Life360 Inc Stock Price, News & Analysis

Life360 (NASDAQ: LIF) has announced the pricing of its upsized convertible senior notes offering, raising $275 million with 0.00% interest due 2030. The offering, increased from the initial $250 million, includes an option for purchasers to buy an additional $45 million in notes. The notes will convert at an initial rate of 12.3501 shares per $1,000 principal, representing a conversion price of $80.97 per share - a 32.5% premium over the current stock price of $61.11. The company expects net proceeds of $265.2 million, with $29 million allocated to capped call transactions to reduce potential dilution. The remaining funds will be used for general corporate purposes, including potential acquisitions or strategic investments. The notes will be senior, unsecured obligations with conversion rights beginning March 1, 2030, or earlier under certain conditions.

Life360 has announced plans to offer $250 million in convertible senior notes due 2030, with an option for initial purchasers to acquire an additional $37.5 million. The notes will be senior, unsecured obligations with semi-annual interest payments, maturing on June 1, 2030. Noteholders can convert their notes under certain conditions, with Life360 settling conversions in cash or a combination of cash and common stock. The company plans to use the proceeds to fund capped call transactions and general corporate purposes, including potential acquisitions. The capped call transactions are designed to reduce potential dilution to common stock and offset potential cash payments above the principal amount of converted notes.

Life360 reported strong Q1 2025 financial results with total revenue reaching $103.6 million, up 32% year-over-year. The company achieved record-breaking metrics across key areas, including Monthly Active Users (MAUs) reaching 83.7 million (26% YoY growth) and Paying Circles growing to 2.4 million with 137,000 net additions. Financial highlights include subscription revenue of $81.9 million (33% YoY increase), net income of $4.4 million, and Adjusted EBITDA of $15.9 million. The company maintained strong cash position with $170.4 million in cash and equivalents. Average Revenue Per Paying Circle increased 8% YoY, driven by price increases and shift to higher-priced offerings. The company demonstrated operational efficiency with positive operating cash flow for the eighth consecutive quarter.

Life360 (LIF) and Aura have announced a strategic partnership involving a $25 million investment from Life360 into Aura, along with a commercial agreement for key go-to-market channels. Under this partnership, Aura gains exclusive rights to sell Life360 as a bundled solution through its Employee Benefits channel. Additionally, Aura will initiate a multi-year marketing program targeting Life360 customers directly through the Life360 platform. The partnership aims to combine their complementary products, with Life360 focusing on real-world family safety and Aura specializing in online safety solutions.

Life360 (NASDAQ: LIF) has announced a -edition collaboration with Sanrio, launching the Tile x Hello Kitty® collection of Bluetooth trackers. The collection, available from March 20, 2025, features specially designed Tile Mate and Tile Slim devices.

The lineup includes a white Tile Mate priced at $24.99 and a Pink Starter Pack at $49.99 combining both Mate and Slim variants. These devices offer a 350-foot range, 3-year battery life, and enhanced features including SOS functionality, extended Bluetooth range, and anti-theft capabilities.

This partnership represents a strategic move for Life360, which currently serves approximately 70 million monthly active users across 150+ countries, with its app being used by 1 in 8 smartphone users in the US. The trackers are compatible with both Android™ and Apple® devices.

Life360 (Nasdaq: LIF), the family connection and safety company, has appointed Vari Bindra as its first Chief Information Security Officer (CISO). This newly-created position reinforces the company's commitment to digital security and privacy for its family-focused services.

Bindra brings over 20 years of cybersecurity experience from major companies including Amazon, where he led security operations for Amazon Retail Stores, including Whole Foods Market, Amazon Go, and AWS Just Walk Out businesses. His previous experience includes roles at Blackhawk Network, Fisher Investments, and Intuit.

In his role as CISO, Bindra will spearhead the strategy and implementation of digital security solutions across all product and enterprise systems, working closely with senior leadership to develop security initiatives and strengthen the company's security culture.

Life360 (NASDAQ: LIF) reported strong Q4 and FY 2024 results, achieving record-breaking performance across key metrics. The company's Q4 revenue grew 33% year-over-year to $115.5 million, with total subscription revenue reaching $78.8 million.

Notable achievements include reaching 79.6 million Monthly Active Users (30% YoY increase) and growing Paying Circles to nearly 2.3 million with 457,000 annual net additions. The company achieved positive Net Income of $8.5 million in Q4 and record positive Adjusted EBITDA of $45.5 million for the year.

Key Q4 metrics include:

• Annualized Monthly Revenue up 34% YoY to $367.6 million
• Positive Operating Cash Flow of $12.3 million, up 38% YoY
• Quarter-end cash position of $160.5 million

For FY2025, Life360 projects consolidated revenue of $450-480 million and Adjusted EBITDA of $65-75 million.

Life360, the family connection and safety company, has acquired Fantix's advertising unit, an AI platform specializing in machine learning and privacy-first advertising technology. The non-material transaction brings aboard Fantix's founders Antonio Tomarchio and Lokesh Bidhan, along with their expert team.

The acquisition aims to enhance Life360's advertising capabilities through:

• AI-driven customer insights using generative AI to analyze patterns in Life360's first-party data
• Path-to-purchase effectiveness data linking digital ads to in-store actions
• Advanced personalization and ad targeting based on predictive customer journeys

This strategic move will enable Life360 to offer advertisers targeted, performance-based solutions while connecting families with relevant brands, products, and services. The integration of Fantix's technology will power Life360's ad platform with enhanced targeting, measuring, and delivery capabilities at scale.

Life360 (Nasdaq: LIF; ASX: 360), the leading family safety and location services company, has scheduled its Q4 and Full Year 2024 financial results announcement for February 27, 2025 (U.S. PT) / February 28, 2025 (AEDT). The company will host an investor conference call featuring Co-Founder and CEO Chris Hulls and CFO Russell Burke, followed by a Q&A session.

The call will be held at 2:30 PM PT (5:30 PM ET / 9:30 AM AEDT) via Zoom audio webinar. Investors and analysts can participate through their browser to ask questions, while telephone participants will be in listen-only mode. A replay will be available on the company's investor relations website.