Short answer
Life360, Inc. (LIF) filed its fiscal 2025 10-K annual report with the SEC on Mar 2, 2026. It reported revenue of $489M (+31.8% year over year) and net income of $151M.
- Top risk flagged: Regulatory risk: evolving privacy and data protection regulations impacting advertising revenue monetization
FY2025 key financial metrics · XBRL
- Revenue
- $489M
- +31.8% YoY
- Net income
- $151M
- +3411.4% YoY
- Operating margin
- 3.8%
- +6.0 pp YoY
- Gross margin
- 77.8%
- +2.7 pp YoY
- EPS (diluted)
- $1.77
- +3050.0% YoY
- ROE
- 27.5%
- +28.8 pp YoY
- Operating cash flow
- $89M
- +171.8% YoY
Source: XBRL data from the Life360, Inc. (LIF) FY2025 10-K on SEC EDGAR. USD.
Life360, Inc. FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business platform connecting families, pets, and things through location, driving safety, digital safety, and emergency features
- Emphasis on integrated hardware with Tile Bluetooth and Life360 Pet GPS devices linked to platform ecosystem
- Strategic partnership initiated with Hubble Network Inc. to potentially expand location tracking capabilities
- Monthly Active Users 95.8M, up 20% YoY; Paying Circles 2.8M, up 26% YoY, signaling strong subscription growth
- Net income $150.8M in 2025 versus net losses in prior years showcases significant profitability turnaround
Management Discussion & Analysis
- Key risk: evolving U.S. and international privacy laws (CCPA, GDPR, COPPA), with potential fines, litigation, operational disruption, reputational harm
- Worst performing: not quantifiable; major risks tied to compliance failures and cybersecurity breaches affecting business continuity
- Forward-looking risk: increased regulatory scrutiny, potential stricter AI and data privacy laws, cyber-attacks including ransomware disrupting operations
Risk Factors
- Regulatory risk: evolving privacy and data protection regulations impacting advertising revenue monetization
- Macroeconomic threat: 8% increase in tariff costs on hardware due to higher rates and product mix changes
- Supply chain vulnerability: hardware gross margin collapse to 1% from 18% amid rising discounts and tariffs
- Competitive risk: increasing competition in smart tracker hardware from better funded global companies
- Financial risk: convertible notes converted to common stock in 2024, eliminating related fair value adjustments and settlement losses
Generated from the filing text; verify against the original. How to read a 10-K
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