Core Insights - Life360 has expanded its partnership with Uber, allowing users to link accounts for better coordination of rides, which is expected to enhance user experience and engagement [10] - The company has shown strong stock performance, with a 54% increase in 2025, despite a 27% decline in 2026 [8][11] - Life360 completed the acquisition of Nativo, aiming to leverage its resources for increased ad revenue and partnership opportunities [9] Transaction Summary - Charles J. Prober sold 7,930 shares for approximately $389,000 on February 13, 2026, following an option exercise [1][2] - Post-transaction, Prober holds 105,456 shares valued at $5.20 million based on the closing price on the same day [2] - The sale aligns with Prober's recent trading activity, reflecting a systematic disposition pattern [4] Company Overview - Life360 reported a total revenue of $459.03 million and a net income of $29.68 million for the trailing twelve months [6] - The company has 455 employees and has experienced a 5.61% price change over the past year as of February 22, 2026 [6] - The stock is currently trading at $50.66, with a market capitalization of $4.0 billion [4] Strategic Developments - Life360 plans to utilize Nativo's capabilities to enhance its advertising strategy, capitalizing on its user base of 50 million monthly users [9] - The integration with Uber is expected to roll out in the coming months, further solidifying Life360's position in the location-based services market [10] - The company specializes in location-based safety solutions, offering a suite of services for real-time tracking and digital security [12]

Life360 (LIF) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock m ...

Key Takeaways Uber and Life360 expand partnership to integrate teen accounts and real-time trip tracking. UBER teen accounts have logged tens of millions of trips in more than 50 countries since 2023.UBER's shares fell in double digits in six months; forward P/S of 2.55X is cheap compared to its industry.Uber Technologies (UBER) and Life360 (LIF) announced an expanded strategic partnership aimed at helping families manage daily travel with greater convenience, transparency and confidence.Through a first-of- ...

Core Insights - Uber and Life360 have expanded their strategic partnership to enhance family transportation coordination and safety [1] - The integration allows users to link their accounts for real-time trip tracking and ride booking, particularly benefiting parents and teens [1] - The collaboration aims to address the evolving needs of modern families, providing a seamless experience in managing transportation [1] Company Overview - Life360 serves approximately 95.8 million monthly active users across more than 180 countries as of December 31, 2025 [1] - Uber has completed over 61 billion trips since its inception in 2010, focusing on creating opportunities through movement [1] Product Features - The new integration will include features such as real-time trip tracking, ride booking, and membership benefits for Life360 and Uber users [1] - Uber's teen accounts, launched in 2023, allow teens aged 13-17 to request rides with parental supervision and safety features [1] - Only highly-rated drivers undergo a multi-step safety screening to accept requests from teen account holders [1]

Core Insights - Life360's stock price increased by over 24% following the announcement of preliminary fourth-quarter results [1] User Growth - Life360's monthly active users (MAU) reached 95.8 million by the end of the fourth quarter, with a 16% year-over-year increase in U.S. MAUs to 50.6 million and a 26% rise in international MAUs to 45.3 million [3] Monetization Success - The number of paid subscribers, referred to as paying circles, grew to 2.8 million, with U.S. paying circles increasing by 23% to 2 million and international paying circles rising by 32% to 0.8 million [4] Future Projections - Life360 anticipates full-year revenue to increase by approximately 32% to between $486 million and $489 million in 2025, with EBITDA expected to grow by 19% to between $87 million and $92 million [5] - The company projects total MAUs to grow by about 20% in 2026 [5] Management Commentary - CEO Lauren Antonoff highlighted that the growth trends remain consistent, reflecting the value families place on staying connected and safe [6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________ FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 22, 2026 Life360, Inc. (Exact name of registrant as specified in its charter) Delaware 001-42120 26-0197666 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. Employer Identification No.) 1900 South Norfolk Street, Suite 310 Sa ...

Core Insights - Life360, Inc. reported strong operational performance in Q4 2025, achieving record user and subscriber growth, with expectations for continued growth in 2026 [5][7]. User Metrics - Life360's global Monthly Active Users (MAU) reached 95.8 million in Q4 2025, with a net addition of 16.2 million users for the full year 2025, representing a 20% year-over-year growth [2][7]. - The U.S. MAU was 50.6 million in Q4 2025, up by 1.8 million in the quarter and 16% year-over-year, with full-year net additions of 6.9 million [8]. - International MAU reached 45.3 million in Q4 2025, increasing by 2.4 million in the quarter and 26% year-over-year, with full-year net additions of 9.3 million [8]. Subscription Metrics - Total Paying Circles (subscriptions) reached 2.8 million in Q4 2025, with full-year net additions of 576 thousand, marking the highest annual subscriber growth on record [3][7]. - U.S. Paying Circles were 2.0 million in Q4 2025, up by 84 thousand in the quarter, or 23% year-over-year, with full-year net additions of 374 thousand [8]. - International Paying Circles totaled 0.8 million in Q4 2025, increasing by 48 thousand in the quarter, or 32% year-over-year, with full-year net additions of 202 thousand [8]. Financial Performance - Full-year 2025 revenue is expected to be between $486 million and $489 million, reflecting approximately 31-32% year-over-year growth [8]. - Adjusted EBITDA for full-year 2025 is projected to be between $87 million and $92 million, representing an 18-19% margin [8]. - The company anticipates overall MAU growth of approximately 20% in 2026 and plans to invest in strategic growth initiatives while expanding AEBITDA margins [5][7].

Core Insights - Life360, Inc. reported strong operational performance for Q4 2025 and full year 2025, with record user and subscriber growth, exceeding prior guidance [4][5][7]. User Metrics - Life360's global Monthly Active Users (MAU) reached 95.8 million in Q4 2025, with a net addition of 16.2 million users for the full year, representing a 20% year-over-year growth [2][7]. - In the US, MAU was 50.6 million, up by 1.8 million in Q4 2025 and 16% year-over-year, with full-year net additions of 6.9 million [8]. - International MAU reached 45.3 million, increasing by 2.4 million in Q4 2025 and 26% year-over-year, with full-year net additions of 9.3 million [8]. Subscription Metrics - Total Paying Circles (subscriptions) reached 2.8 million in Q4 2025, with full-year net additions of 576 thousand, marking the highest annual subscriber growth on record [3][7]. - US Paying Circles were 2.0 million in Q4 2025, up by 84 thousand in the quarter, or 23% year-over-year, with full-year net additions of 374 thousand [8]. - International Paying Circles totaled 0.8 million in Q4 2025, increasing by 48 thousand in the quarter, or 32% year-over-year, with full-year net additions of 202 thousand [8]. Financial Performance - Full Year 2025 revenue is expected to be between $486 million and $489 million, reflecting approximately 31-32% year-over-year growth [8]. - Adjusted EBITDA for the full year is projected to be between $87 million and $92 million, representing an 18-19% margin [8]. Management Outlook - The CEO indicated that Life360 anticipates overall MAU growth of approximately 20% in 2026 and plans to invest in strategic growth initiatives while expanding AEBITDA margins [5][7].

Core Insights - Life360's Director, John Philip Coghlan, sold 6,170 shares in December 2025, which included 3,125 shares sold on the open market for approximately $241,317 and 3,045 shares donated as charitable gifts [1][2] - The company's stock has shown strong performance, with a 45.38% price increase over the past year as of January 13, 2026 [4] - Life360 has recently completed the acquisition of Nativo, an advertising technology company, to enhance its ad revenue and partnership opportunities [10][11] Transaction Summary - The transaction involved the sale of 3,125 shares and the gifting of 3,045 shares, with a total transaction value of around $241,317 [2] - Post-transaction, Coghlan holds 3,344 shares directly and 9,065 shares indirectly through trusts [6] - The shares sold represented 20.12% of Coghlan's remaining holdings, aligning with the median sale size observed over the past year [6] Company Overview - Life360 specializes in location-based safety and coordination solutions, offering services such as real-time location tracking and digital security [7] - The company reported a total revenue of $459.03 million and a net income of $29.68 million for the trailing twelve months [4] - Life360 has a market capitalization of $4.9 billion, with a gross margin of 77.71% [8] Strategic Outlook - The acquisition of Nativo is expected to leverage Life360's large user base of 50 million monthly users to drive ad revenue growth [11] - The company is well-positioned for long-term growth as it continues to expand its subscription and ad-revenue strategies [11]

Core Insights - Life360 Inc. is currently viewed as an oversold stock, with a recent downgrade from Citizens to Market Perform due to skepticism about its growth catalysts for 2026 [1] - The company announced the completion of a $120 million acquisition of Nativo, enhancing its advertising capabilities and expanding its user base to over 50 million Monthly Active Users in the US [2] Group 1: Company Performance and Market Position - Citizens expressed concerns about Life360's growth potential following a successful 2025 advertising campaign, indicating challenges in year-over-year comparisons [1] - DA Davidson initiated coverage with a Buy rating and a $94 price target, highlighting the potential for international growth and new revenue streams from pet GPS subscriptions [3] Group 2: Strategic Developments - The acquisition of Nativo, structured as 65% cash and 35% stock, allows Life360 to integrate advanced advertising technology into its platform, targeting families across various digital environments [2] - Life360 operates a technology platform for locating people, pets, and things across multiple regions, including North America and Europe [4]