Life360, Inc. · NASDAQ:LIF
Life360 — Q2 2025 Earnings Presentation
51 slides from Life360's earnings presentation, Aug 11, 2025
Slide 1: Investor Presentation Q2'25
Investor Presentation | August 2025 11 Aug 2025 US PT 12 Aug 2025 AEST Investor Presentation Q2’25
Slide 2: Disclaimer
Investor Presentation | August 2025 DISCLAIMER These materials and the accompanying oral presentation have been prepared by Life360, Inc. (ARBN 629 412 942) (“Company”) on a confidential and non-reliance basis, and may not be reproduced in whole or in part, nor may any of its contents be disclosed,
Slide 3: Contents
Investor Presentation | August 2025 3 Life360 Overview (4 – 23) Financial Update Q2’25 (29 – 41) Contents FY’25 Outlook (42 – 43) 1. 2. 3. 4. Appendix (44 – 51) Operating metrics Financials GAAP to Non-GAAP reconciliations & Non-GAAP financial measures Competitive landscape Life360 Strategy (24 – 28
Slide 4: Life360 Overview
Investor Presentation | August 2025 Life360 Overview
Slide 5: Global scale, durable growth
Investor Presentation | August 2025 Note: As of June 30, 2025 unless otherwise stated. 1 U.S. smartphone penetration based on approximately 47.5 million U.S. MAUs as of June 2025 compared to the total U.S. population per 2020 census adjusted for smartphone penetration. 2 LTM as of June 30, 2025. 3 B
Slide 6: Location sharing for the whole family with safety top of mind
Investor Presentation | August 2025 Location sharing for the whole family ...with safety top of mind Private map for your inner circle Free to use Built for families Devices for people, pets, and things Premium safety services Market leading driving safety Busy families want peace of mind - Life360
Slide 7: The super-app serving families of all types
Investor Presentation | August 2025 7 Family messaging Real-time driving One-tap communication Private family Circle Item tracking and SOS functionality Crash detection and emergency dispatch Driving Safety 24/7 support with crash detection, emergency dispatch, roadside assistance and more Digital S
Slide 8: Life360 is uniquely focused on family safety
Investor Presentation | August 2025 8 1 As of June 30, 2025. 2 Life 360 Brand Tracking research - April 2024 Fielding (based out of the 23 brand attributes tested). 3 According to April 2024 NPS creator, Bain & Co. for US Adults aged 31-60. in R&D investment since 2016 #1 Brand Attribute2 1 in 7 50
Slide 9: A one-stop holistic experience vs. competitor offerings
Investor Presentation | August 2025 Premium ServicesDevicesMobile A one-stop holistic experience vs. competitor offerings Life360 provides the only feature set that combines available isolated point solutions 1 As of June 30, 2025. 10.4M+ 65% of surveyed U.S. pet owner member base has interest in a
Slide 10: One of the highest DAUs across all apps in the U.S.
Investor Presentation | August 2025 10 US Social Networking App Rankings by DAU1US Lifestyle App Rankings by DAU1 Source: Sensor Tower Note: DAUs (Daily Active Users) defined as devices having 1 or more foreground sessions within an app in a day. 1 As of June 2025. One of the highest DAUs across all
Slide 11: Strong U.S. Engagement
Investor Presentation | August 2025 Strong U.S. Engagement – rivals the biggest names in social and streaming media Source: Sensor Tower company as of June 30, 2025; Company Data for Life360 metrics. 1 Hyper-Engaged Social represents the average DAU/MAU of Facebook, Instagram, Snapchat, TikTok, and
Slide 12: Industry-leading user retention
Investor Presentation | August 2025 Life360 has industry-leading user retention 12 Everyday safety and delight keep families engaged daily 0 10 20 30 40 50 60 70 80 90 A p p R e te n ti o n Days Since App Installation Life360 Social Media Average App Retention App Retention by Days Since App Install
Slide 13: Addressable market opportunities are substantial
Investor Presentation | August 2025 Life360's addressable market opportunities are substantial Source: GSMA Mobile Economy Report, Pew Research Center, 2020 U.S. Census, International Monetary Fund (IMF), Public Company Filings, and Company Data 1 Smartphone-Equipped Population of Asia Pacific exclu
Slide 14: Monetizing our addressable markets
Investor Presentation | August 2025 Subscription Services IndirectDevices Advertising Adjacent Markets Monetizing our addressable markets ✓ Roadside Assistance ✓ Medical Assistance ✓ SOS ✓ Driver Reports ✓ Stolen Phone Protection ✓ ID Theft Protection ✓ Crash Detection ✓ Emergency Dispatch ✓ Disaste
Slide 15: Expanding reach beyond parents with teens
Investor Presentation | August 2025 Expanding reach beyond parents with teens 15 Of Circles are Families with Teens 1,3 37% of U.S. households have at least one pet 4 of the U.S. population is 65 or older 13% 17% (2020)(2010) Of Circles are Couples 2,3 18% 71% … with an opportunity to expand within
Slide 16: Freemium membership model
Investor Presentation | August 2025 1As of June 30, 2025. Note: Membership bundles shown represent U.S. offering. Services and pricing differ slightly by region. Freemium membership model to support families’ needs and enable monetization Current Triple Tier Membership Bundles (US, UK, Canada, ANZ)
Slide 17: Long remaining runway in U.S. penetration
Investor Presentation | August 2025 States with more than 6% penetration in 2020 experienced over 163% penetration growth on average from June 2020 to June 2025, underpinning the remaining meaningful runway in the U.S. Long remaining runway in U.S. penetration Penetration by State (2025)Penetration
Slide 18: International penetration trails the U.S.
Investor Presentation | August 2025 Source: GSMA Mobile Economy Report, Pew Research Center, International Monetary Fund (IMF), and Company Data. 1 Estimated number of Life360 members as a percentage of smartphone-enabled population by region; Rest of World excludes Russia and China; Penetration rat
Slide 19: Scaling the international opportunity
Investor Presentation | August 2025 Top 10 International MAU countries1 (70% of total International) 1. United Kingdom 2. Brazil 3. Mexico 4. Australia 5. Italy 1Data as of Q2’25 Top 10 International Revenue countries1 (77% of total International) 1. United Kingdom 2. Australia 3. Canada 4. Brazil 5
Slide 20: New monetization opportunities from free user base
Investor Presentation | August 2025 New monetization opportunities from free user base Loyal User Base of families that retains on the platform1 Globally Recognized Brand Focused on safety and connection First Party Data Advantage based on location Valuable Targeting Opportunities based on user insi
Slide 21: The advertising opportunity for Life360
Investor Presentation | August 2025 $-- $ 1 $ 2 $ 3 $ 4 $ 5 $ 6 $ 7 $ 8 -- 100 200 300 400 500 600 700 800 900 1,000 Ad Revenue ARPU by MAU (M)1,2 MAU Ad Revenue ARPU from Launch1,3 21 The advertising opportunity for Life360 1Based on public filings, Wall Street Journal, FactSet Consensus Estimates,
Slide 22: Dynamic suite of ad solutions
Investor Presentation | August 2025 UPLIFT BY LIFE360 Offsite Audiences Uplift: Footfall Measurement Map Banners Place Ads Place Pins Self-identified demographics Household context Continuity of location signal Life360 closes the measurement gap in retail advertising with context- aware, footfall-dr
Slide 23: High-impact advertising brand partnerships
Investor Presentation | August 2025 High-impact advertising brand partnerships 23 Life360 delivers context-aware experiences through place ads 32M Push notifications sent1 12% Click-through rates on notification1 Immediate rideshare demand capture Life360 identifies travelers at the exact moment the
Slide 24: Life360 Strategy
Investor Presentation | August 2025 Life360 Strategy
Slide 25: Life360 strategy
Investor Presentation | August 2025 Grow our audience By building a leading position as a global family brand Scale paid offerings By driving higher retention and conversion through increased value for members Create new revenue streams By meeting family needs at every life stage and strengthening r
Slide 26: Our freemium flywheel drives our growth
Investor Presentation | August 2025 Our freemium flywheel drives our growth 26 Network effects enhance new member acquisition and fuel competitive advantages Better Engagement More Users
Slide 27: Digital based freemium business
Investor Presentation | August 2025 New Member Onboarding Frictionless download & registration Free Member Experience features Paid Subscriber Upsell to Paid Subscriber Paid Subscriber Upsell to higher tier + Other products Life360’s digital based freemium business Monetization: Advertising + Data +
Slide 28: Aspirational goals that drive our strategy
Investor Presentation | August 2025 The aspirational goals that drive our strategy #1 Brand for everyday family life 150M+ Monthly Active Users $1B+ Revenue 35%+ AEBITDA margins Note: Long-term targets are not projections; they are goals and are forward-looking, subject to significant business, econ
Slide 29: Financial Update Q2'25
Investor Presentation | August 2025 Financial Update Q2’25
Slide 30: Q2'25 Achievements
Investor Presentation | August 2025 Q2’25 Achievements Cementing our position as the market-leading family safety membership service $115.4m Q2’25 Revenue +36% YoY $20.3m Q2’25 Adjusted EBITDA1 18% Margin Expanding profitability ~2.5m Global Paying Circles + 25% YoY 136k Quarterly net adds, an all-t
Slide 31: Q2'25 financial summary
Investor Presentation | August 2025 • Continued strong subscription revenue momentum, up 35% including hardware subscriptions, and 38% for Life360 subscriptions • Hardware revenue increase of 3%, primarily driven by an increase in units sold • Other revenue increase of 100% due to increases in data
Slide 32: Continued Strong Revenue Momentum
Investor Presentation | August 2025 Continued Strong Revenue Momentum *Annualized Monthly Revenue (AMR) is a financial measure used by the Company to identify the annualized monthly value of active customer agreements at the end of a reporting period. AMR includes the annualized monthly value of sub
Slide 33: Consolidated Revenue
Investor Presentation | August 2025 Consolidated Revenue 33 Quarterly revenue ($M) Total consolidated revenue breakdown Hardware Life360 US Subscription Life360 International Subscription Hardware Subscription Other Q2’25 year over year growth of 36% $53 $66 $89 $12 $12 $12 $6 $7 $15 $71 $85 $115 Q2
Slide 34: Life360 Core Monthly Active Users
Investor Presentation | August 2025 Life360 Core Monthly Active Users (MAU)(M) Note: Numbers may not add or recalculate due to rounding. Global MAU Q2’25 year over year growth of 25%, with significant contribution from organic channels International Triple Tier launch countries MAU +32% YoY +43% YoY
Slide 35: Subscription revenue and Paying Circles
Investor Presentation | August 2025 2,030 2,189 2,258 2,396 2,532 $126 $128 $132 $133 $135 $120 $122 $124 $126 $128 $130 $132 $134 $136 $138 1,400 1,600 1,800 2,000 2,200 2,400 2,600 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Global PC Global ARPPC Subscription Revenue Consolidated Quarterly Subscription revenue
Slide 36: Paying Circles by geography
Investor Presentation | August 2025 529 550 605 647 668 665 698 708 737 804 895 991 1,044 1,117 1,180 1,162 1,203 1,233 1,300 1,327 1,390 1,468 1,579 1,627 1,718 1,809 157 159 171 180 183 169 171 169 166 186 204 227 243 275 310 332 364 396 446 474 508 562 610 632 678 722 Q1 19 Q2 19 Q3 19 Q4 19 Q1 2
Slide 37: Average Revenue Per Paying Circle
Investor Presentation | August 2025 $59 $159 $43 $76 Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 US International Average Revenue Per Paying Circle (ARPPC) 1 U.S. P
Slide 38: Strength of Free User Engagement Drives Net Subscriber Retention
Investor Presentation | August 2025 Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time • MAUs and Paying Circles by member registration year have increased over time, demonstrating strong retention dynamics and ability to convert free members to paid over the long-
Slide 39: Hardware Revenue
Investor Presentation | August 2025 Hardware Revenue Quarterly Hardware revenue ($M) 39 • Q2’25 hardware revenue increase of 3% YoY, primarily driven by an increase in units sold • Net hardware units shipped increased 21% YoY due to an increase in online retail channel sales despite a 7% YoY decreas
Slide 40: Other Revenue
Investor Presentation | August 2025 9% 10% 11% 12% 13% Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 • Q2’25 Other revenue growth of 100% YoY reflects increases in data and partnership revenue, which includes advertising revenue • Significant uplift in Q2’25 YoY driven primarily by advertising revenue contribution
Slide 41: Expanding Profitability
Investor Presentation | August 2025 Expanding Profitability Leveraging the cost base as we scale with strong Adjusted EBITDA margin expansion YoY 41Investor Presentation | Adjusted EBITDA ($M) & Margin (%)Operating Expenses declining as a % of revenue 7% • Operating expenses as a % of revenue have d
Slide 42: FY'25 Outlook
Investor Presentation | August 2025 FY’25 Outlook
Slide 43: Outlook
Investor Presentation | August 2025 1 Adjusted EBITDA is a non-GAAP measure. For more information, including the definition of Adjusted EBITDA, the use of this non-GAAP measure, as well as a reconciliation of Net Income (Loss) to Adjusted EBITDA, see Appendix 3 Outlook 43 For FY’25, Life360 now expe
Slide 44: Appendix
Investor Presentation | August 2025 Appendix
Slide 45: Operating Metrics
Investor Presentation | August 2025 APPENDIX 1 Operating Metrics 1 Core metrics relate solely to the Life360 mobile application. 2 Core subscription revenue is defined as subscription revenue derived from the Life360 mobile application and excludes non-core subscription revenue which relates to othe
Slide 46: Income Statement
Investor Presentation | August 2025 APPENDIX 2 Income Statement 46 Note: Numbers may not add or recalculate due to rounding. Three Months Ended June 30, Six Months Ended June 30, $ in millions, except share and per share data 2025 2024 Revenue Subscription revenue $ 88.6 $ 65.7 Hardware revenue 12.3
Slide 47: Balance Sheet Cash Flow
Investor Presentation | August 2025 APPENDIX 2 Balance Sheet Cash Flow 47 Note: Numbers may not add or recalculate due to rounding. $M June 30, December 31, 2025 2024 Current Assets: Cash and cash equivalents $ 432.7 $ 159.2 Accounts receivable, net 58.9 58.0 Inventory 9.7 8.1 Costs capitalized to o
Slide 48: GAAP to Non-GAAP reconciliations
Investor Presentation | August 2025 Operating expenses APPENDIX 3 GAAP to Non-GAAP reconciliations 48 Note: Numbers may not add or recalculate due to rounding. Cost of revenue Three Months Ended June 30, Six Months Ended June 30, $M 2025 2024 Cost of subscription revenue, GAAP 13.0 10.4 Less: Deprec
Slide 49: Non-GAAP financial measures
Investor Presentation | August 2025 We collect and analyze operating and financial data to evaluate the health of our business, allocate our resources and assess our performance. Adjusted EBITDA In addition to total revenue, net income (loss) and other results under GAAP, we utilize a non-GAAP calcu
Slide 50: Competitive Landscape
Investor Presentation | August 2025 50 Note: Pricing and feature information sourced from publicly available data. Feature sets for cellular providers reflect those of their associated family safety apps. Life360 feature set and pricing represents the Gold Membership, with select features available
Slide 51: Thank You
Investor Presentation | August 2025 Thank You