Life360, Inc. (LIF) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.81K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryPlay CallPlay CallTranscriptPR10-KEPS of $0.35 beats by $0.09 | Revenue of $145.98M (26.36% Y/Y) beats by $4.91M Life360, Inc. (LIF) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 6:20 PM EST Company Participants Lauren Antonoff - CEO & DirectorRussell Burke - Chief Financial Officer Conference Call Participants James Bales - Morgan Stanley, Research Division Presentation James BalesMorgan Stanley, Research Division Okay. Welcome, everyone, and thanks for joining this session with Life360. We might start with some disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.researchdisclosures (sic) [ www.morganstanley.com/researchdisclosures ]. If you have any questions, please reach out to your Morgan Stanley sales representative. And with that, I'd like to welcome, everyone, and give hearty thanks to both Lauren Antonoff, CEO of Life360 and Russell Burke, CFO, for joining us today. We really do appreciate the time, guys. Lauren AntonoffCEO & Director Happy to be here. Russell BurkeChief Financial Officer Yes. Absolutely. Question-and-Answer Session James BalesMorgan Stanley, Research Division Perfect. Well, why don't we jump into something that's really got investors' attention over the last week, the fourth quarter results? I just thought we could unpack a few things that sort of really got people's attention over the last few days. Maybe starting with at the sort of top of the P&L or even above it, which is a core driver, MAU growth. You basically talked to some seasonality there towards the back half in terms of adding users. What gives you the confidence that you can sort of accelerate through the year and achieve the 20% that you've outlined? Lauren AntonoffCEO & Director We came off 2025 with really strong annual MAU growth. But what we saw in 2025 is that quarter-to-quarter, especially comparing to a year ago quarter-to-quarter, it looked uneven along the way. And we see that same pattern emerging as we come into 2026. We have line