Life360s Growth Surge Drives Investor Optimism

Highlights:

• Revenue climbed 36% year-on-year to US$115.4 million.
• Operating earnings (EBITDA) surged 85% to US$20.3 million.
• Share price has more than doubled year-to-date, boosted by U.S. adoption and new advertising products.

Expanding User Base and Core Services

Life360 Limited (ASX: 360), the developer of a popular family safety application, continues to strengthen its position in the technology sector. The platform, which allows families to stay connected through features like real-time location sharing, driving safety tools, and emergency alerts, has attracted over 66 million monthly active users worldwide.The swift rise in users underscores the increasing need for reliable digital safety and family connectivity tools.

Strong Financial Performance

In its latest update, Life360 reported revenue of US$115.4 million, marking a 36% increase compared to the previous year. Operating earnings (EBITDA) surged 85% to reach US$20.3 million, reflecting the company’s ability to scale efficiently while managing costs. The market quickly reacted to the upbeat results, with the share price jumping more than 13% in just two days following the announcement.

Share Price Momentum and Analyst Targets

At the time of writing, Life360’s share price has more than doubled since the beginning of the year. This strong momentum has been fueled by expanding adoption in the United States and the introduction of new advertising products, which are expected to add further monetisation opportunities. Broker confidence also remains high, with Bell Potter assigning a price target of $47.50, while Morgan Stanley projects an even higher target of $51.

Outlook: A Leading Growth Story

The combination of rapid revenue growth, improving profit margins, and the rollout of fresh monetisation strategies positions Life360 as one of the most compelling technology growth stories on the ASX. With its expanding global user base and innovative product pipeline, the company is well-placed to capture further market share and deliver value to shareholders.

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