We came across a bullish thesis on Life360, Inc. on the substitution of TICKERTREDS Research by TICKERTREDS. In this article, we will summarize the thesis of the Bulls on the Lif. Life360’s share, Inc. was negotiated at $ 77.75 in August 6th. The monitoring and P / E of LIF were 598.08 and 147.06 respectively, according to Yahoo Finance.
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LIFE360 is about to deliver a solid Q2 2025, with trend ticks projecting $ 110.2 million in revenues – slightly above the estimate of $ 109.77 million on the street – led by continuous momentum of monthly active users (MAUS), premium subscriptions and advertising monetization. The follow -up of the KPI indicates that Maus will reach approximately 87.63 million, up 5.6% QOQ and almost 15% in annual sliding. Subscription income is expected to reach $ 86 million, marking 5% QOQ and 30.9% in annual shift, while other income is scheduled for $ 13.8 million, benefiting from increasing monetization of free users.
Research trends, use of applications and web traffic metrics show stable to accelerate annual sliding growth, signaling resilience of user engagement despite previous price increases. YouTube research data reveals an increase in interest, which should improve the dynamics of advertising revenue via H2. The prospects for LIFE360 Q3 are solid, supported by the back -to -school seasonality, a favorable subscriber level mixture and possibly price adjustments. TICKERTREDS believes that these dynamics will help the subscription income land for financial year 25 at the upper end of the orientation range from $ 355 to $ 365 million. Meanwhile, the launch of the fourth quarter of a TEP monitoring product introduces a vector of structural growth which could raise the ARPPC by grouping and higher level conversions, improving retention and long -term pricing power.
On the advertising front, the deployment of space advertisements and the lifting of LIFE360 is gaining ground, offering real targeting and offline allocation, which, associated with the rise in power, should support an upward surprise for advertising revenue estimates of $ 55 to 65 million. With the acceleration of the monetization of products and the expansion of subscribers, LIFE360 seems to be well positioned to surpass the two expectations of the T2 and potentially increase the full -year directives in the third quarter.
Previously, we have covered a Haussier thesis On Dave Inc. (DAVE) by the following 100 staircases in May 2025, which highlighted an improvement in monetization, a strong unit economy and a positivity of available cash flows. The company’s share price appreciated about 1.2% from our coverage. This is because the thesis is always going gradually. TICKERTREDS shares a similar point of view in LIFE360, emphasizing mau growth and advertising monetization.
