Tinybeans Group Ltd · ASX:TNY
Tinybeans — Shareholder Meeting (November 2024)
24 slides from Tinybeans's shareholder meeting presentation, Nov 14, 2024
Slide 1: 2024 AGM: Chair Address and Investor Presentation
ASX RELEASE 14 November 2024 2024 AGM: Chair Address and Investor Presentation Tinybeans Group Limited (ASX: TNY) (OTCQB: TNYYF) (“Tinybeans” or “the Company”) attaches the Chair’s Address and Investor Presentation, which will be delivered at the 2024 Annual General Meeting (Meeting) to be held toda
Slide 2: Tinybeans Chair Address
Tinybean’s Chair Address Dear Shareholders, In my address today, I want to start by expressing my gratitude to shareholders for your continued support during this transformative year for Tinybeans, including the board changes in 2024. This will be my last shareholder address as Chair and director, a
Slide 3: Chair Address (continued)
I will work with James Warburton to ensure an orderly transition of the Chair role, with James taking over as Chair on 31 December 2024. I am confident that I am leaving the business in good hands and wish the board and the Company every success for the future. Thank you again for being part of the
Slide 4: For personal use only
For personal use only 1
Slide 5: Important notice and disclaimer
Summ ary infor mation - This presentation (Pr esentation) has been prepared by Tinybeans Group Ltd ACN 168 481 614 (Company or Tinybeans) and contains summary information about Tinybeans and its activities which is current only as at the date of this Presentation, being 14 November 2024. The informa
Slide 6: Your daily dose of joy & connection
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 7: Investor Highlights
Investor Highlights For personal use only Market leading consumer subscription New Management & metrics: Strong Bolstered Board in US subscription revenue and Australia, with growth (39% CAGR) + renewed focus on high LTV, low churn + Australian market and high referral rate (93%). new highly experie
Slide 8: FY24 Highlights
For personal use only 01 ”This app is more than posting photos, although it can be used FY24 just for that. For me, it has become a journal, a relationship building/sustaining tool and a time capsule. My relationship with my in-laws and my own family is far better because of this app.” Highlights Pa
Slide 9: A leading private family photo sharing platform
For personal use only A leading private family photo sharing platform with strong Consumer Subscription Software (CSS) fundamentals $5.4M $2.9M 0.95M 51K $72 53% recurring +40% pcp -3% pcp -8% pcp +43% pcp $351 89% 59% 64M 93% Memories uploaded Recommend TB +11% pcp Blended Renewal DAU/MAU All ref e
Slide 10: Record subscription revenue as we execute on our strategy
For personal use only Record subscription revenue as we execute on our strategy 39% CAGR Shifting the revenue mix to 53% ARR Delivering 39% CAGR of ARR over past 3 years +43% increase in ARPU (Paid Subscribers) and subscription revenue over past 3 years minimal churn following Tinybeans+ price incre
Slide 11: Q1 FY25 update
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 photos and videos Q1 FY25 of their kids all the time. Enter Tinybeans - an easy way to upload photos and videos for the people you want to see them. Highly upda
Slide 12: Continued Subscription Revenue Growth, Major Restructure Executed
Continued Subscription Revenue Growth, Major Restructure Executed, For personal use only Reduced Cost Base & Growth Initiatives Underway Record quarterly subscription Material cost-base reset, Leadership team transition, revenue of US$0.81M, +23% with US$2M annualized costs with new key appointments
Slide 13: Consecutive quarters of subscription revenue growth
Consecutive quarters of subscription revenue growth For personal use only 39% CAGR 10
Slide 14: Tinybeans in the Australian media
Tinybeans in the Australian media: cementing ourselves as the For personal use only solution for families concerned with digital privacy 11
Slide 15: Tinybeans+ Gift Subscription
Tinybeans+ Gift Subscription: The ultimate For personal use only privacy-first gift for new & expecting mums ● Launched in October 2025 ● Enables family & friends to purchase a Tinybeans+ subscription for expecting or new parents ● 6 month ($50) and 12 month ($75) available, priced to encourage gift
Slide 16: Building a pipeline of partnerships to unlock growth
Building a pipeline of partnerships to unlock growth For personal use only HR & Employee Benefits Platforms The Giftable Membership creates Retailers for mum, families or baby new Channels for Purchase Hospitals, IVF Clinics, OBGYN/Pediatricians Hampers & Baby Bundles pipeline of Subscription Boxes
Slide 17: 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 14
Slide 18: 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 19: Our key strategic pillars
Our key strategic pillars For personal use only PURSUE GROW MONETIZE PATH TO SUBSCRIBERS SUBSCRIBERS PROFITABILITY 16
Slide 20: Our key strategic pillars
Our key strategic pillars For personal use only Continue to invest in core app experience Review subscription plans, pricing & tiers to drive conversion, expand ARPU and unlock latent value from Foster loyalty, advocacy & retention to drive organic existing subscribers growth Enhance and expand phot
Slide 21: 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 18
Slide 22: Market comparison by subscription revenue multiple
Market comparison by subscription revenue multiple For personal use only Source: Consumer Subscription Software - GP Bullhound, September 2024 *Tinybeans added by the Company for visual reference only 19
Slide 23: FY25 Success Metrics
FY25 Success Metrics For personal use only Pursue path to Grow brand profitability via awareness and drive continuing review of subscriber cost base and acquisition in key markets of US and efficient use of capital in areas that will Australia, leveraging a generate long-term partnership focussed va
Slide 24: Thank you!
Thank you! For personal use only Psst, know a new parent or soon-to- be parent? Give them Tinybeans gift subscription, enabling years of connection & joy. Visit: Tinybeans.com/gift For investor matters, please contact: Zsofi Paterson - Chief Executive Officer E: investors@tinybeans.com
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