New York, January 23, 2026, 15:22 EST — Regular session
- Life360 shares surged roughly 22% following a preliminary Q4 update that highlighted record user and subscriber growth
- Company raises its preliminary full-year 2025 revenue and adjusted EBITDA forecasts beyond earlier estimates
- Investors are now eyeing March 2 for the full-year results and comprehensive guidance for 2026
Life360 shares surged roughly 22% on Friday following the family-safety app maker’s report of record fourth-quarter user growth and stronger-than-anticipated preliminary results. The stock climbed $12.09 to $66.90 in afternoon trading, hitting a high of $71.17 earlier in the day.
This move is significant since Life360 has started trading like a growth stock once more: investors are focusing heavily on app usage and subscriber growth as early indicators before the full-year results. A sharp change in the operational update can quickly shift expectations ahead of official guidance.
The timing is tricky for short-term positioning. While the update handed bulls new figures to lean on, it also raised the stakes for March, when management will need to clarify how much it plans to invest to sustain growth.
Life360 reported that global monthly active users (MAU)—the number of people using its app monthly—jumped to 95.8 million in Q4. The company’s paying circles, or subscription groups, hit 2.8 million. Life360 noted strong momentum both in the U.S. and internationally, and maintained its forecast of about 20% MAU growth in 2026.
Life360’s preliminary unaudited numbers point to full-year 2025 revenue between $486 million and $489 million, with adjusted EBITDA landing in the $87 million to $92 million range. Adjusted EBITDA excludes interest, taxes, and certain non-cash expenses, offering a clearer view of operating trends.
Chief Executive Officer Lauren Antonoff declared, “Q4 2025 represents our strongest operational performance in company history,” highlighting record user additions and subscriber growth. SEC
Life360 announced it will release its full-year 2025 results along with detailed guidance for 2026 on March 2 in the U.S. Australian investors should note the update will come on March 3 (AEDT).
The company released its operational update via a Form 8-K filing on Thursday, a document that companies use to notify U.S. regulators of significant developments.
These figures remain preliminary, and the jump hardly suggests a milder outlook for March. Investors will be watching closely to see how much user growth converts into paid subscriptions, and if planned spending on growth eats into margin improvements.
