Shares of Life360 (LIF -2.54%) rallied on Friday after the location-sharing mobile app maker announced preliminary fourth-quarter results.
By the close of trading, Life360's stock price was up more than 24%.
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Life360's safety-focused services are resonating with consumers
Life360's monthly active users (MAU) climbed to 95.8 million by the end of the fourth quarter. The gains were driven by a 16% year-over-year jump in U.S. MAUs to 50.6 million and a 26% surge in international MAUs to 45.3 million.
LIF Life360
NASDAQ · As of 4:00 PM ET 10/16/26
In addition to its user acquisition efforts, Life360's monetization initiatives are also performing well. Its paid subscribers, which Life360 calls paying circles, grew to 2.8 million. U.S. paying circles rose 23% to 2 million, while international paying circles increased 32% to 0.8 million.
"The quality of our growth continues to improve, with newly acquired users converting to paid subscribers at record rates," CEO Lauren Antonoff said in a press release.
Management sees more gains ahead
All told, Life360 projects full-year revenue to rise by roughly 32% to between $486 million and $489 million in 2025. The company also expects its earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow by 19% to $87 million to $92 million. Both of which would be above management's prior guidance.
Looking ahead to 2026, Life360 sees its total MAUs growing by about 20%.
"While we typically see variation quarter-to-quarter, our Q4 2025 and full year 2025 results demonstrate that our growth trends remain intact and consistent -- a reflection of the value families place on staying connected and safe," Antonoff said.
