Company Interview / Life360 posts maiden profit amid AI push

Key points:

Life360 (ASX:360) announces first annual net profit and 32% revenue growthMajor growth drivers include subscriptions, advertising, and international expansionNew features target pet owners and families caring for ageing parentsAI integration is central to future growth, improving marketing and product development

Life360 (ASX:360) has reported its first annual net profit, achieving nearly $151 million for 2025, substantially boosted by a one-off, non-cash tax benefit totalling $118 million. CEO Lauren Antonoff attributes this shift from a prior $4.5 million loss to a 32% year-on-year revenue surge, reaching $489 million. Monthly active users have also climbed by 20% to nearly 96 million, a result Antonoff links to the company’s commitment to developing experiences that keep families connected and the steady growth of both subscription and advertising revenues.

Antonoff highlights the pivotal role of Life360’s freemium model, serving as the foundation for both its subscription and advertising businesses. Strategic marketing investments and product innovation—such as the introduction of pet GPS and features for ageing parents—are described as key drivers in expanding the user base and deepening engagement. The acquisition of platforms like Phantoms and TiVo has enhanced Life360’s advertising reach, audience segmentation, and measurement capabilities, creating what Antonoff calls a privacy-safe, full-stack advertising platform.

Looking ahead, Antonoff aims to deliver 20% annual growth in monthly active users, driven by international expansion and the transition to an AI-first approach. Antonoff remains optimistic about Life360’s resilience in volatile AI-driven market conditions, emphasising the company's unique position rooted in real-world trust and safety.