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    Lavi Tan • MST Financial

    Lavi Tan is a Senior Analyst at MST Financial, specializing in coverage of the Australian consumer and retail sectors with deep insights into high-profile companies such as Coles, Woolworths, Wesfarmers, JB Hi-Fi, Harvey Norman, and Domino’s Pizza Enterprises. Renowned for sharp analysis and market-moving research, Tan is recognized for accurate, actionable calls that have helped generate significant returns; he has achieved a top-three analyst ranking for Australian retail stocks on major investment platforms, maintaining a track record of outperformance relative to ASX 200 sector benchmarks. Tan began his sell-side research career in the early 2010s at Morgan Stanley before joining MST Financial in 2021, drawing on extensive industry experience to provide institutional clients with differentiated market intelligence. He holds relevant Australian financial services accreditations and is widely regarded in the investment community for his sector expertise and client advisory skills.

    Lavi Tan's questions to Life360 Inc (LIF) leadership

    Lavi Tan's questions to Life360 Inc (LIF) leadership • Q2 2025

    Question

    Lavi Tan of MST Financial asked for a detailed explanation of Life360's new advertising products, 'Place Ads' and 'Uplift,' seeking clarity on their revenue and margin impact, user experience, and how they represent a step up from traditional banner ads.

    Answer

    CEO Lauren Antonoff explained that both products launched in Q2. 'Place Ads' are location-triggered in-app messages, while 'Uplift' is a measurement tool for advertisers to track foot traffic. CFO Russell Burke added that these are high-value ad units that are part of a long-term strategy and, while small now, represent a significant future opportunity.

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