Tinybeans Group (TNY) AGM 2026 presentation summary

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.