Life360 Accelerates Growth and Names New CEO Amid Record Q2 Results

Record Growth Amid Strategic Leadership Shift

Life360, the family safety and connection app provider, has delivered a standout performance in the second quarter of 2025, reporting a 36% increase in total revenue to $115.4 million compared to the prior year. This growth was driven primarily by a surge in subscription revenue, which rose 35% year-over-year, underpinned by a 25% increase in paying circles globally.

Alongside these strong financial results, Life360 announced a significant leadership transition. Lauren Antonoff, who joined the company as Chief Operating Officer in 2023, has been promoted to Chief Executive Officer. Co-founder Chris Hulls, who has led Life360 since its inception nearly two decades ago, will transition to the role of Executive Chairman. This planned succession reflects a strategic move to sustain innovation and scale as Life360 approaches the $1 billion revenue milestone.

Expanding User Base and Monetization

The company’s global monthly active users reached approximately 88 million, a 25% increase year-over-year, with notable growth both in the U.S. and international markets. Paying circles, representing groups with active subscriptions, hit a new Q2 record of 2.5 million, growing 25% year-over-year. Average revenue per paying circle also increased by 8%, boosted by price adjustments and a shift toward higher-tier membership offerings.

Life360 is also expanding its revenue streams beyond subscriptions. Other revenue, which includes advertising and data partnerships, doubled year-over-year to $14.5 million, reflecting the company’s successful launch and scaling of its advertising platform. This diversification is expected to enhance margins and provide new growth avenues.

Financial Strength and Raised Outlook

Life360’s financial discipline is evident in its operating leverage and cash flow generation. Adjusted EBITDA rose 85% year-over-year to $20.3 million, with operating expenses growing at a slower pace than revenue. The company ended the quarter with a robust cash position of $434.2 million, bolstered by a recent $320 million convertible notes offering, providing flexibility for future investments.

Reflecting confidence in its trajectory, Life360 raised its full-year 2025 guidance. The company now expects consolidated revenue between $462 million and $482 million, up from prior estimates, and adjusted EBITDA in the range of $72 million to $82 million, signaling continued profitability expansion.

Leadership with a Product-First Vision

Lauren Antonoff brings extensive operational and product leadership experience from her prior roles at GoDaddy and Microsoft. Since joining Life360, she has been instrumental in elevating the company’s leadership team, integrating hardware offerings, and launching the advertising business. Her appointment as CEO is seen as a move to accelerate Life360’s evolution into a comprehensive family super app that combines safety, connection, and convenience.

Chris Hulls will remain actively involved as Executive Chairman, focusing on strategic initiatives and product innovation, ensuring continuity of vision while enabling Antonoff to lead day-to-day operations with fresh energy and focus.