Life360 Inc (ASX: LIF) is a family safety technology company that operates a mobile platform providing real-time location sharing, driving safety alerts, and emergency response services for families. Revenue comes primarily from recurring subscription fees paid by member households, supplemented by hardware device sales and partnership revenue including in-app advertising and the sale of aggregated, non-personally identifiable location data. As of December 31, 2025, the platform had approximately 95.8 million Monthly Active Users and 2.8 million global Paying Circles, with Annual Membership Revenue of $478.0 million. Total revenue was $489.5 million for FY2025, up from $371.5 million in FY2024, with subscription revenue of $369.3 million in FY2025. Gross profit reached $380.8 million in FY2025, representing 36% year-over-year growth. The company is headquartered in San Mateo, California and had approximately 547 full-time employees as of December 31, 2025.

Revenue model

Subscription fees from Paying Circles (households with a paid plan) form the primary revenue stream, with Average Revenue Per Paying Circle of $136.63 in FY2025. Hardware sales of Tile and Life360 Pet GPS tracking devices contribute transactional revenue, with 4.2 million net hardware units shipped in FY2025 at an average selling price of $12.25. Partnership revenue includes in-app advertising and sale of aggregated, non-personally identifiable data to third parties.

Products and services

Core product is the Life360 mobile application offering real-time location sharing, driving safety, and emergency services for families. Hardware products include Tile by Life360 Bluetooth and GPS tracking devices and Life360 Pet GPS devices. The Tile mobile application supports hardware device tracking. All products are platform-agnostic across device types.

Customers and end markets

End market is family households seeking location sharing and personal safety services. As of December 31, 2025, approximately 95.8 million Monthly Active Users and 2.8 million Paying Circles used the platform. The company converts free members to paid subscribers as a core growth mechanism. No single customer concentration is disclosed.

Value-chain role

Software platform operator and hardware distributor. Life360 develops and maintains its own mobile applications and relies on third-party cloud infrastructure, data centers, and hardware supply chains. Precise geolocation data is a core input to all products and services.

Geographic exposure

Headquartered in San Mateo, California. The filing references U.S. state privacy laws as a primary compliance concern and notes international operations through references to foreign currency exchange impacts, but does not disclose a specific revenue breakdown by geography in the provided excerpts.

Source: SEC 10-K, filed 2026-03-02

Industry: Services-Computer Processing & Data Preparation Peers: Braze Inc CVENT HOLDING CORP. EngageSmart, Inc. INSTRUCTURE HOLDINGS, INC. Jamf Holding Corp. NCR Voyix Corp Pegasystems Inc Salesforce Inc Sprout Social Inc