Tracking app snares first profit as Aussie growth eyed
The US operator of a family location-sharing app that is growing in popularity in Australia has reached a major milestone after making its first annual profit.
Life360 had net income of US$150.8 million ($212.7 million) in calendar 2025, compared to a loss of US$4.6 million (US$6.5 million) in 2024.
“2025 was a landmark year for Life360,” CEO Lauren Antonoff said on an earnings call from San Francisco on Tuesday.
But the US-Australia-listed group’s profit result was boosted by a one-off tax benefit, falling to US$32.7 million ($46.1 million) when that discount was removed.
Total revenue for the year rose 32 per cent to US$489.5 million ($690.5 million), driven by increased subscription revenue as the group continued to convert ‘free’ users into paid users.
The bulk of Life360’s revenue growth has come from its users in the United States, where its penetration is about 16 percent.
However, while Australia is among the top three markets outside the USA with a penetration rate of 14 percent, it is behind the UK with 12 percent and Canada with 5 percent.
Ms Antonoff said the figures for these “three-tier” markets showed there was a path for growth in countries where there was strong interest in digital security.
It ranks fourth in terms of monthly active non-US users, behind Australia, the UK, Brazil and Mexico.
Life360 started as a location sharing app that allowed family members to share their real-time location with other users.
It has since introduced features such as SOS alerts, roadside and medical assistance, severe weather alerts, family driving summaries, and features for locating pets using GPS trackers.
Life350 is also considering developing a GPS tracker for seniors, but Ms. Antonoff said that will take time.
“We are starting to work our way into seniors and aging parents, focusing on bringing them into our ecosystem and working on devices for the future, but we don’t expect to launch them this year,” he said.
The platform had 95.8 million monthly active users globally at the end of the December quarter of 2025; This was a 20 percent increase over the previous year.
This period represents the strongest fourth quarter user growth in the company’s history.
Life360 aims to increase this number by 20 percent to over 100 million in 2026.
Most users belong to Life360’s free tier, with 1.9 million US and 800,000 international users choosing to pay for subscription plans ranging from $9.99 to $29.99 per month.
Life360 is dual-listed on the US Nasdaq Global Select Market and the Australian Securities Exchange, where it made its debut in 2019.
Its Australian shares rose more than eight per cent to $26.78 in morning trade, giving it a market capitalization of around $6 billion.
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