Family safety app Life360 beats Q3 revenue estimates, to buy Nativo for $120 million

Life360

10/11/2025 21:18

Overview

Life360 Q3 revenue grows 34% yr/yr to $124.5 mln, beating analyst expectations

Adjusted EBITDA for Q3 rises 174% yr/yr, exceeding analyst estimates

Company to acquire Nativo for $120 mln in cash and stock

Outlook

Life360 raises FY 2025 revenue guidance to $474 mln-$485 mln from $462 mln-$482 mln

Subscription revenue guidance increased to $366 mln-$368 mln from $363 mln-$367 mln

Adjusted EBITDA guidance raised to $84 mln-$88 mln from $72 mln-$82 mln

Result Drivers

SUBSCRIPTION REVENUE - Q3 subscription revenue rose 34% YoY to $96.3 mln, driven by growth in Paying Circles

PAYING CIRCLES - Record net additions of 170k Paying Circles in Q3, boosting total to 2.7 mln, up 23% YoY

NEW FEATURES - Launch of Pet GPS in multiple countries boosted user engagement and platform expansion

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$124.50 mln
$119.94 mln (7 Analysts)
Q3 Net Income
$9.80 mln
Q3 Adjusted EBITDA
Beat
$24.50 mln
$18.02 mln (7 Analysts)
Q3 Gross Margin
78.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Life360 Inc is $96.80, about 6.1% above its November 7 closing price of $90.93

The stock recently traded at 76 times the next 12-month earnings vs. a P/E of 77 three months ago

Press Release: ID:nGNX3mQKgY

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)