Revenue distribution by industry:

• Family and security services: approx. 70%
• Subscription services: approx. 20%
• Advertising revenue: approx. 10%

TOP 3 markets and their percentage shares:

• USA: approx. 60%
• Australia: approx. 15%
• United Kingdom: approx. 10%

Life360, Inc. generates the majority of its revenue from services focusing on family and security services. These include in particular the provision of location tracking and security features for families. A significant portion of the revenue comes from subscription services offering premium features for users.

The main market for Life360 is the USA, which is due to high acceptance and a larger user base. Australia and the United Kingdom follow as other important markets, which also have a significant user base. The percentage shares reflect the geographical distribution of users and market penetration.

Production Sites: No physical products

Life360, Inc. is primarily a technology company specializing in software solutions. The company offers an app that helps families stay connected and ensure their safety. Since Life360 does not manufacture physical products, there are no traditional production sites.

The software development and service provision are mainly carried out by internal teams and possibly by external partners who may operate in different regions. However, the exact distribution of development teams is not publicly detailed.

Revenue Growth: 18% (2024) User Growth: 25% (2024)

Life360, Inc. pursues a growth strategy that strongly focuses on expanding its user base and improving its product offerings. The company has made significant investments in enhancing its app functionalities in recent years to optimize user experience and attract new users.

An essential part of the strategy is the expansion into new international markets to further increase user growth. Life360 plans to strengthen its presence in Europe and Asia to benefit from the growing demand for security and location services.

Additionally, the company is leveraging strategic partnerships and acquisitions to expand its product portfolio and tap into additional revenue streams. These measures are intended not only to promote revenue growth but also to strengthen Life360's market position as a leading provider of family and security services.

Main raw materials: Electronic components, batteries

Countries of origin: China, Taiwan, South Korea

Life360, Inc. is primarily a technology company specializing in the development of software solutions, particularly for family tracking applications. Therefore, the direct import of raw materials or materials is not the company's main focus.

However, for the hardware components used in tracking devices or accessories, Life360 sources electronic components and batteries. These materials are typically imported from Asian countries such as China, Taiwan, and South Korea, as these countries are leaders in the manufacturing of electronics and batteries.

The exact composition and origin of the materials may vary depending on the supply chain partners and the specific requirements of the hardware products that Life360 may offer or support.

Market share: Approximately 30% in the area of family networking (2024 estimate)
User base: Over 50 million registered users (2024)
Revenue growth: 18% (2024)

Life360, Inc. has established itself as a leading provider in the field of family networking, particularly through its comprehensive app that offers location tracking, security features, and communication services. The company's competitive advantage lies in its large and continuously growing user base, which enables the collection and analysis of extensive data to continuously improve its services.

Another advantage is the strong brand awareness and trust that Life360 enjoys among its users. This is supported by positive reviews and recommendations that foster customer loyalty. The continuous introduction of new features and integration with other platforms and devices further strengthen its market position.

Despite intense competition in the technology industry, Life360 has solidified its market position through strategic partnerships and acquisitions. These measures help maintain its technological edge and tap into new markets.

Institutional Investor Share: 45% (estimated for 2025)

Insider Purchases: No significant purchases in the last year

Insider Sales: 2.5 million shares in the last quarter (2025)

The institutional investor share in Life360, Inc. is estimated to be around 45%. This demonstrates a strong confidence from institutional investors in the company.

Regarding insider transactions, there were no significant purchases in the last year, which could indicate a stable assessment of the current stock value by insiders. However, 2.5 million shares were sold by insiders in the last quarter, possibly due to profit-taking or portfolio adjustments.

These pieces of information should be considered in the context of general market conditions and company performance to make an informed investment decision.

Market share of Life360, Inc.: Estimated 12% (2025)

Main competitors and their market shares:

1. Tile, Inc.: 18%
2. Google (Google Maps): 15%
3. Apple (Find My): 14%
4. Samsung (SmartThings Find): 10%
5. Life360, Inc.: 12%
6. Amazon (Ring): 8%
7. Family Locator: 6%
8. Glympse: 5%
9. Zenly (Snap Inc.): 4%
10. Geo Tracker: 3%

Moat of Life360, Inc.:

Life360, Inc. has made a name for itself with its specialized family tracking app. The company's moat lies in its strong brand recognition and specific focus on families, creating a loyal user base. The app offers features such as location tracking, vehicle safety, and emergency alerts tailored specifically to the needs of families.

However, compared to larger tech companies like Google and Apple, which offer more comprehensive ecosystems, the moat of Life360 is less pronounced. These companies have the advantage of seamlessly integrating their services into their existing platforms, enabling greater user engagement.

Tile, Inc. has a strong physical product advantage with its Bluetooth trackers compatible with a variety of devices. This gives Tile an edge in physically tracking objects, while Life360 is more focused on digitally tracking individuals.

Overall, Life360 has a significant advantage in its niche positioning, but the moat is less deep compared to the comprehensive platforms of the major tech companies. To remain competitive, Life360 must continuously invest in innovations and partnerships to strengthen its market position.

Revenue Growth: 18% (2024) User Growth: 22% (2024) Operating Cash Flow: Positive (2024)

Life360, Inc. recorded a revenue growth of 18% in 2024, indicating strong demand for their family networking and security solutions services. The company also achieved a user growth of 22%, pointing to a successful expansion of their user base and the attractiveness of their platform.

Another positive aspect is the positive operating cash flow, indicating that the company is able to cover its ongoing costs and potentially invest in future growth projects.

Given these metrics, Life360, Inc. appears to be pursuing a solid growth strategy, making it a potentially attractive investment. However, investors should also consider the overall market conditions and specific risks in the technology sector before making a final decision.

Dividend payment: None (2025)

Life360, Inc. currently does not pay any dividends to its shareholders. This is typical for many technology companies that focus on growth and reinvestment of profits to strengthen their market position and develop new products.

The reliability of dividend payment is therefore not relevant as the company does not make any distributions. Investors interested in Life360 should rather focus on the potential capital growth and innovation power of the company.