Life360, Inc.

LIF

"Investing in AI-driven analytics for driving patterns and safety recommendations."

Business Lines

Key Metrics

MAUs, Paying Circles, ARPPC

Growth Driver

AI-Powered Safety Analytics & Bundling

Advantage

Network Effects within Family Units

Use Case Solved

Family Location Sharing & Safety

Market Position

Leader in Family Safety Apps

Quantified Position

66M+ MAUs, 1.8M+ paying circles

Key Metrics

Tile units sold

Growth Driver

Bundling with Life360 subscriptions

Advantage

Integration with Life360 app

Use Case Solved

Item finding and tracking

Market Position

Challenger to Apple AirTags

Quantified Position

Adds hardware revenue and ecosystem lock-in

Attributes

Fcf Yield Pct

1.5

Next Year Revenue Growth Pct

Subscription Revenue Pct

~80%

Marketing And Sales Pct

25-30%

Capex Pct

<5%

Single Point Of Failure

Privacy concerns or a data breach.

Insider Ownership Pct

4.90%

Gross Margin Pct T T M

77.10%