Business StrategyLife360 is one of one business with moats created by freemium models, and competition is effectively non-existent.
Financial PerformanceLife360 reported solid 3Q24 results, whereby MAU, Paying Circles, and subscription revenue all accelerated.
Growth PotentialAnalyst believes there is a clear path to the company’s $1B revenue target, with a long runway for Life360 to compound.