12 slides from Tiny Ltd. Class A's earnings presentation, May 13, 2026
Slide 1: Q1 2026 Earnings Call
May 13, 2026 Q1 2026 Earnings Call
Slide 2: Legal Disclaimer
Legal Disclaimer Q1 2026 Results This presentation is being given by Tiny Ltd. (the “Company”) for information purposes only. Reliance on this presentation for the purpose By their nature, forward-looking statements are subject to numerous risks and uncertainties. You are cautioned that the of engag
Slide 3: Q1 2026 Highlights
Q1 2026 Highlights Q1 2026 Results $9.2M ➢ Q1 2026 Adjusted EBITDA Margin1 of 18%, with continued focus on efficiency and cost management Subscriptions continue to compound at attractive Adj. EBITDA1 ➢ Net Debt to Adjusted EBITDA of 2.7x2 rates, reinforcing the quality of Tiny’s recurring revenue ba
Slide 4: Q1 2026 Financial Results
Q1 2026 Results Q1 2026 Financial Results
Slide 5: Revenue
Revenue Q1 2026 Results Digital Services Software & Apps Creative Platform Other $207.2 $193.4 $7.8 $7.7 $51.5 $39.2 $48.1 $49.2 $1.8 $2.2 $9.6 $11.0 $88.1 $54.3 $13.3 $23.5 $82.1 $72.2 $21.5 $16.7 Q1-25 Q1-26 Q1-25 LTM Q1-26 LTM Q1 2026 revenue of $51.5 million, a 7% increase, Q1 2026 LTM revenue o
Slide 6: Recurring Revenue
Recurring Revenue1 Q1 2026 Results Recurring Revenue1 Recurring Revenue %1 32% 34% 20% 20% $65.6 $39.2 $17.6 $9.8 Q1-25 Q1-26 Q1-25 LTM Q1-26 LTM Q1 2026 Recurring Revenue1 was $17.6 million, an Q1 2026 LTM Recurring Revenue1 was $65.6 increase of 7.8 million, or 80%, over Q1 2025 million compared t
Slide 7: Adjusted EBITDA & Adjusted EBITDA Margin
Adjusted EBITDA1 & Q1 2026 Results Adjusted EBITDA Margin1 21% 20% 19% 19% 18% 18% 16% 16% 17% 13% $37.4 $33.8 $7.3 $10.1 $9.7 $8.2 $10.1 $9.8 $9.2 $6.8 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 Q1-25 LTM Q1-26 LTM Adjusted EBITDA1 of $9.2 million in Q1 2026; Q1 Q1 2026 Adjusted EBITDA Margin1
Slide 8: Adjusted FCF Post Debt Servicing / Free Cash Flow
Adjusted FCF Free Cash Flow1 Post Debt Servicing1 $0.44 $0.60 $0.38 $0.55 $0.14 ($0.01) $0.09 ($0.07) $17.6 $16.2 $10.4 $8.9 $3.2 $2.2 ($0.4) ($1.9) Q1-25 Q1-26 Q1-25 LTM Q1-26 LTM Q1-25 Q1-26 Q1-25 LTM Q1-26 LTM $ million $/share2 Q1 2026 LTM Free Cash Flow of $17.6 million and Adjusted Free Cash F
Slide 9: Tiny Fund I
Tiny Fund I1 Q1 2026 Results Tiny Fund I Revenue1 Distributions to Tiny from ($US million) Tiny Fund I ($C million) US$52.7 US$49.0 C$2.8 C$1.9 US$12.9 US$11.6 C$1.1 C$1.0 Q1-25 Q1-26 Q1-25 - LTM Q1-26 - LTM Q1-25 Q1-26 Q1-25 LTM Q1-26 LTM ▪ Tiny Fund 1 revenue increased to $12.9 million, or 12% whe
Slide 10: Debt & Cash
Debt & Cash Q1 2026 Results Net Debt to Adjusted EBITDA Ratio Mar. 31, 2026 Dec. 31, 2025 3.8x Acquisition 3.5x 3.1x 3.2x Senior Debt $106.9 million $98.7 million 3.0x 2.7x 2.8x 2.7x 2.3x 2.4x Convertible Debentures $36.1 million $36.1 million Total Cash $34.2 million $29.3 million Net Debt includin
Slide 11: Roadmap – Q1 Update
Roadmap – Q1 Update Q1 2026 Results Leadership Transition ❖ Appointment of Austin Singhera as CEO, and increased involvement from Andrew Wilkinson (Executive Chairman) and Chris Sparling (Executive Vice-Chairman) Profitable Growth ❖ Continued focus on improvements to both Adjusted EBITDA1 and Free C
Slide 12: Questions
Questions