Ann: Appendix 4C - quarterly, page-2

• First-time positive cash flow quarter due to strong rebound from April lockdown lows and disciplined User Acquisition spending through the COVID-19 crisis
• US MAU base of 16.3 million, up 28% year-on-year
• Global Paying Circles (which comprise Life360 Plus and Driver Protect) of 845,000, up 21% year-on-year
• Cash balance of US$58.4 million at June 2020 with no debt, an increase from $57.5 million at March 2020. Life360 remains confident its strong capital position represents sufficient resources to fund future growth.
• In response to the teen attack on the app’s ratings via TikTok, Life360 has begun working directly with many of the initial campaign organisers, and has demonstrated significant progress in developing relationships with younger users. Later in Q3, Life360 will launch a range of new
  features targeted at teens, including a temporary safe zone feature, which will allow teens greater privacy with regard to their exact locations.

For the last dot point, I would suggest talking to their Moms and Dads and hide the PS4 for a few weeks

• Did not see any mention to rankings, But checked last night and Life360 has been in the first positions in the US for the past weeks (with the typical big boys around and Telegram/Houseparty (which is going down now)
• Android score issue was resolved - not apple scores, so waiting for this to be ticked to generate a positive impact
• Several positions offered in the 'careers' section (https://www.life360.com/open-positions/) demonstrating growth (Data, Marketing, Analysts, Membership, and contractual roles for example)
• Life360 - worth of 19.94 Aud per user (514.6mill/25.84mill - market cap/users)
• Facebook - worth of 366.96 aud per user (917418542320 (656.537bill market cap/2.5bill users)
• This is old - but do your maths https://arkenea.com/blog/big-tech-companies-user-worth/#:~:text=%232%20Facebook's%20each%20user%20is,you%20worth%20a%20whooping%20%24158.