Life360, Inc. · NASDAQ:LIF
Life360 — Goldman Sachs Emerging Technology Conference 2021
26 slides from Life360's conference presentation, Oct 28, 2021
Slide 1: ASX Announcement: Conference Presentation
ASX ANNOUNCEMENT 28 October 2021 For personal use only Conference Presentation Chris Hulls, Co-Founder and CEO of San Francisco-based Life360, Inc. (Life360 or the Company) (ASX:360) will today participate in Goldman Sachs’ Emerging Technology Conference. The conference presentation is attached. End
Slide 2: For personal use only
For personal use only
Slide 3: Disclaimer
Disclaimer =x. document dated 28 October 2021 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 = date of this document. It should be read in conjunc
Slide 4: Agenda
Agenda Introduction to Life360 Q3 Results Update Current initiatives Q&A Note: All references in this presentation to $ are to USS investor Presentation | October 2021 3
Slide 5: Introduction to Life360
f _ Introduction ’ to Life360
Slide 6: Life360 is the world's first family safety services membership
Life360 is the world’s first family safety services membership Key Metrics = € e) a 4 @ A 33.8 million i i San Francisco H Monthly Active Users (MAU) in 195 countries Based =) = 1.1 million + O ~330 © Paying Circles (subscribers) oN Employees (e) ”n == $120 million + ~A$1.5 billion @) = September 20
Slide 7: User testimonials and safety stories
66 360 told us my grandson was in a motorcycle accident as soon as it happened. We were able to get to him as soon as the ambulance got the hospital by following the 360 app, we know exactly where he was. 35 miles away... 45 minutes before the police called to notify us of the accident, we were sitt
Slide 8: Patents granted or pending
For personal use only 25 patents* or pending
Slide 9: Life360's technology platform
Life360’s technology platform A unique and proprietary technology engine operating at global scale For personal use only @ ttes60 Investor Presentation | October 2021 8
Slide 10: Freemium model
= = fe) a) o =) @Freemium” model &=Monetises free users and subscribers @ ttes60 Families (~3.5 million users) +19% YoY 1H ‘21 +29% YoY 1H ‘21 Direct Revenue Sign Ups Free Users Revenue Monthly Active Users +28% YoY TH ‘21 +11% YoY 1H ‘21 investor Presentation | October 2021
Slide 11: Life360 Membership offering
Life360 Membership offering Membership tiers @ ttes60 2 doys of Location History 2 Place Alerts Family Driving Summary Crash Detection SOS Help Alert $4.99/mo Silver 7 days of Location History 5 Place Alerts Family Driving Summary Crash Detection $100 in Stolen Phone Coverage Crime Reports SOS Help
Slide 12: Membership offering: Competitive landscape
Membership offering Competitive landscape For personal use only Total Cost* $256.34/month *Assuming family household of four people. Prices may vary. @ ttes60 OWE vA Roadside Assistance wa ID Theft Protection va Nurse Helpline of Crash Detection vA SOS Alert wa Disaster Assistance va Driver Reports
Slide 13: App Store Changes
App Store Changes SSAndroid <= © oD) iD) =) @ - (e) 1) — iD) FOr p Google has announced that app store commissions will reduce from 30% to 15% from 1 January 2022 for first year subscribers. 15% commission for returning subscribers remains unchanged. On an annual basis, this would reduce commissions
Slide 14: Q3 Highlights
~” ae <= tHighlig Ajuo osn reuosJaghi03
Slide 15: Accelerating revenue growth post COVID-19
Accelerating revenue growth post COVID-19 Growth in every quarter through COVID, accelerating in 3Q21 Quarterly Revenue* ($M) Quarterly Annualised Monthly Revenue ($M) 30.0 120.0 90.0 20.0 60.0 10.0 30.0 0.0 0.0 1QI9_ 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 121 2Q21 321 For personal use only @ ttesoo Inv
Slide 16: Global MAU at new peak in Q3
Global MAU at new peak in Q3 Strong US performance despite Q2 TikTok-inflated surge Q2 21 total registration surges from TikTok Monthly Active Users (MAU)(M) +3,628% Spanish speaking née 121 ; . 10.9 95 English speaking Portuguese speaking es) Italian speaking Ol-Apr-21 15-Apr-21 29-Apr-21 13-May-21
Slide 17: Accelerating Paying Circle growth
Accelerating Paying Circle growth Second consecutive quarter of record subscriber additions @ ttesoo Quarterly US Paying Circles growth (000s) 30 20 10 o ° = Qi20. 220. «320. 04200 lal 2.21 US Q3 Paying Circles increased 28% year-on-year Paying Circles by product line (000s) 1,200 1,000 800 360 Plus
Slide 18: Current initiatives
ives ‘ 3 it ni ne ® ped he =] U 1O= Sn jeuosied
Slide 19: Our strategic objectives
Our strategic objectives For personal use only ‘S Build Build a large base of engaged mobile users -@- Grow Grow Membership to disrupt legacy incumbents Expand Expand reach and revenue through additional lead gen and new services Investor Presentation | October 2021 18
Slide 20: Launch of Data Breach Alerts
Launch of Data Breach Alerts more internet usage during the pandemic surveyed Life360 members have experienced ID theft children have their identities stolen each year higher cost for families with children to resolve fraud than those without For personal use only @ ttes60 your family’s pe potential
Slide 21: How Data Breach Alerts work
How Data Breach Alerts work @ lites60 of Detect We actively scan the dark web where hackers sell stolen info #239 Home Chef pjohnson@gmail.com Data Breach Alerts Jan 202 Zynga Inc. noah2009@gmail.com Jan 202 Dropbox jobe Systems on@gmail.com EatStreet We alert users as soon as we detect a breach 9:4
Slide 22: How free Data Breach Alerts drive conversion
How free Data Breach Alerts drive conversion For personal use only 0 oD © Digital Safety 2) Data Breach Alerts Turn on alerts to view details and Driving Safety 9) Crash Detection Turn on alerts to be notified i © fami ber gets into an accident, ° as @e Purchase Loren reteten yee Flow © ermeterrotei
Slide 23: New Brand Campaign
New Brand Campaign Strategy (0) Life360 Sleialy existing lower funnel marketing efforts and tell the broader membership story @)beyond the location use case welcome tod W)Brand goal degree 0 9 new Establish Life360 as the category leader in family safety. = Sfamily coordination and safety solutions
Slide 24: Full Media Approach
Full 360 Media Approach For personal use only @ lites60 Multi-Channel Marketing & Customer Experience “Ne Inv /estor Presentation | October 2021 23
Slide 25: For personal use only
For personal use only
Slide 26: For personal use only
For personal use only
Life360 — Goldman Sachs Emerging Technology Conference 2021 on 6ix