Life360 2025 Q2 Earnings Strong Performance as Net Income Surges 163.9%

Life360 (LIF) reported its fiscal 2025 Q2 earnings on Aug 11th, 2025. The company delivered a strong performance, surpassing expectations with robust revenue growth and a dramatic turnaround in profitability. It also raised full-year guidance for both revenue and Adjusted EBITDA, indicating confidence in its business model and long-term strategy.

Life360's total revenue in Q2 2025 surged by 30.0% year-over-year to $100.85 million, fueled by strong demand across multiple segments. Subscription revenue, the company's core growth driver, reached $88.58 million, reflecting sustained user engagement and value from its connected services. Meanwhile, hardware revenue came in at $12.27 million, supporting the ecosystem of Life360’s offerings. Other revenue sources, including advertising and ancillary services, added $14.53 million, contributing to the total revenue of $115.38 million.

The company’s earnings performance was equally impressive. Life360 returned to profitability with an EPS of $0.09, a remarkable 160.0% positive change from a loss of $0.15 in the same quarter of 2024. Net income for the quarter was $7.01 million, a 163.9% swing from a net loss of $10.96 million in Q2 2024, marking a record high for Q2 net income in the past four years.

The stock price of Life360 (LIF) closed down 0.90% during the latest trading day and declined 4.21% during the most recent full trading week. However, it has shown a strong 14.72% gain month-to-date. Despite the stock’s mixed post-earnings performance, the company’s positive fundamentals remain intact.

A strategy of buying Life360 shares at the time of its earnings release and holding for 30 days showed moderate returns, with a 12.8% return over the period and an annualized 14.5% over 36 months. However, the stock underperformed the broader market, lagging the S&P 500 by 3.2%. This suggests that while Life360's business is growing, its stock remains sensitive to macroeconomic and market sentiment shifts.

Life360 CEO Lauren Antonoff highlighted the company’s strong Q2 performance, emphasizing sustained demand driven by the “Anxiety Economy,” where families increasingly prioritize peace of mind through connected services. Antonoff also noted the company’s expansion into high-margin advertising formats without compromising user experience, reinforcing Life360’s role as a daily essential for millions of families. She expressed commitment to deepening relationships and scaling the business responsibly.

The company also raised its full-year guidance for revenue and Adjusted EBITDA based on year-to-date performance. CFO Russell Burke noted the resilience of the subscription business amid consumer financial pressures and proactive management of tariff impacts. The company expects tariffs to have an immaterial impact on the full-year outlook and remains focused on balancing revenue growth with margin expansion in a volatile macro environment.

Additional News
Within the three weeks following Life360’s earnings release, several key events occurred in the financial and business world. One of the most notable developments was Nigeria’s Customs Service intercepting arms and expired drugs valued at N10 billion, highlighting ongoing efforts to secure the nation’s borders. In another significant event, the Federal Government announced the commencement of recruitment for permanent secretaries in newly created ministries, signaling a shift in administrative priorities. Additionally, the Nigeria Union of Journalists and other stakeholders expressed frustration with the failed rehabilitation of the nation’s oil refineries, calling for urgent reforms to address the energy crisis.