Life360, Inc. · NASDAQ:LIF
Life360 — Shareholder Meeting (May 2022)
23 slides from Life360's shareholder meeting presentation, May 20, 2022
Slide 1: 2022 Annual General Meeting – Chairman and CEO speeches
ASX ANNOUNCEMENT 20 May 2022 For personal use only 2022 Annual General Meeting – Chairman and CEO speeches San Francisco-based Life360, Inc. (Life360 or the Company) (ASX: 360) will today hold its 2022 Annual General Meeting. Meeting details The Annual General Meeting will be by way of a virtual mee
Slide 2: About Life360
About Life360 Life360 operates a platform for today’s busy families, bringing them closer together by helping them better know, communicate with and protect the people they care about most. The Company’s core offering, the Life360 mobile app, is a market leading app for families, with features that
Slide 3: Chairman and CEO's Speeches and Presentations
Chairman and CEO’s Speeches and Presentations John Philip Coghlan - Chairman Slide 2 For personal use only Good afternoon to our US investors and good morning to our Australian investors. Welcome to the 2022 Annual General Meeting of Life360 Inc. My name is John Philip Coghlan and I am the Chairman
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The business delivered very strong operational metrics. Monthly Active Users increased 34% year- on-year, with a particularly impressive performance in the US which delivered a 39% uplift. Australia continued to be a stand-out performer for the year despite the impact of extended COVID- related lock
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Finally, I would like to thank you, our shareholders, for your ongoing support. Life360 is strongly positioned to deliver on our mission to simplify safety so families can live fully. I’ll now hand over to Chris Hulls who will provide an update on the company’s performance. For personal use only Chr
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Slide 12 The acquisitions of Tile and Jiobit dramatically expand the Total Addressable Market for Life360, and most importantly, bring the opportunity to hypercharge our Membership model. By integrating Tile and Jiobit, our members will be able to find, connect with and protect everything that matte
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We remain excited about the long-term opportunities for Life360 as we increasingly become a household name synonymous with family safety and security. Notwithstanding the current challenges in the hardware retail category, we are more optimistic than ever about the opportunity for our business to be
Slide 8: Annual General Meeting May 2022
For personal use only 2022) Pek Annual Ge Meeting 20 May 2022 AEST/19 April 2022 US PT ©) Lifes6o
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Slide 11: 2021 successfully delivered against our strategic objectives
2021 successfully delivered against our strategic objectives +9 5) LJ Build Grow Build a large user base Grow Membership 35 million+ Monthly Active Users 1.2m+ Paying Circles New brand campaign and new UA channels Three consecutive quarters of record New free features to improve Paying Circle additi
Slide 12: ESG: Life360 Core Values are Family Safety and Security
ESG : Life360 Core Values are Family Safety and Security For personal use only Employees - Safety and wellbeing + Development & Training + Grievances and impact + Diversity Governance Environment + Business ethics + Anti-corruption + IP protection - ESG performance disclosure + Product Sustainabilit
Slide 13: CY21 User Highlights
CY21 User Highlights Connecting families and saving lives ZN By ‘al a @ ttesso 2,577,143 Help alerts sent E360 151,647,395,851 Miles driven with Life360 Crash Detection 19,953 Ambulances dispatched 17,558,144,800 Safe arrival notifications 17,969,328 Jiobit safe arrival notifications 66 | have been
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Slide 16: Life360 is ranked #19 most used US iOS app
Life360 is ranked #19 most used US iOS app Usage Penetration Rank ‘AppliniticlRelease Date AppLas! Updated Time ind Fomily 6 Friends Source: Data.ai @ tesso ord - Chat, Tok & Hangout
Slide 17: Accelerating growth in key operating metrics
Accelerating growth in key operating metrics December 2021 Fen 2022 | fteazoz | December 2020 Monthly Active 26.7m Users (MAU) -5% US MAU 17.0m 2% Paying Circles 889k 8% % change is year-on-year @ tesso 35.5m 38.3m 40.4m +33% +36% +47% 23.7m 25.1m 5.6m 180% +39% +39% 12m 13m 1.34m +39% +43% 443% 202
Slide 18: Accelerating revenue growth into CY22
Accelerating revenue growth into CY22 AMR has more than doubled since the IPO in May 2019 Quarterly Revenue* ($M) Quarterly Annualised Monthly Revenue (AMR)* ($M) hy A, 180.0 Core Life360 YoY Core Life360 YoY 60.0 mDirect Indirect = Hardware 160.0 140.0 50.0 120.0 G08 100.0 30.0 80.0 60.0 20.0 40.0
Slide 19: Tile and Jiobit dramatically expand use cases and TAM
Tile and Jiobit dramatically expand use cases and TAM Improved conversion > Increased ARPPC > Higher retention Everyday - Families with college kids Aging parents Furry companions My Circle Important things Rover Neor Fist Ave NE se Since 32pm Families with Sjiobit. children Noah Near 559 Bowles Ave
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Slide 23: Disclaimer
Disclaimer ‘This document dated 20 May 2022 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 the date of this document. It should be read in conjunc