Slide 1: Results Q3 2022
Results Q3 2022 tonies SE | Luxembourg | October 28, 2022
Slide 2: Who you have on the call today
Who you have on the call today g Marcus Stahl Florian Drabeck Jan Middelhoff Co-CEO, CFO MD International Co-Founder tonies® 2
Slide 3: tonies SE | Results Q3 2022 agenda
tonies SE | Results Q3 2022 Business Update Financial Results Q3 2022 Outlook Q&A tonies®
Slide 4: Business Update
aK Business Update eC
Slide 5: We are the pioneers of connected, technology-enabled audio systems for kids
We are the pioneers of connected, technology-enabled audio systems for kids and provider of premium, curated audio content tonies® 5
Slide 6: Our business model in a nutshell
Our business model in a nutshell : Our platform is ... fueling our razorblade ... and adding further high exponentially growing business model with margin products to our with more and more highly predictable Tonie tonies universe Tonieboxes... sales Sub: like he a lative Ac id digital tent a malrer
Slide 7: Q3 / 9M: Fully on plan despite macroeconomic challenges
| —_ Y “Mi, { ; ’ Q3 / 9M: Fully a despite our promises , macroeconomic challenges and plan — revenue: +21% to EUR 54M revenue: +30% to EUR 138M
Slide 8: We are driving market penetration despite unstable times
We are driving market penetration despite unstable times >100 countries with activated Tonieboxes >4.1m Tonieboxes sold +1.2m in last 12 months ~50% eA, of Tonieboxes sold outside of DACH in Q3 September 2022 US >5im 417m | Tonies sold in last 12 months] Density Toniebox activations low ul high Core
Slide 9: US market continues on very strong growth trajectory...
US market continues on very strong growth trajectory... ... growing our installed base with .. and already sold >330,000 Fonieboxes sold >2,200,000 Jonses ~3x more >1,200,000 Tonieboxes sold YoY... Tonies sold YTD September & >_> _ iL US market fully on track to reach full-year revenue guidance of E
Slide 10: ...and our Tonies portfolio becomes better and bigger
...and our Tonies portfolio becomes better and bigger BsizTi¢ts7sElek &)
Slide 11: We expand across all channels — because it works!
We expand across all channels — because it works! <<, amazon P © TARGET.
Slide 12: Feedback is the biggest proof point for product market fit!
Feedback is the biggest proof point for product market fit! = Outstanding WPS * Castomets \ove our products THING EV as of Oct 19 as of Oct 1 as of Oct 22 ~ oO , WBN ROOUNRS YS tonies® 12
Slide 13: Hongkong launch - First step into Asia-Pacific with distribution partner Jebsen
Hongkong launch - First step into Asia-Pacific with distribution partner Jebsen \ ys: @sevect © O)NOBLETIME tonies® 13
Slide 14: Preloved Tonieboxes — First sustainability product available
Preloved Tonieboxes — First sustainability product available la ia refurbished and brought back to life ny J PRE} (J {LOVED he se Mit Liebe aufbereitet. Weretall available since @ctober in Germany and Austria (be [era | es oi? Pasty new sustainable packaging concept Turquoise sold out within 2 Ys Se
Slide 15: Sleepy Friends — First own license brand launched on bedtime routine
Sleepy Friends — First own license brand launched on bedtime routine - The first time that e become a, licensor for merchandise! © -‘giine avn -© wins Se 3 scatimegtuer fa °
Slide 16: Financial Results Q3 2022
X % Financial Results Q3 2022 e
Slide 17: 9M 2022 — Strong growth driven by international markets...
9M 2022 — Strong growth driven by international markets... w Revenue growth by geography Mom 2022 Ce Rest of World ~ lom 2021 | Revenue split by geography ——— ‘YEA | 106.3 | 12% 9M 2021 Hi Intemational Mi DACH 138.2 29% 9M 2022 tonies® 17
Slide 18: ...and by all product categories
..and by all product categories Revenue growth by product category Mom 2022 +30% t Accessories __ & Digital Group Tonieboxes Tonies ~ om 2021 Revenue split by product category ee _ | HB Tonieboxes 138.2 Ml Tonies \ MW) Accessories & Digital 9M 2021 9M 2022
Slide 19: Q3 2022 — Continued good development against strong prior year baseline
Q3 2022 — Continued good development against strong a prior year baseline Revenue growth by geography Revenue growth by product category a Mias2021| 7 GO — Q3 2021 Cy Mas 2022 | | +21% iG Ms 2022. \\ : gle> a S very strong baseline: | Sep 2021: >50% YoY | | +21% | | +72% | Group US Rest of were Acce
Slide 20: DACH business already showing strong profitability
DACH business already showing strong profitability J DACH business profitable ZReo\) with double-digit OF Adj. EBITDA margin @9¢ ¢ . Zz) tonies® 20
Slide 21: Outlook
Outlook
Slide 22: Guidance raised — we expect higher profitability in FY 2022
Guidance raised — we expect higher profitability in FY 2022 | Guidance from IPO Initial guidance FY 2022 FY 2022 Group Net Revenue 250 250 250 (EURm) (+ 33% YoY growth) (+ 33% YoY growth) Group Adj. EBITDA “Slightly better than 0, y S (% of Revenue) na FY 2021 (-8.1%)" -5% ta -2% 52 52 US Net Revenu
Slide 23: Q&A
Q&A
Slide 24: Any questions...
Any questions... toniest
Slide 25: tonies
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Slide 26: Strong performance across geographies and products
Strong performance across geographies and products (in EURm) Q3 2021 Q3 2022) Change 9M 2021 9M 2022| Change Revenue 44.5 20.8% by geographies DACH 378 -9.0% US 27 360.9% Rest of World 4.0 71.7% by product Tonieboxes 10.8 46.3% Tonies Figurines 31.9 9.4% Accessories & Digital 19 67.8% 106.3 30.0% 94
Slide 27: Reporting and conferences calendar
OCTOBER NOVEMBER DECEMBER REPORTING CONFERENCES
Slide 28: Investor Relations Contact
Investor Relations Contact Investor Relations Team Contact ir@tonies.com Investor Relations Contact Manuel Bosing Head of Investor Relations Phone: +4915157846012 Mail: manuel. boesing@tonies.com tonies® 28
Slide 29: Confidentiality and forward-looking statements
Confidentiality All information within these slides is strictly confidential and can only be handed over or published to third persons with the prior written consent of tonies SE. These slides contain forward-looking statements Certain statements included in this document are forward-looking stateme