AI brief of an SEC Form 8-K · Life360 (LIF)

Life360 reports record 2025 revenue of $489.5 million and first annual net income

Positive Impact 4 of 5 earnings Written later

Life360 released unaudited fourth-quarter and audited full-year 2025 results on March 2, 2026, with an investor presentation for a conference call that day. Full-year revenue rose 32% to $489.5 million, and the company reported its first full year of net income at $150.8 million, which includes a one-time, non-cash tax benefit of $118.4 million. The company also gave 2026 guidance of $640 million to $680 million in consolidated revenue and $128 million to $138 million in Adjusted EBITDA.

Key points

  • Full-year 2025 revenue of $489.5 million, up from $371.5 million in 2024; Q4 2025 revenue of $146.0 million, up 26% year over year
  • Full-year 2025 net income of $150.8 million, versus a net loss of $4.6 million in 2024; excluding the $118.4 million tax benefit, net income was $32.5 million
  • 2026 guidance: consolidated revenue of $640 million to $680 million and Adjusted EBITDA of $128 million to $138 million, about 20% margin
  • Cash, cash equivalents and restricted cash of $495.8 million at December 31, 2025, up from $160.5 million a year earlier, mainly from the June 2025 convertible notes offering

The filing

CompanyLife360 (LIF)
Form8-K, current report
Filed with the SECMar 2, 2026, 4:13 PM ET
Accession number0001581760-26-000017

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:01 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 02, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.