Photomyne Ltd · TASE:PHTM
Photomyne — Investor Presentation (February 2026)
14 slides from Photomyne's investor presentation, February 2026
Slide 1: Investor presentation - 2025 Summary
Investor presentation - 2025 Summary February 2026
Slide 2: Legal Disclaimer
Legal Disclaimer This presentation of Photomyne Ltd. (the “Company”) has been prepared as a general corporate overview and summary only. It does not contain all of the information about the Company and its activities. Reviewing this presentation is not a substitute for reading the reports published
Slide 3: 2025 – Continued Growth Momentum
2025 – Continued Growth Momentum $19.6M +39% Over half a billion photos Cash collections Cash collections growth scanned with Photomyne 42% $9.5M 561M 412K 49M paying subscribers Cash and Photos Paying Downloads 3+ years deposits subscribers * Data is as of December 31, 2025, or for the 12 months pe
Slide 4: Multi-Year Growth
Multi-Year Growth Cash collections (In USD millions) Cash collections totaled $19.6 million in 2025. +29% CAGR 39% growth compared to the same $19.6M period last year. $14.1M $11.8M 2023 2024 2025 * Direct marketing expenses refer to amounts spent directly on marketing platforms, excluding salaries
Slide 5: Trend Toward Cash Flow Breakeven
Trend Toward Cash Flow Breakeven Gradual progress toward cash flow Cash used in operating activities breakeven in H2 2025 decreased by c.$1.3M (~63%) compared to H1 2025. Revenue This reflects the Company’s Operating $9.1M Cash Flow ability to continue growing $7.9M while improving operational and mar
Slide 6: Photomyne Creates Lasting Value for Customers
Photomyne Creates Lasting Value for Customers Photomyne is an AI-powered technology platform dedicated to preserving memories. In just a few simple steps, old photo albums are transformed into high-quality digital images. Precious memories that might otherwise fade or be lost, become accessible, bac
Slide 7: Innovation-Driven Recognition: A Gen-AI Leader
Innovation-Driven Recognition: A Gen-AI Leader Photomyne is an internationally recognized brand, known for technological reliability and a high-quality user experience - with over 49 million downloads, top-tier user ratings, and broad media exposure. In 2025, Photomyne In 2024, Photomyne was Since 2
Slide 8: A Unique Product, Differentiation & Competitive Advantage
A Unique Product, Differentiation & Competitive Advantage Technology Irreplaceable Stickiness Data Assets Proprietary AI models, A deep emotional With over 560 million The use of physical, partially running connection drives photos, Photomyne has non-reproducible on-device, enable a fast long-term a
Slide 9: Experienced, Committed Leadership Team
Experienced, Committed Leadership Team Nir Tzemah Yair Segalovitz Omer Shoor Natalie Rodrig Verter Chairman, CEO & Director, Deputy CEO & CTO & Co-Founder Director, Chief Design & Co-Founder Co-Founder Ex-Samsung. Product Officer, Co-Founder Ex-Samsung, Ex-Google. Ex-Deutsche Bank, Expert in image pr
Slide 10: 30% Increase in Average Subscription Price + 14% Increase in auto-renewing subscribers Rate
30% Increase in Average Subscription Price + 14% Increase in auto-renewing subscribers Rate Upgrading the Paying Subscriber Base. Average subscription price increases over time The share of auto-renewing subscribers continues to rise $60 $50 $40 83% 74% of subscriptions of subscriptions renew renew
Slide 11: Cumulative Return on Investment by Cohorts
Cumulative Return on Investment by Cohorts 1-60 months 1-54 months 1-48 months 1-42 months 1-36 months 1-30 months 1-24 months 1-18 months 1-12 months 1-6 months 181% 152% 169% 167% 159% 199% 96% 84% 64% 54% $9.0M $7.1M $7.1M $6.2M $5.4M $5.0M $4.8M $4.0M $4.7M $4.0M $4.0M $4.2M $3.5M $4.2M $2.9M $2
Slide 12: Estimated Future Cash Collections From Existing Cohorts Only
Estimated Future Cash Collections From Existing Cohorts Only $166M (against cumulative marketing spend of c.$56M) ~$96M ~$70M Cash collections received as of June 30, 2025 Estimated future cash collections over the next 10 years from existing cohorts only c. 3X cash collections per $1 of marketing s
Slide 13: Business Strategy
Business Strategy 1 2 3 4 5 6 Technological Increasing Brand Monetization & Subscriber Path to Cash Additional Innovation with Exposure Conversion Retention & LTV Flow Breakeven Opportunities & Short TTM Growth Revenue Streams Subscription Focused R&D Further A simple, seamless, Strengthening renewa
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