Life360, Inc. (LIF)

Over the past six months (July 2025 - January 2026), Life360 (LIF) has experienced several notable stock events. In August 2025, Life360 reported record Q2 2025 results and raised its full-year outlook for revenue and Adjusted EBITDA. In September 2025, Life360 partnered with AccuWeather to provide real-time severe weather alerts to families. In October 2025, Life360 debuted new pet tracker and pet recovery features, with the stock reaching an all-time high closing price of $110.89 on October 6, 2025, and a 52-week high of $112.54. In November 2025, Life360 announced its intention to acquire Nativo and reported record Q3 2025 results, also raising its full-year 2025 guidance for consolidated revenue and subscription revenue. In December 2025, a Life360 director sold 3,125 shares indirectly via trusts as part of a pre-arranged Rule 10b5-1 trading plan, and Life360 moved to invalidate a patent at the center of GoCodes accusations. In January 2026, Life360 completed the acquisition of Nativo for approximately $120 million and surpassed 50 million U.S. monthly active users.

Life360's data exhibits a "high seasonality" and a "circadian rhythm throughout the day and the week." The company has noted increased user engagement, particularly during the "back-to-school period," which drove growth in its Paying Circles feature in Q3 2025. The introduction of its Pet GPS service in the U.S., Canada, the U.K., Australia, and New Zealand was also timed to capitalize on the approaching holiday season.

Life360, Inc. (LIF) is a technology company that provides a platform for family safety and connection, operating within the technology sector, specifically in location-based services and mobile applications. The company's core offerings include the Life360 mobile application, which provides features such as location sharing, driving safety, digital safety, and emergency assistance. Life360 also offers hardware products like the Tile product line for tracking lost items and the Jiobit product line for wearable location devices for children, pets, and seniors. The Life360 mobile application operates on a freemium model, offering core features for free and three paid membership tiers (Silver, Gold, and Platinum) with additional safety features. The company has also expanded into an advertising platform, leveraging its location intelligence for targeted advertising.

Life360, Inc. has a global presence, operating in North America, Europe, the Middle East, Africa, and other international markets. As of September 30, 2025, the company served approximately 91.6 million monthly active users (MAU) across more than 180 countries. The majority of its users are in the United States, but its international audience is also growing.

Life360 has established strong brand recognition and a significant market position, regularly ranking among the top social-networking apps in the US. This is supported by its large and engaged user base, which has grown to nearly 100 million monthly active users, indicating trust among security-conscious families. The consistent growth in subscription revenue (up 34% year-over-year as of November 2025) further reflects customer loyalty. However, the company's reputation has faced challenges related to data privacy and security, including data breaches in 2024 and ongoing concerns about data sharing with third-party data brokers.

Life360, Inc. has a mix of institutional, retail, and individual investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Geode Capital Management, Llc, UBS Group AG, State Street Corp, Franklin Resources Inc, Citigroup Inc, AustralianSuper Pty Ltd, and Ausbil Investment Management Ltd. As of September 30, 2025, 227 institutional holders held a total of 26,329,082 shares. Chris Hulls, co-founder and Executive Chairman, is the largest individual shareholder, owning 913,636 shares, representing 1.17% of the company.