Life360 Inc. Completes Acquisition of Nativo and Surpasses 50 Million U.S. Monthly Active Users

SAN FRANCISCO, January 5, 2026 – Life360, Inc. (NASDAQ: LIF; ASX: 360), a leading family‑connection and safety technology company, announced the completion of its acquisition of Nativo, a prominent advertising technology firm. The transaction, valued at approximately $120 million, was structured with 65 % cash and 35 % stock.

Strategic Rationale

The acquisition enhances Life360’s ability to deliver targeted advertising to families within the Life360 app and across connected TV, mobile, and premium digital environments. By integrating Nativo’s advertising platform, Life360 intends to increase revenue opportunities while maintaining the privacy and safety standards that underpin its user experience.

User Base Milestone

Life360 now reports more than 50 million monthly active users (MAU) in the United States. This figure places Life360 among the largest and most engaged first‑party networks in the country, reinforcing its position as a central hub for family communication, location tracking, and safety services.

Financial Context

  • Close Price (January 1, 2026): $64.36
  • 52‑Week High (October 5, 2025): $112.54
  • 52‑Week Low (April 6, 2025): $29.62
  • Market Capitalization: $5.05 billion

The acquisition is expected to be accretive to earnings as the company’s advertising revenue grows, offset by the immediate cash outlay and dilution from the stock component of the deal.

Analyst Reaction

Citizens, a research firm, downgraded Life360 from “Market Outperform” to “Market Perform,” citing concerns about slowing growth. The downgrade reflects a cautious view of the company’s trajectory, despite the recent user growth milestone. The analyst notes that the company’s performance will depend on its ability to monetize the expanded user base effectively.

Investor Implications

  • Capital Structure: The deal’s mix of cash and stock aims to balance liquidity with long‑term shareholder value.
  • Net Tangible Assets: As of December 31, 2025, Life360 reported a net tangible asset backing per share of $3.27 before tax and $2.96 after tax, indicating a solid asset base to support the acquisition.

Conclusion

Life360’s acquisition of Nativo and achievement of over 50 million U.S. MAU signal a strategic push toward monetizing its expansive user network. While analyst sentiment has become more conservative, the company’s recent milestones underscore its continued relevance in the family‑technology space.