Life360, Inc. · NASDAQ:LIF
Life360 — Bell Potter Decoded 2023 Conference
26 slides from Life360's conference presentation, Sep 14, 2023
Slide 1: Conference Presentation
14 September 2023 Conference Presentation San Francisco area-based Life360, Inc. (Life360 or the Company) (ASX:360) Co-Founder and CEO Chris Hulls, and CFO Russell Burke will today participate in Bell Potter’s Decoded 2023 Conference. The conference presentation is attached, and includes a 2023 Outl
Slide 2: Investor Presentation - Bell Potter Decoded 2023 Conference
Investor Presentation Bell Potter Decoded 2023 Conference : Chris Hulls, Co-Founder and CEO Russell Burke, CFO \ 14 September 2023 % P (©) Life360 x | ha, - : —
Slide 3: Disclaimer
sclaimer For personal use only, @lites6o This document dated 14 September 2028 has been prepared by Life360, Inc. (ARBN 629 412 942) (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 doc
Slide 4: Introduction, CY23 H1 Results Overview, Strategy Update, Outlook
SS — —— Ve Z ~ Introduction _ - CY23 H1 Results Overview < . Strategy Update aN ‘es ; a *) . ‘ Outlook “\ - P = > Note : Alll references in ey to $ are LN
Slide 5: Introduction
For personal use only
Slide 6: Why We Exist
WHY WE EXIST The Life360 mission is to keep »meople close to the ones they love Life360 aims to build on our foundation of location and family safety to disrupt billion dollar categories by creating mobile experiences that make life safer, easier and more satisfying amilies with Families with s f\ y
Slide 7: Management Presentation | August 2023
For personal use only billion Management Presentation | August 2023 6
Slide 8: One of the Highest DAUs Across All Apps
One of the Highest DAUs Across All Apps > Cc 0. o Mead 7" ?. @ Ferboak >: Os. iii i‘ rs} Snopchat > OS... Facebook Messenger erson i~) = Meta 7 M Sel Oo: #6 eer Vn June 2023; data.ai. @ lites6o App Rankings by DAU! WhatsApp Messenger = Whatsay B eke 4 Life360 Family Locator 5 lites 17 © Chrome Brows
Slide 9: Best in Class Engagement
BEST IN CLASS ENGAGEMENT Rivals the biggest names in social and streaming media eRioba Daily Active Users (DAU)/Monthly Active Users (MAU) Ratio (%) 1 fH Social Media 58% Streaming Media 30% 28% 25% / L : ' ' ' Hyper- Life360 { Engaged Cn) ) \ a i 5) with pus Social! \ fications} Source: data.ai 1.
Slide 10: CY23 H1 Results
CY23 HI Results S ® 2 © > Oo
Slide 11: CY23 H1 Achievements
CY23 H1 ACHIEVEMENTS Cementing our position as the market-leading family safety “anembership service 202 [7™N Growing our audience ~54m Global Monthly Active Users + 29% YoY 41% Daily Active Users as % Monthly Active Users* For personal use o *For month of June 2023. **June 2023 Annualized Monthly R
Slide 12: CY23 H1 Results Summary
CY23 H1 RESULTS SUMMARY Delivering on growth CY22H1 CY23 HI % ch YoY CY23 Full Year Guidance Gdbscription 69.1 104.4 +51% (fgrdware 16.5 21.6 +31% “Other 14.3 13.0 (9)% Total revenue 99.8 138.9 +39% 300-310 Se lized Monthly R (AMR) esa ized Monthly Revenue 174.4 2487 +43% ‘cluding Hardware) (UQn-caa
Slide 13: Accelerating Subscription Revenue Growth
ACCELERATING SUBSCRIPTION REVENUE GROWTH Quarterly AMR has more than tripled since our IPO in May 2019 Quarterly Annualized Monthly Revenue ($M)* 250 +43% YoY growth in June 2023 Annualized Monthly revenue 150 0) l l l L l | L | L 1Q19_2QI9 3QI9_ 4QI9_- 1420 2Q20 3Q20 4020 1021 2021 3021 4Q21 1022 2
Slide 14: Global MAU Reaching New Heights with Strong Retention
GLOBAL MAU REACHING NEW HEIGHTS WITH STRONG RETENTION -MAU year-on-year growth of 29% Cfes6o Core Monthly Active Users (MAU)(M) 24% U.S. MAU growth YoY 36% International MAU growth Vor ciEVID-19 s 2m} Poof oro nos| “2 pos © wae a5] 22 73 ofracf'62]16.7ft6.3)6.8f17.0f 182 sof es poos]?9 1 I | 18 Q2 Q
Slide 15: Paying Circle Growth and Accelerating ARPPC Growth
PAYING CIRCLE GROWTH AND ACCELERATING ARPPC GROWTH Price increase accelerating ARPPC uplift Cc Qaying Circles by product line (000s) Q U.S. Paying Circles increased 10% YoY while increasing prices significantly ef Q2 Q3 Q4 Ql LE 18 18 18 19 Ql Q2 Q3 Q4 Ql Q2 20 20 20 20 21 21 MUS mInternational fer
Slide 16: Strategy Update
For personal use only
Slide 17: Strategy Update: 2023 Key Initiatives
STRATEGY UPDATE 2023 Key Initiatives Grow our Drive Audience Membership jo. . Join Gold, get a free Tile Mate! For personal use on @ lites60 Expand Internationally oy x Usa el botén SOS de Life360 si no te sientes seguro Maintain financial discipline Conference Presentation September 2023 %6
Slide 18: Grow our Audience
STRATEGY UPDATE Grow our Audience “Continuing to improve the core experience and building user engagement for long-term growth =) Cc OF Wiahspoed o) a — "eta, Word Braking oO @ eres oO. QO congrats §— + ro wo + tee Bring the map to life Amplify member communications Feedback to encourage to drive en
Slide 19: Drive Membership
STRATEGY UPDATE ~Drive Membership ‘omotions to drive continued subscription revenue growth verage hardware bundling and feature-focused r oO 2) = (W-app member perience Ceences in-app atures to drive (Awareness of key Swalue propositions, proving CAeretization — O LL Track your keys and more in Lifo
Slide 20: Expand Internationally
STRATEGY UPDATE pand “dnternationally Greating free international ser experience parity to rive growth Lu ternational Free User Retention jonth 1) ificantly improving international retention ine with investment with feature parity Be Far spe rso CHVID-A9 BReeesegggqggg ag ee a Se fsstFssgsZVos7s CY2
Slide 21: Expand Internationally: Momentum Ahead of Q4 UK Launch
STRATEGY UPDATE -Expand internationally The Telegraph vem spor “CMlomentum ahead of Q4 UK launch ose sur hising while they're off exploring the world EXCLUSIVE: 'We track our kids during the school holidays - it gives them more freedom’ John Browell and his wife Emma from Leeds in Yorkshire, have be
Slide 22: Monetizing Free User Base Through Membership in Key Regions
STRATEGY UPDATE ~Expand Internationally “Cilonetizing free user base through Membership in key regions MAU (M) personal use o CY22H1 CY22H2 CY23HI User retention is approaching U.S. levels, supporting top of funnel growth For @ lites6o Canada, UK, Australia Performance Paying Circles (000s) ee CY22H
Slide 23: Outlook 2023
For personal use only Ee 2023 p22
Slide 24: For personal use only
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Slide 25: Appendix
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Slide 26: For personal use only
For personal use only