Life360 (360) investor relations material

Business overview and user insights

• Focuses on family connection and safety, with diverse use cases beyond teen drivers, including pet and vehicle tracking, and coordination among family and friends.

• User base exceeds 100 million, with growth anchored in safety, connection, and coordination features.

• Emotional reassurance and real-life connection are core to user engagement and retention.

Competitive positioning and market penetration

• Differentiates from Apple and similar platforms by emphasizing family safety, location history, and real-life services rather than just device tracking.

• 17% of U.S. mobile users are members, with significant room for further penetration, especially as new use cases and features are introduced.

• Growth remains strong even in highly penetrated states, with expansion strategies targeting broader demographics and new life stages.

Monetization and service tiers

• Monetizes through subscriptions and advertising, with about a third of users converting at sign-up and others over time.

• Three service tiers (Silver, Gold, Platinum) offer increasing levels of real-life services, such as emergency response and roadside assistance.

• AI-driven funnel optimization personalizes conversion efforts, contributing to record subscription growth.