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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.
Tinybeans Group
Tinybeans Group (TNY) investor relations material
Tinybeans Group AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary10 Nov, 2026
FY26 performance
Revenue rose 35% to US$6.49m; subscription revenue increased 45% to US$4.82m.
E-commerce revenue reached US$0.77m, up 646% YoY; gross margin was 82%, down 5 pts.
Adjusted EBITDA was US$0.43m versus a US$1.44m loss in FY25; FY26 includes an R&D Tax Incentive refund accrued in Q4.
First full year of positive operating cash flow; cash was US$1.64m at 30/06/2026, with no debt.
Qeepsake acquisition lifted paid subscribers by ~80% on day one; average subscriber tenure is ~6 years.
Audience and activation
At 31/10/2026, active database exceeded 1.2m, monthly active users were ~0.8m, free users numbered 205k and paid subscribers were ~92k.
Trial activation rose 186% since year end following onboarding and paywall changes from June 2026.
Day-one offer exposure increased from 41% to every new user; day-one trial opt-in rose from 6.4% to 12%.
Trial-to-paid conversion eased from 64% to 44% as trial volume grew.
Product and growth channels
The in-app iOS photo store launched, with three in-house photo book designs; the new designs were top sellers in October 2026.
Q1 FY27 e-commerce revenue was US$127k, up 807% YoY; 1.3k books were ordered, up 406% YoY.
Partnerships and events aim to build awareness, community, credibility and scalable acquisition; activations included ToyLab, Babylist, Mother Euro and Dad Day.
Non-Practicing Genius creator campaign generated 110k+ views and reached 64k unique accounts.
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Latest events from Tinybeans Group
- Revenue rose 35% and adjusted EBITDA turned profitable as cash flow stayed positive.TNY
Q1 2027 - Revenue up 34.7%, net loss down 95.7%, positive EBITDA, Qeepsake drove growth.TNYH2 2026
- Revenue up 57% and e-commerce up 1,600% year-over-year, with strong cash and subscriber growth.TNYQ4 2026
- First-ever EBITDA-positive quarter, rapid revenue growth, and AI-driven product innovation.TNYLytham Partners Spring 2026 Investor Conference
- First EBITDA-positive quarter, 86% revenue growth, and ~95,000 paid subscribers with strong retention.TNYQ3 2026
- Revenue and paid subscribers surged, narrowing losses and boosting U.S.-focused growth.TNYH1 2026
- Subscription revenue up 12% and operating expenses down 33%, driving improved EBITDA.TNYH2 2025
- Subscription revenue jumped 40% as ad sales fell, driving a strategic shift to subscriber growth.TNYH2 2024
- Subscription revenue up 16%, OpEx down 20%, EBITDA up 40%, but going concern risk remains.TNYH1 2025
Next Tinybeans Group earnings date
Q2 202722 Feb, 2027
Tinybeans Group
Next Tinybeans Group earnings date
Q2 202722 Feb, 2027
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Frequently asked questions
Tinybeans Group Limited operates a digital platform and mobile application that allows parents to privately capture, share, and store their children's milestones and everyday moments. Through its subscription-based service, the company provides a secure and private space for families to share memories, accompanied by personalized content and family-friendly recommendations. Tinybeans serves users primarily in the United States and Australia but has a global reach with users in nearly every country. Tinybeans is headquartered in Sydney, Australia, with a presence in New York. Its shares are listed on the Australian Securities Exchange.