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Highlights
- Life360 posts strong revenue and subscriber growth in Q1’25
- Adjusted EBITDA margin reaches 15%, highlighting profitability
- FY’25 outlook signals continued momentum in subscription business
Life360 (ASX:360), a prominent name in location-based safety services, reported a robust start to FY’25, highlighted by accelerated revenue growth and expanding profitability. The company’s Q1’25 financial update revealed strong momentum across key operational and financial metrics, positioning it favorably within the ASX300 index.
Life360 reported Q1’25 revenue of US$103.6 million, a 32% increase compared to the same quarter last year. This growth was driven primarily by the company’s core subscription offerings. Adjusted EBITDA came in at US$15.9 million, reflecting a 15% margin and continued discipline on cost control. Although operating expenses grew by 23%, this was outpaced by top-line gains, demonstrating solid operating leverage.
One of the most compelling aspects of Life360’s performance lies in its user base expansion. The company’s paying circles grew to approximately 2.4 million globally — a 26% year-over-year jump. Net additions for the quarter stood at 137,000, marking an all-time high for a Q1 period. Meanwhile, global Monthly Active Users (MAUs) climbed to approximately 83.7 million, up 26% YoY, with international users rising by a striking 39%.
Subscription revenue, which continues to form the core of the company’s business model, surged 33% YoY. Notably, revenue from Life360-branded subscriptions grew by 37%. On the hardware front, revenue experienced a 13% decline due to fewer bundled offerings and increased promotional discounts. However, other revenue — including advertising — nearly doubled, jumping 99% compared to the previous year. The company’s Annualized Monthly Revenue now stands at US$393.0 million, up 38% YoY.
Looking ahead, Life360 has guided for consolidated revenue between US$450 million and US$480 million for FY’25. Subscription revenue is expected to fall between US$355 million and US$365 million, with projected positive Adjusted EBITDA ranging from US$65 million to US$75 million. These projections underscore management’s confidence in sustaining the company’s growth trajectory.
As Life360 strengthens its foothold in the tech segment, it continues to draw investor attention within the broader ASX300 index, which tracks Australia's top-performing listed companies. While Life360 doesn’t currently fall under the traditional category of ASX dividend stocks, its consistent revenue expansion places it in contrast to more mature, income-focused peers.
