FEAR & GREED | Business News
Interview: "This could be a $100 billion business"
Mar 12, 2025
Chris Hulls, the co-founder and CEO of Life360, shares insights on his family safety and location sharing app, which has seen impressive growth in Australia. He discusses how Life360 plans to compete with tech giants like Apple and Google while expanding services to include pets and seniors. Hulls highlights the strategic acquisition of Tile for pet tracking and their ambitious advertising partnerships, including one with Uber. With a vision for a $100 billion valuation, he emphasizes a commitment to maintaining a free version of the app.
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Quick takeaways
- Life360's impressive growth, highlighted by a 33% increase in fourth quarter revenue to $115.5 million, reflects its expanding international user base and robust business model.
- The company's strategic focus on leveraging first-party location data for targeted advertising, rather than intrusive ads, aims to enhance user experience and drive substantial revenue growth.
Deep dives
Impressive Growth and User Engagement
Life360 has experienced remarkable performance, with a 33% increase in total fourth quarter revenue, reaching $115.5 million. The monthly active user (MAU) count exceeded 80 million, indicating strong international traction. This growing user base is critical, as subscription revenue also rose by 32%, showcasing the company’s robust business model. The introduction of new features, including GPS-enabled pet tracking, reflects the company's ambition to broaden its appeal beyond family safety.
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