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Life360 Inc

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Life360 Inc

ASX:360

Information Technology

Summary

The fund managers believe that Life360 Inc. is well-positioned for continued growth, driven by a robust user base of over 80 million active users and a successful transition to an advertising revenue model. In their opinion, the company's advertising initiatives could eventually surpass its subscription revenue, which is projected to reach $300 million in 2024. They commend Life360's strategic expansion into new verticals such as pet and elderly tracking, enhancing its market presence. Despite some recent volatility in share prices, the managers view this as an opportunity, highlighting a 15% increase in stock value following strong quarterly results. The consensus indicates confidence in Life360's operational leverage and potential for cash flow profitability in 2025, making it a compelling investment in the family safety and tracking sector. Overall, they see substantial upside potential, especially as the company continues to monetize its large freemium user base.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

Source: Trading View

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Commentary From The Managers

Ophir Asset Management

23 July 2025

$37.50

Summary

  • Long-time holding in the Australian portfolio.
  • Life360 is a unique platform-style B2C business in Australia.
  • Possesses virality with low customer acquisition costs.
  • Potential for significant growth as they expand the platform into advertising, pet services, and aged care.
  • Despite the stock’s rerated multiple, there is confidence in its long-term optionality and monetisation potential.

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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

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Commentary From The Managers

Ophir Asset Management

23 July 2025

$37.50

Summary

  • Long-time holding in the Australian portfolio.
  • Life360 is a unique platform-style B2C business in Australia.
  • Possesses virality with low customer acquisition costs.
  • Potential for significant growth as they expand the platform into advertising, pet services, and aged care.
  • Despite the stock’s rerated multiple, there is confidence in its long-term optionality and monetisation potential.

Antares Capital

30 June 2025

$32.18

Summary

  • Life360 posted a very strong March Quarter result, exceeding expectations for paying subscribers.
  • Advertising revenue is becoming a more meaningful contributor, with new deals announced.
  • Antares Capital sees great potential for advertising revenue and data-driven revenue to exceed subscription revenues.
  • The company is focusing on increasing penetration into multiple countries.
  • Compared to other tech peers, Life360 has further growth potential.
  • Record net subscriber additions and accelerating core subscription growth were achieved.
  • Paying Circles rose by a record 159k QoQ, with strong growth in Monthly Active Users.
  • Subscription revenue growth accelerated to ~34% YoY in Q3, exceeding most forecasts.
  • Revenue and gross margins expanded, despite temporary hardware delays affecting revenue.
  • Direct to consumer sales rebounded swiftly, and the advertising platform is on track for FY24 guidance.
  • Antares Capital believes the business is well-positioned to leverage its scalable, high-margin subscription base.
  • Growing advertising optionality sets a strong runway for future years.

Ausbil

30 June 2025

$32.18

Summary

  • Life360 (360) achieved a +62.4% return in the June quarter, driven by exceptional quarterly results that surpassed consensus expectations.
  • Revenue and EBITDA performance exceeded forecasts, leading to an upgrade in subscription revenue guidance for the full year.
  • Strong growth in paying users was noted during a typically softer quarter.
  • Life360's vision of a full family ecosystem is becoming more apparent, supported by recent partnerships with AccuWeather and Aura.
  • Ausbil believes the market is underestimating the potential of 360’s pet hardware offering, which could significantly boost user adoption and lifetime customer value.

ELM Responsible Investments

30 June 2025

$32.18

Summary

  • Life360 is a leading provider of family safety and location-sharing services, offering a mobile app and tracking devices.
  • The technology enables users to track family members in real time, receive alerts for safe driving and emergencies, and locate lost items.
  • In Q1 2025, Life360 achieved record results, with revenue growing 32% year-over-year to US$103.6 million.
  • The number of active users reached 83.7 million, with 2.4 million paying subscribers, indicating strong demand.
  • Life360 turned a profit of US$4.4 million this quarter after several years of losses and improved cash flow and margins.
  • The company forecasts total revenue between US$450 million and US$480 million for 2025, supported by its subscription-based model.
  • ELM Responsible Investments continues to hold because of Life360's expanding global reach and strong demand for safety features.

Paradice Investment Management

30 June 2025

$32.18

Summary

  • Paradice Investment Management notes a strong rise in Life360's share price during the quarter.
  • The key driver was the 1Q25 result announcement on May 13, which exceeded consensus expectations.
  • Subscription revenue grew +33% Year on Year (YoY).
  • International Monthly Active Users (MAU) growth accelerated to +39% YoY.
  • US MAU growth remained robust at +17% YoY.
  • EBITDA reached US$15.9m, surpassing consensus of US$9.1m and the previous corresponding period of US$4.3m.
  • Net cash increased by US$10m to US$170m, boosted by US$12m of operating cash flow.
  • FY25 Revenue and EBITDA guidance remains unchanged.
  • The stock continues to be one of Paradice Investment Management's core holdings.
  • Partial sell-down occurred into share price strength over the holding period.
  • Expectations for strong subscription growth and rising advertising revenue remain.
  • Benefits anticipated from new product rollout.

Blackwattle Investment Partners

30 June 2025

$32.18

Summary

  • Life360 continues to show strong momentum, with total monthly users growing 26%.
  • Subscription revenue has increased by 32%, driven by user expansion and pricing strategies.
  • The company has achieved net income profitability (post stock-based compensation), demonstrating effective cost control and operating leverage.
  • Blackwattle Investment Partners remains attracted to Life360’s 80+ million global users and its valuable first-party data.
  • This data holds potential applications across marketing, insurance, urban planning, and mobility analytics.
  • The recent launch of its advertising platform exemplifies this optionality.

LHC Capital

30 June 2025

$32.18

Summary

  • Life360 delivered another strong quarter and solidified its position as the category-defining super-app for family safety.
  • Reported record first quarter numbers and successfully raised US$320 million in convertible notes at a zero coupon.
  • Added to the ASX100 index and saw a 62% increase in share value over the quarter.
  • Achieved 83.7 million monthly active users (MAUs), a key indicator of business health.
  • Reported record paying circles, subscription revenues, and annualised monthly revenues.
  • Delivered operating leverage with total revenue growth of 32% exceeding total cost growth of 23%, enhancing profit margins.
  • Marked the tenth consecutive quarter of positive adjusted EBITDA and eighth of positive operating cash flows.
  • Impressive doubling of advertising revenues and improved conversion rates from free to paid users.
  • Maintained low churn rates despite price increases, indicating strong customer value and brand loyalty.
  • Convertible note raise viewed as beneficial: immediately accretive to earnings per share, no cash cost to note holders.
  • Shareholders face dilution only if share price exceeds US$122.22, an 87% premium to the closing price.
  • Life360 now has a fortress balance sheet for potential inorganic growth opportunities.
  • Recognised by US institutions and capital markets as a scaled platform with strong growth prospects.
  • LHC Capital continues to hold because the business performs in line with their investment thesis and management executes sound strategies.

SG Hiscock & Company

30 June 2025

$32.18

Summary

  • SG Hiscock & Company notes that Life360's quarterly update in May was positively received by investors.
  • Life360 boasts an impressive 84 million monthly average users (MAUs), highlighting its strong brand in family location sharing services.
  • Only Facebook, Facebook Messenger, and WhatsApp have more average daily users in the US than Life360.
  • The company is not just focused on user numbers; subscription service profits are growing at strong rates.
  • There is building momentum in the advertising business, targeting its extensive user base.
  • While current advertising revenue is modest, historical precedents show that apps can significantly scale their advertising revenues.
  • Early indicators suggest that Life360 has the potential to develop a profitable advertising stream from its large user base.

Oracle Advisory Group

30 June 2025

$32.18

Summary

  • Life360 surged this quarter due to strong 1HFY25 results.
  • Reported a 32% year-on-year revenue increase to $103.6m.
  • Global Monthly Active Users (MAU) rose by 26% year-on-year.
  • Adjusted EBITDA increased nearly 4x from $4.3m a year ago to $15.9m.
  • Earnings per share turned positive to $0.05 from negative a year ago.
  • Oracle Advisory Group continues to hold due to these strong performance indicators.

Endeavor Asset Management

30 June 2025

$32.18

Summary

  • Endeavor Asset Management notes a recent easing in Life360 (360) shares as investors took profits after record highs in late May.
  • The company was a standout performer in FY25, with shares advancing 97%.
  • Key drivers of confidence include rapid subscriber growth, faster advertising monetisation, widening margins, and a stronger balance sheet.
  • Expectations for FY26 include advertising becoming a more material revenue stream and international markets contributing meaningful momentum.
  • Despite trimming the holding after a strong run, Endeavor Asset Management believes the valuation still offers compelling upside.

Smallco Investment Manager

30 June 2025

$32.18

Summary

  • Life360 (360) has shown a significant increase of 62%, making it the largest positive contributor in the June quarter.
  • The app, focused on family connection and safety, reported a strong quarterly result with continued momentum in attracting and monetising new subscribers.
  • This growth is evident in both US and International markets.
  • Progress has been made in establishing an advertising platform, which is expected to be a major driver of future revenues.
  • The advertising platform will utilise 360’s unique location-based data and its large user base of approximately 84 million global active monthly users.
  • Additionally, Life360 is planning to expand into pet care and elderly care markets, creating new verticals that leverage its location tracking and connection capabilities.

Sage Capital

30 June 2025

$32.18

Summary

  • Sage Capital has a long position in Life360 (ASX:360 +62%) due to strong platform growth.
  • Life360 boasts a large installed user base, enhancing its market presence.
  • Future revenue opportunities are anticipated in location-based advertising.
  • There is potential for entry into elderly care, expanding service offerings.
  • Life360 has unrivalled location-based data, with over 90% of users tracked continuously.
  • This data allows for tailored advertising to microscale geographic areas.
  • The unique characteristics of this data are seen as highly valuable.

Ophir Asset Management

10 June 2025

$32.85

Summary

  • Ophir Asset Management continues to hold its position in Life360 Inc., a family tracking app with over 80 million users globally.
  • The company has a very low cost of customer acquisition, enhancing its growth potential.
  • Life360 has successfully introduced advertising as a new revenue stream.
  • Future expansion plans include moves into the Pet business and Aged Care sectors.
  • A key risk to monitor is Apple’s "Find My" product, but Ophir Asset Management believes Life360 can effectively compete.
  • Life360 operates on both Android and iOS platforms, providing a competitive advantage.

Kardinia Capital

31 May 2025

$33.14

Summary

  • Life360 rose 52% for the month following a strong 1Q25 result.
  • Revenue increased by 32%, indicating robust financial performance.
  • Monthly active users grew by 26%, reaching a total of 83.7 million.
  • It marks the 8th consecutive quarter of positive cash flow.
  • The company concluded the quarter with US$170 million in net cash.
  • Kardinia Capital believes Life360 is well-positioned to benefit from growth in international subscriptions.
  • There are opportunities for expansion into advertising.
  • Potential for lower Apple in-app purchase fees could enhance profitability.

Ausbil

31 May 2025

$33.14

Summary

  • Life360 (360) saw a return of +51.9% in May following a quarterly result that exceeded consensus expectations.
  • Revenue and EBITDA performance was strong, leading to an upgrade in subscription revenue guidance for the full year.
  • Notable growth in paying user numbers occurred in a typically softer quarter.
  • Ausbil highlights the emergence of Life360’s vision for a full family ecosystem.
  • New partnerships with AccuWeather and Aura further validate this vision.
  • Ausbil believes the market is underestimating the potential of Life360’s pet hardware offering.
  • This offering is expected to significantly enhance user adoption and lifetime customer value.

Wilson Asset Management

31 May 2025

$33.14

Summary

  • Location-based tracking software company, Life360's share price rose significantly in May.
  • Following its FY2025 first quarter update, the results exceeded consensus estimates across all key metrics.
  • Earnings increased 32% compared to the prior comparative period.
  • The outlook remains strong with FY2025 subscription revenue guidance revised upward.
  • Life360 announced a USD25 million investment in artificial intelligence (AI) safety firm Aura.
  • This investment signals a strategic move to enhance product offerings and market position.
  • Wilson Asset Management believes the market continues to underappreciate the opportunity within Life360's advertising business.
  • Despite being in its infancy, this business has the potential to match the size of the subscription business in the medium-term.
  • Expansion in revenue growth is anticipated.

Yarra Capital Management

31 May 2025

$33.14

Summary

  • Yarra Capital Management notes that Life360's location tracking software outperformed due to strong quarterly net additions.
  • The company added 137k paying circles in the quarter, marking a Q1 record.
  • Both revenue and EBITDA exceeded consensus expectations for the quarter.
  • Performance was positively impacted by the removal of key Trump tariffs and the re-rating of the US technology sector.
  • Yarra Capital Management continues to hold its position based on these developments.

Milford Asset Management

31 May 2025

$33.14

Summary

  • Life360 has shown a strong performance with a growth of 51.9%.
  • The quarterly results indicate improving trends in core operations across key geographies.
  • The advertising channel is evolving with consistent rollouts of new partners.
  • This evolution in advertising represents a lucrative earnings stream and helps to de-risk the core business.
  • New verticals such as elder care and pet services present significant opportunities for further adoption and monetisation.

Blackwattle Investment Partners

31 May 2025

$33.14

Summary

  • Blackwattle Investment Partners notes that Life360 (360) significantly contributed to Fund outperformance.
  • The Fund increased its ownership due to US tariff uncertainty leading to an unduly punished stock price.
  • The company’s business is not materially affected by direct consequences of US tariff policy.
  • Life360 boasts a large and growing user base, primarily in developed markets, resilient to broader economic weakness.
  • There are long-term growth opportunities through greater penetration in US and global markets.
  • The company has a nascent advertising revenue stream and is exploring new categories such as aged care and pet tracking.
  • Life360 has become cash flow positive, demonstrating its viability despite being early in its growth trajectory.

Endeavor Asset Management

31 May 2025

$33.14

Summary

  • Endeavor Asset Management notes that Life360 (360) was a key contributor in May.
  • First-quarter results significantly exceeded expectations across all key metrics.
  • Revenue growth reached 32%, totaling US$104m, driven by strong advertising performance.
  • Adjusted EBITDA of US$15.9m outperformed forecasts, showcasing growing operating leverage.
  • User metrics were also strong, with robust growth in paying circles and a 38% uplift in annualised monthly revenue.
  • While FY25 guidance was maintained, there are potential structural changes to Apple’s in-app purchase fees that could introduce long-term upside.
  • Endeavor Asset Management took some profits but remains constructive on the outlook.
  • The positive outlook is underpinned by momentum in the core subscription business and improving monetisation across the platform.

Ellerston Capital

31 May 2025

$33.14

Summary

  • Life360 reported 1Q25 results exceeding market expectations in subscriber growth, revenue, gross margin, and operating expenses.
  • Ellerston Capital notes strong execution in the core US subscription business, with improvements in conversion rates and pricing.
  • Continued expansion into international subscriptions and advertising business is evident.
  • Upcoming release of a wearable pet tracker adds another growth layer.
  • 84 million user base is viewed as significantly under monetised.
  • Life360 ranks as the 13th largest app by daily active users in the US Apple App Store.
  • In 2024, Life360 generated US$372m in revenue, notably lower than other top 20 apps, all of which exceeded US$3 billion.

Ten Cap

31 May 2025

$33.14

Summary

  • Life360 (360): Delivered strong gains following Q1 update.
  • 32% revenue growth reported, indicating robust financial performance.
  • 38% lift in annualized monthly revenue, showcasing significant subscription momentum.
  • Growing user base further strengthens its leadership in family safety and location.
  • Ten Cap continues to hold due to these positive indicators.

Firetrail Investments

31 May 2025

$33.14

Summary

  • Life360, the family safety and location-sharing app, outperformed in May after a strong Q1 result.
  • Revenue and EBITDA beat expectations, driven by record subscriber growth of 43% year-on-year across the US and international markets.
  • Management maintained FY25 guidance but shifted the revenue mix toward higher-margin subscriptions, offsetting weaker hardware sales.
  • With strong subscriber growth, successful repricing, and disciplined cost control, Firetrail Investments believes the company is well positioned to exceed its FY25 forecasts.

Montgomery Investment Management

13 May 2025

$27.18

Summary

  • Impressive March quarter results have driven Life360’s share price up 18% from $23.58 to $27.85.
  • Life360 is perceived as an emerging platform with deep emotional resonance and trust among families, beyond just a location-tracking app.
  • The company’s differentiated positioning and operating system agnosticism enhance its role as a guardian of family safety.
  • Life360 has reached a pivotal inflection point with positive operating cash flow and adjusted EBITDA, supported by scale, customer retention, and pricing gains.
  • Global monthly active users reached 83.7 million with paying circles exceeding 2.4 million, both up 26% year on year.
  • U.S. penetration has increased from 6% to 15% over the past five years, indicating significant growth potential.
  • Life360 is evolving into a broader ecosystem offering services across family safety, pet tracking, item tracking, elderly care, and targeted advertising.
  • Non-U.S. paying circle is expected to trend toward 40% over the medium term, currently accounting for 30% of the total.
  • Revenue for the March 2025 Quarter was $103.6 million, up 32% year on year, with EBITDA margins exceeding 15%.
  • Life360’s midpoint revenue forecast for calendar 2025 is $465 million with an adjusted EBITDA forecast of $70 million.
  • Management aims for 150 million monthly active users and $1 billion in revenue, with a target to double the adjusted EBITDA margin to 35%.

Blackwattle Investment Partners

30 Apr 2025

$21.94

Summary

  • Blackwattle Investment Partners highlights Life360's strong performance with 80 million global users in developed markets.
  • The company generates recurring revenue from subscriptions and data services.
  • Life360 has a significant first-party data asset applicable in marketing, urban planning, insurance, and mobility analytics.
  • Expansion beyond parental tracking includes aged care and pet tracking services.
  • As digital transparency increases, family tracking services are expected to become mainstream.
  • Life360's global growth potential and scalable revenue model are rare among ASX 200 companies.
  • Upcoming advertising initiatives are anticipated to enhance revenue streams.
  • A transition to cashflow profitability in 2025 is expected to be positively received by the market.

Ausbil

30 Apr 2025

$21.94

Summary

  • Life360 (360) returned +5.2% for the month after a strong user and subscriber update for the March quarter.
  • 360 added ~5m monthly global active users, achieving a record number for a seasonally weaker period.
  • This growth reflects emerging network effects of a global leader in family safety.
  • Ausbil identifies several 'strings in the bow' expected to drive strong earnings growth in the medium term.
  • These include further penetration in the US market, a progressive global rollout, and the launch of new monetisation verticals.
  • Ausbil is starting with on-platform advertising as part of this monetisation strategy.
  • Despite significant recent share price outperformance, 360 remains the highest conviction position in the Fund.

Milford Asset Management

30 Apr 2025

$21.94

Summary

  • Milford Asset Management continues to hold a positive outlook on Life360.
  • Recent performance saw a modest addition to core technology exposure with Life360 up 10.8%.
  • The stock rallied following a sell-off in March and early April.
  • Market weakness in April primarily affected companies tied to global growth or those with discretionary exposure, particularly in the US.

Ausbil

30 Apr 2025

$21.94

Summary

  • Centennial Asset Management believes Zip has the potential to rally in the short term.
  • Zip is well positioned to deliver further strong growth in revenues and profitability.
  • The US buy now, pay later market remains relatively immature, allowing Zip’s US footprint to grow rapidly.
  • New product launches are expected to contribute to the company’s transaction volumes and earnings growth in the coming year.
  • Zip’s balance sheet strength and ongoing buyback are expected to support share price performance.
  • Zip has surprised the market with better-than-expected earnings over the past year.
  • The company has upgraded expectations post the most recent quarter, indicating potential for additional upside earnings risk.

Ten Cap

30 Apr 2025

$21.94

Summary

  • Ten Cap increased their position in Life360 after a sell-off in March/early April.
  • The sell-off did not reflect the company’s solid fundamentals.
  • Life360 is expected to face limited tariff impacts, positioning it well amid trade negotiations.
  • Upcoming quarterly results are anticipated to be strong, with advertising spend driving earnings upside.
  • Ten Cap remains confident in Life360's earnings resilience despite short-term volatility.
  • There is a clear growth path for Life360 in terms of market share and earnings over time.

Firetrail Investments

30 Apr 2025

$21.94

Summary

  • Life360 has shown strong performance due to increased app downloads.
  • Improved gross app ranking metrics indicate potential for higher subscription revenue.
  • Price increases have been implemented across select subscription tiers.
  • Firetrail Investments continues to hold due to anticipated strong quarterly results.
  • Robust subscriber growth is expected to support overall positive outlook.
  • Further price rises may enhance the company's financial performance.

Firetrail Investments

31 Mar 2025

$19.81

Summary

  • Firetrail Investments notes that the family safety app Life360 underperformed in March amid broader tech sector weakness.
  • However, FY24 results were strong, with paying subscribers up 25%.
  • EBITDA exceeded consensus estimates by 12%, highlighting operational strength.
  • Notably, 1 in 7 U.S. smartphone users now use the app, indicating its widespread adoption.
  • Firetrail Investments remains positive about Life360, as FY25 results are guided to strong revenue and EBITDA growth.
  • This reflects confidence in continued scaling and profitability.

Longwave Capital

28 Feb 2025

$23.30

Summary

  • Life360 exited FY24 strongly with Q4 experiencing positive net income for the first time.
  • Forward guidance indicates this trend is expected to continue, aligning with consensus, despite increased investment in new products.
  • The share price fell slightly, yet it remains up 40% over the past six months.
  • There is potential for growth in adjacent markets such as pet tracking and elder care.
  • Life360 is tightening integration of hardware, sometimes giving it away to drive subscriptions.
  • Management has indicated latent pricing power, suggesting revenue could potentially double in a matter of weeks by adjusting prices.
  • Overall, it’s not surprising that the stock holds strong against struggling peers.

Longwave Capital

31 Jan 2025

$25.29

Summary

  • Life360 holds a dominant position in the mobile location tracking market, known as "Family Life".
  • The company has shown strong growth in users, supported by a subscription model that converts well into revenue.
  • Currently, there are challenges in converting user growth into profitability, but losses are reducing.
  • The current EV/Sales multiple stands at approximately 7.5x, indicative of market confidence.
  • Recent management goals aim for over 150 million active users and over US$1 billion in revenue by 2029.
  • Target operating margins are set at around 20% after accounting for stock-based compensation and depreciation.
  • Based on aspirational targets, Life360 could reach a potential US$3 billion in Enterprise Value by 2029.
  • Discounting this back to today at a 10% discount rate suggests a current fair value of approximately US$1.9 billion.
  • The existing EV for Life360 is US$3.4 billion as of January 31, 2025.
  • There are concerns about potential valuation pitfalls, much like those experienced by other tech companies.
  • Overall optimism remains high, but caution is advised regarding long-term commercial success.

Milford Asset Management

31 Jan 2025

$25.29

Summary

  • Life360 continues to perform strongly, with a recent increase of +12.2%
  • Encouraging high-frequency data suggests improving trends across key geographies
  • Ranks among the top 10 social networking apps in 67 countries
  • Serves as a valuable distribution channel for advertisers
  • This advertising potential presents a lucrative earnings stream
  • Contributes to materially de-risking the core business
  • Milford Asset Management continues to hold due to these favorable dynamics

Endeavor Asset Management

31 Jan 2025

$25.29

Summary

  • Life360 (360) experienced a strong month in January, driven by an upgrade from UBS to a Buy.
  • The upgrade stemmed from faster than expected growth in advertising revenue and strong user trends.
  • Early estimates suggest that expanding into video, carousel, and off-site advertising could yield an additional 5 to 25 percent upside in revenue by 2028.
  • Advertiser checks indicate that operating margins could improve by up to 10 percentage points in the coming years.
  • Management aims to reach ad monetisation levels comparable to companies like Pinterest and Snap, which could increase ad revenue to more than six times current levels.
  • Endeavor Asset Management expects earnings to accelerate further, with a projected forward EPS growth rate of 15 to 20 percent.

Ausbil

31 Jan 2025

$25.29

Summary

  • Centennial Asset Management believes Zip has the potential to rally in the short term.
  • Zip is well positioned to deliver further strong growth in revenues and profitability.
  • The US buy now, pay later market remains relatively immature, allowing Zip’s US footprint to grow rapidly.
  • New product launches are expected to contribute to the company’s transaction volumes and earnings growth in the coming year.
  • Zip’s balance sheet strength and ongoing buyback are expected to support share price performance.
  • Zip has surprised the market with better-than-expected earnings over the past year.
  • The company has upgraded expectations post the most recent quarter, indicating potential for additional upside earnings risk.

QVG Capital

31 Dec 2024

$22.54

Summary

  • QVG Capital believes that Life360 exhibits a high beta nature, which is significantly influenced by market sentiment.
  • In periods of positive sentiment, investors tend to focus on the long-term growth potential of high-growth businesses like Life360.
  • Conversely, during weaker market conditions, there is a tendency for investors to shift towards stocks that offer more certainty.
  • QVG Capital continues to monitor these sentiment-driven movements as they impact Life360's valuation.

Wilson Asset Management

31 Dec 2024

$22.54

Summary

  • Life360 is an information technology company that specializes in location-based services via its social networking app.
  • In December 2024, the company’s share price fell by approximately 10.9%, from $25.30 to $22.54.
  • CEO Chris Hulls has been selling shares to reduce his ownership from 5.0% to 3.8% and diversify his investments.
  • Other executives, including CFO Russell Burke and two directors, also reduced their holdings.
  • These actions may have indicated to investors that it was a good time to take profits after a strong performance.
  • Life360's share price increased almost 200% over the year, from $7.56 to $22.54.
  • Wilson Asset Management continues to hold because we see upside potential in Life360.
  • We are encouraged by the company’s strong performance, revenue growth, and increased market penetration in the US.

Oracle Advisory Group

31 Dec 2024

$22.54

Summary

  • Life360 Inc (360) is rated as a Buy by Oracle Advisory Group.
  • Life360 is recognized as the global leader in family tracking and safety.
  • The app is ranked number 4 in the US for social networking apps, trailing only Meta apps.
  • Approximately 10% of the US population are users of Life360.
  • Only 11% of users are current paying customers, indicating strong potential for growth.
  • There is significant opportunity for revenue growth as more users transition from the "freemium" model to subscriptions.
  • The recent launch of targeted advertising in 2024 presents another avenue for revenue growth.
  • Based on comparisons with similar companies, advertising monetization could become a highly profitable segment for Life360.

Endeavor Asset Management

31 Dec 2024

$22.54

Summary

  • Life360 (360) shares experienced a decline in early December due to increased insider selling activity.
  • Several executives, including the CEO, sold substantial portions of their shares.
  • This insider selling contributed to a 10.9% drop in shares over the month.
  • Despite acknowledging the insider selling, Endeavor Asset Management remains confident in 360's technology and growth prospects for the next 12 months.
  • Endeavor Asset Management took some profits during the previous month.

Firetrail Investments

31 Dec 2024

$22.54

Summary

  • Life360 has significantly outperformed the broader small-cap index in 2024, positively impacting the Firetrail Small Companies Fund.
  • A key driver of this success was the announcement in March 2024 of a new advertising revenue stream aimed at monetizing its large freemium user base of over 20 million daily active users.
  • In the medium term, Life360 believes the advertising opportunity could surpass its subscription business, projected to approach $300 million in 2024.
  • Life360 debuted on the Nasdaq in June 2024 under the ticker "LIF", unlocking new strategic growth opportunities.
  • By Q3 2024, Life360 reported record subscriber growth, with total monthly active users reaching approximately 77 million.
  • Looking ahead to 2025, Life360 plans to further develop its advertising business and introduce new verticals for pet and elderly tracking.
  • Firetrail Investments continues to hold because Life360 is well-positioned for continued success in the family safety and tracking app market.

LHC Capital

31 Dec 2024

$22.54

Summary

  • LHC Capital continues to hold a strong conviction in Life360 as it has established itself as the global leader in family location sharing services.
  • The company experienced a 198% increase in share price over the year, reflecting robust financial performance.
  • Life360 has expanded its user base to 76.9 million monthly active users, nearly doubling since LHC Capital's initial investment.
  • The management team has successfully maintained Life360’s unique product offering while scaling operations to over 140 countries.
  • Life360 aims to monetise its free users, which could significantly enhance profitability given its strong user base in developed countries.
  • The company has achieved its seventh consecutive quarter of adjusted EBITDA profitability and positive operating cash flows.
  • Integration of the Tile product has advanced Life360’s product roadmap and broadened its market reach.
  • The successful IPO on NASDAQ has attracted institutional interest, resulting in a 53% rise in share price post-listing.
  • Life360's valuation remains a clear outlier compared to peers, suggesting potential for market correction as monetisation efforts progress.
  • Recent volatility in share price due to market inefficiencies highlights opportunities for active investors to capitalize on non-business related price movements.

Ausbil

31 Dec 2024

$22.54

Summary

  • Centennial Asset Management believes Zip has the potential to rally in the short term.
  • Zip is well positioned to deliver further strong growth in revenues and profitability.
  • The US buy now, pay later market remains relatively immature, allowing Zip’s US footprint to grow rapidly.
  • New product launches are expected to contribute to the company’s transaction volumes and earnings growth in the coming year.
  • Zip’s balance sheet strength and ongoing buyback are expected to support share price performance.
  • Zip has surprised the market with better-than-expected earnings over the past year.
  • The company has upgraded expectations post the most recent quarter, indicating potential for additional upside earnings risk.

QVG Capital

30 Nov 2024

$25.48

Summary

  • QVG Capital continues to hold its largest investment in Life360, a family tracking app.
  • The stock experienced volatility, particularly around the release of the September quarter results.
  • Results showed strong growth with subscription revenue up 34%, users up 32%, and paying users up 35%.
  • Despite strong performance, the company missed revenue expectations due to supply chain issues affecting Tile sales.
  • This led to a swift -10% retracement in the share price, presenting a buying opportunity.
  • The stock recovered, finishing the month +15% and +20% from intra-month lows.

Ausbil

30 Nov 2024

$25.48

Summary

  • Centennial Asset Management believes Zip has the potential to rally in the short term.
  • Zip is well positioned to deliver further strong growth in revenues and profitability.
  • The US buy now, pay later market remains relatively immature, allowing Zip’s US footprint to grow rapidly.
  • New product launches are expected to contribute to the company’s transaction volumes and earnings growth in the coming year.
  • Zip’s balance sheet strength and ongoing buyback are expected to support share price performance.
  • Zip has surprised the market with better-than-expected earnings over the past year.
  • The company has upgraded expectations post the most recent quarter, indicating potential for additional upside earnings risk.

Milford Asset Management

30 Nov 2024

$25.48

Summary

  • Milford Asset Management recognizes the positive performance of Life360 (+15.2%).
  • The high-frequency data usage continues to show encouraging trends across key geographies.
  • Life360 is a top 10 social networking app in 67 countries, enhancing its advertising distribution potential.
  • This positioning offers a lucrative earnings stream while materially de-risking the core business.

QVG Capital

30 Nov 2024

$25.48

Summary

  • Life360 experienced significant volatility over the month, particularly around the release of its September quarter results.
  • QVG Capital views the quarterly results as strong, with subscription revenue increasing by 34%, users by 32%, and paying users by 35%.
  • Despite the positive growth metrics, the company missed revenue expectations due to supply chain issues affecting Tile sales.
  • This led to a swift -10% retracement in share price, presenting a buying opportunity for investors.
  • Ultimately, the stock finished the month up 15% and 20% from intra-month lows.
  • QVG Capital continues to hold its position in Life360, reflecting confidence in the company's growth potential despite short-term challenges.

Endeavor Asset Management

31 Oct 2024

$21.97

Summary

  • Endeavor Asset Management observes strong performance of Life360 shares, which increased by 16% in October.
  • The company successfully rolled out its advertising strategy in Australia, deemed a positive surprise.
  • Advertising potential is recognized as a significant future revenue driver.
  • The upcoming quarterly report is highly anticipated for insights related to advertising impact.
  • Q3 is traditionally the strongest period for paying circle growth, influenced by the back-to-school season in the northern hemisphere.

Endeavor Asset Management

31 Oct 2024

$21.97

Summary

  • Endeavor Asset Management notes that shares in Life360 Inc. performed strongly in October.
  • The rollout of the advertising strategy in Australia was a positive surprise.
  • Advertising is expected to be a significant revenue driver moving forward.
  • Anticipation builds for comments in the upcoming quarterly report.
  • Historically, Q3 is the strongest quarter for paying circle growth due to the back-to-school season.
  • Life360 shares saw an increase of 16% over the month.

Ophir Asset Management

22 Sept 2024

$18.27

Summary

  • Ophir Asset Management identifies Life360 as a potential next 10-bagger for the fund.
  • Shares have risen nearly 150% in 2024, currently priced at $18.
  • The stock was first acquired by the fund in 2020 at around $3.
  • Life360 is positioned to launch multiple businesses off its existing platform, driven by the vast US family safety market.
  • The fund manager appreciates Life360’s ultra-low cost of acquiring customers.
  • Life360 plans to introduce advertisements to millions of free users, creating a new revenue stream.
  • Growth potential noted as Life360 is scaling swiftly, with competition from Apple’s ‘Find My’ app being a key consideration.

Ellerston Capital

31 Aug 2024

$18.90

Summary

  • Life360 (360 AU) share price gained 15% in August.
  • Strong 1H24 result driven by a meaningful increase in net circle adds.
  • Combination of strong operating leverage contributed to positive outcomes.
  • Management lifted revenue and adjusted EBITDA expectations for the full year.
  • All operating business metrics are accelerating before the key back to school period.
  • Upcoming advertising business expected to contribute more meaningfully.
  • Ellerston Capital continues to see upside to current levels.
  • Potential for 360 to leverage customer strength to expand product offerings over time.

Endeavor Asset Management

31 Aug 2024

$18.90

Summary

  • Endeavor Asset Management notes a significant increase of 16% in Life360's (360) stock in August.
  • The quarterly earnings showcased a 20% annual growth in revenue along with a growing user base.
  • Life360 has reached 71 million monthly active users as of June, contributing to $340 million in annualised revenue for Q2.
  • The company's EBITDA margins stand at 13%.
  • Life360 has set ambitious targets aiming for over 150 million monthly active users and more than $1 billion in revenue.
  • Projected EBITDA margins are expected to exceed 25%.
  • The targets suggest an impressive potential for over 580% growth in EBITDA compared to FY24 consensus estimates.
  • Endeavor Asset Management continues to hold due to these encouraging growth metrics and the company's strategic vision.

Endeavor Asset Management

31 Aug 2024

$18.90

Summary

  • Life360 Inc. (360) experienced a 16% increase in August.
  • Quarterly earnings showed 20% annual revenue growth.
  • The user base is expanding, with 71 million monthly active users as of June.
  • Annualised revenue reached $340 million in Q2 with 13% EBITDA margins.
  • Aiming for over 150 million monthly active users in the future.
  • Targets include exceeding $1 billion in revenue and EBITDA margins above 25%.
  • This ambitious growth implies over 580% growth in EBITDA compared to FY24 consensus.
  • Endeavor Asset Management continues to hold due to these promising growth indicators.

Ausbil

31 Aug 2024

$18.90

Summary

  • Life360 (360) returned +15.5% for the month, now totaling +152.9% for the calendar year-to-date (CYTD).
  • Achieved a record quarterly net adds of 132k, exceeding consensus estimates and prompting an upgrade to full-year earnings guidance.
  • Strong momentum heading into the critical back-to-school period in the US.
  • Ongoing roll-out of their successful US membership model into international markets.
  • Ramping up of higher margin adjacent revenue and exploring new verticals within the platform.
  • Ausbil continues to hold because of the upside potential seen from these developments.

Paradice Investment Management

30 June 2024

$16.13

Summary

  • Life360 shares performed strongly in the June quarter, building on substantial gains from March.
  • Key drivers include growth in Paying Circles, indicating robust subscription engagement.
  • The NASDAQ listing in early June has positively impacted visibility and market perception.
  • Life360 is expanding its total addressable market (TAM) with new advertising opportunities.
  • As of mid-June, Life360 reported reaching 2 million global Paying Circles, showing momentum with around 100k additions per quarter.
  • This growth is a positive indicator heading into the seasonally stronger US back-to-school period in Q3.
  • Life360’s Top Grossing and Usage rankings have reached new heights following record numbers in Q1FY24.

Ausbil

30 June 2024

$16.13

Summary

  • Life360 (360) returned +25.1% for the quarter and has been a key Fund contributor for the year.
  • Successful execution of the dual US listing allows market focus on user and subscriber growth.
  • Exceeded 2 million global paying circles in mid-June, surpassing market expectations.
  • This milestone indicates record 1st quarter user growth is leading to an acceleration in new subscriber growth.
  • Ausbil looks forward to 360's half-year result.

Ausbil

31 May 2024

$15.30

Summary

  • Life360 (360) rallied 11.1% after a positive 1Q trading update in May.
  • Company predicts strong global active user additions, maintaining growth trends into April.
  • Early indications of reaccelerating top-line active user growth prior to back-to-school season.
  • Announced plans for a dual-US listing, aligning with its North American user base.
  • Ranked among the Top-25 most used apps in US app stores.
  • Ausbil continues to hold due to these encouraging developments and overall growth potential.

Endeavor Asset Management

30 Apr 2024

$13.77

Summary

  • Endeavor Asset Management notes that Life360's share price increased by 5.2% during April.
  • In early April, Life360 released a MarQ trading update that exceeded consensus MAU expectations.
  • Life360's international paying customer base grew significantly, at approximately 80% above international consensus estimates.
  • Endeavor anticipates further growth in paying customers in JunQ as Life360 introduces its triple tier product in Australia.
  • During the month, Endeavor continued to take profits.

Blackwattle Investment Partners

30 Apr 2024

$13.77

Summary

  • Blackwattle Investment Partners notes a strong performance in Life360, with a rally of +88% since FY23 results.
  • The company reported better-than-expected 1Q24 revenues.
  • An increase in active users was observed, which is a key forward-looking metric, indicating strong demand for the product.
  • Life360 announced plans for a dual listing on the NASDAQ.
  • The intention of the dual listing is to align its trading valuation closer to its more highly valued peers.

Endeavor Asset Management

31 Mar 2024

$12.91

Summary

  • Life360 delivered a great earnings report in March, resulting in a 60% rally in share price.
  • Reported revenue growth of 33%, reaching US$305m.
  • Achieved subscription growth of 52%, amounting to US$200m.
  • Generated positive EBITDA of US$21m.
  • Upgraded FY24 guidance to US$30-35m.
  • Endeavor Asset Management's average entry price stands at $7.7/sh.
  • Took profits at $12.0/sh during the month.
  • Life360 is deemed cheaper than offshore peers.
  • It remains a core weighting in the portfolio.

QVG Capital

31 Mar 2024

$12.91

Summary

  • Life360 announced their results for the 6 months to December.
  • Earnings exceeded prior guidance, positively impacting the share price.
  • The stock surged 38% following the announcement.
  • Life360 will launch an advertising business targeting 61 million non-paying users.
  • QVG Capital believes this high-margin ad revenue will support further customer acquisition.
  • This strategy is expected to extend the duration of Life360's growth.

Ausbil

31 Mar 2024

$12.91

Summary

  • Life360 (360) achieved a +73.2% return for the quarter, marking a significant milestone for the company.
  • The business reported an impressive earnings beat, coupled with strong guidance.
  • The launch of the digital in-app advertising solution highlights the organic growth potential of Life360's global family platform.
  • Digital in-app advertising is a proven strategy used by successful consumer apps like Uber, posing a low-risk, high-margin opportunity.
  • Life360 aims to monetize its substantial +65 million global user base through this advertising solution.
  • Even modest success in advertising could lead to a further re-rating opportunity for the company.
  • This development underscores the value of Life360's emerging platform, which has the potential to access new verticals of growth.

Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed. 

Frequently Asked Questions

Who has invested in Life360 Inc (ASX:360)?

Fund managers including Endeavor Asset Management, Ophir Asset Management, Milford Asset Management, Blackwattle Investment Partners, Longwave Capital, Ausbil, Oracle Advisory Group, Yarra Capital Management, ELM Responsible Investments, SG Hiscock & Company, Firetrail Investments , QVG Capital, LHC Capital, Ten Cap, Kardinia Capital, Antares Capital, Sage Capital, Wilson Asset Management, Montgomery Investment Management, Ellerston Capital, Paradice Investment Management and Smallco Investment Manager have invested in Life360 Inc (ASX:360).

Why have investment managers invested in Life360 Inc (ASX:360)?

Fund managers are investing in Life360 Inc. due to its strong growth trajectory and significant market position as a leading provider of family safety and location-sharing services. The company has demonstrated impressive financial performance, with a 32% year-over-year revenue growth, reaching $103.6 million in Q1 2025, and achieving profitability after years of losses. Life360 boasts a robust user base of over 83 million monthly active users, with a growing number of paying subscribers, indicating strong demand for its services. Fund managers highlight the potential of Life360's subscription model and emerging advertising revenue stream, which is expected to expand significantly as the company monetizes its large user base. Furthermore, Life360's strategic moves into new verticals such as pet care and elderly tracking enhance its growth prospects. Overall, the combination of a solid financial foundation, expanding user base, and innovative monetization strategies makes Life360 an attractive investment for fund managers.

What happened to Life360 Inc (ASX:360)?

In June 2025, fund managers expressed strong optimism about Life360 Inc. (ASX: 360) as its share price hovered around $32.18, following impressive quarterly results. ELM Responsible Investments noted Life360's 32% revenue growth, reaching $103.6 million, driven by a surge in active users to 83.7 million and a profitable quarter with $4.4 million earnings. SG Hiscock highlighted the company's robust user base, with 84 million monthly active users, and anticipated significant advertising revenue potential. LHC Capital praised Life360's operational excellence, reporting a 62% share price increase and a solidified position as a leading family safety app. Other fund managers, including Antares Capital and Endeavor Asset Management, emphasized the company's growth trajectory and expanding advertising capabilities, forecasting continued revenue momentum and international market penetration. Overall, Life360 is recognized as a key player in the family safety sector, with strong prospects for future growth and monetization.

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