App developer Life360 (ASX:360) reached a financial milestone, reporting its first-ever year of profitability following a record surge in user acquisition.
The company posted a net income of US$150.8 million for the 12 months ended December 2025, a result bolstered by a 32% jump in full-year revenue to US$489.5 million.
The growth was largely driven by a 20% year-on-year increase in global monthly active users, which reached 95.8 million in the fourth quarter.
The momentum has seen adjusted EBITDA more than double to US$93.2 million.
Looking ahead to 2026, the company has guided for continued MAU growth of 20% and consolidated revenue between US$640 million and US$680 million.
Life360 attributed the performance to the scaling of its advertising platform and its core subscription business.
Moving forward, the firm plans to invest in international expansion and product innovation.
CEO Lauren Antonoff described the results as a turning point for the organisation’s fiscal health and strategy.
"2025 was a landmark year for Life360. For the first time in company history, we achieved annual net income, reflecting both the fundamental strength of our freemium model and the operating discipline we’ve built over the past several years," Antonoff said.
The company now targets an adjusted EBITDA of US$128 million to US$138 million for the 2026 financial year as it seeks to accelerate its global footprint.