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LIF

Life360, Inc.

LIF

Life360, Inc. • NASDAQ
$79.61 ▲ 1.47% (+1.15)
Market Cap $6.23 B
52w High $112.54
52w Low $29.62
Dividend Yield 0%
P/E 215.16
Volume 234.71K
Outstanding Shares 78.32M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $124.497M ▲ $91.444M ▲ $9.793M ▲ 7.866% ▲ $0.13 ▲ $14.236M ▲
Q2-2025 $115.381M ▲ $88.509M ▲ $7.006M ▲ 6.072% ▲ $0.091 ▲ $5.148M ▲
Q1-2025 $103.624M ▼ $81.36M ▲ $4.378M ▼ 4.225% ▼ $0.058 ▼ $5.135M ▼
Q4-2024 $115.529M ▲ $79.789M ▲ $8.498M ▲ 7.356% ▼ $0.11 ▲ $8.521M ▲
Q3-2024 $92.865M $74.963M $7.689M 8.28% $0.1 $-2.47M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $455.733M ▲ $787.454M ▲ $396.007M ▲ $391.447M ▲
Q2-2025 $432.71M ▲ $753.579M ▲ $386.921M ▲ $366.658M ▼
Q1-2025 $168.852M ▲ $455.422M ▲ $79.142M ▼ $376.28M ▲
Q4-2024 $159.238M ▲ $441.58M ▲ $83.035M ▼ $358.545M ▲
Q3-2024 $158.98M $427.387M $87.696M $339.691M

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $9.793M ▲ $26.447M ▲ $-1.839M ▲ $-1.609M ▼ $23.023M ▼ $25.648M ▲
Q2-2025 $7.006M ▲ $13.323M ▲ $-27.742M ▼ $278.292M ▲ $263.858M ▲ $12.681M ▲
Q1-2025 $4.378M ▼ $12.06M ▼ $-4.347M ▲ $2.183M ▲ $9.614M ▲ $11.936M ▲
Q4-2024 $8.498M ▲ $12.323M ▲ $-6.841M ▼ $-5.208M ▲ $258K ▲ $11.199M ▲
Q3-2024 $7.689M $6.349M $-968K $-7.206M $-1.813M $6.337M

Five-Year Company Overview

Income Statement

Income Statement Life360’s revenue has grown strongly over the past several years, moving from a small base to a meaningfully larger business. Gross profit has scaled alongside this, showing that the core service can generate healthy value after direct costs. At the same time, operating losses have narrowed considerably, and recent results are close to break-even at the operating and net income level. The story here is a company that has spent heavily to build its platform but is now transitioning from “growth at any cost” toward a more balanced focus on both growth and profitability.

Balance Sheet

Balance Sheet The balance sheet looks relatively solid for a growth software business. Total assets and shareholder equity have both increased over time, which suggests that past losses have not eroded the company’s underlying financial position. Cash on hand has risen again recently after dipping, giving Life360 a more comfortable liquidity cushion. Debt levels are very low, so the company is not heavily exposed to interest costs or refinancing risk. Overall, Life360 appears to be funding itself primarily through equity and its own operations rather than relying on borrowings.

Cash Flow

Cash Flow Life360’s cash flow profile has improved meaningfully. The business used to burn cash from operations, but in the last couple of years operating cash flow has turned positive, which is a key milestone for any growth company. Free cash flow closely tracks operating cash flow because capital spending needs are relatively modest. This indicates that the business model is not very capital-intensive and that improvements in profitability quickly show up as real cash, not just accounting earnings. The main watchpoint is whether this positive cash generation can be sustained while the company continues to invest in growth.

Competitive Edge

Competitive Edge Life360 occupies a focused niche in family safety and location sharing, rather than trying to compete head‑on with broad consumer platforms. Its strength comes from a tightly integrated ecosystem: location sharing, driver safety, emergency response, digital protection, and item tracking via Tile are all tied together in one app. Network effects are important—families and friend groups get more value as more members join, which makes switching to another platform inconvenient. The brand is relatively well known and trusted in its niche, and the freemium model helps attract a large user base that can later upgrade. The main competitive risk is from large tech ecosystems that can bundle similar features, but Life360’s singular focus and depth in family safety give it a differentiated position.

Innovation and R&D

Innovation and R&D Innovation is at the center of Life360’s strategy. The company has moved far beyond simple map-based location sharing into areas like AI‑driven driving analysis, crash detection, and comprehensive emergency support. The acquisition of Tile extended the platform from people to pets and possessions, while the planned satellite-enabled tracking via the Hubble Network aims to work even where there is no cell coverage—an ambitious step that, if successful, could clearly distinguish the service from rivals. Life360 is also experimenting with privacy‑aware advertising based on first‑party location data, which could become a high‑margin revenue stream. Future opportunities the company is exploring—such as pet services, elder care, and family financial tools—show an intent to keep broadening the safety and wellbeing ecosystem around families.

Summary

Life360 has evolved from a small location‑sharing app into a multi‑service family safety platform with growing revenues and improving profitability. Financially, the company has moved closer to break-even while strengthening its balance sheet and turning cash flow positive, all with very modest use of debt. Strategically, it benefits from network effects, high switching costs for families, and a brand associated with safety and trust. Its innovation pipeline—AI safety features, Tile integration, satellite tracking, and data‑driven advertising—supports a long runway of potential growth. The main tensions to watch are execution risk on these new initiatives and competitive pressure from larger tech ecosystems, but the overall trajectory shows a business that is maturing operationally while still leaning heavily into product and technology innovation.

NEWS

November 13, 2025 · 2:00 PM UTC

Turning Vision Into Value: Cie Portfolio Win as Nativo Is Acquired for $120M

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November 10, 2025 · 4:06 PM UTC

Life360 to Acquire Nativo, Accelerating Growth and Expanding Its Advertising Platform

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October 22, 2025 · 8:00 AM UTC

Life360 Debuts New Pet Tracker And Pet Recovery Features, Connecting The Whole Family In One App

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September 23, 2025 · 6:00 AM UTC

Life360 Launches Weekly Giveaway so Families Don't Have to Dip Into Their ‘Fun Fund'

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September 10, 2025 · 9:01 AM UTC

Life360 Partners with AccuWeather to Deliver Real-Time Severe Weather Alerts to Families

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