Life360

(AI video summary)

This video was created on 23 January 2026 for IG audiences by ausbiz.

ASX code: 360

User and revenue growth boost Life360

Life360 shares jumped 25% in early trading today following a robust annual forecast and record fourth-quarter (Q4) performance. The company added 4.2 million monthly users in the December quarter, raising its total user base to nearly 96 million. Revenue for 2026 is projected to be between US$486 million and US$489 million, a 31% – 32% increase over last year, with adjusted earnings before interest, taxes, depreciation, and amortisation (EBITDA) expected to reach up to US$92 million.

Growth momentum returns

Paying Circles reached 2.8 million during Q4, with full‑year net additions expected to total approximately 576,000, marking another annual record. Management stated that operating leverage continues to improve as user growth scales

The update alleviated market concerns after Life360 shares were sold off late last year amid a broader technology‑sector pull‑back, a softer third quarter (Q3), and worries about rising marketing costs. The stock had also faced pressure from short‑seller commentary.

Despite today's rally, the shares remain below their September–October 2025 highs.

Investment outlook

Despite past volatility due to marketing and short-seller concerns, recent results support Life360's status as a leading Australian technology company. Analysts are optimistic about its upward potential, noting the recent share price surge as a step towards previous highs.