Life360, Inc.
intl.life360.comWhat Do They Do?
Provides a family location and safety app and sells Tile trackers and pet GPS devices to families.
10-K for FY2025, filed Mar 2, 2026Life360 is a leading technology platform connecting millions of people throughout the world to the people, pets and things they care about…View ↗
In addition to the Life360 mobile application, we also offer hardware tracking devices through the sale of Tile by Life360, Inc. devices…View ↗
We currently offer four key product features that make up the Life360 Platform: (i) location coordination and safety, (ii) driving safety…View ↗
Our hardware products, which include Tile branded bluetooth and Life360 Pet GPS devices, seamlessly integrate with the Life360 Platform.…View ↗
How Do They Make Money?
Members pay monthly or annually in advance for app and tracking-service subscriptions, while hardware buyers are billed when devices ship. Other revenue comes from data-access arrangements and advertising or data-insight partnerships, including monthly payments, minimum guarantees, or shares of partners' generated revenue.
10-K for FY2025, filed Mar 2, 2026The Company’s subscription revenue is comprised of Life360 mobile application subscriptions and premium subscription service plans for…View ↗
The Company’s hardware revenue consists of hardware and accessories, embedded software, customer support and unspecified upgrades and…View ↗
Data revenue is generated primarily through an arrangement with a key data partner that provides location-based analytics to customers in…View ↗
Partnership revenue includes lead generation offerings and agreements with third parties that allow access to anonymized data insights or…View ↗
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10-K for FY2025, filed Mar 2, 2026
FY2025 revenue by product or service ↗
$489.5M
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10-K for FY2025, filed Mar 2, 2026
$489.5M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Cost of subscription revenue
Recurring
10-K for FY2025, filed Mar 2, 2026 |
75%
FY2022: 67%
|
Cost of subscription revenue, FY2025
$369.3M Sources
|
Recurring |
|
Cost of hardware revenue
Sold outright
10-K for FY2025, filed Mar 2, 2026 |
11%
FY2022: 21%
|
Cost of hardware revenue, FY2025
$51.8M Sources
|
Sold outright |
|
Cost of other revenue
Mix
|
14%
FY2022: 12%
|
Cost of other revenue, FY2025
$68.4M Sources
|
Mix |
Who Are Their Customers?
Families use the Life360 app, with optional paid subscriptions; hardware buyers can purchase through online and brick-and-mortar retailers or directly on Life360's website. A data partner commercializes aggregated location data for retail and real-estate customers, municipalities, and other public and private organizations.
10-K for FY2025, filed Mar 2, 2026The Life360 mobile application operates under a “freemium” model where its core offering is available to members at no charge, with paid…View ↗
Our hardware products, which include Tile branded bluetooth and Life360 Pet GPS devices, seamlessly integrate with the Life360 Platform.…View ↗
Data revenue is generated primarily through an arrangement with a key data partner that provides location-based analytics to customers in…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 31 cents of every revenue dollar as net income in FY2025 and turned 18 cents into free cash flow.
10-K for FY2025, filed Mar 2, 2026
$18.8MView ↗
10-K for FY2025, filed Mar 2, 2026
$150.8MView ↗
10-K for FY2025, filed Mar 2, 2026
$86.8MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 10, 2026
Open tableView ↗
Growing. Revenue grew 4.3x in 4 years, from $112.6M in FY2021 to $489.5M in FY2025, about 44% a year.
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