Slide 1: Q3'25 Investor Presentation
Q3’25 al use only Investor Presentation 10 Nov 2025 U.S. PT | 11 Nov 2025 AEDT Investor Presentation | November 2025
Slide 2: Disclaimer
DISCLAIMER These materials and the accompanying oral presentation have been prepared by future returns is implied or given. Nothing contained in these materials nor any Life360, Inc. (ARBN 629 412 942) (“Company”) on a confidential and non-reliance information made available to you is, or shall be r
Slide 3: Contents
01 Life360 Overview (4 – 24) 01 Life360 Overview (4 – 24) 02 Advertising Update (25 – 30) 02 Life360 Strategy al use only (25 – 29) 03 Life360 Strategy Contents (31 – 35) 03 Financial Update Q3’25 (30 – 42) 04 Financial Update Q3’25 (36 – 48) 04 FY’25 Outlook (43 – 44) 05 FY’25 Outlook (49 – 50) 05
Slide 4: Life360 Overview
01 al use only Life360 Overview Investor Presentation | November 2025
Slide 5: Life360 at a glance
Life360 at a glance Global scale, durable growth, expanding profitability $124.5m al use only ~91.6M 180+ 463 billion #7 +34% YoY Global Monthly Countries Miles driven with Top Social Q3’25 Revenue Active Users Life360 Crash Networking App3 Detection2 $24.5m ~2.7M 16% 77 billion 10.5M+ 20% Margin Gl
Slide 6: Busy families want peace of mind
Busy families want peace of mind - Life360 makes everyday family life better through safety and connection Location sharing for the whole family al use only ...with safety top of mind Private map for your inner circle Devices for people, Free to use Market leading pets, and things driving safety Bui
Slide 7: Keeping people close to the ones they love
Keeping people close to the ones they love The super-app serving families of all types through a distinctive product offering Families of all stages Location Sharing and Item Tracking Family messaging Effortless daily coordination with advanced location sharing and item tracking al use only Real-tim
Slide 8: Life360 is uniquely focused on family safety
Life360 is uniquely focused on family safety Providing peace of mind and connection for families creates a competitive moat 1 in 7 U.S. Smartphone Owners Use al use only Life3601 5x App Opens per Day1 #1 Brand Attribute2 “Peace of mind” 59 NPS Score Considered “Excellent” by NPS Creator, Bain & Co.3
Slide 9: A one-stop holistic experience vs. competitor offerings
A one-stop holistic experience vs. competitor offerings Life360 provides the only feature set that combines available isolated point solutions Mobile Devices Premium Services al use only 45% 65% of surveyed U.S. of Total Paying pet owner member 4.8 Circles are cross- platform 10.5M+ base has interes
Slide 10: U.S. Lifestyle App Rankings by DAU
U.S. Lifestyle App Rankings by DAU1 U.S. Social Networking App Rankings by DAU1 One of the al use only highest DAUs across all apps in the U.S. Triple Tier Lifestyle App Rankings by DAU1 Triple Tier Social Networking App Rankings by DAU1 2 6 5 7 Source: Sensor Tower Note: DAUs (Daily Active Users) d
Slide 11: Strong U.S. Engagement
Strong U.S. Engagement – rivals the biggest names in social and streaming media U.S. DAU/MAU Ratio (%) Social Media Streaming Media al use only 71 % 59 % 58 % 54 % 51 % 50 % 46 % 34 % 32 % 28 % 25 % 19 % 19 % 15 % 14 % 13 % 13 % Hyper- With Push Engaged Notif. Social1 (Video) Source: Sensor Tower co
Slide 12: Life360 has industry-leading user retention
Life360 has industry-leading user retention Everyday safety and delight keep families engaged daily App Retention by Days Since App Installation1,2 al use only Life360’s strong value proposition and core feature set provides its users with peace of mind that drives consistent daily app usage and fue
Slide 13: Life360's addressable market opportunities are substantial
Life360's addressable market opportunities are substantial Family Financial Services Opportunities Expansion Auto Insurance al use only Elderly ~$83bn Monitoring ~$80bn $3.1bn Advertising4 Advertising $2.7bn Pet Tracking3 $2.7bn Pet Tracking Pet Tracking ~$75bn $2.1bn Item Tracking2 $2.1bn Item Trac
Slide 14: Monetizing our addressable markets
Monetizing our addressable markets Future Opportunity Subscription Services Devices Indirect Advertising Adjacent Markets al use only Platinum First Party Data Elderly Auto Ads for Free Members Monetization Monitoring Insurance Roadside Assistance ID Theft Protection Medical Assistance Crash
Slide 15: Expanding reach beyond parents with teens
Expanding reach beyond parents with teens Member Base Expansion … with an opportunity to expand within our current member base al use only Current Member Base Focus 36% 71% Of Circles of U.S. households have Premium member plans have historically focused on a narrow slice of our engaged free are Fam
Slide 16: Pet platform launch
Pet platform launch Entering the pet space with Pet GPS and the Pet Finder Network Pet Finder Your Pet on the Life360 Network Life360 Map Pet GPS al use only Free! Paid → Real-time tracking Paid via GPS, BLE, and WiFi → $49.99 MSRP with Gold membership required2 → Up to 14 day battery lift per charg
Slide 17: Freemium membership model
Freemium membership model to support families’ needs and enable monetization Life360's premium services provide benefits focused on driving and digital safety Current Triple Tier Membership Bundles (U.S., UK, Canada, ANZ) al use only FREE MEMBERSHIP SILVER MEMBERSHIP GOLD MEMBERSHIP PLATINUM MEMBERS
Slide 18: Long remaining runway in U.S. penetration
Long remaining runway in U.S. penetration Penetration by State (2020) Penetration by State (2025) al use only 10% 23% 15% 2% 7% © GeoN States with more than 6% penetration in 2020 experienced over 162% penetration growth on average from September 2020 to September 2025, underpinning the remaining me
Slide 19: Large global opportunity for membership
Large global opportunity for membership International penetration, while expanding, trails the U.S., with large upside opportunity Penetration by Region (2020–2025)1 al use only $ Canada $ United Kingdom 1% 5% (2020) (2025) 2% 11% (2020) (2025) Europe $ United States 0.4% 1.9% 6% 16% (2020) (2025) A
Slide 20: Scaling the international opportunity
Scaling the international opportunity Growing usage and increasing monetization globally Triple Tier UK, ANZ & CA • High income markets Top 10 International Top 10 International similar to the U.S. with a driving culture al use only MAU countries1 Revenue countries1 • Subscription benefits (65% of t
Slide 21: New monetization opportunities from free user base
New monetization opportunities from free user base Our differentiated audience can deliver value to brands and advertisers Our differentiated audience… … has the potential to deliver significant value while maintaining privacy at the forefront of our member experience al use only Valuable Targeting
Slide 22: The advertising opportunity for Life360
The advertising opportunity for Life360 Data indicates long-term growth potential in advertising revenue Ad Revenue ARPU by MAU (M)1,2 $8 $7 Advertising ARPU al use only $6 $5 $4 $3 $2 $1 $-- -- 100 200 300 400 500 600 700 800 900 1,000 MAU Ad Revenue ARPU from Launch1,3 Large Market Opportunity $40
Slide 23: Life360's ad solutions close the gap in real-world retail markets
Life360’s ad solutions close the gap in real-world retail markets Elevating the advertising experience through a dynamic suite of ad solutions al use only Place Pins Map Uplift: Footfall Banners Measurement UPLIFT BY LIFE360 Life360 closes the measurement gap Place Offsite in retail advertising with
Slide 24: High-impact advertising brand partnerships
High-impact advertising brand partnerships Life360 delivers context-aware experiences through place ads • 24/7 location sharing provides continuity of al use only Immediate rideshare Real-time severe signal for precise, highly demand capture weather alerts relevant advertising based Life360 identifi
Slide 25: Advertising Update
02 al use only Advertising Update Investor Presentation | November 2025
Slide 26: Life360 Ads Network Vision
Life360 Ads Network Vision The Family Ads Platform that delivers experiences and outcomes for brands, while offering benefits to members that make everyday family life better al use only Outcomes & Brand/Agency Life360 Onsite Offsite Measurement Life360 finds prospective families at scale, leveragin
Slide 27: Our Advertising Platform
Our Advertising Platform Expanding capability and scale with strategic acquisitions and partnerships al use only Ad Tech & Infrastructure Paid Partnerships Direct Sales Offsite Development Acquisitions combined with Partnerships bring Nativo provides Nativo amplifies Life360’s unique user base and h
Slide 28: Nativo accelerates Life360's advertising roadmap
Nativo accelerates Life360’s advertising roadmap Nativo transforms our advertising platform into an end-to-end offering with best-in-class technology, established relationships, and experienced sales team al use only Advanced Ad Unique Demand & Proprietary Advanced Renderer Publisher Network Targeti
Slide 29: Why publishers choose Nativo
Why publishers choose Nativo Superior tech drives better monetization, faster and at lower cost Best-in-Class Technology Better Monetization Faster Results al use only Nativo’s creative ad Deploy in weeks rather Suite of tools for activating renderer makes premium than months with an and acceleratin
Slide 30: Progressing towards our ads vision
Progressing towards our ads vision Combination creates a differentiated platform at scale – accelerating Life360’s advertising roadmap and creating value across the ad-tech value chain High Level Ad-Tech Value Chain Demand Side Demand Side Customer Data Measurement Supply Side Supply Side al use onl
Slide 31: Life360 Strategy
03 al use only Life360 Strategy Investor Presentation | November 2025
Slide 32: Life360 strategy
Life360 strategy Powerful network effects driving significant long-term growth opportunity al use only Grow our Scale paid Create new Expand audience offerings revenue streams profitability By building a leading By driving higher By meeting family needs By leveraging the expense position as a global
Slide 33: Our freemium flywheel drives our growth
Our freemium flywheel drives our growth Network effects enhance new member acquisition and fuel competitive advantages al use only More Users Better Engagement Investor Presentation | November 2025 33
Slide 34: Life360's digital based freemium business
Life360’s digital based freemium business Freemium model becomes powerful at scale • Strong word of mouth drives Advertising + Premium Referral Fees organic growth, supporting Monetization: Data + Lead Gen Subscription Other Sales1 al use only efficient customer acquisition spend New Member Paid • D
Slide 35: The aspirational goals that drive our strategy
The aspirational goals that drive our strategy al use only #1 150M+ $1B+ 35%+ Brand for everyday Monthly Active Users Revenue AEBITDA margins family life Note: Long-term targets are not projections; they are goals and are forward-looking, subject to significant business, economic, regulatory and com
Slide 36: Financial Update Q3'25
04 al use only Financial Update Q3’25 Investor Presentation | November 2025
Slide 37: Q3'25 Achievements
Q3’25 Achievements Cementing our position as the market-leading family safety membership service al use only Growing our Scaling paid Creating new Expanding audience offerings revenue streams profitability ~91.6m ~2.7m $124.5m Global Monthly Active Global Paying Circles Initial infrastructure Q3’25
Slide 38: Q3'25 Results Summary
Q3’25 Results Summary Delivering on growth Commentary $M Q3’25 Q3’24 $ Change % ch YoY • Continued strong subscription revenue momentum, up 34% primarily driven by Revenue Life360 core subscription revenue up Subscription 96.3 71.8 24.5 34 % 37% to $90.7 million and the growth in Paying Circles up 2
Slide 39: Continued Strong Revenue Momentum
Continued Strong Revenue Momentum +33% Quarterly Annualized Monthly Revenue ($M)* YoY growth in September 2025 AMR al use only 447 416 393 368 336 305 274 285 249 259 239 224 174 184 166 140 124 96 106 76 78 81 90 62 68 75 46 Q2 19 Q1 20 Q1 21 Q1 22 Q1 23 Q1 24 Q1 25 Q2 20 Q2 21 Q2 22 Q2 23 Q2 24 Q2
Slide 40: Consolidated Revenue
Consolidated Revenue Q3’25 year over year growth of 34% Total consolidated revenue breakdown Quarterly revenue ($M) $124 al use only $17 Hardware $11 $93 9% $9 Other $79 $6 $12 14% $16 Hardware 4% Subscription $96 61% Life360 U.S. Subscription $72 12% $57 Life360 International Subscription Q3'23 Q3'
Slide 41: Global MAU
Global MAU Q3’25 year over year growth of 19%, with significant contribution from organic channels Life360 Core Monthly Active Users (MAU)(M) International Triple Tier launch countries MAU al use only +35% YoY +24% 43 YoY 40 38 36 35 30 28 +27% 25 YoY 23 20 19 18 18 15 13 12 12 12 +15% 11 12 9 9 10
Slide 42: Subscription Revenue
Subscription Revenue 34% revenue growth underpinned by 23% YoY uplift in Paying Circles and 8% YoY increase in ARPPC Consolidated Quarterly Subscription revenue ($M) Global Paying Circles and Global ARPPC 2,800 $138 $140 $135 $138 al use only 2,600 $133 $136 2,400 $132 $134 $132 2,200 $128 $130 96.3
Slide 43: Paying Circles
Paying Circles Q3’25 year over year growth of 23%, while raising prices and improving customer value $139 $138 $38 +42% YoY Paying Circles by geography (000s) International Triple Tier launch countries Paying Circles +42% YoY al use only +52% +29% YoY 786 YoY UK & ANZ 722 Legacy price 678 increases
Slide 44: Average Revenue Per Paying Circle (ARPPC)
Average Revenue Per Paying Circle (ARPPC) Triple Tier launches and annual subscription price increases driving ARPPC in the U.S. and internationally Average Revenue Per Paying Circle (ARPPC) ($) 1 International Triple Tier launch countries revenue $161 +5% +74% al use only YoY YoY +8% YoY Global ARP
Slide 45: Strength of Free User Engagement Drives Consistent Net Subscriber Retention
Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time Global MAU by Member Registration Year (M) Global Paying Circles by Member Registration Year (M) • MAUs and Paying Circles 100 3 by member registration year al use only 90 have increased over time, 2.5 demonstratin
Slide 46: Hardware Revenue
Hardware Revenue Continued growth in percentage of Life360 subs with an active linked Tile Quarterly Hardware revenue ($M) Hardware Units Shipped and ASP ($) 2.00 $17.0 18.00 1.80 17.00 al use only 1.60 16.00 $14.8 1.40 15.00 1.20 14.00 $12.7 $12.6 $12.0 23.8 1.00 13.00 21.1 0.80 1.9 12.00 15.5 0.60
Slide 47: Other Revenue
Other Revenue Revenue uplift supported by advertising ramp-up and continued monetization of free user base Quarterly Other revenue ($M) Other Revenue as % of Total Revenue al use only 16.9 14.5 14% 12% 13% 12.8 13.0 11% 10% 9.3 6.5 6.5 6.5 7.3 6.5 6.1 Q1 Q2 Q3 Q4 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 2023 2
Slide 48: Expanding Profitability
Expanding Profitability Leveraging the cost base as we scale with strong Adjusted EBITDA margin expansion YoY Operating Expenses declining as a % of revenue Adjusted EBITDA ($M) & Margin (%) 2023 2023 2024 2024 al use only 20% 2025 2025 18% 18% 15% 95% 13% 24.5 85% 83% 20.3 82% 81% 10% 10% 21.2 79%
Slide 49: FY'25 Outlook
05 al use only FY’25 Outlook Investor Presentation | November 2025
Slide 50: Outlook
Outlook For FY’25, Life360 now expects to deliver: • Consolidated revenue of $474 million to $485 million, increased from prior guidance of $462 million to $482 million, comprised of: al use only • Subscription revenue of $366 million to $368 million, increased from $363 million to $367 million; • H
Slide 51: Appendix
06 al use only Appendix Investor Presentation | November 2025
Slide 52: Operating Metrics
APPENDIX 1 Operating Metrics (in millions, except ARPPC, ARPPS, ASP) Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Life360 Core(1) Monthly Active Users (MAU) - Global 91.6 88.0 83.7 79.6 76.9 U.S. 48.7 47.5 45.3 43.7 42.2 International 42.9 40.5 38.4 36.0 34.7 al use only ANZ 3.2 3.1 2.9 2.7 2.5 Paying Ci
Slide 53: Income Statement
APPENDIX 2 Income Statement Three Months Ended September 30, $ in millions, except share and per share data 2025 2024 Revenue Subscription revenue $ 96.3 $ 71.8 Hardware revenue 11.3 11.7 Other revenue 16.9 9.3 al use only Total revenue 124.5 92.9 Cost of Revenue Cost of subscription revenue 14.0 10
Slide 54: Balance Sheet Cash Flow
APPENDIX 2 Balance Sheet Cash Flow $M Nine Months Ended September 30, $M September 30, December 31, 2025 2024 2025 2024 Cash Flows from Operating Activities: Current Assets: Net income (loss) $ 21.2 $ (13.1) Cash and cash equivalents $ 455.7 $ 159.2 Adjustments to reconcile net income (loss) to net
Slide 55: GAAP to Non-GAAP reconciliations
APPENDIX 3 GAAP to Non-GAAP reconciliations Cost of revenue Operating expenses Three Months Ended September 30, Three Months Ended September 30, $M 2025 2024 $M 2025 2024 al use only Cost of subscription revenue, GAAP $ 14.0 $ 10.7 Research and development expense, GAAP $ 32.4 $ 29.0 Less: Depreciat
Slide 56: Non-GAAP Financial Measures
We collect and analyze operating and financial data to evaluate the health of APPENDIX 3 our business, allocate our resources and assess our performance. Non-GAAP Financial Measures Adjusted EBITDA In addition to total revenue, net income and other results under GAAP, we Three Months Ended September
Slide 57: Competitive Landscape
APPENDIX 4 Competitive Landscape Monthly Price $14.99 $10.00 Free $7.99 $14.99 $79.99 $4.99 $34.99 Free $10.00 $14.99 Membership Family circle Individual Individual Family Individual Family Individual Family Individual Individual Individual al use only Features Available on iOS & Android Roadside As
Slide 58: Thank you
al use only Thank you. Investor Presentation | November 2025