Suraj Nebhani's questions to Life360 Inc (LIF) leadership • Q2 2025
Question
Suraj Nebhani of Citi highlighted the growth in paying circles and the DAU/MAU ratio, asking for commentary on these engagement trends and the potential impact of the pet tracker. He also followed up on the potential cost headwinds from the new device.
Answer
CEO Lauren Antonoff credited the positive trends to focused efforts on member engagement and experimentation. She clarified the pet tracker will be a paid, subsidized product, not free, viewing the cost as a marketing investment with a quick payback, and expects it to drive a step-change in engagement for pet owners.