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Stock of the day
Life360
Life360 has upgraded its revenue and earnings outlook and announced a $120 million acquisition of Nativo, signalling a strategic push into advertising.
(AI video summary)
This video was created on 11 November 2025 for IG audiences by ausbiz.
ASX code: 360
Life360 lifts guidance and acquires Nativo for $120 million
Life360 has upgraded its full-year revenue and earnings guidance, signalling strong growth. The location-sharing app will acquire online advertising company Nativo for about $120 million – a move aimed at helping brands reach families with personalised messaging.
Financial highlights
- Net income rose 27% to $9.8 billion, driven by subscription revenue.
- Hardware revenue declined slightly.
- Gross profit increased nearly 40%.
- Research and development (R&D) spending grew 12%.
Despite strong results, shares fell after the update. Analysts cited high valuation and uncertainty around the acquisition. Investors typically favour earnings per share (EPS) accretive deals, but Life360 has not confirmed this.
Investment outlook
The stock climbed from $37 to the low $50s before pulling back to $45. Life360 trades at a price-to-sales (P/S) ratio of about 16. While free cash flow is strong, how it is deployed will be critical. Consensus is ‘hold’, given premium pricing and volatility.
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