Is Life360s Explosive User Growth Silencing Fears of Market Saturation?
Source: Kapitales Research
Highlights:
Shares surged nearly 30% after record Q4 user growth
International MAUs doubled versus the prior year’s quarter
FY25 revenue and adjusted EBITDA exceeded guidance
Shares Surge as Record MAU Additions Beat Expectations
California-based Life360, Inc. (ASX: 360) jumped nearly 30 per cent in morning trade, at the time of writing, after the family safety app provider reported record user growth and issued upbeat guidance that surpassed market expectations. The strong update reassured investors that concerns around market saturation may be premature. Life360 added 1.8 million monthly active users (MAUs) in the fourth quarter of 2025, a sharp acceleration from 1.2 million in the prior quarter and 24 per cent higher year-on-year. This marked the strongest Q4 user growth in the company’s history, lifting total global MAUs to 95.8 million.
International Momentum Drives Growth
International markets continued to be a major growth engine. International MAUs rose to 45.3 million, up 26 per cent year-on-year, with quarterly additions of 2.4 million. By comparison, US MAUs reached 50.6 million, increasing 16 per cent year-on-year, supported by steady domestic user acquisition.
The acceleration outside the US helped push Life360’s full-year 2025 MAU growth to 20 per cent, with net additions of 16.2 million users globally.
Subscriptions and Financial Performance Strengthen
Life360’s monetisation also gained momentum. Paying Circles, the company’s subscription metric, climbed to 2.8 million in Q4 2025, with 576,000 net additions for the full year — the highest annual increase on record. Based on preliminary unaudited results, the company now expects full-year 2025 revenue of $486–489 million, representing 31–32 per cent growth, and adjusted EBITDA of $87–92 million, exceeding prior guidance.
Confident Outlook for FY26
Looking ahead, Life360 guided for around 20 per cent MAU growth in FY26, implying a user base of roughly 115 million, about 3 per cent above consensus estimates. Management said the company will continue investing in growth initiatives while expanding margins. This robust performance suggests Life360’s growth runway may be longer than the market previously assumed.
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.
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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.
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Is Life360s Explosive User Growth Silencing Fears of Market Saturation?
Highlights:
Shares Surge as Record MAU Additions Beat Expectations
California-based Life360, Inc. (ASX: 360) jumped nearly 30 per cent in morning trade, at the time of writing, after the family safety app provider reported record user growth and issued upbeat guidance that surpassed market expectations. The strong update reassured investors that concerns around market saturation may be premature. Life360 added 1.8 million monthly active users (MAUs) in the fourth quarter of 2025, a sharp acceleration from 1.2 million in the prior quarter and 24 per cent higher year-on-year. This marked the strongest Q4 user growth in the company’s history, lifting total global MAUs to 95.8 million.
International Momentum Drives Growth
International markets continued to be a major growth engine. International MAUs rose to 45.3 million, up 26 per cent year-on-year, with quarterly additions of 2.4 million. By comparison, US MAUs reached 50.6 million, increasing 16 per cent year-on-year, supported by steady domestic user acquisition.
The acceleration outside the US helped push Life360’s full-year 2025 MAU growth to 20 per cent, with net additions of 16.2 million users globally.
Subscriptions and Financial Performance Strengthen
Life360’s monetisation also gained momentum. Paying Circles, the company’s subscription metric, climbed to 2.8 million in Q4 2025, with 576,000 net additions for the full year — the highest annual increase on record. Based on preliminary unaudited results, the company now expects full-year 2025 revenue of $486–489 million, representing 31–32 per cent growth, and adjusted EBITDA of $87–92 million, exceeding prior guidance.
Confident Outlook for FY26
Looking ahead, Life360 guided for around 20 per cent MAU growth in FY26, implying a user base of roughly 115 million, about 3 per cent above consensus estimates. Management said the company will continue investing in growth initiatives while expanding margins. This robust performance suggests Life360’s growth runway may be longer than the market previously assumed.
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