# Life360 (360.AU)

Canonical: https://gigainvestors.com/s/360.AU

Analysis as of: 2026-10-16T07:38:44.607Z. 

Listing currency: AUD. Reporting currency: USD.

## Verdict

Not enough history yet

Quality tests for Buy: not passed (profit record: fail; earnings resilience is evidence only). Published buy qualification: no.

Share price: AUD 18.93 per share; close as of 2026-10-15.

## Checklist

### understandable: na

### moat: na

### economics: na

### management: na

### accounting: na

## Holders

## Price story

Down 64% since Sep 2025 · "Additionally we face increasing competition from better funded global companies." (SEC filing, Mar 2026)

Story as of 2026-10-16T10:00:10.203Z; price observation 2026-10-15.

## Owner memo

Memo as of 2026-10-16T08:06:05.509Z.

### How it makes money

Operates in software application; annual sales are USD 489.5 million.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2025-12-31 (filed 2026-03-02); FY2025: revenue 489481000; grossProfit 380842000; margin = grossProfit / revenue.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-10-16); 360.AU: Life360, Inc. operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally. The company provides Life360 mobile application under the freemium model that offers communications, driving safety, digital safety, and location sharing; Life360 Platform that provides location coordination and safety, driving safety, digital safety, and emergency assistance services; and mobile-first technology platform that protects members data and ensures integrity, security, and performance. It also offers real-time location, location history, and smart notifications; location-specific alerts, driving alerts, and crime reports; crash detection, roadside assistance, family driving summaries, and individual driver reports; data breach alerts, identity theft protection, stolen funds reimbursement, and credit monitoring; and SOS with emergency dispatch, disaster response, medical assistance, and travel support, as well as related third-party services. Additionally, the company provides tile hardware tracking devices to locate lost devices sold through online and brick and mortar retail channels as well as websites; tile mobile application, which includes a free service and two paid subscription options, such as Premium and Premium Protect to offer additional services, including warranties and item reimbursement; Gold or Platinum Life360 subscriptions; and location tracking services. It sells its products through retailers and distributors, as well as through online retailers. Life360, Inc. was formerly known as LReady, Inc. and changed its name to Life360, Inc. in October 2011. The company was incorporated in 2007 and is based in San Mateo, California.

### Why customers stay

Margins ranged from 73.1% to 77.8% during 2023–25.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2023-12-31 (filed 2026-03-02); FY2023: grossProfit / revenue = 73.1%.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2024-12-31 (filed 2026-03-02); FY2024: grossProfit / revenue = 75.1%.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2025-12-31 (filed 2026-03-02); FY2025: grossProfit / revenue = 77.8%.

### Where the cash goes

Reinvests 1.8% of cash earnings; paid no dividends in 6 years.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2024-12-31 (filed 2026-03-02); FY2024: growth capex 0; upkeep 5132000; cash acquisitions 0; owner earnings 350200. Growth capex plus acquisitions / owner earnings = 0.

- Source: https://eodhd.com/api/fundamentals/L36.F.json#2025-12-31 (filed 2026-03-02); FY2025: growth capex 0; upkeep 7508000; cash acquisitions 2825000; owner earnings 157001000. Growth capex plus acquisitions / owner earnings = 0.017993515964866466.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-02); Dividend observations: [[2020,0],[2021,0],[2022,0],[2023,0],[2024,0],[2025,0]]. Zero only counted when supported by a complete cash-flow statement.

### Are managers owners

Insiders own 0% of the company.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-10-16); 360.AU SharesStats.PercentInsiders = 0 percentage points; cache date 2026-10-16.

### What could break it

"If we fail to retain existing members or add new members" (SEC filing, Mar 2026)

- Source: https://www.sec.gov/Archives/edgar/data/1581760/000158176026000016/lifx-20251231.htm (filed 2026-03-02); If we fail to retain existing members or add new members

### What the price says

The price is 2.3 times annual sales.

- Source: https://eodhd.com/financial-apis/stock-etfs-fundamental-data-feeds/ (filed 2026-03-02); Closing price 18.93 AUD; reporting-to-trading FX 1.4454626926079037; FY2025 annual sales per share 5.7469428335453445; price multiple 2.278803353246661. FY2025 cash earnings/share 1.8433315528272858. Closing-price date 2026-10-15.

## Monthly share-price history (AUD per share)

- 2019-05: AUD 3.95 per share

- 2019-06: AUD 3.89 per share

- 2019-07: AUD 4.18 per share

- 2019-08: AUD 3.50 per share

- 2019-09: AUD 3.60 per share

- 2019-10: AUD 3.46 per share

- 2019-11: AUD 3.16 per share

- 2019-12: AUD 3.15 per share

- 2020-01: AUD 3.30 per share

- 2020-02: AUD 2.70 per share

- 2020-03: AUD 2.00 per share

- 2020-04: AUD 2.00 per share

- 2020-05: AUD 2.01 per share

- 2020-06: AUD 2.04 per share

- 2020-07: AUD 3.37 per share

- 2020-08: AUD 4.10 per share

- 2020-09: AUD 4.10 per share

- 2020-10: AUD 3.94 per share

- 2020-11: AUD 3.97 per share

- 2020-12: AUD 3.80 per share

- 2021-01: AUD 3.87 per share

- 2021-02: AUD 4.38 per share

- 2021-03: AUD 4.80 per share

- 2021-04: AUD 5.77 per share

- 2021-05: AUD 5.80 per share

- 2021-06: AUD 6.68 per share

- 2021-07: AUD 7.97 per share

- 2021-08: AUD 9.15 per share

- 2021-09: AUD 8.98 per share

- 2021-10: AUD 10.99 per share

- 2021-11: AUD 12.10 per share

- 2021-12: AUD 9.71 per share

- 2022-01: AUD 8.20 per share

- 2022-02: AUD 5.20 per share

- 2022-03: AUD 5.90 per share

- 2022-04: AUD 4.03 per share

- 2022-05: AUD 3.72 per share

- 2022-06: AUD 2.84 per share

- 2022-07: AUD 4.51 per share

- 2022-08: AUD 5.00 per share

- 2022-09: AUD 4.95 per share

- 2022-10: AUD 6.91 per share

- 2022-11: AUD 6.25 per share

- 2022-12: AUD 4.86 per share

- 2023-01: AUD 5.51 per share

- 2023-02: AUD 5.10 per share

- 2023-03: AUD 4.94 per share

- 2023-04: AUD 5.08 per share

- 2023-05: AUD 6.81 per share

- 2023-06: AUD 7.60 per share

- 2023-07: AUD 7.73 per share

- 2023-08: AUD 9.33 per share

- 2023-09: AUD 8.33 per share

- 2023-10: AUD 7.75 per share

- 2023-11: AUD 7.71 per share

- 2023-12: AUD 7.56 per share

- 2024-01: AUD 7.75 per share

- 2024-02: AUD 8.16 per share

- 2024-03: AUD 13.09 per share

- 2024-04: AUD 13.77 per share

- 2024-05: AUD 15.30 per share

- 2024-06: AUD 16.37 per share

- 2024-07: AUD 16.56 per share

- 2024-08: AUD 19.12 per share

- 2024-09: AUD 18.94 per share

- 2024-10: AUD 21.97 per share

- 2024-11: AUD 25.30 per share

- 2024-12: AUD 22.54 per share

- 2025-01: AUD 25.29 per share

- 2025-02: AUD 23.30 per share

- 2025-03: AUD 19.81 per share

- 2025-04: AUD 21.94 per share

- 2025-05: AUD 33.33 per share

- 2025-06: AUD 32.18 per share

- 2025-07: AUD 40.16 per share

- 2025-08: AUD 46.50 per share

- 2025-09: AUD 53.22 per share

- 2025-10: AUD 49.76 per share

- 2025-11: AUD 40.43 per share

- 2025-12: AUD 33.53 per share

- 2026-01: AUD 27.42 per share

- 2026-02: AUD 24.57 per share

- 2026-03: AUD 18.77 per share

- 2026-04: AUD 20.19 per share

- 2026-05: AUD 19.33 per share

- 2026-06: AUD 26.70 per share

- 2026-07: AUD 25.64 per share

- 2026-08: AUD 20.25 per share

- 2026-09: AUD 18.93 per share

- 2026-10: AUD 20.30 per share

## Annual estimated value (AUD per share)

Historical values use today's bond yield for every fiscal year

Historical values use today's FX rate into trading currency for every fiscal year

Historical values use current restated fundamentals and current commodity classification; they are not point-in-time estimates

## Sources

[Original 10-K filing](https://www.sec.gov/Archives/edgar/data/1581760/000158176026000016/lifx-20251231.htm); period 2025-12-31, filed 2026-03-02.

Estimates depend on assumptions and are not guarantees or investment advice. Underlying data remains subject to its source licenses; public reading does not grant bulk redistribution rights.