The Life360 Inc (ASX: 360) share price is down 10% after revealing its quarterly growth and announcing an acquisition called Nativo.
Life360 provides an app that enables location sharing, safe driver reports and crash detection with emergency dispatch.
Strong growth in September 2025 quarter
The company reported its global monthly active users (MAU) grew 19% year on year to 91.6 million. US users rose 15% to 48.7 million, international users increased 24% to 42.9 million and ANZ users rose 28% to 3.2 million.
Life360 also reported that paying circles increased by 23% to 2.7 million, with US paying circles climbing 21% to 1.9 million and international paying circles grew 29% to 0.8 million.
The average revenue per paying circle climbed by 8% to $137.63, which benefited from US price increases for new and existing annual subscribers. There was also a shift toward higher-priced offerings and the introduction of higher-priced membership tiers across certain international markets in 2024.
All of the above growth led to 2025 third quarter revenue surging 34% to $124.5 million, with total subscription revenue of $96.3 million (up 34% year on year). Annualised monthly revenue rose 33% year on year to $446.7 million.
Profitability
Net profit (net income) climbed 27% to $9.8 million and adjusted EBITDA (EBITDA explained) went up 174% to $24.5 million. These numbers are key for the long-term success of the Life360 share price.
The company’s operating expenses as a percentage of revenue decreased by 8%, demonstrating its “ongoing focus on cost discipline and operational efficiency”.
On the cash side of things, operating cashflow soared 319% to $26.4 million and its cash balance finished the quarter at $457.2 million.
Nativo acquisition
In a separate ASX announcement, Life360 announced it has agreed to acquire Nativo, a leading advertising technology company, for $120 million.
Life360 explained that Nativo helps brands “create and distribute engaging, premium ad experiences across premium publisher sites”.
The ASX share said this advances its advertising strategy by “uniting its rich first-party family and location insights with Nativo’s broad publisher network and advanced advertising technology, helping brands reach families in more relevant places and with more relevant messages, inside the Life360 app and offsite”.
Life360 said it will “create the leading, most effective location-based targeting and measurement platform, helping brands reach families in relevant moments with messages that matter”.
The Life360 CEO Lauren Antonoff said:
Acquiring Nativo is an exciting step forward as we build a durable, mission-aligned advertising business. This acquisition accelerates our roadmap, adding capabilities that typically take platforms years to develop. It allows us to scale faster and bring high-quality, contextual advertising to market sooner — all while enhancing, not disrupting, the Life360 member experience.
Final thoughts on the Life360 share price
It’s clear that Life360 continues to grow at an impressive pace, with both revenue and profits soaring. I can see why the company has acquired Nativo – being able to monetise the free users (and prompting some to become paying members) could noticeably improve profitability.
I’m not sure if today’s decline is enough to make it an appealing buy considering it’s still up almost 100% over the last year. But, the company’s financials are going in the right direction. There are other ASX growth shares that look more appealing to me.
