Life360, Inc. · NASDAQ:LIF
Life360 — Bell Potter Technology Decoded Conference 2022
34 slides from Life360's conference presentation, Sep 8, 2022
Slide 1: ASX Announcement: Conference Presentation
ASX ANNOUNCEMENT 8 September 2022 For personal use only Conference Presentation Chris Hulls, Co-Founder and CEO, and David Rice, COO, of San Francisco-based Life360, Inc. (Life360 or the Company) (ASX:360) will today participate in Bell Potter’s Technology Decoded Conference. The conference presenta
Slide 2: Future performance and forward-looking statements
Life360’s CDIs are issued in reliance on the exemption from registration contained in Regulation S of the US Securities Act of 1933 (Securities Act) for offers of securities which are made outside the US. Accordingly, the CDIs, have not been, and will not be, registered under the Securities Act or t
Slide 3: Bell Potter Technology Decoded Conference
only V4 on @) hri av For persona _— f e 8 September on d ©) Lif ell Potter oa * ech Decoded Conference is Hulls, Co-Founder and GE@ vid Rice, COO j "i" vs
Slide 4: Disclaimer
Disclaimer This document dated 8 September 2022 has been prepared by LifeS60, 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 os at 1¢ date of this document. It should be read in conj
Slide 5: Agenda
Agenda Introduction to Life360 Chris Hulls, Co-Founder and CEO Leveraging our technology to grow Chris Hulls, Co-Founder and CEO Leveraging bundled Membership to grow David Rice, COO Outlook Chris Hulls, Co-Founder and CEO Q&A Chris Hulls and David Rice Appendix 1. Non-GAAP financial measures Note :
Slide 6: Introduction to Life360
For personal use to Life360 Introdiletio’ van
Slide 7: Why we exist
WHY WE EXIST “Life360 is on a mission to simplify “safety so families can live fully ‘@Safety and security is a multi-billion dollar category and the incumbents have not adapted to the needs of digitally native consumers. Life360 is taking a mobile and ~family first approach to disrupt the market. —
Slide 8: World's leading family safety services membership
Life360 is the world’s leading family safety services membership Key Operational and Financial Metrics pe 42 million Monthly Active Users (MAU) in 150 countries) US based Remote first 1.4 million Paying Circles (subscribers) 2) ~600 Headcount® e) == $174 million (up +65% YoY) June 2022 Annualised Mo
Slide 9: Usage penetration rank
Usage Penetration Rank © App App Category AppinititRelease Date Applast Updated Time App Price Usoge Penetration © biter he Rags Sep 10,2012 15,202 so come v Life360 aaa is ranked : —— Applications #19 most ao used US # Usage Penetration Rank App Category App Initial Release Date App Last Updated Ti
Slide 10: CY H1 User Highlights
CY 22 H1 User Highlights Connecting families and saving lives 1,138,353 Help alerts sent 105,731,475,183 Miles driven with Life360 Crash Detection 14,349 Ambulances dispatched 12,092,565,856 Safe arrival notifications 373 billion Tile Bluetooth location updates (Tt) My boys were headed to go do chor
Slide 11: Life360's timeline: years of investment and innovation
Life360’s timeline 15 years of investment and innovation Timeline of key developments 2007 Year Founded April 2018 12 Million MAU February 2016 (Monthly Active Couple acquisition Users) March 2019 ZenLabs September 2020 Life360 Membership acquisition : launch R&D investment since 2016 September 2021
Slide 12: For personal use only
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Slide 13: Life360's technology platform
e only 2 Life360’s “technology platform our proprietary technology platform is the foundation to scale our %— consumer offering SO For pe @ ttes60 Investor Presentation | September 2022 11
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For personal use only Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 US International
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For personal use only Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22
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For personal use only Q1 18 Q2 18 Q3 18 Q4 18 Q1 19 Q2 19 Q3 19 Q4 19 Q1 20 Q2 20 Q3 20 Q4 20 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 International Driver Protect US Legacy Driver Protect Legacy Plus/Other US Membership
Slide 17: For personal use only
For personal use only 180.0 160.0 140.0 120.0 100.0 80.0 60.0 40.0 20.0 0.0 1Q19 2Q19 3Q19 4Q19 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1Q22 2Q22 Life360 subs and indirect Tile and Jiobit subs
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Slide 20: Expanding and deepening our relationship with families through Membership
Expanding and deepening our relationship with families through Membership At IPO May 2019 Current premium Membership Bundles Commercial benefits of Membership LIFE360 SILVER GOLD PLATINUM PLUS: MEMBERSHIP MEMBERSHIP MEMBERSHIP . . $2.99/mo $4.99/mo $9.99/mo $19.99/mo Deeper connection with the Brand
Slide 21: Membership offering: competitive landscape
Membership offering Competitive landscape ‘= (©) if . Life360 (fp) Platinum =) | vA Roadside Assistance vA ID Theft Protection ec va Nurse Helpline of Crash Detection (©) vA SOS Alert vA Disaster Assistance ” va Driver Reports of Travel Assistance @) v4 Stolen Phone WA Location Sharing on Reimbursem
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Slide 23: Bundled Membership with Tile
; oc) = + Vision: keep everything that ee matters safe and sound Find your stuff Bundled = Free Tile Mate Membership Free and Silver Members upgrade to Gold, get a Tile Mate ($25 value) * Raise awareness and introduce Tile in the Life360 app + Includes Tiles as part of bundled subscription offer FRE
Slide 24: Back to School brand campaign
Back to School brand campaign Introducing Life360+Tile repr * Creative approach to unite the two Calm enough _* 5 . brands under a family safety tare Your rae cay, er to be cdol. Farag off Tile Classics today. + Streaming TV, audio and social Life360.com a focused on brand awareness and _ user acqui
Slide 25: Holiday season retail offer
Holiday season retail Life360 offer Testing a new funnel for Life360 subscriber acquisition * Update signage with Life360 and Tile co-branding * Bundle offer including Life360 membership with select Tile purchase goo your THES Ping your fon the mae Tile Stim TiePro + In-box documentation with z = Li
Slide 26: Tile Finding Network
Tile Finding Network Life360’s integration increases Tile’s reach by up to 10x * Combining Life360’s global network of more than 42 million smartphone users with Tile app and access point partnerships via Amazo id others Enables the only vertically integrated, cross-platform solution of scale in the
Slide 27: Personal
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Slide 28: For personal use only
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Slide 32: Non-GAAP financial measures: EBITDA and Adjusted EBITDA
We collect and analyze operating and financial data to evaluate the health of our business, allocate our resources and assess our performance. EBITDA and Adjusted EBITDA In addition to total revenue, net loss and other results under GAAP, we utilize non-GAAP calculations of earnings before interest,
Slide 33: Adjusted loss from ordinary activities after tax
Adjusted loss from ordinary activities after tax For personal use only Adjusted loss from ordinary activities after tax is defined as Net Loss, excluding (i) stock-based compensation, (ii) Form 10 transaction costs, (iii) acquisition and integration costs, (iv) gain on revaluation of contingent cons
Slide 34: For personal use only
For personal use only
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