Information Technology
Life360 Inc. (360)
Life360 Inc. is a global technology company that provides location-based safety services primarily through its mobile application. The platform allows families and close groups to share locations, get alerts, and access safety features like crash detection and roadside assistance. Operating predominantly in the United States, Life360 has expanded its ecosystem by acquiring Tile, a leading finding-things network, and Jiobit, a wearable tracker for young children and pets.
Market Cap
A$6.4B
Shares on Issue
N/A
Price Chart
AI Analysis
Life360 has established a dominant market position in the family safety tech space, underpinned by a powerful freemium model that has attracted a massive global user base. Recent performance has been characterised by strong subscription revenue growth, driven by success in converting free users to its tiered paid membership plans. The company has successfully integrated its hardware acquisitions (Tile and Jiobit) to create a bundled offering and is now focused on achieving sustained profitability, having recently crossed the milestone of positive adjusted EBITDA and operating cash flow.
The company's growth outlook is centered on three key pillars: increasing subscriber penetration within its large monthly active user (MAU) base, growing average revenue per paying circle (ARPPC) through upselling to higher-value subscription tiers, and expanding its international presence. A significant near-term catalyst is its proposed dual listing on a major US exchange (Nasdaq), which aims to increase liquidity, access a larger pool of capital, and potentially lead to a valuation re-rating more in line with US technology peers.
Bull Case
- • A successful US dual-listing on the Nasdaq could unlock a significant valuation uplift by accessing deeper capital markets and a larger base of tech-focused investors.
- • Strong network effects create a sticky user base, as the app's value increases for a family with each new member who joins, creating high switching costs.
- • Proven ability to convert free users to paying subscribers and upsell existing customers to higher-margin subscription tiers, providing a clear path for revenue growth.
Bear Case
- • Intensifying competition from native platform features, such as Apple's 'Find My' network, which offer similar functionality for free within their ecosystems.
- • The business model is sensitive to privacy concerns; any data breaches or negative changes in public perception regarding location tracking could harm user trust and growth.
- • A significant portion of the company's valuation is based on future growth, making the stock susceptible to shifts in market sentiment and volatility if user or revenue growth metrics fail to meet high expectations.
Recent Announcements
Change of person responsible for communication with ASX
SEC Form 8-K
Update on Preliminary Q4 2025 and Full Year Results
🚨 Price SensitiveInvestors are advised to review the updated preliminary results for Q4 2025, which may impact their investment decisions regarding Company 360' end-of-year performance.
SEC Form 4
SEC Form 4
FAQs
What does 360 do?
Life360 provides a mobile app and hardware ecosystem for family safety, offering services like real-time location sharing, crash detection, and item tracking via its Tile subsidiary.
Is 360 profitable?
While historically investing heavily in growth, Life360 has recently achieved positive adjusted EBITDA and positive free cash flow, and is on a clear trajectory towards sustainable net profitability.
What drives 360's share price?
Key drivers include growth in subscribers (Paying Circles), average revenue per paying circle (ARPPC), progress towards GAAP profitability, and major corporate news such as its planned US listing.
Key Metrics
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