NASDAQ$LIF

Life360 Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close

Briefing

Life360 Inc reported Q2 2025 revenue of $115.4 million and returned to net income of $7.0 million.

Life360 delivered 36% year-over-year revenue growth to $115.4 million in Q2 2025, driven by 25% growth in Paying Circles and subscription price increases. The company achieved net income of $7.0 million and operating income of $2.0 million, supported by strong subscription and other revenue performance. Cash and cash equivalents reached $432.7 million following the June 2025 convertible notes issuance.

  • Total revenue grew 36% YoY to $115.4 million, with subscription revenue up 35% to $88.6 million.
  • Net income reached $7.0 million versus a $11.0 million loss in Q2 2024, with basic EPS of $0.09.
  • Paying Circles increased 25% to 2.5 million and MAUs grew 25% to 88.0 million.
  • Cash position strengthened to $432.7 million after raising $320.0 million via convertible senior notes.

Headline financials

Total Revenue

$115M

Previous: $84.9M+36.0%
EPS (adj)

$0.09

Previous: -$0.15+160.0%
Monthly Active Users

88.0M

No prior period
Paying Circles

2.5M

No prior period
Average Revenue per Paying Circle

$135.42

No prior period
Annualized Monthly Revenue

$416M

No prior period
Capital Expenditures

-$766K

Previous: -$51K-1402.0%
Net Income

$7.01M

Previous: -$11M+163.9%
Operating Income

$1.99M

Previous: -$2.36M+184.3%
Gross Profit

$90.5M

Previous: $63.6M+42.2%
Cash & Equivalents

$433M

Previous: $161M+169.1%
Total Assets

$754M

Previous: $406M+85.6%

Revenue & EPS history

Life360 Inc · Revenue · Quarterly

$115M

Q2 2025+36%vs Q2 2024
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Revenue by segment

Life360 Inc · $115M total across 3 segments · Q2 2025

  • Subscription
    $88.6M
  • Other
    $14.5M
  • Hardware
    $12.3M

Forward guidance

The company continues to expect growth in subscribers and revenue from subscription price increases and new product features.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 5 quarterly earnings reports

Historical avg

+0.2%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+1.8%

Avg return

30 days after

50%

3 / 6 earnings

Positive

+10.7%

Q2 2024

Best reaction

-18.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-1.7%-12.6%+1.7%
Q4 2025-18.3%-16.2%-24.8%
Q3 2025+2.6%-22.9%-22.9%
Q1 2025+8.3%+31.8%+37.3%
Q3 2024-0.2%-12.9%-9.7%
Q2 2024+10.7%+23.2%+29.3%
Q1 2024
Q3 2023
Q2 2023
Q1 2023
Q3 2022
Q2 2022

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