Slide 1: Q1'26 Investor Presentation
Q1’26 Investor Presentation 11 May 2026 U.S. PT | 12 May 2026 AEST Investor Presentation | May 2026
Slide 2: Disclaimer
DISCLAIMER These materials and the accompanying oral presentation have been prepared by Past performance is not indicative of future performance and no guarantee of This presentation contains certain measures of financial performance not Life360, Inc. (ARBN 629 412 942) (“Company”) on a confidential
Slide 3: Contents
Contents 01 Life360 Overview (4 – 27) 02 Life360 Strategy (28 – 35) 03 Financial Update Q1'26 (36 – 50) 04 FY’26 Outlook (51 – 52) 05 Appendix (53 – 62) Operating metrics Financials GAAP to Non-GAAP reconciliations & Non-GAAP financial measures Beyond MAU: 117 million Total Users in the Life360 Ecos
Slide 4: Life360 Overview
01 Life360 Overview Investor Presentation | May 2026
Slide 5: Life360 at a glance
Life360 at a glance Global scale, durable growth, expanding profitability $143.1m ~97.8M 180+ 575 billion #7 +38% YoY Global Monthly Countries Miles driven with Top Social Q1'26 Revenue Active Users Life360 Crash Networking App3 Detection2 $17.1m ~3.0M 17% 91 billion 10.9M+ 12% Margin Global Paying
Slide 6: Busy families want peace of mind - Life360 makes everyday family life better
Busy families want peace of mind - Life360 makes everyday family life better through safety and connection Location sharing for the whole family ...with safety top of mind Private map for your inner circle Devices for people, Free to use Market leading pets, and things driving safety Built for Premi
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 Family messaging Location Sharing and Item Tracking Effortless daily coordination with advanced location sharing and item tracking Pet tracking New dri
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 6 U.S. Smartphone Owners Use Life3601 5x App Opens per Day1 #1 Brand Attribute2 “Peace of mind” 60 NPS Score Considered “Excellent” by NPS Creator, Bain & Co.3 $600+ Milli
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 46% 65% of surveyed U.S. of Total Paying pet owner member 4.8 Circles are cross- platform 10.9M+ base has interest in a pet t
Slide 10: One of the highest DAUs across all apps
U.S. Lifestyle App Rankings by DAU1 U.S. Social Networking App Rankings by DAU1 One of the 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 6 Source: Sensor Tower Note: DAUs (Daily Active Users) defined as de
Slide 11: One of the fastest growing apps for Parents
One of the fastest growing apps for Parents Top Growing Apps for Parents1 Gemini +17.6% ChatGPT +12.2% Life360 +8.5% Block Blast +7.6% Instagram +6.6% Walmart +6.2% Facebook +5.6% Spotify +5.0% Amazon +4.3% Tik Tok +1.3% Source: Sensor Tower 1Audience insights as of December 2025. Investor Presentat
Slide 12: Strong U.S. Engagement – rivals the biggest names in social and streaming media
Strong U.S. Engagement – rivals the biggest names in social and streaming media US DAU/MAU Ratio (%) Social Media Streaming Media 71% 59 % 59 % 56 % 53 % 51 % 45% 33 % 31 % 28 % 26 % 19 % 19 % 16 % 13 % 12 % 12 % Hyper- With Push Engaged Notif. Social1 (Video) Source: Sensor Tower company as of Marc
Slide 13: 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 Life360’s strong value proposition and core feature set provides its users with peace of mind that drives consistent daily app usage and fuels product s
Slide 14: Life360's addressable market opportunities are substantial
Life360's addressable market opportunities are substantial Partner Ecosystem Opportunities Family Financial Expansion Services Insurance Elderly ~$83bn Monitoring ~$80bn $3.1bn Advertising4 Advertising $2.7bn Pet Tracking3 $2.7bn Pet Tracking Pet Tracking ~$75bn $2.1bn Item $2.1bn Item Tracking Item
Slide 15: Monetizing our addressable markets
Monetizing our addressable markets Future Opportunity Subscription Services Devices Indirect Advertising Adjacent Markets Platinum Elderly First Party Data Ads for Free Members Insurance Monitoring Monetization ✓ Roadside Assistance ✓ Crash Detection ✓ Medical Assistance ✓ Emergency Dispatch ✓ SOS ✓
Slide 16: 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 Current Member Base Focus 36% 70% Of Circles of U.S. households have 3.3 Premium member plans have are Families at least one pet 4 historically focused on a narrow with Teen
Slide 17: Entering the pet space with Pet GPS and the Pet Finder Network
Entering the pet space with Pet GPS and the Pet Finder Network Early adoption post-launch with significant opportunity for monetization and retention benefits Free Paid Paid Pet Finder Your Pet on the Life360 Network Life360 Map Pet GPS → Real-time tracking via GPS, BLE, and WiFi → $49.99 MSRP with
Slide 18: Freemium membership model to support families' needs
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) FREE MEMBERSHIP SILVER MEMBERSHIP GOLD MEMBERSHIP PLATINUM MEMBERSHIP $0.00/mo
Slide 19: Significant runway for growth across all markets along the penetration curve
Significant runway for growth across all markets along the penetration curve Life360 Penetration Stages Along the S-Curve: Penetration Stages Definitions: 3% 10% 20% 30%+ Landing <3% Early market entry. Building initial user base, establishing brand awareness. USA Expanding 3-10% Accelerating user a
Slide 20: Long remaining runway in U.S. penetration
Long remaining runway in U.S. penetration Majority of states are in the Growing and Scaling phases of the S-Curve with the largest states adding the highest absolute growth and significant runway before achieving Established status Penetration by State (2020) 1 U.S. Top 5 penetrated states Penetrati
Slide 21: 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 (2020–2026)1 $ Canada United $ 1% 5% Kingdom (2020) (2026) 2% 12% (2020) (2026) Europe United States $ 0.4% 2% 6% 17% (2020) (2026) Australia & $ N
Slide 22: 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 MAU countries1 Revenue countries1 • Subscription benefits (65% of total Interna
Slide 23: Monetization opportunities from free user base
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 Valuable Targeting First Party Data
Slide 24: 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)1,2,4 $8 $7 Advertising ARPU $6 $5 $4 $3 $2 $1 $-- -- 100 200 300 400 500 600 700 800 900 1,000 MAU (M) Expanded Market Opportunity Ad Revenue ARPU from Launch1,3,4 with
Slide 25: Elevating the advertising experience based on what families truly need
Elevating the advertising experience based on what families truly need Our combined tech stack accelerates Life360’s advertising roadmap and creates value across the ad-tech value chain Proprietary and All advertising predictive audiences environments and formats Improved ad relevance, footfall meas
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 Life360 In-App Off-Site ~41M ~234M Outcomes & Brand/Agency Life360 U.S. In-App Reach1 U.S Off-Site Reach2 Measurement Mom see
Slide 27: Life360 and Uber announce new integration to help families stay connected
Life360 and Uber announce new integration to help families stay connected Deepens Life360’s super app vision by embedding trusted third party services families already rely on Integrated Super App Uber Teen Experience Accounts Unlock real-time trip tracking, ride Enabling teens to request rides with
Slide 28: Life360 Strategy
02 Life360 Strategy Investor Presentation | May 2026
Slide 29: Life360 strategy
Life360 strategy Powerful network effects driving significant long-term growth opportunity 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 retention a
Slide 30: Our freemium flywheel drives our growth
Our freemium flywheel drives our growth Network effects enhance new member acquisition and fuel competitive advantages More Users Better Engagement Investor Presentation | May 2026 30
Slide 31: AI makes Life360 stronger, faster and more competitive
AI makes Life360 stronger, faster and more competitive Life360 Wins with AI by building on the foundation of family trust, real-world data and platform at scale Durable use case anchored in the physical world AI makes our data more valuable • Our core use case has no AI substitute — it is anchored •
Slide 32: AI accelerates our flywheel and deepens our moats
AI accelerates our flywheel and deepens our moats AI enhances our relationships and advantages without replicating or replacing them Smarter, faster product innovation AI Smarter free-to-paid conversion through personalized engagement and safety features Richer first-party data for targeting and Rev
Slide 33: 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 + Partnerships Subscription Other Sales1 efficient customer acquisition spend New Member Paid Free Paid •
Slide 34: Four Levers Driving Sustained MAU Growth
Four Levers Driving Sustained MAU Growth Growth is not dependent on any single initiative; each lever addresses a distinct driver of the member flywheel 01 02 03 04 Top-of-Funnel Expanding International Engagement Efficiency to New Market Deepening and Relationship Types Activation Re-engagement Con
Slide 35: The aspirational goals that drive our strategy
The aspirational goals that drive our strategy #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 competitive unc
Slide 36: Financial Update Q1'26
03 Financial Update Q1’26 Investor Presentation | May 2026
Slide 37: Q1'26 Achievements
Q1'26 Achievements Cementing our position as the market-leading family safety membership service Growing our Scaling paid Creating new Expanding audience offerings revenue streams profitability ~97.8m ~3.0m $143.1m Global Monthly Active Global Paying Circles Growing advertising revenue Q1'26 Revenue
Slide 38: Q1'26 Results Summary
Q1'26 Results Summary Delivering on growth Commentary $M Q1’25 Q1’26 $ Change % YoY • Continued strong subscription revenue momentum, up 32% YoY, primarily driven by 27% Revenue growth in Paying Circles and a 7% uplift in ARPPC Subscription 81.9 108.2 26.3 32 % • Hardware revenue decreased 49% YoY,
Slide 39: Continued Strong Revenue Momentum
Continued Strong Revenue Momentum 32% YoY Quarterly Annualized Monthly Revenue ($M)* growth in March 2026 AMR 518 478 447 416 393 368 336 285 305 259 274 239 249 224 166 174 184 124 140 90 96 106 62 68 75 76 78 81 46 Q2 19 Q1 26 Q1 21 Q1 22 Q1 25 Q1 20 Q1 23 Q1 24 Q3 19 Q2 23 Q4 19 Q2 21 Q2 22 Q3 22
Slide 40: Global MAU
Global MAU Q1'26 year over year growth of 17%, with consistent performance in key monetization countries Life360 Core Monthly Active Users (MAU) (M) International Triple Tier countries MAU (M) +18% +32% YoY YoY 33 34 31 30 28 27 26 22 +26% +25% 20 11 12 12 YoY YoY 18 11 17 9 10 15 9 13 14 7 8 13 6 7
Slide 41: Global MAU Net Additions
Global MAU Net Additions Q1'26 year over year growth of 17%, with 26% growth in International Triple Tier U.S. & International Triple Tier MAU Net Additions (M) Other International MAU Net Additions (M) 0.6 0.5 0.7 0.5 0.9 0.4 0.5 0.6 0.5 0.2 0.7 0.6 0.3 3.6 0.3 0.3 0.4 0.4 0.8 0.5 0.1 2.3 2.3 2.3 2
Slide 42: Paying Circles
Paying Circles Q1'26 year over year growth of 27%, while raising prices and improving customer value $139 $138 $38 +42% YoY Paying Circles by Geography (000s) International Triple Tier Countries Paying Circles (000s) +42% YoY +34% +44% YoY YoY 534 498 468 UK & ANZ 430 364 +30% Legacy price 398 336 Y
Slide 43: Global Paying Circle Net Additions
Global Paying Circle Net Additions Q1’26 global Paying Circles grew 27% year over year Life360 US & International Triple Tier Paying Circle Net Additions (M) Other International Paying Circle Net Additions (M) 160 100 29 80 14 0 120 19 60 25 100 12 17 40 11 13 18 80 12 25 9 20 12 17 4 136 60 - 10 11
Slide 44: Average Revenue Per Paying Circle (ARPPC)
Average Revenue Per Paying Circle (ARPPC) Triple Tier launches and annual subscription price increases driving ARPPC in the U.S. and internationally Average Revenue Per Paying Circle (ARPPC) ($) 1 International Triple Tier Countries Revenue $167 +5% YoY +87% YoY +7% YoY Global ARPPC 2 +60% YoY $86 +
Slide 45: Consolidated Revenue
Consolidated Revenue Q1’26 year over year growth of 38% Q1 Revenue ($M) Total Consolidated Revenue Breakdown (Q1’26) $143 $11 Other $20 $104 $5 Advertising $8 7% $5 $78 $9 14% $6 $10 Hardware 3% $108 Hardware 3% $82 Subscription Life360 U.S. 60% Subscription $62 13% Life360 International Q1'24 Q1'25
Slide 46: Subscription Revenue
Subscription Revenue Q1'26 revenue growth of 32% underpinned by 27% YoY uplift in Paying Circles and 7% YoY increase in ARPPC Consolidated Quarterly Subscription Revenue ($M) Global Paying Circles (000s) • Strong subscription revenue growth across U.S. and international, with and Global ARPPC ($) co
Slide 47: Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time
Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time Global MAU by Member Registration Global Paying Circles by Member Registration Year (M) Year (M) • MAU and Paying Circles 100 3 2026 by member registration year have increased over time, 2.5 2025 demonstrating stro
Slide 48: Hardware Revenue
Hardware Revenue Continued growth in percentage of Life360 subs with an active linked Tile Quarterly Hardware Revenue ($M) Quarterly Hardware Units Shipped (M) • Q1'26 hardware revenue decrease of 49% YoY, primarily driven by a 25% decrease in Net Hardware Units Shipped and an increase in discounts
Slide 49: Advertising & Other Revenue
Advertising & Other Revenue Significant YoY revenue uplift driven by continued monetization of free user base and Nativo acquisition Quarterly Advertising Revenue ($M) Quarterly Other Revenue ($M) • Q1'26 Advertising revenue of $19.7 million represents 329% YoY growth, primarily driven by growth in
Slide 50: Revenue & Adjusted EBITDA Seasonality
Revenue & Adjusted EBITDA Seasonality AEBITDA up 7% YoY with Q1 margin reflecting seasonally lower revenue against an expanded post- acquisition cost base Quarterly Seasonality - Revenue ($M) Quarterly Seasonality - Adjusted EBITDA ($M) & Margin (%) • Adjusted EBITDA of $17.1 $35.0 22% 23% million,
Slide 51: FY2026 Outlook
04 FY2026 Outlook Investor Presentation | May 2026
Slide 52: Outlook
Outlook For FY’26, Life360 expects to deliver: • MAU growth of 17% to 20%, weighted toward the second half of the year; • Consolidated revenue of $650 million to $685 million (YoY growth of 33% to 40%), increased from the previous range of $640 million to $680 million, comprised of: - Subscription r
Slide 53: Appendix
05 Appendix Investor Presentation | May 2026
Slide 54: Operating Metrics
APPENDIX 1 Operating Metrics (in millions, except ARPPC, ARPPS, ASP) Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Life360 Core(1) Monthly Active Users (MAU) - Global 97.8 95.8 91.6 88.0 83.7 U.S. 51.8 50.6 48.7 47.5 45.3 International 46.0 45.3 42.9 40.5 38.4 UK, ANZ, CA 12.5 12.0 11.4 10.7 9.9 Other Int
Slide 55: Income Statement
APPENDIX 2 Income Statement Three Months Ended March 31, $ in millions, except share and per share data 2026 2025 Subscription revenue $ 108.2 $ 81.9 Hardware revenue 4.5 8.9 Advertising revenue 19.7 4.6 Other revenue 10.7 8.3 Total revenue 143.1 103.6 Cost of Revenue Cost of subscription revenue 14
Slide 56: Balance Sheet and Cash Flow
APPENDIX 2 Balance Sheet March 31, December 31, Cash Flow Three Months Ended March 31, $M 2026 2025 Current Assets: $M 2026 2025 Cash Flows from Operating Activities: Cash and cash equivalents $ 351.2 $ 494.3 Net income $ 2.8 $ 4.4 Short-term investments 106.1 — Adjustments to reconcile net income t
Slide 57: GAAP to Non-GAAP reconciliations
APPENDIX 3 GAAP to Non-GAAP reconciliations Cost of revenue Operating expenses Three Months Ended March 31, Three Months Ended March 31, $M 2026 2025 $M 2026 2025 Cost of subscription revenue, GAAP $ 14.5 $ 10.1 Research and development expense, GAAP $ 39.3 $ 30.4 Less: Depreciation and amortization
Slide 58: Non-GAAP Financial Measures
APPENDIX 3 We collect and analyze operating and financial data to evaluate the health of Non-GAAP Financial Measures our business, allocate our resources and assess our performance. Adjusted EBITDA Three Months Ended March 31, In addition to total revenue, net income and other results under GAAP, we
Slide 59: Beyond MAU: 117 million Total Users in the Life360 Ecosystem
APPENDIX 4 Beyond MAU: 117 million Total Users in the Life360 Ecosystem ~85% of total users open the app within a given month, with an additional ~19m passive users representing further monetization and reactivation potential MAU (Monthly Active Users) Passive Users Users that that are actively rece
Slide 60: End to End Differentiated Ad Platform at Scale
APPENDIX 5 End to End Differentiated Ad Platform at Scale Our combined tech stack accelerates Life360’s advertising roadmap and creates value across the ad-tech value chain High Level Ad-Tech Value Chain Demand Side Demand Side Customer Data Measurement Supply Side Supply Side Publishers Platforms (
Slide 61: Competitive Landscape
APPENDIX 6 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 Features Available on iOS & Android ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ Roa
Slide 62: Thank you.
Thank you. Investor Presentation | May 2026