Life360, Inc. · NASDAQ:LIF

Life360 — Q3 2026 Earnings Presentation

12 slides from Life360's earnings presentation, Nov 9, 2026

1. Slide 1: Q3 2026 Shareholder Letter

   ©@ Life360 Q3 2026 Shareholder Letter 9 November 2026 U.S. PST 10 November 2026 AEDT

2. Slide 2: Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 22 Q4 22

   Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 U.S. International Triple Tier Other International

3. Slide 3: Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 22 Q4 22

   Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 U.S. International Triple Tier Other International

4. Slide 4: Expanding Our Revenue Streams

   LAUREN ANTONOFF, CHIEF EXECUTIVE OFFICER Expanding Our Revenue Streams Subscriptions remain our most important growth driver today, and we're confident in both the near-term and long-term potential for that to continue. Recent signals have been very positive-member growth, Paying Circle growth, pric

5. Slide 5: Family intelligence and AI assistants

   LAUREN ANTONOFF, CHIEF EXECUTIVE OFFICER even joy, while powering safety features like crash detection and emergency response. Those signals, together with our understanding of family relationships, form the basis of our family intelligence that is powering new experiences for our members and better

6. Slide 6: Revenue by stream

   Q3'24 Q3'25 Q3'26 Subscription Hardware Advertising Other

7. Slide 7: 60% 70% 80% 90% Q1 Q2 Q3 Q4E 2025 2026

   60% 70% 80% 90% Q1 Q2 Q3 Q4E 2025 2026

8. Slide 8: Long-term financial model

   FY21 FY22 FY23 FY24 FY25 FY26E Beyond Revenue COGS Opex • • • • • • •

9. Slide 9: Appendix

   Appendix Life360 LUfe360 Ine | 3.2026 Shareholder etter | Page 9

10. Slide 10: Disclaimer

    APPENDIX Disclaimer Certain stotementsin these materials constitute forward-looking stotements within the mecning ofthe Private Securities Litigation Reform Act of 1995 (PSLRA’), Section 27A of the Securities Act (of 1933, as amended, and Section 2IE of the Securities Exchange Act of 1934, as amende

11. Slide 11: Cost of revenue and operating expenses

    APPENDIX Cost of revenue Three Months Ended September 3 $M 2026 2025 Cost of subscription revenue, GAAP $ 16.3 $ 14.0 Less: Depreciation and amortization, GAAP (7) a7) ) Less: Stock-based compensation, GAAP (0.5) (0.5) Total cost of subscription revenue, Non-GAAP $ 14.1 $ iE $ Cost of hardware reven

12. Slide 12: Non-GAAP Financial Measures: Adjusted EBITDA

    APPENDIX Non-GAAP Financial Measures Adjusted EBITDA Three Months Ended September 30, 2026 2025 Net income $ 22.5 $ 98 ‘Add (deduct): Gain on change in fair value of investments"? (175) (0.8) Provision for income taxes 60 04 Depreciation and amortization® 61 39 Interest income (4) (4.2) Other expens

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