Slide 1: For personal use only
For personal use only 1
Slide 2: About, Mission and Vision
For personal use only “Your daily dose of joy & connection” About Tinybeans is a trusted partner for millions of families worldwide, providing a platform that celebrates, protects and preserves the joy of parenting. Mission Tinybeans is on a mission to foster love, not likes. Unlike traditional soci
Slide 3: H1 FY25 Highlights
For personal use only 01 "Tinybeans has made significant strides in H1, showing strong financial discipline, operational efficiency, and H1 FY25 momentum. The business is leaner, more focused, and well-positioned for sustainable long-term growth, with a Highlights clear strategy to drive value for b
Slide 4: Major restructure resulting in improved financial performance, focus & momentum
Major restructure resulting in improved financial performance, focus & momentum For personal use only Improved financial Reduced cost base performance Successful restructure MRR +16% pcp and team transition, OPEX -20% pcp reducing costs by 20% EBITDA +40% pcp pcp Operational momentum Momentum in sub
Slide 5: A leading private family photo sharing platform with strong CSS fundamentals
For personal use only A leading private family photo sharing platform with strong Consumer Subscription Software (CSS) fundamentals $2.7M $1.6M 50.1K $355 $75 +59% ARR +16% pcp -5% LRP +12% LRP +4% LRP 0.87M 91% 61% 90 93% Memories uploaded Recommend TB -4% LRP +2% LRP +2% LRP per month All ref eren
Slide 6: H1 delivered improvements in subscription revenue, OPEX & EBITDA
H1 delivered improvements in subscription revenue, OPEX & EBITDA For personal use only Financial performance: ● Subscription revenue (+16% pcp) driven by strong retention & pricing ● OPEX (-20% pcp) driven by restructure & streamlining team ● EBITDA (+40% pcp) driven by more stable advertising reven
Slide 7: Operational wins building momentum
Operational wins building momentum For personal use only Executed successful marketing Launched Tinybeans+ Gift Cards, partnerships in Australia with major enabling parents and friends to gift a retailer Harvey Norman and popular Tinybeans subscription, with Pediatrician Dr Golly, to assist with pro
Slide 8: H1 FY25 Financial Results
For personal use only 02 “We prefer to keep our kids off social media for the most part and also didn't want to become THOSE people posting H1 FY25 photos and videos of their kids all the time. Enter Tinybeans - an easy way to upload photos and videos for the people Financial you want to see them. H
Slide 9: Operating Performance
Operating Performance For personal use only ● Paid subscription revenue (MRR) increased by 16% pcp to $1.61m, reflecting strong retention and renewal rates, while acquisition scales. ● Total Revenue of $2.70 million decreased by 2% compared to prior comparative period (pcp), with decrease in Ad Sale
Slide 10: Profit & Loss Summary
Profit & Loss Summary For personal use only USD ($M) H1 FY25 H1 FY24 % Chg ● Revenue decreased 2% vs H1 FY24 to US$2.70m, driven by Total Revenue 2.70 2.76 -2% advertising sales decreasing by 14% partially offset by subscription revenue increasing by 16% Cost of Goods Sold (0.31) (0.27) 16% ● COGS e
Slide 11: Balance Sheet
Balance Sheet For personal use only USD ($M) 31 Dec 24 31 Dec 23 Cash 1.87 2.34 ● Cash balance as of 31 December 2024 was $1.87m. Accounts Receivable 1.05 0.85 ● Accounts Receivable increased by 20% over prior period. Open items outstanding at December 31st, 2024, were Other Current Assets 0.62 0.48
Slide 12: FY25 Strategy Overview
For personal use only 03 “As someone who doesn’t like the concept of my child being on Facebook, Tinybeans is a perfect app for sharing FY25 photos of my baby girl in a safe, secure way with the people that matter most in her life!” Strategy Overview Parent on Tinybeans USA 12
Slide 13: These aspirational goals drive our strategy
These aspirational goals drive our strategy For personal use only Vision: To make parenting more joyful, simple and meaningful By combining technology with a deep understanding of privacy & family needs, we create meaningful connections and lasting memories. m Monthly Active Users Global leader in d
Slide 14: Our key strategic pillars
Our key strategic pillars For personal use only PURSUE GROW MONETIZE PATH TO SUBSCRIBERS SUBSCRIBERS PROFITABILITY Long Term Brand Building Product Tiers & Pricing Disciplined Expense Short Term Sub Acquisition Physical Product Offering Management Partnerships & Distribution Personalised, 1st Party
Slide 15: Pipeline of partnerships to unlock growth
Pipeline of partnerships to unlock growth For personal use only 01 Strategic distribution partnerships Baby boxes, bags & programs - putting Tinybeans in the hands of expecting and very new parents at scale. Bounty Bags Tinybeans offer inclusion in 50K bags during Q3, delivered 02 Diversified growth
Slide 16: Future outlook
For personal use only 04 “Such a great way to stay current on my little Future grandchildren despite the miles that separate us! I check Tinybeans everyday for picture updates!” outlook Grandparent on Tinybeans USA 16
Slide 17: 2025 Success Metrics
2025 Success Metrics For personal use only Drive subscriber Pursue path to acquisition in US and profitability via Australia, with efficient use of capital integrated marketing in areas that will plan translating to generate long-term predictable & scalable value growth Shift product strategy to dri
Slide 18: Preview of upcoming key initiatives
Preview of upcoming key initiatives For personal use only Brand & community Unlocking new revenue Foundation for growth Scale & monetise expansion streams Build & strengthen Convert & retain Grow & engage Expand & diversify Continue to develop strategic Execute brand-led awareness Offer an expanded
Slide 19: Thank you!
Thank you! For investor matters, please contact: Zsofi Paterson - CEO & MD For personal use only E: investors@tinybeans.com Psst, know a new parent or soon-to-be parent? Give them Tinybeans gift subscription, enabling years of connection & joy. Visit: Tinybeans.com/gift