Life360, Inc. executives presented at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026. CEO Lauren Antonoff and CFO Russell Burke addressed fourth-quarter results and user growth projections. The session focused on monthly active user trends and seasonality factors.
The Morgan Stanley Technology, Media & Telecom Conference 2026 featured a presentation by Life360, Inc. (LIF) on March 4, 2026, at 6:20 PM EST. James Bales from Morgan Stanley's Research Division moderated the session, welcoming CEO Lauren Antonoff and Chief Financial Officer Russell Burke.
Bales began with standard disclosures, directing attendees to the Morgan Stanley research disclosure website. Antonoff responded to the introduction by saying, "Happy to be here," while Burke added, "Yes. Absolutely."
The discussion quickly turned to Life360's fourth-quarter results, released around March 2, 2026. Bales highlighted investor interest in monthly active user (MAU) growth, noting seasonality in user additions during the latter half of the year. He asked about confidence in achieving 20% annual MAU growth for 2026.
Life360's representatives explained that the company ended 2025 with strong annual MAU growth. However, quarter-to-quarter comparisons showed uneven patterns when measured against the previous year. They observed a similar trend entering 2026, attributing it to seasonal variations in user acquisition.
The presentation underscored Life360's strategy to accelerate growth throughout the year despite these fluctuations. No specific financial figures beyond the growth target were detailed in the available transcript excerpt.