Life360 2025 Q3 Earnings Record Net Income Surges 27.4% as Revenue Jumps 34%

Life360 (LIF) delivered a standout Q3 2025 earnings report, . , reflecting confidence in its growth trajectory. Despite a post-earnings stock price decline, the results underscored strong performance in subscriptions, advertising, and user expansion.

Revenue

, . Other revenue, including advertising, , . .

Earnings/Net Income

, . The EPS outperformance and net income growth reinforce profitability, .

Post-Earnings Price Action Review

Despite beating revenue and earnings estimates, . The market reacted cautiously to the strategic shift into advertising, despite the company’s record financials. The price drop highlighted investor skepticism about the integration of Nativo and the sustainability of margin expansion, particularly as hardware gross margins faced headwinds from tariffs.

CEO Commentary

CEO emphasized Q3’s record growth in paying circles and MAUs, crediting product innovations like Pet GPS and no-show alerts. The acquisition of Nativo is expected to accelerate advertising revenue, while international expansion and cultural relevance (e.g., TikTok virality) remain key drivers.

Guidance

, . The update reflects confidence in the Nativo acquisition’s synergies and the scalability of its advertising platform.

Additional News

, aiming to bolster its advertising ecosystem. Concurrently, CEO transition saw co-founder step down as Executive Chairman, with COO Lauren Antonoff assuming the CEO role. The company also launched Life360 Pet GPS, leveraging its 92 million MAUs to expand into the pet-tracking market. These moves signal a strategic pivot toward , though investors remain cautious about and integration risks.

The Nativo acquisition, expected to close in early 2026, positions Life360 to compete in the , leveraging Nativo’s publisher network and ad-tech capabilities. Meanwhile, the Pet GPS launch, available in the U.S., UK, Canada, Australia, and New Zealand, aims to deepen user engagement and subscription conversions. The CEO transition underscores a leadership shift focused on scaling the platform’s ecosystem while maintaining its family-safety core.

Final Polishing

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