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Tinybeans Group (TNY) investor relations material
Tinybeans Group H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY25 was a transformational year, completing a strategic reset and shifting to a subscription-led model, resulting in improved subscriber trends, reduced costs, and stronger cash flow.
Transitioned from a niche baby app to a scalable, multigenerational family memory platform, expanding product offerings and partnerships.
Subscription revenue now accounts for 69% of total revenue, with strong product innovation and operational improvements.
The company is positioned for sustainable, profitable growth, with a focus on privacy and family needs.
Financial highlights
Annual recurring revenue (ARR) grew 12% year-over-year to $3.3M, now 69% of total revenue.
Total revenue was $4.82M, down 11% due to a strategic shift away from advertising and challenging US market conditions.
Gross margin remained high at 87%.
Operating expenses decreased by 33%, with over $3M in costs removed.
Adjusted EBITDA loss improved by 60% to $(1.44)M; operating cash burn reduced by 64%.
Outlook and guidance
Focus remains on subscriber-led revenue growth and monetization, with a reset cost base and expanded product tiering.
New subscription plans and a personalized in-app photo store are set to launch, targeting further revenue growth.
Expectation for the photo store to become a material revenue stream over the next two years.
Continued investment in marketing, brand awareness, and user acquisition planned for FY26.
Pursuing profitability through efficient capital allocation and exploring both organic and inorganic growth opportunities.
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