Tinybeans Group (TNY) Q1 2027 earnings summary

Executive summary

• Q1 FY27 revenue rose 35% YoY to US$1.602M; adjusted EBITDA was US$65K profit versus a US$125K loss in Q1 FY26.

• Paid subscribers were ~92K; trial activation increased 146% versus the June quarter after onboarding and paywall changes.

• Fourth consecutive quarter of positive operating cash flow; quarter-end cash was US$1.411M with no debt.

Financial highlights

• Subscription revenue was US$1.395M, up 74% YoY; e-commerce revenue was US$127K, up 807% YoY.

• Gross profit increased 29% YoY to US$1.331M; other revenue declined 78% to US$80K.

• Adjusted EBITDA improved US$190K YoY to US$65K profit; measure excludes stock-based compensation.

Outlook and guidance

• Q2 includes Black Friday, Cyber Monday and the holiday lead-up, described as the strongest trading period for photo books, cards and gifting.

• Strategy prioritizes earlier customer conversion to improve returns on existing acquisition activity and support scalable marketing and partnership investment.