Siraj Ahmed

Siraj Ahmed followed up on MAU, noting a decrease in circles with families with teens despite the focus on higher-intent MAUs, and asked if the strength in 'other revenue' was driven by advertisements or the Placer.ai partnership, and if the Aura partnership had kicked in.

Answer

Lauren Antonoff, Executive Director and CEO, reiterated the focus on optimizing advertising to target people who convert, driving uplift in 30-day conversions. Russell Burke, CFO, clarified that the minor variance in circle size is due to new, smaller circles. He confirmed that major Q3 growth in 'other revenue' was primarily from advertising, with a small element from data/partnerships, and the Aura partnership had kicked in, with the larger part of its revenue flowing in Q4.

Siraj Ahmed followed up on MAU growth, specifically the decrease in circles with families with teens and members per paying circle, and asked if the 'other revenue' strength was driven by advertisements or partnerships like Placer.ai or Aura.

Answer

Russell Burke, CFO of Life360, confirmed Q3 'other revenue' growth was primarily driven by advertising, with the major part of the Aura advertising revenue expected in Q4. Lauren Antonoff, Executive Director and CEO of Life360, explained that marketing optimization targets people who convert, leading to strong 30-day conversions, and that new, smaller circles can influence the average members per circle.