360 2.92% $21.86 life360 inc.

Ann: Half Year Results - Investor Presentation, page-6

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  1. 11 Posts.
    This is solid.

    Key operating metrics look healthy.
    Top line revenue growth of 27% I. E. $10.2m growth

    Concerning though that this took a combined User Acquisition + Sales & Marketing spend going from $13.7m to $18.5m (35% increase)

    Would be good to see more details on the growth in underlying users in raw numbers (vs. Unlabelled graphs)

    The growth and sales activations due to the TikTok surge isn't likely repeatable
 
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