ASX Blue Chip Stock Life360, Riding High on Record Operational Performance
Life360 has released a strong business update that attracted significant market interest. Record user growth, rising subscriptions and stronger earnings shaped the announcement. The latest announcements point to momentum carrying into 2026
Life360, Inc. (ASX:360)
Life360, Inc. (ASX:360) surged 27.89% on 23 January 2026 after releasing a strong operational update. Investors reacted positively to confirmation that the December quarter was the best in the company’s history.
User growth reached at new highs, paid subscriptions enhanced and both revenue and adjusted EBITDA for FY25 are now expected to come in above earlier guidance. The update also reinforced confidence in the company’s long term growth path.
During Q4 FY25, Life360’s global monthly active users climbed to 95.8 million, the largest Q4 increase the business has ever recorded. During the full year, the platform added 16.2M users showing 20% year on year growth.
The United States continued a main contributor with 50.6M active users although international markets delivered even faster expansion reaching 45.3M users with growth of 26%. This balance shows that the app is gaining power both at home and overseas with strengthening its global footprint.
Paid adoption continued to improve with Paying Circles rising to 2.8 million by the end of Q4. Full year net additions of 576,000 subscriptions were the highest on record.
Based on preliminary unaudited figures, FY25 revenue is expected between $486–489 million, reflecting 31–32% growth whereas adjusted EBITDA is forecast at $87–92 million.
In early January 2026, Life360 completed the $120 million acquisition of Nativo adding advanced advertising technology to its ecosystem. This change allows the company to better monetize its large, privacy focused first party audience across mobile, connected TV and premium digital channels. Looking forward, Life360 expects around 20% MAU growth in 2026 while continuing to invest in expansion and gradually improve earnings margins.
(Source: Company Announcements).
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