Life360 Gestion
Gestion contrôle des critères 2/4
Le PDG Life360 est Lauren Antonoff, nommé en Aug2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 12.25M, composée du salaire de 4% et des bonus 96%, y compris les actions et options de la société. détient directement 0.18% des actions de la société, d'une valeur de A$ 8.40M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 7.1 ans.
Informations clés
Lauren Antonoff
Directeur général
US$12.3m
Rémunération totale
| Pourcentage du salaire du PDG | 4.01% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.1yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 19
360: Index Additions And Buyback Program Will Drive Future Upside
Analysts have trimmed their price target on Life360 to A$31.06 from A$35.29, citing updated assumptions that reflect slightly lower revenue growth expectations, a modestly higher discount rate, somewhat improved profit margin forecasts, and a reduced future P/E multiple. What's in the News The Board of Directors authorized a share buyback plan on May 17, 2026, signalling an intention to return capital to shareholders through repurchases (company announcement).Mise à jour du récit • Apr 21
360: Index Additions And Uber Partnership Will Drive Future Upside
Analysts have trimmed their Life360 price target by around A$3, reflecting slightly lower assumptions for fair value and future P/E, while keeping only marginal adjustments to discount rate, revenue growth and profit margin. What's in the News Life360, Inc.
Mise à jour du récit • Apr 07
360: Index Additions And Uber Partnership Will Support Further Upside
Analysts have kept their A$25.00 price target for Life360 unchanged, with only minor adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E. These adjustments together support maintaining their prior view on the stock.Mise à jour du récit • Mar 24
360: Index Inclusion And Expanded Partnerships Will Support Further Upside
Analysts have trimmed their Life360 price target from A$29.75 to A$25.00 as updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples filter through their models. What's in the News Life360, Inc.Mise à jour du récit • Mar 10
360: Index Addition And Ride Partnership Will Support Future Upside
Analysts have reduced their Life360 price target from A$42.13 to A$38.46, reflecting updated views on growth, margins and the price-to-earnings ratio they are prepared to apply to the stock. What's in the News Life360 issued revenue guidance for fiscal 2026, with expected consolidated revenue of $640 million to $680 million, including subscription revenue of $460 million to $470 million, other revenue of $140 million to $160 million, and hardware revenue of $40 million to $50 million (Corporate Guidance).Mise à jour du récit • Feb 23
360: Index Inclusion And Ride Partnership Will Support Future Upside
Analysts have lowered their price targets for Life360 to A$42.13 from A$49.81, citing updated assumptions that include higher revenue, slightly stronger profit margins and a lower future P/E multiple. What's in the News Life360 and Uber Technologies, Inc.Article d’analyse • Feb 13
Some Confidence Is Lacking In Life360, Inc. (ASX:360) As Shares Slide 27%
Unfortunately for some shareholders, the Life360, Inc. ( ASX:360 ) share price has dived 27% in the last thirty days...
Mise à jour du récit • Feb 08
360: Index Inclusion And Upgraded 2025 Guidance Will Support Bullish Repricing
Analysts have trimmed their price target on Life360 from $58.50 to $53.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E, which together point to a slightly lower fair value estimate. What's in the News Life360 raised its 2025 earnings guidance, now expecting revenue of $486 million to $489 million.Mise à jour du récit • Jan 23
360: Index Inclusion And Upgraded Outlook Will Support Bullish Repricing
Narrative update on Life360 Analysts have lifted their price target on Life360 from A$51.00 to A$58.50, citing updated assumptions for slightly higher revenue growth, profit margins, and a modestly adjusted discount rate, along with a near-unchanged future P/E multiple. What's in the News Life360 raised its earnings guidance for 2025, with expected revenue of US$486 million to US$489 million, which the company describes as approximately 31% to 32% year-over-year growth and above its prior guidance range (Company guidance).Mise à jour du récit • Jan 09
360: Incremental Index And Pet Revenue Will Still Not Justify Price
Analysts have made a small trim to their fair value estimate for Life360 to approximately A$29.75 per share, citing updated assumptions that now reflect slightly lower revenue growth, profit margins, and a higher future P/E multiple. What's in the News Life360, Inc.Mise à jour du récit • Dec 25
360: Rising Earnings Guidance Will Likely Fail To Justify Elevated Price
Analysts have raised their fair value estimate for Life360 from approximately 27.32 dollars to 29.76 dollars, reflecting expectations for slightly faster revenue growth, improved profit margins, and a modestly lower future price to earnings multiple despite a small increase in the discount rate. What's in the News Life360, Inc.Article d’analyse • Dec 19
Calculating The Fair Value Of Life360, Inc. (ASX:360)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Life360 fair value estimate is AU$29.82 With AU$32.18 share...Mise à jour du récit • Dec 11
360: Index Inclusion Will Drive Future Upside In Family Safety Platform
Analysts have nudged their price target on Life360 slightly higher to approximately $49.81 per share, reflecting modestly increased confidence in the company’s long term growth and profitability profile, despite only incremental adjustments to discount rate and valuation assumptions. What's in the News Raised 2025 consolidated revenue guidance to a range of $474 million to $485 million, up from $462 million to $482 million, with higher targets across subscription, hardware, and other revenue streams (Corporate guidance) Launched Life360 Pet GPS, a dedicated pet tracker integrated into the Life360 app, expanding the platform into a whole family safety super app covering people, pets, and valuables (Product announcement) Introduced new pet safety features including geofencing and escape alerts, shareable pet profiles, and a community powered Pet Finder Network leveraging Life360's global user base (Product announcement) Added as a constituent to the S&P TMI Index, increasing visibility among institutional investors and index funds (Index inclusion) Included in the S&P Global BMI Index, further broadening Life360's presence in global benchmark indices (Index inclusion) Valuation Changes Fair Value: unchanged at A$49.81 per share, reflecting a stable view of intrinsic value despite minor model tweaks.Article d’analyse • Dec 03
Is Life360, Inc. (ASX:360) Potentially Undervalued?
Life360, Inc. ( ASX:360 ), is not the largest company out there, but it saw significant share price movement during...Article d’analyse • Dec 03
Life360, Inc. (ASX:360) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Life360, Inc. ( ASX:360 ) shares have had a horrible month, losing 27% after a relatively good period beforehand...Mise à jour du récit • Nov 27
360: Index Adds And New Revenue Streams Will Drive Outperformance Ahead
Analysts have raised their price target for Life360 from $48.96 to $49.81 per share. This change is due to stronger-than-expected revenue growth projections, which more than offset a marginal decrease in forecast profit margin and discount rate.Mise à jour du récit • Nov 13
360: Improved Profit Margins And Index Inclusion Will Drive Stronger Year Ahead
Analysts have raised their price target for Life360 from $46.37 to $48.96. This change reflects optimism about improved profit margins and a slightly higher fair value assessment, despite marginally lower revenue growth projections.Mise à jour du récit • Oct 30
360: Leadership Transition And New Features Will Sustain Long-Term Peace Of Mind
Narrative Update on Life360 Analysts have raised their price target for Life360 to $46.37, up from $45.07. They cite improved profit margin forecasts and a more favorable discount rate, despite slightly lower projected revenue growth.Article d’analyse • Oct 30
Does Life360 (ASX:360) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Oct 03
What Life360, Inc.'s (ASX:360) 26% Share Price Gain Is Not Telling You
Despite an already strong run, Life360, Inc. ( ASX:360 ) shares have been powering on, with a gain of 26% in the last...Mise à jour du récit • Sep 26
Digital Safety And Family Connectivity Will Expand International Markets
The significant increase in Life360’s Future P/E ratio, despite an almost unchanged discount rate, suggests heightened growth expectations or reduced near-term earnings, resulting in only a marginal increase in the consensus analyst price target from A$44.24 to A$45.07. What's in the News Lauren Antonoff promoted to CEO, with co-founder Chris Hulls transitioning to Executive Chairman; Antonoff credited with senior leadership upgrades, new product launches, and record 36% revenue growth.Mise à jour du récit • Sep 04
Digital Safety And Family Connectivity Will Expand International Markets
Despite the consensus analyst price target for Life360 remaining unchanged at A$44.24, the sharp increase in its future P/E ratio from 97.26x to 150.38x suggests heightened valuation concerns relative to expected earnings. What's in the News Life360 launched No Show Alerts, a customizable feature that notifies parents only if a loved one fails to arrive at a designated location, aiming to simplify family logistics and reduce parental stress; the feature is free in the US and rolling out globally.Article d’analyse • Aug 12
Life360, Inc.'s (ASX:360) 26% Price Boost Is Out Of Tune With Revenues
ASX:360 1 Year Share Price vs Fair Value Explore Life360's Fair Values from the Community and select yours Life360...Article d’analyse • May 29
What Life360, Inc.'s (ASX:360) 58% Share Price Gain Is Not Telling You
Life360, Inc. ( ASX:360 ) shareholders have had their patience rewarded with a 58% share price jump in the last month...Article d’analyse • May 19
Why Life360's (ASX:360) Earnings Are Weaker Than They Seem
Life360, Inc.'s ( ASX:360 ) stock rose after it released a robust earnings report. Despite the strong profit numbers...
Nouveau récit • Apr 23
Family Super App Will Expand Global Reach With Tile Integration
Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility.Article d’analyse • Apr 09
Life360, Inc.'s (ASX:360) Share Price Is Still Matching Investor Opinion Despite 25% Slump
The Life360, Inc. ( ASX:360 ) share price has fared very poorly over the last month, falling by a substantial 25...Article d’analyse • Feb 11
There's Reason For Concern Over Life360, Inc.'s (ASX:360) Price
Life360, Inc.'s ( ASX:360 ) price-to-sales (or "P/S") ratio of 9.9x may look like a poor investment opportunity when...Article d’analyse • Jan 11
Is There An Opportunity With Life360, Inc.'s (ASX:360) 32% Undervaluation?
Key Insights The projected fair value for Life360 is AU$34.46 based on 2 Stage Free Cash Flow to Equity Life360 is...Article d’analyse • Dec 15
Is It Time To Consider Buying Life360, Inc. (ASX:360)?
While Life360, Inc. ( ASX:360 ) might not have the largest market cap around , it led the ASX gainers with a relatively...Article d’analyse • Oct 11
Subdued Growth No Barrier To Life360, Inc. (ASX:360) With Shares Advancing 25%
The Life360, Inc. ( ASX:360 ) share price has done very well over the last month, posting an excellent gain of 25%. The...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$149m |
| Dec 31 2025 | US$12m | US$491k | US$151m |
| Sep 30 2025 | n/a | n/a | US$30m |
| Jun 30 2025 | n/a | n/a | US$28m |
| Mar 31 2025 | n/a | n/a | US$10m |
| Dec 31 2024 | US$3m | US$475k | -US$5m |
| Sep 30 2024 | n/a | n/a | -US$16m |
| Jun 30 2024 | n/a | n/a | -US$30m |
| Mar 31 2024 | n/a | n/a | -US$24m |
| Dec 31 2023 | US$5m | US$298k | -US$28m |
Rémunération vs marché: La rémunération totale de Lauren ($USD 12.25M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Australian ($USD 2.17M ).
Rémunération et revenus: La rémunération de Lauren a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Lauren Antonoff (54 yo)
less than a year
Titularisation
US$12,250,841
Compensation
Ms. Lauren Antonoff was a Chief Operating Officer at Life360, Inc. since May 2023 until August 2025 and serves as its Chief Executive Officer & Director since August 2025. She served as President of Indepe...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 19.1yrs | US$8.73m | 2.19% A$ 100.5m | |
| CEO & Director | less than a year | US$12.25m | 0.18% A$ 8.4m | |
| Co-founder & Non-Executive Director | 19.3yrs | US$221.09k | 1.24% A$ 57.0m | |
| Chief Financial Officer | 6yrs | US$2.73m | 0.14% A$ 6.4m | |
| Chief Technology Officer | 2yrs | pas de données | pas de données | |
| Head of Investor Relations | no data | pas de données | pas de données | |
| General Counsel & Corporate Secretary | less than a year | pas de données | pas de données | |
| Chief Marketing Officer | 2.3yrs | pas de données | pas de données | |
| Chief People Officer | 5.3yrs | pas de données | pas de données | |
| Chief Revenue Officer | 2.3yrs | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive Assistant | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
47.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de 360 est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder & Executive Chairman | 19.1yrs | US$8.73m | 2.19% A$ 100.5m | |
| CEO & Director | less than a year | US$12.25m | 0.18% A$ 8.4m | |
| Co-founder & Non-Executive Director | 17.8yrs | US$221.09k | 1.24% A$ 57.0m | |
| Independent Director | 16.5yrs | US$284.81k | 0.12% A$ 5.7m | |
| Lead Independent Director | 7.1yrs | US$267.27k | 0.075% A$ 3.4m | |
| Non-Executive Director | 4.3yrs | US$221.09k | 0.13% A$ 5.9m | |
| Independent Non-Executive Director | 7yrs | US$231.14k | 0.23% A$ 10.5m | |
| Independent Non-Executive Director | 8.3yrs | US$234.16k | 0.032% A$ 1.5m | |
| Independent Non-Executive Director | 5.3yrs | US$221.09k | 0.026% A$ 1.2m | |
| Independent Non-Executive Director | 7.2yrs | US$241.16k | 0.058% A$ 2.7m |
7.1yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de 360 sont considérés comme expérimentés (ancienneté moyenne 7.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/28 09:24 |
| Cours de l'action en fin de journée | 2026/05/28 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Life360, Inc. est couverte par 28 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Aryan Norozi | Barrenjoey Markets Pty Limited |
| Eric Choi | Barrenjoey Markets Pty Limited |
| Chris Savage | Bell Potter |