Advertising OpportunitiesIncreased confidence in the mid-term ad revenue opportunity driven by ad tech investments, unique data, and brand-safe environment is expected to lead to a faster revenue ramp with high incremental EBITDA margins.
Product Market FitLife360's product market fit is enabling outsized and persistent growth.
Subscription Business GrowthTop of funnel user trends in the core subscription business have proven more durable than expected, with monthly active users accelerating in multiple quarters.