Sign in

    Lafitani Sotiriou

    Research Analyst at MST Financial

    Lafitani Sotiriou is a Senior Analyst specializing in diversified financials, fintech, and emerging growth sectors at MST Financial, where he covers a range of companies including Block Inc, Insignia Financial, AMP, OFX Group, Praemium, Regal Partners, Challenger, Life360, Perpetual, Qoria, Hansen Technologies, Navigator Global Investments, Platinum Asset Management, and Generation Development Group. He is recognized for his in-depth fundamental analysis and active coverage of performance, having publicly challenged company management and provided valuation commentary on high-profile transactions. Beginning his analyst career at Southern Cross Equities, he subsequently spent over a decade at Bell Potter and held roles at JPMorgan, Perpetual, and CBA before joining MST Financial in 2021. Lafitani holds a Master of Commerce from UNSW, a Graduate Certificate in Applied Finance from FINSIA, and is a Graduate of the AICD Director's Course, bringing a strong academic foundation to his research.

    Lafitani Sotiriou's questions to LIFX leadership

    Lafitani Sotiriou's questions to LIFX leadership • Q1 2024

    Question

    Asked for details on the proposed U.S. IPO's secondary sell-down, the technical validation and revenue model of the Hubble partnership, the progress of the advertising business and its direct sales capabilities, and the drivers for the company's back-ended earnings forecast.

    Answer

    Executives could not provide specific IPO details but emphasized minimizing dilution. They confirmed Hubble's core technology is proven and the revenue model will be a share of network fees with minimal Life360 effort. The advertising business is slightly ahead on infrastructure, with direct sales being enabled by tools like AdMob. The year is back-ended due to seasonality, a new Tile product launch, and the advertising revenue ramp-up in H2.

    Ask Fintool Equity Research AI

    Lafitani Sotiriou's questions to LIFX leadership • Q3 2023

    Question

    Inquired about the penetration of activated Tiles in the U.S. subscriber base, the drivers of standalone hardware sales growth, and the geographic sources of international subscriber growth, including early results from the U.K. launch.

    Answer

    The company views the impact of Tile bundling as a long-term vision with ongoing benefits, making it difficult to define a 'peak impact' period. Standalone hardware sales are benefiting from the overall growth of the Bluetooth tracker category. International growth is strong in developed English-speaking markets (U.K., Canada, Australia), and the U.K. launch has been very successful with strong media reception.

    Ask Fintool Equity Research AI