Life360, Inc. · NASDAQ:LIF
Life360 — Shareholder Meeting (June 2024)
17 slides from Life360's shareholder meeting presentation, Jun 3, 2024
Slide 1: Annual General Meeting
Exhibit 99.2, QOQA Annual General Meeting 30 May 2024 9.30am AEST/ 29 May 2024 4.30pm US PT @ Life360
Slide 2: Chairman's Address
Chairman’s Address John Philip Coghlan
Slide 3: FY23 Results Summary
CHAIRMAN’S ADDRESS FY23 Results Summary Delivering on growth $i Revenue (GAAP) Subscription 153.3 220.8 675 44% H 479 58.2 10.3 +21% ther 271 25.5 (1.6) (6)% Total revenue (GAAP) 228.3 304.5 76.2 +33% 300-310 Annualized Monthly Revenue (AMR) () 224.4 2741 49.6 +22% Operating expenses (GAAP) 243.0 25
Slide 4: Key metrics: MAU, paying circles, revenue
~61.4m ~1.8m ~470k $304.5m Global Monthly Active Users Global Paying Circles International Paying Circles Revenue (MAU) + 21% YoY +43% YoY +33% YoY + 26% YoY 40% 25% UK $20.6m YoY growth in YoY lift in Global ARPPC Triple Tier Membership Adjusted EBITDA, International MAU, with reflecting U.S. price
Slide 5: Environmental, Social & Governance Initiatives
CHAIRMAN'S ADDRESS. Environmental, Social & Governance Initiatives ‘OUR PEOPLE + Safety and wellbeing + Diversity : ment & Trting + Grievances and Im WM covernance + Financial Sustainability, + Business ethics ENVIRONMENT + Emissions + Product sustainability + Climate resilience = our comMuUNITY : p
Slide 6: FY23 User Metrics
CHAIRMAN’S ADDRESS. __ FY23 User Metrics Connecting families and saving lives x y “Ifyou are on the fence about getting your family onlife360 premium, let mi ote abit to contact iden 0 did right. way ‘ond id A 1,808,798 610 billion Help alerts Ambulances Sofe orriv Monthy octive sent Tile “Items Lef
Slide 7: Chairman's Address
Chairman’s Address John Philip Coghlan
Slide 8: CEO Address
=f? . EO (~ ‘ ~ Address Chris Hulls S&S
Slide 9: FY23 global MAU growth of 26% YoY
CEO ADDRESS. FY23 global MAU growth of 26% YoY Life360 Core Monthly Active Users (MAU)(M) International Triple Tier launch countries MAU ar24 431% YoY Global ‘= Conada UK mAustralio 2} @2 03 04 01 2 a8 a* 0 a2 a3 04 a1 a2 03 OF 01 02 08 a+ 01 2 a8 OF or ee ee Ww US. slnternational @iitesso 2024 Anno
Slide 10: Paying Circle and ARPPC growth
CEO ADDRESS. Paying Circle and ARPPC growth Paying Circles by geography (000s)* BEBE RH MH ODD OAR AnR MRD DB DM @isewo Average Revenue Per Paying Circle (ARPPC) ($) for US subscribe teflecting price $48 Ge Bw WW 1 2 2 11MM e Dz D 2026 anol General Maetng | May 2024
Slide 11: AMR has more than quadrupled since our IPO
BUSINESS UPDATE AMR has more than quadrupled since our IPO in May 2019 Quarterly Annualized Monthly Revenue ($M)* 300) 250 : ch 202 200 Monthy 150 | 100 | aid 28S = ‘S oO P » é £ PLS SSS S PM ps Sarah es ree “Anuaea Monty Revenue AM fan Oisewwo 2028 Anat Genera Mastng [Moy 2024
Slide 12: Brand for everyday family life
150M+ __ $1B+ Brand for everyday Monthly Active Users ¢ Revenue if family life
Slide 13: 2024 Key Initiatives
CEO ADDRESS. 2024 Key Initiatives 2 202 ¢ 7 ail, Grow our v4 Scale paid f Y Create new Expand audience offerings ' ti p J
Slide 14: Earnings Guidance
x 4 Earnings Guidance . PT)
Slide 15: Non-GAAP Financial Measures
APPENDIX 1 ‘our business, ollocate our resources ond assess our performance, Non-GAAP Financial M es Ada or trl valu ogustment 0 o7 Devaar a 01 mfr income taxes 03 os i ) stock-bosed Deoresoton one omoraton 92 a orner income net - 2) cost, (i) workplace restructuring costs. (i) inventory write-offs,
Slide 16: Non-GAAP Financial Measures cont'd
APPENDIX 1 Non-GAAP Financial Measures cont’d the most direct activities after tox. SM eases comounsaton Form 10 tronsactior sation ot tagrason cos Workplace restructuring costs) Write-off of obsolete inventory (2) {Agjustment in connection with membership benefit (2) Weorehouse relocation Gain on r
Slide 17: Disclaimer
Disclaimer 2024 Austot). Ufe360, Ine (ARBN 629 412942) Company’) ands provided for information purposes ony. Companys expecations regrdng future thence pelomance, including fo expectations regarding is revenue, ‘growth, adjusted EBITDA. ond operating cash flow. and the penetrate ts existing member b