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Life360 (360) investor relations material
Life360 Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic transformation and acquisition rationale
Announced acquisition of Nativo for $120 million in cash and stock, aiming to transform from an in-app publisher to a full-stack advertising platform.
Nativo brings a scalable demand-side platform, publisher marketplace, proprietary measurement tools, and a robust sales organization.
Fantix acquisition previously accelerated data and measurement capabilities, now complemented by Nativo’s distribution and commercial infrastructure.
Full-stack ownership enables control over the entire ad value chain, maximizing economics and ensuring privacy and brand safety.
Integration of Nativo and Fantix creates a unique, closed-loop platform with deterministic data and measurement at scale.
Financial impact and business model
Nativo currently generates about twice the advertising revenue expected for the year, with the acquisition accretive to Adjusted EBITDA from day one.
Revenue and cost synergies are expected to ramp in 2026, with full realization by year-end; no financial impact anticipated in 2025.
Life360 remains subscription-led, with advertising as a complementary pillar to monetize free users and enhance platform resilience.
Multiple revenue streams and high margins across both pillars provide strong operating leverage as the business scales.
Platform capabilities and differentiation
Post-acquisition, the platform offers end-to-end campaign delivery, measurement, and monetization across the digital ecosystem.
Unique first-party Family Graph data enables deterministic, privacy-safe targeting and measurement, differentiating from legacy location vendors.
Off-site inventory via Nativo multiplies available ad impressions by 30x compared to in-app, removing previous budget constraints.
Fantix powers data intelligence and measurement, while Nativo provides scaled distribution and commercial reach.
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