding its global footprint, with paying circles increasing year-on-year and monthly active users growing across key markets. Growth was supported by product innovation, enhanced member engagement, and cross-selling initiatives within its ecosystem.
Outlook
The leadership team reaffirmed its focus on driving durable revenue growth, enhancing margins, and maintaining disciplined capital management. The company expects continued subscription momentum and operating leverage benefits as it scales further in FY26.
Note:
The data presented above is based on information available at the time of writing.
Disclaimer for Kapitales Research
The materials provided by Kapitales Research, including articles, news, data, reports, opinions, images, charts, and videos ("Content"), are intended for personal, non-commercial use only. The primary goal of this Content is to educate and inform readers. This Content is not meant to offer financial advice, nor does it include any recommendation or opinion that should be relied upon for making financial decisions. Certain Content on this platform may be sponsored or unsponsored, but it does not serve as a solicitation or endorsement to buy, sell, or hold any securities, nor does it encourage any specific investment activities. Kapitales Research is not authorized to provide investment advice, and we strongly advise users to seek guidance from a qualified financial professional, such as a financial advisor or stockbroker, before making any investment choices. Kapitales Research disclaims all liability for any direct, indirect, incidental, or consequential damages arising from the use of the Content, which is provided without any warranties. The opinions expressed by contributors or guests are their own and do not necessarily reflect the views of Kapitales Research. Media such as images or music used on this platform are either owned by Kapitales Research, sourced through paid subscriptions, or believed to be in the public domain. We have made reasonable efforts to credit sources where appropriate. Kapitales Research does not claim ownership of any third-party media unless explicitly stated otherwise.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
Kapitales Research, Level 13, Suite 1A, 465 Victoria Ave, Chatswood, NSW 2067, Australia | 1800 005 780 | info@kapitales.com.au