NASDAQ$LIF
Life360 Inc · Q4 2025 earnings
Q4 2025 earnings · · After market close
Briefing
Life360 reported Q4 2025 revenue of $146.0M and net income of $129.7M.
Q4 revenue grew 26% to $146.0 million with subscription revenue of $102.5 million (+30%). GAAP net income was $129.7 million, including a $118.4 million non-cash tax benefit; adjusted EBITDA was $32.4 million (22% margin). MAU reached 95.8 million (+20% YoY).
- Paying Circles 2.8M (+26% YoY).
- FY26 revenue guide $640M–$680M.
- Adjusted EBITDA guide $128M–$138M.
- Advertising and Nativo acquisition expand platform.
Headline financials
Revenue & EPS history
Life360 Inc · Revenue · Quarterly
$146M
Forward guidance
FY26 revenue $640M–$680M; adjusted EBITDA $128M–$138M.
Tailwinds
- MAU 95.8M (+20%).
- First full-year GAAP net income.
Headwinds
- Tax benefit distorts GAAP net income.
- Hardware revenue decline and promo pressure.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 5 quarterly earnings reports · overlaid with Q4 2025
+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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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 | — | — | — |
Discussion
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