Life360 Surges with Record 95.8M Users and Strong 2025 Revenue Beat
Life360 has reported its strongest quarter ever, with record user and subscriber growth in Q4 2025, surpassing full-year revenue and EBITDA guidance. The company forecasts continued momentum with 20% user growth expected in 2026.
- Q4 2025 Monthly Active Users hit 95.8 million, highest quarterly growth on record
- Paying subscribers (Paying Circles) reached 2.8 million with record annual net additions
- Full-year 2025 revenue expected between $486-489 million, exceeding prior guidance
- Adjusted EBITDA margin forecast at 18-19%, reflecting operational strength
- 2026 MAU growth guidance set at approximately 20%, with strategic investments planned
Record User Growth Caps a Strong Year
Life360, the family safety and connection app provider, has delivered a landmark operational update for the fourth quarter and full year of 2025. The company’s global monthly active users (MAU) surged to 95.8 million in Q4, marking the highest quarterly user additions in its history. This growth was driven by both the US and international markets, with the latter showing particularly robust expansion at 26% year-over-year.
In the United States, MAUs reached 50.6 million, growing 16% year-over-year, while international users climbed to 45.3 million. The full year saw a net increase of 16.2 million users, a 20% rise compared to 2024, underscoring Life360’s expanding footprint in family safety and connectivity.
Subscription Growth Accelerates
Alongside user growth, Life360’s paying subscriber base, known as Paying Circles, hit 2.8 million by the end of Q4. This figure represents the highest annual net additions on record, with 576,000 new subscribers added in 2025. The US market accounted for 2 million paying subscribers, growing 23% year-over-year, while international subscribers reached 0.8 million, up 32%.
The company highlighted that newly acquired users are converting to paid subscriptions at record rates, a key metric indicating the quality and monetisation potential of its expanding user base.
Financial Performance Exceeds Expectations
Preliminary unaudited results show Life360 expects full-year 2025 revenue between $486 million and $489 million, reflecting a strong 31-32% year-over-year increase. Adjusted EBITDA is forecast between $87 million and $92 million, translating to an 18-19% margin, surpassing previous guidance.
These figures suggest Life360 is successfully balancing growth with profitability, a positive sign for investors watching the company’s path to sustainable earnings expansion.
Looking Ahead, Growth and Investment
CEO Lauren Antonoff emphasised the company’s confidence in maintaining growth momentum, projecting approximately 20% MAU growth in 2026. Life360 plans to invest strategically in growth initiatives while continuing to expand adjusted EBITDA margins, signalling a focus on both scale and operational efficiency.
The upcoming investor conference call scheduled for early March will provide further clarity on full audited results and detailed guidance for 2026, which will be closely watched for insights into how Life360 plans to capitalise on its current momentum.
Bottom Line?
Life360’s record-breaking 2025 sets a high bar, but sustaining growth and profitability will be the true test in 2026.
Questions in the middle?
- How will Life360 balance aggressive user growth with margin expansion amid increased investments?
- What new features or markets will Life360 target to sustain its subscriber conversion rates?
- How might competitive pressures in family safety apps impact Life360’s growth trajectory?
