以下文章来源于差评X.PIN ，作者差评君 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 这不是对抗，这是进化。 文 ｜ 刺猬 编辑 ｜ 面线 来源｜ 差评X.PIN （ID： chaping321 ） 封面来源 ｜ Pexels 看到标题，各位也知道今天主角是谁了，21世纪最毒瘤发明—— 摇一摇广告 。 拿个快递，查取件码——啪，某宝觉得你需要9块9的收纳盒。 玩个游戏，进入开黑App——啪，某东说你该买个机械键盘提升操作。 从主屏幕切回App——又啪，某团39.9自助餐了解一下。 最过分的是前段时间， 某市地铁码的下方居然也整个"摇一摇" 。 大家把手机翻过去扫码，结果半天没反应。翻回来一看，码呢？ 噢码没了，被广告摇走了。 图源抖音@拾柴大林 接着闸机口就上演了行为艺术，高峰期一群人在那疯狂翻手机找地铁码，后面的人以为前面在集体玩手机不进站，场面一度十分 哲学。 看完这些，不知道大家麻了没？ 反正差评君已经被摇一摇玩弄成了巴普洛夫的狗。 不管躺着坐着站着，只要我打开App，第一反应就是把手机摁住，恨不得用液压机固定。我真怕汗毛戳一 ...

Core Insights - Life360, Inc. reported a significant increase in key metrics, including a 19% year-over-year growth in Monthly Active Users (MAUs) to approximately 91.6 million and an all-time record of 170 thousand net additions in Paying Circles, totaling 2.7 million [1][2][11] - The company achieved a total quarterly revenue of $124.5 million, reflecting a 34% year-over-year increase, and raised its full-year revenue and Adjusted EBITDA guidance [1][2][24] - Life360 announced an agreement to acquire Nativo, an advertising technology company, for approximately $120 million in cash and stock [3] Financial Highlights - Q3'25 total revenue reached $124.5 million, a 34% increase from the previous year, with subscription revenue at $96.3 million, also up 34% year-over-year [7][17] - Annualized Monthly Revenue (AMR) increased by 33% year-over-year to $446.7 million [1][7] - Net income for Q3'25 was $9.8 million, a 27% increase year-over-year, while Adjusted EBITDA rose 174% to $24.5 million [7][11] Operating Highlights - The company experienced a net addition of 3.7 million global MAUs in Q3'25, with U.S. MAUs increasing by 15% and international MAUs by 24% [11][17] - Average Revenue Per Paying Circle (ARPPC) increased by 8% year-over-year, driven by price increases and a shift towards higher-priced offerings [11][8] - Life360's cash, cash equivalents, and restricted cash at the end of Q3'25 totaled $457.2 million, an increase of $297 million from the previous year [7][22] Guidance and Future Outlook - For FY'25, Life360 expects consolidated revenue between $474 million and $485 million, with subscription revenue projected at $366 million to $368 million [24] - The company anticipates positive Adjusted EBITDA in the range of $84 million to $88 million, reflecting an increase from previous guidance [24]

Core Viewpoint - The article highlights the detection of 70 mobile applications that violate personal information protection laws, emphasizing the need for compliance with privacy policies and user consent in data handling practices [1][2][3]. Group 1: Violations in User Consent and Information Handling - 23 mobile applications failed to provide clear notifications for users to read privacy policies upon first use, making it difficult for users to access these policies [1]. - 24 mobile applications did not specify the purposes, methods, and scope of personal information collection in their privacy policies [2]. - 14 mobile applications shared personal information with third parties without user consent or proper notification [3]. - 5 mobile applications began collecting personal information without obtaining user consent first [4]. - 4 mobile applications did not offer effective options for users to correct, delete personal information, or cancel their accounts [5]. - 2 mobile applications failed to process complaints and requests for personal rights in a timely manner [6]. - 23 mobile applications did not provide users with a way to withdraw consent for personal information collection [7]. Group 2: Security Measures and Policy Compliance - 34 mobile applications did not implement adequate security measures such as encryption or anonymization of personal information [11]. - 9 mobile applications lacked a privacy policy altogether, which is a significant compliance issue [12]. - 13 mobile applications did not have specific rules for handling personal information of minors, failing to obtain necessary parental consent [10]. - 1 mobile application did not inform users about the necessity and impact of processing sensitive personal information [9]. - 3 mobile applications used automated decision-making for information push and marketing without providing options for users to refuse [8].

Core Points - Zedge, Inc. will report its financial and operational results for the Fourth Quarter and End of Fiscal Year 2025 on October 28, 2025 [1][2] - The earnings release will be filed on Form 8-K and made available on Zedge's investor relations website at approximately 6:30 AM Eastern [2] - Management will host an earnings conference call at 11 AM Eastern to discuss the results, outlook, and strategy, followed by a Q&A session with investors [2] Company Overview - Zedge empowers millions of consumers and creators monthly through interconnected platforms that promote creativity, self-expression, and e-commerce [3] - The company's ecosystem includes the Zedge Marketplace, which offers mobile phone wallpapers, video wallpapers, ringtones, notification sounds, and a generative AI image maker called pAInt [3] - Other offerings include GuruShots, a skill-based photography game, and Emojipedia, the leading source for emoji-related information [3]

Core Viewpoint - Xiaomi has launched a new app called "Weiguan Short Drama" in its application store, which claims to offer a large number of short dramas for free without advertisements, achieving 20,000 downloads so far [1]. Group 1 - The "Weiguan Short Drama" app is owned by Chengdu Share Information Dissemination Co., Ltd., which has a registered capital of 10 million yuan. The legal representative, Wang Chuan, is a co-founder and senior vice president of Xiaomi Technology [4]. - Chengdu Share Information Dissemination Co., Ltd. is fully owned by Beijing Juai Liao Network Technology Co., Ltd., which in turn is wholly owned by Xiaomi Technology Co., Ltd. [4][7]. - The app is currently not available on the Apple App Store or other Android application stores from different brands [5]. Group 2 - In July 2023, Xiaomi's subsidiary REDMI collaborated with Douyin and Wanhe Tianyi to produce a short drama titled "Time and Space Collaborator," in which some employees from Xiaomi and REDMI participated [5].

Core Viewpoint - The article emphasizes the importance of identifying and sustaining stock price trends for successful short-term investing, highlighting the need for strong fundamentals and positive earnings revisions to maintain momentum [1][2]. Group 1: Stock Performance - Life360 (LIF) has shown a significant price increase of 52.4% over the past 12 weeks, indicating strong investor interest and potential upside [4]. - In addition to the long-term trend, LIF has also experienced a 12.3% price increase over the last four weeks, suggesting that the upward trend is still intact [5]. - LIF is currently trading at 93.8% of its 52-week high-low range, indicating a potential breakout opportunity [6]. Group 2: Fundamental Strength - LIF holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, which are critical for near-term price movements [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term performance [7]. Group 3: Investment Strategy - The article suggests that investors can utilize the "Recent Price Strength" screen to identify stocks like LIF that are on an upward trend supported by strong fundamentals [3][8]. - It also mentions that there are over 45 Zacks Premium Screens available for investors to find stocks that align with their investment strategies [8].

Core Viewpoint - Life360 (LIF) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2]. - A strong correlation exists between earnings estimate revisions and near-term stock price movements, making the Zacks rating system valuable for investors [4][6]. Life360's Earnings Outlook - Life360's rising earnings estimates and the Zacks Rank upgrade suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. - For the fiscal year ending December 2025, Life360 is expected to earn $0.29 per share, with a 20.8% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions and potential for market-beating returns [9][10].

Core Insights - Life360 has launched a new weekly giveaway campaign called "Life360 Pays For…" aimed at assisting families with everyday expenses amidst a projected 22% decrease in monthly disposable income for households this year [1][3] Group 1: Campaign Details - The "Life360 Pays For…" giveaway will award cash prizes to members in the US and UK to help cover family expenses such as housing, gas, or utilities [2] - Eligible Life360 members can enter the giveaway by opting in each week via in-app notifications, with winners announced every Monday starting September 29th through the end of 2025 [3] Group 2: Market Context - A recent survey indicated that 54% of respondents plan to reduce spending on entertainment, dining out, and travel this year, highlighting the financial pressures families are facing [3] - The campaign aligns with Life360's mission to enhance family connections and alleviate the burden of rising costs, allowing families to prioritize making memories together [1][3] Group 3: Company Overview - Life360 is a leading family connection and safety company with approximately 88 million monthly active users across more than 180 countries as of June 30, 2025 [5] - The company offers a range of services including location sharing, safe driver reports, and crash detection, aimed at keeping families connected and providing peace of mind [5]

Group 1 - The top 50 mobile app rankings feature significant representation from Chinese companies, with four apps in the top 10: Doubao (4th), Baidu AI Search (7th), DeepSeek (8th), and Meitu (9th) [1] - Meitu has five products listed in the global top 50 mobile apps, including Meitu (9th), Wink (17th), BeautyPlus (32nd), BeautyCam (34th), and Airbrush (49th) [2] - Observers note that the changes in the rankings reflect a stabilizing global AI ecosystem, indicating the end of a wild growth phase, with competitive products emerging in various specialized fields [2] Group 2 - Major companies such as Google, Meta, X, Alibaba, and ByteDance are accelerating competition in the AI space, while Chinese developers are demonstrating significant influence in the consumer AI sector [2]

Core Insights - Life360 has launched a new feature called No Show Alerts, aimed at providing parents with peace of mind by notifying them if a loved one does not arrive at a designated location on time [1][4][7] - A survey indicated that 53% of parents find managing family schedules complex, contributing to 67% feeling distracted at work [1][3] - The feature is designed to help parents coordinate increasingly chaotic back-to-school routines, as they reportedly spend an average of 10 hours per week on family logistics [2][3] Company Overview - Life360 is a leading family connection and safety company, serving approximately 88 million monthly active users across more than 180 countries as of June 30, 2025 [8] - The company offers a range of services including location sharing, safe driving reports, and crash detection, enhancing everyday family life [8] Feature Details - No Show Alerts is a free feature available to US members, with plans for a global rollout in the coming weeks [7] - The feature acts as a digital heads-up for parents, allowing them to intervene early when plans go awry, thus reducing the mental load of tracking multiple responsibilities [2][4] - The implementation process for setting a No Show Alert involves navigating to the member's profile and selecting the alert option [5][10]