The Life360 Inc (ASX: 360) share price has gone bananas, rising more than 26% after announcing its December 2025 update.
Life360 is a software business that helps families keep track of each with location sharing, safe driver reports, crash detection and emergency dispatch. Pet tracking is another of the available offerings.
Excellent growth revealed for December 2025
The business revealed that monthly active users reached 95.8 million at the end of the December 2025 quarter, representing the highest fourth quarter user additions in the company’s history.
Paying circles reached 2.8 million in the fourth quarter of 2025, with the annual net additions of 576,000 being the highest annual net additions on record.
Life360 said that it has strong momentum across both US and international markets, demonstrating “continued strength” in user acquisition and monetisation.
The business said its US monthly active users reached 50.6 million in the fourth quarter of 2025, adding 1.8 million in the quarter and 16% year on year, with full-year net additions of 6.9 million.
International monthly users reached 45.3 million, up 2.4 million in the quarter and up 26% year on year, with full-year net additions of 9.3 million.
2026 expectations
The software business is expecting its monthly active users to grow by 20% in 2026, as it invests in strategic growth initiatives, while continuing to expand its profit margins.
Management commentary
The Life360 CEO Lauren Antonoff said:
Life360 continues to deliver strong, consistent growth across both our user base and paid subscriber base. Q4 2025 represents our strongest operational performance in company history, with record user additions and record subscriber growth.
The quality of our growth continues to improve, with newly acquired users converting to paid subscribers at record rates. While we typically see variation quarter-to-quarter, our Q4 2025 and full year 2025 results demonstrate that our growth trends remain intact and consistent—a reflection of the value families place on staying connected and safe.
As we look to 2026, we expect overall MAU growth of approximately 20%. As previously indicated, we plan to invest in strategic growth initiatives, while continuing on the path to expand AEBITDA margins.
Final thoughts on the Life360 share price
Management can’t control what happens with the share price, whether that’s increases or decreases. While it’s up a lot today, it’s still down around 40% from its peak in October 2025.
If it keeps growing strongly, its share price could continue rising over time. It’s a great ASX share and I think it’s undervalued on a long-term basis if it can continue growing its number of users and paying circles.
It’s one of the ASX growth shares to keep track of, in my view.
