Life360 – another excellent quarterly performance

Life360 – another excellent quarterly performance

Life360’s (ASX:360) June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March 2025 quarterly results.

The excellent momentum continued into the June 2025 quarter for Life360, and important data points included monthly active users (MAU) jumping 5 per cent to 88.0 million, average revenue per paying subscription up 2.7 per cent to US$116.06, global paying circles up 5.7 per cent to 2.5 million, subscriptions up 3 per cent to 3.1 million and annualised monthly revenue rising 5.9 per cent to US$416.1 million. For the June 2025 quarter, adjusted Earnings Before Interest Taxes and Amortization (EBITDA) hit US$20.3 million up from $16.0 million in the March 2025 quarter.

Table 1. Life360 performance 

Pleasingly, total operating expenses excluding commissions but including research and development, sales and marketing, and general and administrative expenses, when expressed as a percentage of revenue, are gently declining. This figure has fallen by 3 per cent to 78 per cent for the six months to June 2025 compared to the six months to June 2024.

For calendar 2025, management’s guidance increased to a midpoint revenue line of US$472 million (+3 per cent) and a midpoint adjusted EBITDA line of US$77 million (+10 per cent). From the powerful network effects, a long global runway, and a higher conversion percentage to global paying circles from monthly active users, management’s aspirational goals include 150 million monthly active users and US$1 billion of revenue whilst doubling the adjusted EBITDA margin to 35 per cent.

You can read my previous article below.

Disclaimer: 

The Montgomery Fund, the Montgomery [Private] Fund, and The Australian Eagle Equities Fund own shares in Life360. This article was prepared on 12 August 2025 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Life 360 you should seek financial advice.

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Chief Executive Officer of Montgomery Investment Management, David Buckland has over 30 years of industry experience.
David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery in 2012, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.

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