Slide 1: Q2'26 Investor Presentation
For personal use only Q2'26 Investor Presentation 10 August 2026 U.S. PT | 11 August 2026 AEST Investor Presentation | August 2026
Slide 2: Disclaimer
For personal use only DISCLAIMER These materials and the accompanying oral presentation have been prepared by Past performance is not indicative of future performance and no guarantee of Operating Expenses (the “non-GAAP financial measures”). The non-GAAP financial Life360, Inc. (ARBN 629 412 942) (
Slide 3: Contents
Contents For personal use only 01 Life360 Overview (4 – 27) 02 Life360 Strategy (28 – 36) 03 Financial Update Q2'26 (37 – 51) 04 FY’26 Outlook (52 – 53) 05 Appendix (54 – 63) Operating metrics Financials GAAP to Non-GAAP reconciliations & Non-GAAP financial measures Beyond MAU: 121 million Total Use
Slide 4: Life360 Overview
For personal use only 01 Life360 Overview Investor Presentation | August 2026
Slide 5: Life360 at a glance
Life360 at a glance Global scale, durable growth, expanding profitability For personal use only $159.0m ~102.4M 180+ 639 billion #7 +38% YoY Global Monthly Countries Miles driven with Top Social Q2'26 Revenue Active Users Life360 Crash Networking App3 Detection2 $31.1m ~3.2M 17% 99 billion 10.9M+ 20
Slide 6: Busy families want peace of mind
Busy families want peace of mind - Life360 makes everyday family life better through safety and connection For personal use only 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
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 For personal use only Families of all stages Family messaging Location Sharing and Item Tracking Effortless daily coordination with advanced location sharing and item trackin
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 For personal use only 1 in 6 U.S. Smartphone Owners Use Life3601 6x App Opens per Day1 #1 Brand Attribute2 “Peace of mind” 60 NPS Score Considered “Excellent” by NPS Creator, B
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 For personal use only 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 h
Slide 10: Social Networking App Rankings by DAU
U.S. Social Networking Triple Tier Social Networking For personal use only App Rankings by DAU1 App Rankings by DAU1 One of the highest DAUs 6 across Social Networking Apps 7 Worldwide 8 Source: Sensor Tower Note: DAUs (Daily Active Users) defined as devices having 1 or more foreground sessions with
Slide 11: One of the fastest growing apps for Parents
One of the fastest growing apps for Parents For personal use only 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 20
Slide 12: Strong U.S. Engagement – rivals the biggest names
Strong U.S. Engagement – rivals the biggest names in social and streaming media For personal use only US DAU/MAU Ratio (%) Social Media Streaming Media 71 % 68 % 62 % 52 % 47 % 46 % 45 % 34 % 34 % 31 % 27 % 21 % 19 % 17 % 15 % 15 % 14 % Hyper- With Push Engaged Notif. Social1 (Video) Source: Sensor
Slide 13: Life360 has industry-leading user retention
Life360 has industry-leading user retention Everyday safety and delight keep families engaged daily For personal use only 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 usa
Slide 14: Life360's addressable market opportunities are substantial
Life360's addressable market opportunities are substantial For personal use only 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.
Slide 15: Monetizing our addressable markets
Monetizing our addressable markets Future Opportunity For personal use only 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 ✓ Emer
Slide 16: Expanding reach beyond parents with teens
Expanding reach beyond parents with teens For personal use only Member Base Expansion … with an opportunity to expand within our current member base Current Member Base Focus 35% 8% Of Circles Of Circles have a Pet 3,5,6 3.3 Premium member plans have are Families historically focused on a narrow wit
Slide 17: Pet GPS and the Pet Finder Network extend the family map
Pet GPS and the Pet Finder Network extend the family map Pets are becoming the most checked-on members of the family For personal use only Free Paid Paid Pet Finder Your Pet on the Life360 Network Life360 Map Pet GPS → Real-time tracking 86% via GPS, BLE, of couples with a pet and WiFi and without c
Slide 18: Freemium membership model to support families' needs
Freemium membership model to support families’ needs and enable monetization For personal use only 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 PLATIN
Slide 19: Significant runway for growth across all markets
Significant runway for growth across all markets along the penetration curve For personal use only Life360 Penetration Stages Along the S-Curve1: Penetration Stages Definitions: 3% 10% 20% 30%+ Landing <3% Early market entry. Building initial user base, establishing brand awareness. Rest of Malaysia
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 For personal use only the highest absolute growth and significant runway before achieving Established status Penetration by State (2020) 1 U.S. Top 5 penet
Slide 21: Large global opportunity for membership
Large global opportunity for membership International penetration, while expanding, trails the U.S., with large upside opportunity For personal use only Penetration by Region (2020–2026)1 $ Canada United $ 1% 5% Kingdom (2020) (2026) 2% 13% (2020) (2026) Europe United States $ 0.4% 2% 6% 17% (2020)
Slide 22: Scaling the international opportunity
Scaling the international opportunity For personal use only Top 10 International Top 10 International Top 10 International MAU countries1 Penetration countries1 Revenue countries1 (66% of total International) (77% of total International) Growing: 1. United Kingdom 1. Australia 1. United Kingdom 2. B
Slide 23: Monetization opportunities from free user base
Monetization opportunities from free user base Our differentiated audience can deliver value to brands and advertisers For personal use only Our differentiated audience… … has the potential to deliver significant value while maintaining privacy at the forefront of our member experience Valuable Targ
Slide 24: The advertising opportunity for Life360
The advertising opportunity for Life360 Data indicates long-term growth potential in advertising revenue For personal use only 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
Slide 25: Turning unique first-party signals into a scaled advertising business
Turning unique first-party signals into a scaled advertising business For personal use only Fantix and Nativo together give us the intelligence layer and the delivery engine, the same formula behind similar advertising businesses that have scaled Turns real-life signals into All advertising usable a
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 For personal use only members that make everyday family life better Life360 In-App Off-Site Brand/Agency ~43M ~234M Outcomes & Life360 U.S. In-App Reach1 U.S Off-Site Reac
Slide 27: Real-World Scale, Real-World Proof
Real-World Scale, Real-World Proof Case Study: How the Family Ads Platform turned real shopper intent into real store For personal use only visits for a national grocer The Advertiser Need Why Choose The Campaign Outcomes & Measurement ? National Grocer losing basket share to mass-market giants • Un
Slide 28: Life360 Strategy
For personal use only 02 Life360 Strategy Investor Presentation | August 2026
Slide 29: Life360 strategy
Life360 strategy Powerful network effects driving significant long-term growth opportunity For personal 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 a
Slide 30: 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 For personal use only member flywheel 01 02 03 04 Top-of-Funnel Expanding International Engagement Efficiency to New Market Deepening and Relationship Types Activa
Slide 31: Delivering progress across all levers in Q2'26
Delivering progress across all levers in Q2’26 01 02 03 04 For personal use only Top-of-Funnel Expanding International Engagement Efficiency to New Market Deepening and Relationship Types Activation Re-engagement +22% Launches in Brazil, Temporary Uber Trip Germany and Mexico Location Sharing Tracki
Slide 32: Life360's digital based freemium business
Life360’s digital based freemium business Freemium model becomes powerful at scale For personal use only • Strong word of mouth drives Advertising + Premium Referral Fees organic growth, supporting Monetization: Data + Partnerships Subscription Other Sales1 efficient customer acquisition spend New M
Slide 33: Our freemium flywheel drives our growth
Our freemium flywheel drives our growth Network effects enhance new member acquisition and fuel competitive advantages For personal use only More Users Better Engagement Investor Presentation | August 2026 33
Slide 34: 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 For personal use only Durable use case anchored in the physical world AI makes our data more valuable • Our core use case has no AI substit
Slide 35: 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 For personal use only AI Smarter free-to-paid Smarter, faster conversion through product innovation personalized engagement and safety features Richer first-party data
Slide 36: The aspirational goals that drive our strategy
The aspirational goals that drive our strategy For personal 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, regulato
Slide 37: Financial Update Q2'26
For personal use only 03 Financial Update Q2’26 Investor Presentation | August 2026
Slide 38: Q2'26 Achievements
Q2'26 Achievements Cementing our position as the market-leading family safety membership service For personal use only Growing our Scaling paid Creating new Expanding audience offerings revenue streams profitability ~102.4m ~3.2m $159.0m Global Monthly Active Global Paying Circles Growing advertisin
Slide 39: Q2'26 Results Summary
Q2'26 Results Summary Delivering on growth For personal use only Commentary $M Q2’25 Q2'26 $ Change % YoY • Continued strong subscription revenue Revenue momentum, up 31% YoY, primarily driven by 27% Subscription 88.6 115.6 27.1 31 % growth in Paying Circles and a 5% uplift in ARPPC Hardware 12.3 9.
Slide 40: Continued Strong Revenue Momentum
Continued Strong Revenue Momentum For personal use only Quarterly Annualized Monthly Revenue ($M)* 29% YoY growth in June 2026 AMR 518 537 478 447 416 393 368 336 285 305 259 274 239 249 224 166 174 184 124 140 90 96 106 62 68 75 76 78 81 46 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 2
Slide 41: Global MAU
Global MAU Q2'26 year over year growth of 16%, with consistent performance in key monetization countries For personal use only Life360 Core Monthly Active Users (MAU) (M) International Triple Tier countries MAU (M) +18% +30% YoY YoY 35 33 34 31 30 28 27 26 22 13 +24% +23% 20 11 12 12 YoY YoY 18 11 1
Slide 42: Global MAU Net Additions
Global MAU Net Additions Q2'26 year over year growth of 16%, with 24% growth in International Triple Tier For personal use only U.S. & International Triple Tier MAU Net Additions (M) Other International MAU Net Additions (M) 0.6 0.5 0.7 0.7 0.5 0.5 0.9 0.4 0.6 0.5 0.7 0.6 3.6 0.2 0.3 0.3 0.3 0.4 0.4
Slide 43: Paying Circles
Paying Circles Q2'26 year over year growth of 27%, while raising prices and improving customer value For personal use only $139 $138 $38 +42% YoY Paying Circles by Geography (000s) International Triple Tier Countries Paying Circles (000s) +42% YoY +31% YoY +43% 563 YoY 534 498 +34% 468 392 YoY 364 4
Slide 44: Global Paying Circle Net Additions
Global Paying Circle Net Additions Q2’26 year over year growth of 36%, with 106% growth in International Triple Tier For personal use only Life360 US & International Triple Tier Paying Circle Net Additions (M) Other International Paying Circle Net Additions (M) 180 160 160 140 29 27 120 19 25 110 10
Slide 45: Average Revenue Per Paying Circle (ARPPC)
Average Revenue Per Paying Circle (ARPPC) Triple Tier launches and annual subscription price increases driving ARPPC in the U.S. and internationally For personal use only Average Revenue Per Paying Circle (ARPPC) ($) 1 International Triple Tier Countries Revenue $166 +5% YoY +79% YoY +5% YoY Global
Slide 46: Consolidated Revenue
Consolidated Revenue Q2'26 year over year growth of 38% For personal use only Q2 Revenue ($M) Total Consolidated Revenue Breakdown $159 (Q2'26) $12 $22 Other $115 $10 $9 Advertising 7% $5 $85 $12 14% $7 $12 Hardware 6% $116 3% 57% Hardware Life360 U.S. $89 Subscription Subscription $66 13% Life360 I
Slide 47: Subscription Revenue
Subscription Revenue Q2'26 revenue growth of 31% underpinned by 27% YoY uplift in Paying Circles For personal use only Consolidated Quarterly Subscription Revenue ($M) Global Paying Circles (000s) • Strong subscription revenue growth across U.S. and international, with consolidated subscription reve
Slide 48: Strength of Free User Engagement Drives Consistent Net Subscriber Retention
Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time For personal use only Global MAU by Member Registration Global Paying Circles by Member Registration Year (M) Year (M) • MAU and Paying Circles 100 3.5 by member registration year 90 have increased over time, 2026
Slide 49: Hardware Revenue
Hardware Revenue Continued growth in percentage of Life360 subs with an active linked Tile and/or Pet GPS For personal use only Quarterly Hardware Revenue ($M) Quarterly Hardware Units Shipped (M) • Q2'26 hardware revenue decrease of 20% YoY, primarily driven by a 18% decrease in Net Hardware Units
Slide 50: Advertising & Other Revenue
Advertising & Other Revenue Significant YoY revenue uplift driven by continued monetization of free user base and Nativo acquisition For personal use only Quarterly Advertising Revenue ($M) Quarterly Other Revenue ($M) • Q2'26 Advertising revenue of $22.0 million represents 315% YoY growth, primaril
Slide 51: Revenue & Adjusted EBITDA Seasonality
Revenue & Adjusted EBITDA Seasonality AEBITDA up 53% YoY with Q2 margin reflecting strong subscription and advertising revenue growth For personal use only Quarterly Seasonality - Revenue ($M) Quarterly Seasonality - Adjusted EBITDA ($M) & Margin (%) $35.0 25% • Adjusted EBITDA of $31.1 22% million,
Slide 52: FY2026 Outlook
For personal use only 04 FY2026 Outlook Investor Presentation | August 2026
Slide 53: Outlook
Outlook For personal use only For FY’26, Life360 expects to deliver: • MAU growth of 17% to 20%, weighted toward the second half of the year (unchanged); • Consolidated revenue of $650 million to $685 million (YoY growth of 33% to 40%), comprised of: - Subscription revenue of $475 million to $480 mi
Slide 54: Appendix
For personal use only 05 Appendix Investor Presentation | August 2026
Slide 55: Operating Metrics
APPENDIX 1 Operating Metrics For personal use only (in millions, except ARPPC, ARPPS, ASP) Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Life360 Core(1) Monthly Active Users (MAU) - Global 102.4 97.8 95.8 91.6 88.0 U.S. 54.0 51.8 50.6 48.7 47.5 International 48.4 46.0 45.3 42.9 40.5 UK, CA, ANZ 13.2 12.5
Slide 56: Income Statement
APPENDIX 2 Income Statement For personal use only Three Months Ended June 30, $ in millions, except share and per share data 2026 2025 Revenue Subscription revenue $ 115.6 $ 88.6 Hardware revenue 9.8 12.3 Advertising revenue 22.0 5.3 Other revenue 11.6 9.2 Total revenue 159.0 115.4 Cost of Revenue C
Slide 57: Balance Sheet and Cash Flow
APPENDIX 2 Balance Sheet Cash Flow For personal use only June 30, December 31, Six Months Ended June 30, $M 2026 2025 $M 2026 2025 Cash Flows from Operating Activities: Current Assets: Net income $ 7.8 $ 11.4 Cash and cash equivalents $ 267.1 $ 494.3 Adjustments to reconcile net income to net cash p
Slide 58: GAAP to Non-GAAP reconciliations
APPENDIX 3 GAAP to Non-GAAP reconciliations For personal use only Cost of revenue Operating expenses Three Months Ended June 30, Three Months Ended June 30, $M 2026 2025 $M 2026 2025 Cost of subscription revenue, GAAP $ 15.3 $ 13.0 Research and development expense, GAAP $ 47.4 $ 32.3 Less: Depreciat
Slide 59: 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. For personal use only Adjusted EBITDA Three Months Ended June 30, In addition to total revenue, net income and other r
Slide 60: Beyond MAU: 121 million Total Users in the Life360 Ecosystem
APPENDIX 4 Beyond MAU: 121 million Total Users in the Life360 Ecosystem For personal use only ~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
Slide 61: End to End Differentiated Ad Platform at Scale
APPENDIX 5 End to End Differentiated Ad Platform at Scale For personal use only 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
Slide 62: Life360 and Uber announce new integration
APPENDIX 6 Life360 and Uber announce new integration to help families stay connected For personal use only 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 Ena
Slide 63: Competitive Landscape
APPENDIX 7 Competitive Landscape For personal use only Monthly Price $16.99 $10.00 Free $7.99 $14.99 $79.99 Free $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 Ro
Slide 64: Thank you
For personal use only Thank you. Investor Presentation | August 2026