Life360, Inc. · NASDAQ:LIF
Life360 — NWR virtual investor conference (November 2020)
22 slides from Life360's conference presentation, Nov 4, 2020
Slide 1: Virtual conference presentation
ASX ANNOUNCEMENT 4 November 2020 For personal use only Virtual conference presentation Life360, Inc. (Life360 or the Company) (ASX: 360) will present at the NWR virtual investor conference today, Wednesday 4 November 2020. Conference details CFO Russell Burke will present at the conference as follow
Slide 2: Russell Burke, CFO
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Slide 3: Disclaimer
@iteseo Cont Disclaimer This document dated 4 November 2020 has been prepared by Life360, Inc. (ARBN 629 412942) (Company) and is provided for information purposes only. It contains summary information about the Company and its activities and is current as at the date of this document. It should be
Slide 4: For personal use only
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Slide 5: For personal use only
Free users Sign ups Subscribers (Paying Circles) Indirect revenue Direct revenue Indirect International Direct 12% 61% US Direct
Slide 6: Life360 Membership: Putting the 360 in Life360
Life360 Membership: Putting the “360” in Scaling from location tracking app to suite of membership services 10m MAU Life360 Plus Driver Protect For personal use only to the Life360 name Membership @uitesco Conference Presentation | November 2020
Slide 7: Membership offers services for every life stage
Membership allows us to offer services that hit > the emotional triggers of every life stage = Location and Communication Crash and Roadside Assistance FOr persot @titesso Conference Presentation | November 2020 6
Slide 8: Membership offers services for every life stage
Membership allows us to offer services that hit > the emotional triggers of every life stage (= Location and Communication Crash and Roadside Assistance Identity Protection sos FOr persor: Disaster, Medical, and Travel Assistance Ongoing Features & Services (i.e. wearables, Life360 insurance offerin
Slide 9: Membership tiers: Silver, Gold, Platinum
Basic Life360 Account Real-time Location Sharing 2 Place Alerts 2 days of Location History Unlimited Check-Ins Crash Detection Family Driving Summary SOS Alert Silver Make daily coordination a breeze 5 Place Alerts 7 days of Location History Crime Reports $100 Stolen Phone Coverage 8 Gold Protect yo
Slide 10: Life360 Membership offering
Life360 Membership offering 000 0 For personal use only Benefiting Life360’s most important financial drivers Increase in total addressable market and brand reach New features go beyond location to relevance at all life stages Increase in Premium conversion Broader offering provides more opportuniti
Slide 11: Strongly positioned to navigate COVID-19 challenges
Strongly positioned to navigate COVID-19 challenges Daily new US COVID-19 cases Growing US MAU and Paying Circles despite pause in User Acquisition spend Growing recognition of Life360’s leadership in the family space Net cash of US$59.3 million and no debt @titesso Conference Presentation | Novembe
Slide 12: Post-COVID Strategy and Membership Next Steps
Post-COVID Strategy and Membership Next Steps Life360 is well positioned to return to accelerating growth in the post-COVID world Invest Leverage strong Membership launch by bringing forward R&D investment in new features Evolve Evolve from core location to emotion-based digital family communication
Slide 13: Invest: Accelerating Membership
Invest Accelerating Membership due to successful early results — one example is launch of freemium identity theft * Asubset of premium features will be Step | Step 2 offered to free users to drive Show ID breaches for free Provide ID breach solutions discovery of the value of membership through prem
Slide 14: Evolve: From Where are you? to How are you?
Parent-centric Family-centric Evolve Where are you? How are you? From “Where are you?” to “How are you?” COVID is driving the rapid acceleration of all digital communication trends, allowing the speeding up of Life360’s long-planned evolution from “Where are you?” to “How are you?” * Prioritising th
Slide 15: Evolve: From Parent centric to Family centric
Evolve For personal use only From Parent centric to Family centric Broadening appeal to a teen audience while maintaining core focus on safety Launch of “Bubbles”, a feature providing teens greater location privacy while ensuring that security is never compromised Parents are able to “burst the bubb
Slide 16: Evolve: From app only to full e-commerce
Evolve From app only to full e-commerce @riesco @titesso Web-based sign-up will allow users to directly purchase a premium plan E-commerce provides new acquisition capabilities, the opportunity for customer segmentation and retargeting, and affiliate marketing Provides a platform for future localisa
Slide 17: For personal use only
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Slide 18: Adapt: Marketing to all family members
Adapt Marketing to all family members Expanding Life360’s audience reach and developing new channels including engaging with teens through TikTok * Now reaching teens as Life360’s profile has grown through the pandemic Launching new content across multiple channels, including broadcast TV, TikTok an
Slide 19: #GhostMode
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Slide 20: Strongly positioned for the next decade of growth
Strongly positioned for the next decade of growth For personal use only @uitesco Expanded Product suite Membership provides a platform for our next generation of services Transitioning from an app to a comprehensive family safety brand Broadening reach New channels are expanding our brand and cement
Slide 21: For personal use only
Conference Presentation | November 2020 20
Slide 22: For personal use only
For personal use only
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