Chris Savage's questions to Life360 Inc (LIF) leadership • Q2 2025
Question
Chris Savage of Bell Potter Securities asked for clarification on why Q2 adjusted EBITDA surpassed expectations set in Q1, even though the planned increase in marketing investment occurred as forecasted.
Answer
CFO & Treasurer Russell Burke attributed the outperformance to two main factors: stronger-than-expected subscription revenue growth, which favorably impacted the revenue mix and gross margin, and additional cost savings realized in other areas of operating expenses.