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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tiny
Tiny (TINY) investor relations material
Tiny Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue was $52.3M, down 3% YoY reported and 5% at constant currency; organic revenue declined 0.2% excluding disposals. Adjusted EBITDA rose 30% to $13.2M at a 25% margin.
Recurring revenue increased 2% YoY to $17.2M, or 33% of revenue. Oso Cloud, acquired after quarter-end, added $5.3M ARR and lifted illustrative pro forma ARR to $75.0M.
Financial highlights
Revenue was $52.3M versus $54.0M in Q3 2025, down 3% YoY and up 1% QoQ. LTM revenue grew 4% to $207.0M.
Adjusted EBITDA rose 30% YoY to $13.2M from $10.1M; margin increased to 25% from 19%, supported by cost reductions, efficiencies, and stronger Digital Services and Serato results.
Free cash flow was $8.6M, or $0.29 per share, versus $13.7M and $0.47 per share YoY; LTM free cash flow was $8.2M.
LTM adjusted EBITDA was $42.9M versus $36.5M on a comparable adjusted basis.
Net loss was $2.5M versus net income of $0.1M in Q3 2025, which included a $9.0M disposal gain; earnings from operations improved $4.6M YoY to $2.0M.
Outlook and guidance
Priorities include growing recurring revenue, improving adjusted EBITDA and free cash flow through efficiency, strengthening the balance sheet, reviewing the portfolio, and pursuing disciplined acquisitions.
WeCommerce and Creative Platform revenue pressure is expected to remain a headwind to consolidated growth; both businesses are focused on profitability.
Oso Cloud's illustrative $75.0M pro forma ARR is based on unaudited vendor information and different measurement bases, and is not a forecast of future revenue.
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Latest events from Tiny
- Q2 2026 revenue up 3%, recurring revenue up 32%, but $83M net loss from impairments.TINY
Q2 2026 - Recurring revenue up 80% and EBITDA margin at 18% amid leadership transition and portfolio growth.TINYQ1 2026
- Revenue, recurring revenue, and EBITDA rose sharply in FY2025, with improved cash flow and leverage.TINYQ4 2025
- Serato acquisition and recurring revenue growth drove strong Q2 2025 profit and cash flow gains.TINYQ2 2025
- Q3 2024 saw higher EBITDA, lower revenue, reduced debt, and strong recurring revenue growth.TINYQ3 2024
- Q2 2024 revenue grew 7% to $51M, recurring revenue hit 19%, and debt fell by $16M.TINYQ2 2024
- Acquisition of 66% of Serato boosts ARR by 68% and strengthens recurring revenue.TINYM&A Announcement
- Adjusted EBITDA up 13%, recurring revenue 20% of total, and net debt reduced by 10%.TINYQ4 2024
- Adjusted EBITDA margin exceeded 20% for the second straight quarter, with leverage declining.TINYQ1 2025
Next Tiny earnings date
Q4 202630 Mar, 2027
Tiny
Next Tiny earnings date
Q4 202630 Mar, 2027
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Frequently asked questions
Tiny Ltd. is a holding company with a strategic focus on acquiring and operating businesses primarily within the internet and technology sectors. The company operates through three core business segments: Beam, WeCommerce, and Dribbble. Through its Beam segment, via MetaLab, Tiny Ltd. assists startups to Fortune 500 companies in designing, building, and shipping premium digital products for mobile and web platforms. Beyond these segments, Tiny maintains a diversified portfolio of investments, including businesses outside the tech sphere. The company is recognized for its acquisitive approach, seeking to own and operate technology-oriented businesses with potential for growth and innovation. Tiny Ltd. is domiciled in Canada, with its investment interests spread mainly across North America and Europe. The company is headquartered in Victoria, British Columbia, and its shares are listed on the TSX.