Short answer
Life360, Inc. (LIF) filed its Q3 2025 10-Q quarterly report on Nov 10, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $124M (up 34.1% year over year) with net income of $10M.
Q3 2025 key financials · XBRL
- Revenue
- $124M
- +34.1% YoY · +7.9% QoQ
- Net income
- $10M
- +27.4% YoY · +39.8% QoQ
- Operating margin
- 4.6%
- Gross margin
- 78.0%
- EPS (diluted)
- $0.11
- −8.3% YoY · +22.2% QoQ
Source: XBRL data from the Life360, Inc. (LIF) Q3 2025 10-Q on SEC EDGAR. USD.
Life360, Inc. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $124.5M, up 34% YoY from $92.9M, led by subscription revenue of $96.3M, up 34%
- Operating margin 5% vs (5)% YoY; net income $9.8M vs $7.7M
- Best segment other revenue $16.9M, up 82%; other gross margin 90% vs 89%
- Worst segment hardware revenue $11.3M, down 4%; hardware gross margin (3)% vs 5%
- Near-term headwinds: higher tariffs and discounts pressured hardware margins; infrastructure, sales and marketing spending expected to increase
Risk Factors
- Nativo acquisition risk, triggered by November 2025 agreement, including potential failure to accelerate advertising roadmap
- Product-safety risk, heightened by recently launched pet tracker, with possible recalls, warranty claims, or regulatory investigations
- Hubble partnership risk, involving satellite Bluetooth technology and dependence on realizing anticipated global tracking benefits
- New-product execution risk, with development delays potentially increasing costs and delaying returns on research investments
- Transaction risk, including required regulatory approvals that could delay or prevent acquisitions or partnerships
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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