Slide 1: FY'25 Investor Presentation
FY’25 Investor Presentation 2 March 2026 U.S. PT | 3 March 2026 AEDT Investor Presentation | March 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 – 28) 04 FY’26 Outlook (50 – 51) 02 Life360 Strategy (29 – 35) 05 Appendix (52 – 59) 1. Operating metrics 2. Financials 03 Financial Update FY’25 3. GAAP to Non-GAAP reconciliations & Non-GAAP financial measures 4. Competitive landscape (36 – 49) 3 Investor Presentati
Slide 4: Life360 Overview
01 Life360 Overview Investor Presentation | March 2026 4
Slide 5: Life360 at a glance
Life360 at a glance Global scale, durable growth, expanding profitability $489.5m ~95.8M 180+ 611 billion #7 +32% YoY Global Monthly Countries Miles driven with Top Social FY’25 Revenue Active Users Life360 Crash Networking App3 Detection2 $93.2m ~2.8M 16% 85 billion 10.8M+ 19% Margin Global Paying
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 ...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 7 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 45% 65% of surveyed U.S. of Total Paying pet owner member 4.8 Circles are cross- platform 10.8M+ 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 70 % 59 % 59 % 56 % 53 % 51 % 44 % 33 % 31 % 28 % 26 % 19 % 19 % 16 % 13 % 12 % 12 % Hyper- With Push Engaged Notif. Social1 (Video) Source: Sensor Tower company as of De
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 Expansion Family Financial 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 Premium member plans have historically focused on a narrow slice of our engaged free are Families with T
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
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, with significant runway before achieving Established status Penetration by State (2020) 1 Penetration by State (2025) 1 Landin
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 (2020–2025)1 $ Canada United $ 1% 5% Kingdom (2020) (2025) 2% 12% (2020) (2025) Europe United States $ 0.4% 2% 6% 16% (2020) (2025) Australia & $ (
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 (66% 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 $8 $7 Advertising ARPU $6 $5 $4 $3 $2 $1 $-- -- 100 200 300 400 500 MAU (M) 600 700 800 900 1,000 Expanded Market Opportunity Ad Revenue ARPU from Launch1,3 with Nat
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 Brand/Agency ~40M ~234M Outcomes & Life360 U.S. In-App Reach1 U.S Off-Site Reach2 Measurement Mom see
Slide 27: End-to-End Differentiated Ad Platform at Scale
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 (DSPs) Platf
Slide 28: 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 Accounts Experience Unlock real-time trip tracking, ride Enabling teens to request rides with
Slide 29: Life360 Strategy
Life360 Strategy Investor Presentation | March 2026 29
Slide 30: 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 31: 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 | March 2026 31
Slide 32: 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 33: 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 AI Smarter free-to-paid Smarter, faster conversion through product innovation personalized engagement and safety features Richer first-party data Revenue growing faste
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 + Partnerships Subscription Other Sales1 efficient customer acquisition spend New Member Paid • Digital e
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 FY'25
Financial Update FY’25 Investor Presentation | March 2026 36
Slide 37: FY'25 Achievements
FY’25 Achievements Cementing our position as the market-leading family safety membership service Growing our Scaling paid Creating new Expanding audience offerings revenue streams profitability ~95.8m ~2.8m $489.5m Global Monthly Active Global Paying Circles Growing advertising revenue FY'25 Revenue
Slide 38: FY'25 Results Summary
FY'25 Results Summary Delivering on growth Commentary • Continued strong subscription revenue momentum, up 33% primarily driven by Life360 core subscription revenue up 36% to $M FY’24 FY’25 Guidance $ Change % ch YoY $347.1 million and growth in Paying Circles of 26% Revenue • Hardware revenue decre
Slide 39: Continued Strong Revenue Momentum
Continued Strong Revenue Momentum Quarterly Annualized Monthly Revenue ($M)* +30% YoY growth in December 2025 AMR 478 447 416 393 368 336 305 274 285 249 259 224 239 166 174 184 124 140 90 96 106 68 75 76 78 81 46 62 Q3 19 Q4 19 Q2 21 Q2 20 Q1 21 Q2 22 Q2 23 Q2 24 Q2 25 Q2 19 Q1 20 Q1 22 Q1 23 Q1 24
Slide 40: Consolidated Revenue
Consolidated Revenue FY'25 year over year growth of 32% Total Consolidated Revenue Breakdown Annual Revenue ($M) (FY’25) $489 Hardware $68 11% $371 $52 Other $36 $305 14% $58 $26 $58 Hardware 5% Subscription $369 58% Life360 U.S. $278 Subscription 12% $221 Life360 International Subscription FY'23 FY
Slide 41: Global MAU
Global MAU Q4'25 year over year growth of 20%, with significant contribution from organic channels Life360 Core Monthly Active Users (MAU) (M) International Triple Tier countries MAU (M) +35% +26% YoY YoY 45 43 40 38 35 36 30 +27% 28 YoY 25 23 20 19 18 18 15 12 13 12 12 49 51 11 12 9 9 10 10 42 44 4
Slide 42: Global MAU Net Additions
Global MAU Net Additions Q4'25 year over year growth of 51%, with significant growth internationally • Strong YoY growth across U.S. (+26%) and international (+80%) Life360 Core Quarterly MAU Net Additions (M) and Global MAU (M) • We reached 95.8 million MAU in +25% Q4’25 with 16.2 million net CAGR
Slide 43: Subscription Revenue
Subscription Revenue Q4’25 revenue growth of 30% underpinned by 26% YoY uplift in Paying Circles and 6% YoY increase in ARPPC Consolidated Quarterly Subscription Revenue ($M) Global Paying Circles (000s) and Global ARPPC ($) 3,000 $145 $140 2,800 $138 $140 2,600 $135 $133 2,400 $132 $135 102.5 2,200
Slide 44: Paying Circles
Paying Circles Q4'25 year over year growth of 26%, while raising prices and improving customer value $139 $138 $38 +42% YoY Paying Circles by Geography (000s) International Triple Tier Countries Paying Circles (000s) +42% YoY +45% +32% YoY 834 YoY 786 722 UK & ANZ 678 Legacy price 632 610 increases
Slide 45: Average Revenue Per Paying Circle (ARPPC)
Average Revenue Per Paying Circle (ARPPC) Triple Tier launches and annual subscription price increases driving ARPPC in the U.S. and internationally Average Revenue Per Paying Circle (ARPPC) ($) 1 International Triple Tier Countries Revenue +5% $163 YoY +84% YoY +6% YoY Global ARPPC 2 +54% YoY +16%
Slide 46: Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time
Strength of Free User Engagement Drives Consistent Net Subscriber Retention Over Time Global MAU by Member Registration Year (M) Global Paying Circles by Member Registration Year (M) • MAU and Paying Circles 100 3 by member registration year have increased over time, 90 2.5 demonstrating strong 2025
Slide 47: Other Revenue
Other Revenue Revenue uplift supported by advertising ramp-up and continued monetization of free user base Quarterly Other Revenue ($M) Other Revenue as % of Total Revenue 17% 24.2 14% 12% 13% 11% 16.9 14.5 12.8 13.0 9.3 6.5 6.5 6.5 7.3 6.5 6.1 Q1 Q2 Q3 Q4 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 2023 2024 202
Slide 48: Hardware Revenue
Hardware Revenue Continued growth in percentage of Life360 subs with an active linked Tile Quarterly Hardware Revenue ($M) Quarterly Hardware Units Shipped (M) 23.8 21.1 1.9 19.3 1.9 1.7 15.5 11.6 11.9 12.3 11.7 11.3 1.1 10.0 10.2 8.9 0.9 0.8 0.8 0.6 0.5 0.7 0.7 0.5 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2023 2024
Slide 49: Expanding Profitability
Expanding Profitability Leveraging the cost base as we scale with strong Adjusted EBITDA margin expansion YoY Operating Expenses Declining as a % of Revenue Adjusted EBITDA ($M) & Margin (%) 22% 2023 2023 2024 2024 20% 2025 2025 18% 18% 15% 95% 32.4 13% 85% 83% 24.5 82% 81% 79% 78% 20.3 10% 10% 77%
Slide 50: FY 2026 Outlook
FY 2026 Outlook Investor Presentation | March 2026 50
Slide 51: Outlook
Outlook For FY’26, Life360 expects to deliver: • Global MAU growth of 20% year-over-year; • Consolidated revenue of $640 million to $680 million (YoY growth of 31% to 39%), comprised of: • Subscription revenue of $460 million to $470 million (YoY growth of 25% to 27%); • Other revenue of $140 millio
Slide 52: Appendix
Appendix Investor Presentation | March 2026
Slide 53: Operating Metrics
APPENDIX 1 Operating Metrics (in millions, except ARPPC, ARPPS, ASP) Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Life360 Core(1) Monthly Active Users (MAU) - Global 95.8 91.6 88.0 83.7 79.6 U.S. 50.6 48.7 47.5 45.3 43.7 International 45.3 42.9 40.5 38.4 36.0 ANZ 3.5 3.2 3.1 2.9 2.7 Paying Circles - Tota
Slide 54: Income Statement
APPENDIX 2 Income Statement Three Months Ended December 31, Year Ended December 31, $ in millions, except share and per share data 2025 2024 2025 2024 Revenue Subscription revenue $ 102.5 $ 78.8 $ 369.3 $ 277.8 Hardware revenue 19.3 23.8 51.8 57.6 Other revenue 24.2 13.0 68.4 36.0 Total revenue 146.
Slide 55: Balance Sheet and Cash Flow
APPENDIX 2 Balance Sheet December 31, Cash Flow Year Ended December 31, $M 2025 2024 $M 2025 2024 Current Assets: Cash Flows from Operating Activities: Cash and cash equivalents $ 494.3 $ 159.2 Net income (loss) $ 150.8 $ (4.6) Accounts receivable, net 80.7 58.0 Adjustments to reconcile net income (
Slide 56: GAAP to Non-GAAP reconciliations
APPENDIX 3 GAAP to Non-GAAP reconciliations Cost of revenue Operating expenses Three Months Ended December 31, Year Ended December 31, Three Months Ended December 31, Year Ended December 31, $M 2025 2024 2025 2024 $M 2025 2024 2025 2024 Cost of subscription revenue, GAAP $ 13.8 $ 10.6 $ 51.0 $ 41.0
Slide 57: 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. Adjusted EBITDA Non-GAAP Financial Measures Three Months Ended December 31, Year Ended December 31, In addition to total revenue, net income and o
Slide 58: 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 Features Available on iOS & Android Roadside Assistance SOS
Slide 59: Thank you.
Thank you. Investor Presentation | March 2026