Suraj Nebhani's questions to Life360 (LIF) leadership • Q2 2025
Question
Suraj Nebhani of Citi pointed to improving user metrics like paying circle growth and DAU/MAU ratio, asking about the drivers behind these engagement and conversion trends. He also followed up on the pet tracker, questioning if it would create a cost headwind.
Answer
CEO Lauren Antonoff credited the positive trends to a deliberate focus on member engagement and experimentation across all markets. She clarified that the pet tracker will be a subsidized paid product, not free, viewing the initial cost as a marketing investment with a relatively quick payback period.