Life360 (NASDAQ:LIF) reported record 2025 results and raised its 2026 outlook during its 2026 annual meeting of stockholders, where shareholders also reelected four directors and approved the company’s remaining ballot proposals.
Chris Hulls, co-founder and executive chairman of the board, opened the virtual meeting by reflecting on Life360’s origins and his transition from chief executive to executive chairman. Hulls said handing the CEO role to Lauren Antonoff last August was “one of the best decisions” he has made for the company, citing her operational experience and focus on members.
“We have the data, the trust, and the relationships to make AI genuinely useful for families from a foundation 18 years in the making,” Hulls said.
Life360 Reports Record 2025 Results
Antonoff told shareholders that 2025 was a “landmark year” for Life360. She said the company delivered record revenue of nearly $490 million, up 32% year-over-year, and reached 95.8 million monthly active users and 2.8 million Paying Circles, both all-time highs.
Antonoff also said 2025 marked Life360’s first fully profitable year in company history. Adjusted EBITDA exceeded $93 million, more than doubling from the prior year, while the adjusted EBITDA margin expanded from 12% to 19%. The company generated almost $89 million in positive operating cash flow, up 172% year-over-year.
First-Quarter Momentum Continues Into 2026
Antonoff said Life360 carried its momentum into 2026, pointing to record first-quarter results reported on May 11. Total revenue grew 38% year-over-year, while Paying Circles reached 3 million after more than 200,000 net additions in the quarter. Monthly active users climbed to almost 98 million, up 17% year-over-year.
Annualized monthly revenue increased 32% and surpassed $500 million, according to Antonoff. She also highlighted progress in Life360 Ads, which accelerated after the company’s January acquisition of Nativo. Antonoff said the company reported advertising revenue as a separate line for the first time, reflecting “significant scale” as first-quarter advertising revenue neared $20 million.
“Over the long term, we continue to believe that advertising revenue can rival the scale of subscription revenue,” Antonoff said.
Company Raises 2026 Guidance
Antonoff said Life360’s strategic objectives remain to exceed 150 million monthly active users, reach $1 billion in revenue and achieve a 35% adjusted EBITDA margin. She added that the company aims to become “the number one brand that makes everyday family life better.”
Life360 currently has 16% penetration in the U.S. and 1% penetration internationally, Antonoff said, adding that “the vast majority” of the company’s growth remains ahead.
Based on its confidence in its trajectory, Life360 raised its full-year 2026 guidance to consolidated revenue of $650 million to $685 million, representing 33% to 40% year-over-year growth. The company also guided for adjusted EBITDA of $130 million to $140 million, representing an approximately 20% margin.
Antonoff also noted the company recently announced a multi-year share repurchase program of up to $225 million, intended to offset dilution from share-based compensation.
“Our cash flow generation allows us to invest in growth while maintaining shareholder value,” Antonoff said.
AI Positioned as Key Strategic Driver
Antonoff said artificial intelligence will play a central role in Life360’s strategy. She said AI has been broadly adopted across the organization and is helping the company build more quickly and efficiently.
“Most importantly, AI is enabling us to shift from a platform that informs families to one that anticipates their needs and connects them in increasingly meaningful ways,” Antonoff said.
Shareholders Approve Annual Meeting Proposals
Matthew Cullen, Life360’s general counsel and corporate secretary, said a quorum was present for the meeting. As of the April 9 record date, Life360 had 80,689,686 shares of common stock outstanding, representing the same number of total votes.
Stockholders voted on three proposals during the meeting:
- The election of four Class I directors to serve three-year terms expiring in 2029: Lauren Antonoff, Mark Goines, Alex Haro and Randi Zuckerberg.
- An advisory, non-binding vote to approve the compensation of the company’s named executive officers.
- The ratification of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending Dec. 31, 2026.
Cullen said no stockholder questions were submitted during the Q&A portion of the meeting. After voting closed, he announced that each director had been reelected and that the remaining proposals had passed based on preliminary results.
Final certified results will be filed with the SEC on Form 8-K and lodged with the ASX within four business days following the meeting, Cullen said. Results will also be posted to Life360’s investor relations website.
Hulls closed the meeting by thanking stockholders for their continued support and formally adjourning the 2026 annual meeting.
About Life360 (NASDAQ:LIF)
Life360, Inc (NASDAQ: LIF) operates a location-based safety and communication platform designed to help families stay connected and secure. Through its flagship mobile application, Life360 offers real-time location sharing, check-in alerts and geofencing tools that enable users to monitor the whereabouts of family members or other trusted circles. The company’s services extend to emergency response features, including SOS alerts, 24/7 roadside assistance and crash detection capabilities powered by machine-learning algorithms, all aimed at enhancing user safety on the road and at home.
The Life360 platform is offered under a freemium model, with a basic no-cost tier providing essential location sharing and alerts.
